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Foreword ix
Acknowledgments xv
Preface xvii
Industry Resoulutions 1
If These Walls Could Talk 3
Speedometers and Odometers 13
The Warring Hand 21
I'm a Numbers Guy 29
A New Level of Integrity Beyond Disclosure 39
A New Value Proposition 49
A New Standard for Practice: Practicing World-Class Wealth Care 59
The New Frontier: Getting to the Right Side of the Advisory Business 69
Life Resolutions 81
Permanent Reference Points: How the Financial Blueprint Is Formed 83
How We Measure Money 91
Spinning Out of Control 101
Protecting Your Clients from Halffluence 111
The End of Retirement as We Know It 121
What Do Your Clients Want Their Money to Do? 133
Dialogue Resolutions 143
The History Dialogue: Finding Your Clients' Future in Their Past 145
Goals Are Overrated 155
Funding "Single Moments" 163
The Parental Pension 171
By the Side of the Road: Dealing with the Big "What If ..." 179
A 100Percent Certainty 189
The New Venture Philanthropy Dialogue 197
Bibliography 207
Index 211
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Alan Scott Henderson
reviewed From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients on June 11, 2016
From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients
I purchased the original book in 2008 just when I was entering this field of work.
This 'revised' edition has very little to add to the original book, but is still a very good compilation.
There are some heroes of old and some who still hold their sway post the 2008/09 mayhem. A must read for people who like understanding the motivations of HF managers and an insight into their personalities.
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Add From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients, 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 t, From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients to the inventory that you are selling on WonderClubX
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Add From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients, 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 t, From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients to your collection on WonderClub |
