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

Overview

Over the years, the financial services industry has consistently failed to help its clients deal with some of the most important internal aspects of money'such as meaning, emotion, and intention, to name a few. But a recent confluence of events, including a sobering bear market and the revelation of corruptive conflicts of interest, has started to change the "boiler room template" from which this industry was originally cast, and has allowed advisors within it to refocus on ...

See more details below
Other sellers (Hardcover)
  • All (10) from $2.47   
  • New (4) from $27.76   
  • Used (6) from $2.47   

Overview

Over the years, the financial services industry has consistently failed to help its clients deal with some of the most important internal aspects of money'such as meaning, emotion, and intention, to name a few. But a recent confluence of events, including a sobering bear market and the revelation of corruptive conflicts of interest, has started to change the "boiler room template" from which this industry was originally cast, and has allowed advisors within it to refocus on building more meaningful relationships with their clients.

Today, a major revolution is underway in the financial services industry, and it's based on the idea of understanding what your clients are really asking for: authenticity and integrity. Advisors who embrace this change will prosper in the years ahead, while those who don't will fail, and ultimately become extinct.

Author Mitch Anthony is a recognized voice of reason in the financial services industry. For more than a decade, he has shown advisors how to build genuine relationships that can serve clients' best interests and build healthy-and financially successful-practices at the same time. In From the Boiler Room to the Living Room, Anthony continues to develop this message by examining where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He also takes the time to discuss the subtle steps advisors should take to improve client relationships, such as becoming more aware of the emotional significance clients attach to their money and the struggles they face in an attempt to get "more life for their money."

Along the way, Anthony addresses essential issues that may affect your clients' lives at critical junctures, including the possibility of disability and the rearrangement of retirement, and he skillfully reveals why embracing venture philanthropy, funding single moments, and rethinking one's purpose in life is more important to today's client than net worth or asset allocation. Filled with in-depth insights and expert advice, From the Boiler Room to the Living Room is a must-have guide for any financial advisor or institution intent on adapting to the changing times and forging meaningful, long-term connections with current and future clients.

Read More Show Less

Product Details

  • ISBN-13: 9780470255094
  • Publisher: Wiley
  • Publication date: 8/25/2008
  • Edition number: 1
  • Pages: 240
  • Product dimensions: 6.20 (w) x 9.10 (h) x 1.10 (d)

Table of Contents


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
Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)