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 umd mobi chm 夸克云 免费 azw3 下载 pdf

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.

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

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