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The enduring advisory firm : how to serve your clients more effectively and operate more efficiently / by Mark C. Tibergien and Kim G. Dellarocca

By: Tibergien, Mark C.
Contributor(s): Dellarocca, Kim G.
Publisher: Hoboken, N.J. : Bloomberg Press, 2017Description: xiv, 182 p. ; 24 cm.ISBN: 9781119108764.Subject(s): Professional firms | Financial advisory services | Organisational effectiveness | StrategyOnline resources: Download as an eBook
Contents:
THE STATE OF THE ADVISORY BUSINESS: Key business trends -- What business are you in? THE ROLE OF DEMOGRAPHICS AND THE ABILITY TO GROW: A new paradigm for relating and growing relationships -- The mature client -- The baby boomers -- The generation X client -- Millennials -- Generation Z and beyond -- Investing women. BRINGING CHANGE TO YOUR PRACTICE: Transforming from practice to business -- Culture wars -- A vision and leader for the future.
Summary: Provides a detailed guide on how to make strategic adjustments to a financial advisory firm to respond to new generations of clients and new technologies. Demystifies common assumptions about the finance industry and offers a toolkit to redefine your firm, establish best practices, and attract and retain talent.
Item type Home library Call number URL Status Notes Date due Barcode Item reserves
Book Book Australia
215 TIB 2017 (Browse shelf) Available CA012124
EBook EBook International
ProQuest eBook (Browse shelf) Link to resource eBook Available as an ebook here
Book Book New Zealand
215 END (Browse shelf) Available CA009466
Total reserves: 1

THE STATE OF THE ADVISORY BUSINESS: Key business trends -- What business are you in? THE ROLE OF DEMOGRAPHICS AND THE ABILITY TO GROW: A new paradigm for relating and growing relationships -- The mature client -- The baby boomers -- The generation X client -- Millennials -- Generation Z and beyond -- Investing women. BRINGING CHANGE TO YOUR PRACTICE: Transforming from practice to business -- Culture wars -- A vision and leader for the future.

Provides a detailed guide on how to make strategic adjustments to a financial advisory firm to respond to new generations of clients and new technologies. Demystifies common assumptions about the finance industry and offers a toolkit to redefine your firm, establish best practices, and attract and retain talent.

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