From the Boiler Room to the Living Room The

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.

Foreword	p. ix
Acknowledgments	p. xv
Preface	p. xvii
Industry Resoulutions	p. 1
If These Walls Could Talk	p. 3
Speedometers and Odometers	p. 13
The Warring Hand	p. 21
I'm a Numbers Guy	p. 29
A New Level of Integrity Beyond Disclosure	p. 39
A New Value Proposition	p. 49
A New Standard for Practice: Practicing World-Class Wealth Care	p. 59
The New Frontier: Getting to the Right Side of the Advisory Business	p. 69
Life Resolutions	p. 81
Permanent Reference Points: How the Financial Blueprint Is Formed	p. 83
How We Measure Money	p. 91
Spinning Out of Control	p. 101
Protecting Your Clients from Halffluence	p. 111
The End of Retirement as We Know It	p. 121
What Do Your Clients Want Their Money to Do?	p. 133
Dialogue Resolutions	p. 143
The History Dialogue: Finding Your Clients' Future in Their Past	p. 145
Goals Are Overrated	p. 155
Funding "Single Moments"	p. 163
The Parental Pension	p. 171
By the Side of the Road: Dealing with the Big "What If ..."	p. 179
A 100 Percent Certainty	p. 189
The New Venture Philanthropy Dialogue	p. 197
Bibliography	p. 207
Index	p. 211
Table of Contents provided by Ingram. All Rights Reserved.

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From the Boiler Room to the Living Room The Financial Services Revolution and What it Means to You and Your Clients

Summary

Author Biography

Table of Contents

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