{"product_id":"the-enduring-advisory-firm-9781119108764","title":"The Enduring Advisory Firm","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eA guide for financial advisors who are ready to embrace new opportunities\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Enduring Advisory Firm\u003c\/i\u003e 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 Tibergienroutinely named one of the most influential people in the financial services worldand Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution.\u003c\/p\u003e \u003cp\u003eCombining a facts-based approach with case studies and examples from the field, \u003ci\u003eThe Enduring Advisory Firm\u003c\/i\u003e will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today''s smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, \u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eAcknowledgments ix \u003c\/p\u003e\u003cp\u003ePreface xi\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART I: THE STATE OF THE ADVISORY BUSINESS\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCHAPTER 1 Key Business Trends 3\u003c\/p\u003e \u003cp\u003eCHAPTER 2 What Business Are You In? 15\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART II: THE ROLE OF DEMOGRAPHICS AND THE ABILITY TO GROW\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCHAPTER 3 A New Paradigm for Relating and Growing Relationships 31\u003c\/p\u003e \u003cp\u003eCHAPTER 4 The Mature Client 41\u003c\/p\u003e \u003cp\u003eCHAPTER 5 The Baby Boomers 55\u003c\/p\u003e \u003cp\u003eCHAPTER 6 The Generation X Client 69\u003c\/p\u003e \u003cp\u003eCHAPTER 7 Millennials 83\u003c\/p\u003e \u003cp\u003eCHAPTER 8 Generation Z and Beyond 93\u003c\/p\u003e \u003cp\u003eCHAPTER 9 Investing Women 99\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART III: BRINGING CHANGE TO YOUR PRACTICE\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCHAPTER 10 Transforming from Practice to Business 119\u003c\/p\u003e \u003cp\u003eCHAPTER 11 Culture Wars 135\u003c\/p\u003e \u003cp\u003eCHAPTER 12 A Vision and Leader for the Future 153\u003c\/p\u003e \u003cp\u003eIndex 173\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406987141463,"sku":"9781119108764","price":45.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119108764.jpg?v=1730497797","url":"https:\/\/bookcurl.com\/products\/the-enduring-advisory-firm-9781119108764","provider":"Book Curl","version":"1.0","type":"link"}