Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients’ best interests and build heathly – and financially successful – practices at the same time. In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get “more life for their money.” The book also discusses why venture philosophy, funding single moments, and rethinking one’s purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections – in other words, how to stop selling and start listening.
Book Details:
- Author: Mitch Anthony
- ISBN: 9780470255094
- Year Published: 2008
- Pages: 240
- BISAC: BUS050000, BUSINESS & ECONOMICS/Personal Finance / General
About the Book and Topic:
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients’ best interests and build heathly – and financially successful – practices at the same time. In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get “more life for their money.” The book also discusses why venture philosophy, funding single moments, and rethinking one’s purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections – in other words, how to stop selling and start listening.
A major revolution is underway in the financial services industry, but its not one based on selling, technology or asset allocation. Instead, this revolution is based on listening and tapping into what advisors’ clients are really asking for: authenticity, genuineness and integrity. The advisors who lead this revolution and embrace the changes that are already happening will prosper in the years ahead, while those who don’t will fail, and utlimately become extinct. Expert financial advisor and popular author Mitch Anthony teaches readers how to position themselves to prosper during this revolution. From the Boiler Room to the Living Room serves as a guide for financial advisors looking to adjust their practices with the times and provide clients with the services that they are seeking.
Financial Newsletter: Anthony’s newsletter, Mitch Anthony’s Intuitive Advisor, has a list of 1,400 opt-in subscribers (all of whom are financial professionals). Frequent Speaker: The author is a popular keynote speaker and trainer who speaks approximately 100 times a year to financial services groups throughout the United States and Canada. His hundreds of clients includeVan Kampen Investments, Wachovia, Royal Bank of Canada, Vanguard and Merrill Lynch. Publicity Campaign: Anthony has retained What Works Communication to publicize his organization in conjunction with From the Boiler Room to the Living Room.
About the Author
Mitch Anthony (Rochester, MN) is the Founder and President of mitchanthony.com, whose companies include Advisor Insights Inc., The Financial Life Planning Institute, and PracticeTools.net. The organization, a training and communications firm that advises the financial services and insurance industries, as well as their clients (i.e., consumers) leads the industry in relational skills development. Mitch also wirtes and hosts the syndicated radio feature, The Daily Dose, heard on 160 stations nationwide. Anthony has been quoted in The Wall Street Journal, Kiplinger’s Personal Finance, and The Motley Fool, and is a contributing editor for Research magazine. His column, “Financial Life Planning,” appears in Financial Advisor magazine every other month. He has been named one of the financial service industry’s top “Movers & Shakers” in 2006 by Financial Planning magazine.