Book description
Author Mitch Anthony has been recognized as the voice of conscience for
the financial services industry. For more than a decade, he has shown
advisors how building authentic, genuine relationships can serve
clients' best interests and build heathly-and financially
successful-practices at the same time.
In From the Boiler Room to the Living Room, Mitch examines
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. He teaches readers how to better understand the emotional
significance of the money that clients entrust to their advisors and
the struggles they face as they attempt to get "more life for
their money." The book also discusses why venture philosophy,
funding single moments, and rethinking one's purpose in life is more
important to clients than net worth or asset allocation. Finally, it
discusses how to develop dialogues that forge meaningful, long-term
client connections-in other words, how to stop selling and start
listening.
Mitch Anthony is the founder and President of
MitchAnthony. com, whose companies include Advisor Insights Inc. and
The Financial Life Planning Institute. He also writes and hosts the
syndicated radio feature The Daily Dose, and is a regular
contributor to Research, Financial Advisor, and Bank Advisor
magazines. Anthony was named one of the financial service industry's
top "Movers & Shakers" by Financial Planning magazine.
He is also coauthor of Storyselling for Financial Advisors and
author of The New Retirementality (Wiley), now in its third
edition.
Visit www. MitchAnthony. com for more information.
