rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    non sort: The
    title: enduring advisory firm
    sub title: how to serve your clients more effectively and operate more efficiently
  name:
    name part: Tibergien, Mark C.
    name part: 1952-
    role:
      role term: creator
    role:
      role term: author.
  name:
    name part: Dellarocca, Kimberly G.
    role:
      role term: author.
  type of resource: text
  genre: bibliography
  genre: Electronic books.
  origin info:
    place:
      place term: nju
    date issued: 2016
    copyright date: 2017
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource
  abstract: 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: 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.
  note: Mark Tibergien, Kim Dellarocca.
  note: Includes index.
  note: Includes bibliographical references and index.
  subject:
    topic: Financial planning industry
  subject:
    topic: Financial planners
  subject:
    topic: Finance, Personal
  classification: HG179.5 .T53 2016
  classification: 332.024
  related item:
    title info:
      title: Enduring advisory firm: how to serve your clients more effectively and operate more efficiently
    name:
      name part: Tibergien, Mark.
    origin info:
      publisher: Hoboken, New Jersey : Whiley ; Bloomberg Press, ©2017
    physical description:
      extent: xiv, 182 pages
  related item:
    title info:
      title: Bloomberg financial series
  identifier: 9781119108825
  identifier: 1119108829
  identifier: 9781119108795
  identifier: 1119108799
  identifier: 9781119108818
  identifier: 1119108810
  identifier: 9781119108764
  identifier: 1119108764
  identifier: 968750 MIL
  identifier: B4789E4D-065F-4A0F-93F0-04BE175A4429 OverDrive, Inc.
  identifier: http://proxy.library.tamu.edu/login
  record info:
    record content source: NhCcYBP
    record creation date: 161109
    record change date: 20260215000655.9
    record identifier: in00005690150
    language of cataloging:
      language term: eng