Download E-books From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients PDF

By Mitch Anthony

Writer Mitch Anthony has been famous because the voice of judgment of right and wrong for the monetary companies undefined. For greater than a decade, he has proven advisors how development actual, real relationships can serve consumers' top pursuits and construct heathly—and financially successful—practices whilst.

In From the Boiler Room to the residing Room, Mitch examines the place the monetary companies has failed some time past, and what it must do to revive belief at either the person and degrees. He teaches readers tips on how to larger comprehend the emotional value of the cash that consumers entrust to their advisors and the struggles they face as they try and get "more existence for his or her money." The ebook additionally discusses why enterprise philosophy, investment unmarried moments, and rethinking one's objective in lifestyles is extra vital to consumers than internet worthy or asset allocation. eventually, it discusses how you can strengthen dialogues that forge significant, long term customer connections—in different phrases, tips to cease promoting and begin listening.

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