The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

by Kimberly G. Dellarocca and Mark C. Tibergien

A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien--routinely named one of the most influential people in the financial services world--and Kim Dellarocca make a compelling...

• Format: Hardcover
• Language: English
• ISBN: 1119108764
• ISBN13: 9781119108764
• Release Date: November 2016
• Publisher: Wiley
• Length: 208 Pages
• Weight: 0.96 lbs.
• Dimensions: 0.9" x 6.0" x 9.1"