From The Boiler Room To The Living Room: The Financial Services Revolution And What It Means To You And Your Clients从锅炉房到客厅：金融服务行业的变革对你和你的客户意味着什么
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作者： Mitch Anthony 著
出 版 社：
出版时间： 2008-8-1字数：版次： 1页数： 214印刷时间： 2008/08/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470255094包装： 精装内容简介
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly—and financially successful—practices at the same time.
In From the Boiler Room to the Living Room, Mitch examines 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 teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get "more life for their money." The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections—in other words, how to stop selling and start listening.
作者简介：
Mitch Anthony is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature The Daily Dose, and is a regular contributor to Research, Financial Advisor, and Bank Advisor magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by Financial Planning magazine. He is also coauthor of Storyselling for Financial Advisors and author of The New Retirementality (Wiley), now in its third edition.
目录
Foreword
Acknowledgments
Preface
PART Ⅰ: INDUSTRY RESOULUTIONS
Chapter 1: If These Walls Could Talk
Chapter 2: Speedometers and Odometers
Chapter 3: The Warring Hand
Chapter 4: I'm a Numbers Guy
Chapter 5: A New Level of Integrity Beyond Disclosure
Chapter 6: A New Value Proposition
Chapter 7: A New Standard for Practice: Practicing World-Class Wealth Care
Chapter 8: The New Frontier: Getting to the Right Side of the Advisory Business
PART Ⅱ: LIFE RESOULUTIONS
Chapter 9: Permanent Reference Points: How the Financial Blueprint Is Formed
Chapter 10: How We Measure Money
Chapter 11: Spinning Out of Control
Chapter 12: Protecting Your Clients from Half fluence
Chapter 13: The End of Retirement as We Know It
Chapter 14: What Do Your Clients Want Their Money to Do?
PART Ⅲ: DIALOGUE RESOULUTIONS 143
Chapter 15: The History Dialogue: Finding Your Clients' Future in Their Past
Chapter 16: Goals Are Overrated
Chapter 17: Funding “Single Moments.”
Chapter 18: The Parental Pension
Chapter 19: By the Side of the Road: Dealing with the Big “What If .”
Chapter 20: A 100 Percent Certainty
Chapter 21: The New Venture Philanthropy Dialogue
Bibliography
Index
