The essential advisor: building value in the investor-advisor relationship
"Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind...
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
Wiley
[2016]
|
| Schlagworte: | |
| Online-Zugang: | FRO01 FUBA1 UBG01 UBT01 Volltext |
| Zusammenfassung: | "Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully"-- |
| Beschreibung: | 1 Online-Ressource (xvi, 204 Seiten) |
| ISBN: | 9781119260622 9781119260646 9781119260653 |
Internformat
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Datensatz im Suchindex
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| author | Crager, Bill Hummel, Jay 1979- |
| author_GND | (DE-588)1113691220 |
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| author_role | aut aut |
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| dewey-full | 332.6 |
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| dewey-ones | 332 - Financial economics |
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| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| id | DE-604.BV043864509 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:37:06Z |
| institution | BVB |
| isbn | 9781119260622 9781119260646 9781119260653 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-029274538 |
| oclc_num | 948670203 953285068 |
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| owner_facet | DE-861 DE-703 DE-188 |
| physical | 1 Online-Ressource (xvi, 204 Seiten) |
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| publishDate | 2016 |
| publishDateSearch | 2016 |
| publishDateSort | 2016 |
| publisher | Wiley |
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| spelling | Crager, Bill aut The essential advisor building value in the investor-advisor relationship Bill Crager, Jay Hummel Hoboken, New Jersey Wiley [2016] © 2016 1 Online-Ressource (xvi, 204 Seiten) txt rdacontent c rdamedia cr rdacarrier "Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully"-- BUSINESS & ECONOMICS / Finance bisacsh Financial services industry fast Investment advisor-client relationships fast Investment advisors fast Wirtschaft Investment advisors Investment advisor-client relationships Financial services industry Hummel, Jay 1979- Verfasser (DE-588)1113691220 aut Erscheint auch als Druck-Ausgabe 978-1-119-26061-5 https://onlinelibrary.wiley.com/doi/book/10.1002/9781119260653 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Crager, Bill Hummel, Jay 1979- The essential advisor building value in the investor-advisor relationship BUSINESS & ECONOMICS / Finance bisacsh Financial services industry fast Investment advisor-client relationships fast Investment advisors fast Wirtschaft Investment advisors Investment advisor-client relationships Financial services industry |
| title | The essential advisor building value in the investor-advisor relationship |
| title_auth | The essential advisor building value in the investor-advisor relationship |
| title_exact_search | The essential advisor building value in the investor-advisor relationship |
| title_full | The essential advisor building value in the investor-advisor relationship Bill Crager, Jay Hummel |
| title_fullStr | The essential advisor building value in the investor-advisor relationship Bill Crager, Jay Hummel |
| title_full_unstemmed | The essential advisor building value in the investor-advisor relationship Bill Crager, Jay Hummel |
| title_short | The essential advisor |
| title_sort | the essential advisor building value in the investor advisor relationship |
| title_sub | building value in the investor-advisor relationship |
| topic | BUSINESS & ECONOMICS / Finance bisacsh Financial services industry fast Investment advisor-client relationships fast Investment advisors fast Wirtschaft Investment advisors Investment advisor-client relationships Financial services industry |
| topic_facet | BUSINESS & ECONOMICS / Finance Financial services industry Investment advisor-client relationships Investment advisors Wirtschaft |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781119260653 |
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