From the boiler room to the living room: the financial services revolution and what it means to you and your clients

INDICE: Foreword. Acknowledgements. Preface. Part I. Industry SOULutions. Chapter 1. If These Walls Could Talk. Chapter 2. The Warring Hand. Chapter 3. Speedometers and Odometers. Chapter 4. I'm a Numbers Guy. Chapter 5. A New Level of Integrity: Beyond Disclosure. Chapter 6. A New Value Proposition. Chapter7. A New Standard for Practice: Practicing World-Class Wealthcare. Chapter 8.The New Frontier: Getting to the Right Side of the Advisory Business. Part II. Life SOULutions. Chapter 9. Permanent Reference Points. Chapter 10. How We Measure Money . Chapter 11. Spinning Out Of Control. Chapter 12. Protecting Clients from Halfluence. Chapter 13. The End of Retirement As We Know It. Chapter14. What We Want Our Money to Do. Part III. Dialogue SOULutions. Chapter 15. Emotional Archeology: Your Future Success is Buried in the Past. Chapter 16. Goals are Overrated. Chapter 17. Funding Single Moments. Chapter 18. The Parental Pension-Honoring our mothers and fathers. Chapter 19. By the Side of the Road: Dealing with a big what if. Chapter 20. A 100% Certainty. Chapter 21. Venture Philanthropy: What to do with significant money. Bibliography. Index.

• ISBN: 978-0-470-25509-4
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 214
• Fecha Publicación: 12/09/2008
• Nº Volúmenes: 1
• Idioma: Inglés