Description
Book SynopsisLeverage the financial services evolution to maximize your firm''s value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You''ll learn how to provide the transparency, hands-on interaction, and around-the-clock access today''s clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practicethey are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. Thi
Table of Contents
Foreword by Jean Chatzky ix
Preface xiii
Acknowledgments xv
Chapter 1 The Evolution of Financial Advice 1
Chapter 2 The Evolution of Complexity 19
Chapter 3 The Digital Divide: Napster or Amazon? 43
Chapter 4 The Pillars of Value 57
Chapter 5 Communicating the Essential 75
Chapter 6 Building the Essential Relationship: Who Are You Going to Call? 109
Chapter 7 Success in the Digital Revolution 127
Chapter 8 Maximizing Value 145
Chapter 9 Finding the Essential Advisor 167
The Last Word by Jud Bergman 179
About the Interviewees 185
About the Authors 193
About the Contributors 195
Index 197
