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Chatzky, Jean Sherman

The Essential Advisor: Building Value in the Investor-Advisor Relationship

Chatzky, Jean Sherman - The Essential Advisor: Building Value in the Investor-Advisor Relationship, e-kirja

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ISBN: 9781119260646
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Tulostus67 sivua ja lisä sivu kertyy joka 11. tunti, ylärajana 67 sivua
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Leverage the financial services evolution to maximize your firm's value

The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value.

Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths.

  • Articulate the value of your services
  • Leverage new technology to complement your practice
  • Capitalize on opportunities and maximize your firm's value
  • Position your firm to benefit from the changing consumer population

Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Avainsanat: The Essential Advisor: Creating Value in the Client-Advisory Relationship, Bill Crager, Jay Hummel, Envestnet, advisory firm management, advisory firm strategy, financial services management, financial advisor management, new financial advisor, financial services practice, increasing firm value, financial services consumer, wealth management practice, future of financial advisors, advisor-client relationship management, growing an advisory firm, financial advice industry, financial advisor vs robo-advisor, financial services management strategy, financial services long-term planning, financial services consumers demands, modern financial advisors, Pam Kreuger, Wealthramp, Money Track, The Essential Advisor: Creating Value in the Client-Advisory Relationship, Bill Crager, Jay Hummel, Envestnet, advisory firm management, advisory firm strategy, financial services management, financial advisor management, new financial advisor, financial services practice, increasing firm value, financial services consumer, wealth management practice, future of financial advisors, advisor-client relationship management, growing an advisory firm, financial advice industry, financial advisor vs robo-advisor, financial services management strategy, financial services long-term planning, financial services consumers demands, modern financial advisors, Pam Kreuger, Wealthramp, Money Track, Personal Finance / Financial Advising

Tekijä(t)
 
 
Julkaisija
John Wiley and Sons, Inc.
Julkaisuvuosi
2016
Kieli
en
Painos
1
Sivumäärä
224 sivua
Kategoria
Talous
Tiedostomuoto
E-kirja
eISBN (ePUB)
9781119260646
Painetun ISBN
9781119260615

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