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The enduring advisory firm : how to serve your clients more effectively and operate more efficiently /

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Bibliographic Details
Main Authors: Tibergien, Mark C., 1952- (Author), Dellarocca, Kim (Author)
Corporate Author: ProQuest (Firm)
Format: eBook
Language:English
Published: Hoboken, New Jersey : John wiley & Sons, Inc., [2017]
Series:Bloomberg financial series.
Subjects:
Financial planning industry.
Financial planners.
Electronic books.
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • The State of the Advisory Business. Key Business Trends
  • What Business are You In?
  • The Role of Demographics and the Ability to Grow. A New Paradigm for Relating and Growing Relationships
  • The Mature Client
  • The Baby Boomers
  • The Generation X Client
  • Millennials
  • Generation Z and Beyond
  • Investing Women
  • Bringing Change to Your Practice. Transforming from Practice to Business
  • Culture Wars
  • A Vision and Leader for the Future.