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From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients
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Dieser Artikel gilt, aufgrund seiner Grösse, beim Versand als 3 Artikel!
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| Praise for From the Boiler Room to the Living Room
"Only Mitch Anthony could put such context around our job as advisors. Read this book and I promise you will walk away with more 'ah-ha's' than any other one you've read. It will change the way you work with your clients forever. From the Boiler Room to the Living Room is a powerful book."
--Deena B. Katz, CFP(r)Associate Professor, Texas Tech University
"Can transactional brokers become comprehensive financial advisors? Billions of dollars ride on the answer to that question, and Mitch Anthony provides an answer--and a road map. His latest book will be invaluable to financial professionals who want to make a difference in their clients' lives, as well as insure their own professional success."
--Evan CooperSenior Managing Editor, InvestmentNews
"This book is a must-read for financial advisors who understand that puttingthe clients' interests first is also good business. From the Boiler Room to theLiving Room will help to change the financial services industry to the financial planning profession."
--Roy Diliberto, CFP Past president of the Financial Planning Association and author of Financial Planning: The Next Step
"The future belongs to the fee-based, right-brained advisor who brings wisdom and knowledge into holistic conversations with clients who are wrestling withmajor anticipated or unanticipated life transitions. Mitch deftly describes theessence of planning beyond money. What clients value and what they prefer are meaningful discussions surrounding purpose-driven net worth, i.e., solutions that support, sustain, and nourish their three most important assets--their mind, their body, and their soul."
--Lewis J. Walker, CFP President, Life Transitions Advisors, LLC |
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