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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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.

Author: Mitch Anthony, Richard Wagner
Publisher: Wiley
Published: 08/01/2008
Pages: 240
Binding Type: Hardcover
Weight: 0.92lbs
Size: 9.16h x 6.44w x 0.89d
ISBN13: 9780470255094
ISBN10: 0470255099
BISAC Categories:
- Business & Economics | Banks & Banking
- Business & Economics | Personal Finance | General

About the Author

MITCH ANTHONY is the founder and President of, 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.

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