The enduring advisory firm
Subtitle: how to serve your clients more effectively and operate more efficiently
By: Mark Tibergien, Kim Dellarocca
Contributors: Dellarocca, Kim, author
Series: Financial series; Bloomberg financial series
Published: 2017
Language: eng
Number of pages: 182
ISBN-13: 9781119108764
Subjects: Financial planners; Financial planning industry
Other titles: How to serve your clients more effectively and operate more efficiently
Notes: Includes bibliographical references and index.
Table of contents: title: The State of the Advisory Business. Key Business Trends; title: What Business are You In?; title: The Role of Demographics and the Ability to Grow. A New Paradigm for Relating and Growing Relationships; title: The Mature Client; title: The Baby Boomers; title: The Generation X Client; title: Millennials; title: Generation Z and Beyond; title: Investing Women; title: Bringing Change to Your Practice. Transforming from Practice to Business; title: Culture Wars; title: A Vision and Leader for the Future.