||0 of 0 people found the following review helpful.| Perfect for any advisor whether you're 25 or 55|By USCJeepLife|So I'm a fairly young advisor and have been in the business awhile now. I've read so many books on prospecting and framing and closing, you name it. Long story short, I've still had trouble getting through to prospects and some of my referrals have been skeptical as well. This book has honed in on generational bias|From the Inside Flap||The largest risk to the financial advisory industry isn't percolating in Silicon Valley—it's the false confidence financial advisors, managers, and executives have in the sustainable success of their current business models. Today's
A guide for financial advisors who are ready to embrace new opportunities
The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compe...
[PDF.jr23] The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial) Rating: 3.83 (711 Votes)
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You easily download any file type for your device.The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial) | Mark C. Tibergien, Kimberly G. Dellarocca. Just read it with an open mind because none of us really know.
