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The Essential Advisor - Building Value in the Investor-Advisor Relationship (Hardcover)
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The Essential Advisor - Building Value in the Investor-Advisor Relationship (Hardcover)
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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.
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