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
|Item type||Home library||Call number||URL||Status||Notes||Date due||Barcode||Item reserves|
|Book||Australia||215 TIB 2017 (Browse shelf)||Not for loan||CA012124|
|EBook||International||ProQuest eBook (Browse shelf)||Link to resource||eBook||Available as an ebook here|
|Book||New Zealand||215 END (Browse shelf)||Not for loan||CA009466|
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.