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The Essential Advisor: Building Value in the Investor-Advisor Relationship

Amazon.com Price:  $30.69 (as of 12/05/2019 16:24 PST- Details)

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Description

Leverage the financial products and 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 products and services. The industry is evolving, consumers are evolving, and many advisors are being left at the back of as old methods transform 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 be able to learn 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 don’t 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 live on the shift. This guide provides a clear vision of the future of financial products and services, and an indispensable management framework for maximizing your firm’s future value.

Advisors are increasingly at a loss for words about what clients are seeking for, and clients are equally at a loss for words 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 products and 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 take pleasure in 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.

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