From the Boiler Room to the Living Room

The Financial Services Revolution and What it Means to You and Your Clients PDF Scaricare GRATUITO [Mobi . ePub]
The Financial Services Revolution and What it Means to You and Your Clients PDF Scaricare GRATUITO [Mobi . ePub]

anthony mitch; wagner richard - from the boiler room to the living room

anthony mitch

From the Boiler Room to the Living Room
The Financial Services Revolution and What it Means to You and Your Clients

lingue: Italiano
Prezzo: GRATUITO

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Informations:
Formato libro:pdf.epub.lit.ibooks.mobi.mp3
rb.lrf.ogg.txt.rtf.doc

Dettagli

Genere:Libro
Lingua: Inglese
Editore:

John Wiley & Sons

Pubblicazione: 09/2008

ISBN:

9780470255094

Condizione: Nuovo
Dimensioni: 233 x 22.4 x 163 mm Ø 426 gr
Formato: Copertina rigida
Pagine Arabe: 240

Praise for From the Boiler Room to the Living Room “Only Mitch Anthony could put such context around our job as advisors. Read this book and I promise you will walk away with more ‘ah-ha’s’ than any other one you’ve read. It will change the way you work with your clients forever. From the Boiler Room to the Living Room is a powerful book.” –Deena B. Katz, CFP(r)Associate Professor, Texas Tech University “Can transactional brokers become comprehensive financial advisors? Billions of dollars ride on the answer to that question, and Mitch Anthony provides an answer–and a road map. His latest book will be invaluable to financial professionals who want to make a difference in their clients’ lives, as well as insure their own professional success.” –Evan CooperSenior Managing Editor, InvestmentNews “This book is a must-read for financial advisors who understand that puttingthe clients’ interests first is also good business. From the Boiler Room to theLiving Room will help to change the financial services industry to the financial planning profession.” –Roy Diliberto, CFP Past president of the Financial Planning Association and author of Financial Planning: The Next Step “The future belongs to the fee-based, right-brained advisor who brings wisdom and knowledge into holistic conversations with clients who are wrestling withmajor anticipated or unanticipated life transitions. Mitch deftly describes theessence of planning beyond money. What clients value and what they prefer are meaningful discussions surrounding purpose-driven net worth, i.e., solutions that support, sustain, and nourish their three most important assets–their mind, their body, and their soul.” –Lewis J. Walker, CFP President, Life Transitions Advisors, LLC

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