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雷达卡
Mark C. Tibergien, Kimberly G. Dellarocca
A guide for financial advisors who are ready to embrace new opportunities
The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution.
Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future.
• In-depth discussion of trends and forces that you can harness to reshape your financial advisement business
• Case studies and examples showing how to navigate the most difficult business decisions
• Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth
• Tips and insight for attracting Millennial clients and talent by leveraging new technologies
The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you.
Table of Contents
Acknowledgments ix
Preface xi
PART I: THE STATE OF THE ADVISORY BUSINESS
CHAPTER 1 Key Business Trends
CHAPTER 2 What Business Are You In?
PART II: THE ROLE OF DEMOGRAPHICS AND THE ABILITY TO GROW
CHAPTER 3 A New Paradigm for Relating and Growing Relationships
CHAPTER 4 The Mature Client
CHAPTER 5 The Baby Boomers
CHAPTER 6 The Generation X Client
CHAPTER 7 Millennials
CHAPTER 8 Generation Z and Beyond
CHAPTER 9 Investing Women
PART III: BRINGING CHANGE TO YOUR PRACTICE
CHAPTER 10 Transforming from Practice to Business
CHAPTER 11 Culture Wars
CHAPTER 12 A Vision and Leader for the Future
Index
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