{"product_id":"the-enduring-advisory-firm-mark-c-tibergien-9781119108764","title":"The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently","description":"\u003cb\u003eA guide for financial advisors who are ready to embrace new opportunities\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Enduring Advisory Firm\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eCombining a facts-based approach with case studies and examples from the field, \u003ci\u003eThe Enduring Advisory Firm\u003c\/i\u003e 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eIn-depth discussion of trends and forces that you can harness to reshape your financial advisement business\u003c\/li\u003e \u003cli\u003eCase studies and examples showing how to navigate the most difficult business decisions\u003c\/li\u003e \u003cli\u003eInnovative ideas for process improvement, more fruitful client interactions, and sustainable growth\u003c\/li\u003e \u003cli\u003eTips and insight for attracting Millennial clients and talent by leveraging new technologies\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eThe Enduring Advisory Firm\u003c\/i\u003e 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(R) 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.\u003cbr\u003e\u003cbr\u003e\u003c\/p\u003e \u003cp\u003e \u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAuthor:\u003c\/b\u003e Mark C. Tibergien, Kimberly G. Dellarocca\u003cbr\u003e\u003cb\u003eISBN-10:\u003c\/b\u003e 1119108764\u003cbr\u003e\u003cb\u003eISBN-13:\u003c\/b\u003e 9781119108764\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Wiley\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e English\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 11\/30\/2016\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 208\u003cbr\u003e\u003cb\u003eFormat:\u003c\/b\u003e Hardcover\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 0.90lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 9.10h x 6.00w x 0.90d","brand":"Mark C. Tibergien","offers":[{"title":"Hardcover","offer_id":43924144488703,"sku":"9781119108764","price":63.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0662\/2982\/9887\/products\/img_6433fcee-c6f6-4d4e-be0d-3800b39721ba.jpg?v=1681068740","url":"https:\/\/www.whiterainbookhouse.com\/products\/the-enduring-advisory-firm-mark-c-tibergien-9781119108764","provider":"WR Book House","version":"1.0","type":"link"}