{"product_id":"from-the-boiler-room-to-the-living-room-isbn-9780470255094","title":"From the Boiler Room to the Living Room","description":"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.  \u003cp\u003eIn \u003ci\u003eFrom the Boiler Room to the Living Room\u003c\/i\u003e, 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.\u003c\/p\u003e \u003cp\u003eForeword ix\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003ePreface xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I Industry Resoulutions 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 If These Walls Could Talk 3\u003c\/p\u003e \u003cp\u003eChapter 2 Speedometers and Odometers 13\u003c\/p\u003e \u003cp\u003eChapter 3 The Warring Hand 21\u003c\/p\u003e \u003cp\u003eChapter 4 I’m a Numbers Guy 29\u003c\/p\u003e \u003cp\u003eChapter 5 A New Level of Integrity Beyond Disclosure 39\u003c\/p\u003e \u003cp\u003eChapter 6 A New Value Proposition 49\u003c\/p\u003e \u003cp\u003eChapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59\u003c\/p\u003e \u003cp\u003eChapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II Life Resoulutions 81\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83\u003c\/p\u003e \u003cp\u003eChapter 10 How We Measure Money 91\u003c\/p\u003e \u003cp\u003eChapter 11 Spinning Out of Control 101\u003c\/p\u003e \u003cp\u003eChapter 12 Protecting Your Clients from \u003ci\u003eHalf\u003c\/i\u003e fluence 111\u003c\/p\u003e \u003cp\u003eChapter 13 The End of Retirement as We Know It 121\u003c\/p\u003e \u003cp\u003eChapter 14 What Do Your Clients Want Their Money to Do? 133\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III Dialogue Resoulutions 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 15 The History Dialogue: Finding Your Clients’ Future in Their Past 145\u003c\/p\u003e \u003cp\u003eChapter 16 Goals Are Overrated 155\u003c\/p\u003e \u003cp\u003eChapter 17 Funding “Single Moments” 163\u003c\/p\u003e \u003cp\u003eChapter 18 The Parental Pension 171\u003c\/p\u003e \u003cp\u003eChapter 19 By the Side of the Road: Dealing with the Big “What If . . .” 179\u003c\/p\u003e \u003cp\u003eChapter 20 A 100 Percent Certainty 189\u003c\/p\u003e \u003cp\u003eChapter 21 The New Venture Philanthropy Dialogue 197\u003c\/p\u003e \u003cp\u003eBibliography 207\u003c\/p\u003e \u003cp\u003eIndex 211\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eMITCH ANTHONY\u003c\/b\u003e is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature \u003ci\u003eThe Daily Dose,\u003c\/i\u003e and is a regular contributor to \u003ci\u003eResearch, Financial Advisor,\u003c\/i\u003e and \u003ci\u003eBank Advisor\u003c\/i\u003e magazines. Anthony was named one of the financial service industry's top \"Movers \u0026amp; Shakers\" by \u003ci\u003eFinancial Planning\u003c\/i\u003e magazine. He is also coauthor of \u003ci\u003eStoryselling for Financial Advisors\u003c\/i\u003e and author of The \u003ci\u003eNew Retirementality\u003c\/i\u003e (Wiley), now in its third edition. \u003c\/p\u003e\u003cp\u003eVisit www.MitchAnthony.com for more information.   \u003c\/p\u003e\u003cp\u003eOver the years, the financial services industry has consistently failed to help its clients deal with some of the most important \u003ci\u003einternal\u003c\/i\u003e aspects of money—such as meaning, emotion, and intention, to name a few. But a recent confluence of events, including a sobering bear market and the revelation of corruptive conflicts of interest, has started to change the \"boiler room template\" from which this industry was originally cast, and has allowed advisors within it to refocus on building more meaningful relationships with their clients. \u003c\/p\u003e\u003cp\u003eToday, a major revolution is underway in the financial services industry, and it's based on the idea of understanding what your clients are really asking for: authenticity and integrity. Advisors who embrace this change will prosper in the years ahead, while those who don't will fail, and ultimately become extinct. \u003c\/p\u003e\u003cp\u003eAuthor Mitch Anthony is a recognized voice of reason in the financial services industry. For more than a decade, he has shown advisors how to build genuine relationships that can serve clients' best interests and build healthy—and financially successful—practices at the same time. In \u003ci\u003eFrom the Boiler Room to the Living Room,\u003c\/i\u003e Anthony continues to develop this message by examining 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 also takes the time to discuss the subtle steps advisors should take to improve client relationships, such as becoming more aware of the emotional significance clients attach to their money and the struggles they face in an attempt to get \"more life for their money.\" \u003c\/p\u003e\u003cp\u003eAlong the way, Anthony addresses essential issues that may affect your clients' lives at critical junctures, including the possibility of disability and the rearrangement of retirement, and he skillfully reveals why embracing venture philanthropy, funding single moments, and rethinking one's purpose in life is more important to today's client than net worth or asset allocation. Filled with in-depth insights and expert advice, \u003ci\u003eFrom the Boiler Room to the Living Room\u003c\/i\u003e is a must-have guide for any financial advisor or institution intent on adapting to the changing times and forging meaningful, long-term connections with current and future clients.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989249966309,"sku":"NP9780470255094","price":49.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780470255094.jpg?v=1761783376","url":"https:\/\/k12savings.com\/es\/products\/from-the-boiler-room-to-the-living-room-isbn-9780470255094","provider":"K12savings","version":"1.0","type":"link"}