Title: From the boiler room to the living room : what the coming revolution in the financial services industry means to you and your clients /
Authors: Anthony, Mitch.
Publisher: John Wiley & Sons,
Year: 2008
Subjects: Financial planners.; Investment advisors.; Financial services industry.
Abstract: "Today, a major revolution is underway in the financial services industry, and it's based on the idea of understanding what your clients are really asking for: authenticity and integrity. Advisors who embrace this change will prosper in the years ahead, while those who don't will fail, and ultimately become extinct." "Author Mitch Anthony is a recognized voice of reason in the financial services industry. For more than a decade, he has shown advisors how to build genuine relationships that can serve clients' best interests and build healthy - and financially successful - practices at the same time. In From the Boiler Room to the Living Room, Anthony continues to develop this message by examining 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."--Jacket.