Dellarocca, Kimberly G.

The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

Dellarocca, Kimberly G. - The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently, ebook


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ISBN: 9781119108795
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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. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

Keywords: The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently; The Enduring Advisory Firm; Mark Tibergien; Kim Dellarocca; financial advisor; financial advisement; financial services; technology; financial advice; case studies; financial advising business; Millennial generation; interactive technologies; growth planning; attracting clients; client interactions; industry trends; financial advisors; practice managers; business decisions; sustainable growth; trends; mobile; process improvement; executives; measurable growth

John Wiley and Sons, Inc.
Publication year
Bloomberg Financial
Page amount
208 pages
Printed ISBN

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