InhaltsangabeOver the years, the financial services industry has consistently failed to help its clients deal with some of the most important internal 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. Today, a major revolution is underway in thefinancial 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. Author 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 From the Boiler Room to the Living Room, 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." Along 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, From the Boiler Room to the Living Room 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.

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