{"product_id":"the-essential-advisor-9781119260615","title":"The Essential Advisor","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eLeverage the financial services evolution to maximize your firm''s value\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Essential Advisor \u003c\/i\u003epresents 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\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eForeword by Jean Chatzky ix\u003c\/p\u003e \u003cp\u003ePreface xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eChapter 1 The Evolution of Financial Advice 1\u003c\/p\u003e \u003cp\u003eChapter 2 The Evolution of Complexity 19\u003c\/p\u003e \u003cp\u003eChapter 3 The Digital Divide: Napster or Amazon? 43\u003c\/p\u003e \u003cp\u003eChapter 4 The Pillars of Value 57\u003c\/p\u003e \u003cp\u003eChapter 5 Communicating the Essential 75\u003c\/p\u003e \u003cp\u003eChapter 6 Building the Essential Relationship: Who Are You Going to Call? 109\u003c\/p\u003e \u003cp\u003eChapter 7 Success in the Digital Revolution 127\u003c\/p\u003e \u003cp\u003eChapter 8 Maximizing Value 145\u003c\/p\u003e \u003cp\u003eChapter 9 Finding the Essential Advisor 167\u003c\/p\u003e \u003cp\u003eThe Last Word by Jud Bergman 179\u003c\/p\u003e \u003cp\u003eAbout the Interviewees 185\u003c\/p\u003e \u003cp\u003eAbout the Authors 193\u003c\/p\u003e \u003cp\u003eAbout the Contributors 195\u003c\/p\u003e \u003cp\u003eIndex 197\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49407021908311,"sku":"9781119260615","price":24.79,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119260615.jpg?v=1730497906","url":"https:\/\/bookcurl.com\/products\/the-essential-advisor-9781119260615","provider":"Book Curl","version":"1.0","type":"link"}