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EULA
by Kimberly G. Dellarocca, Mark C. Tibergien
The Enduring Advisory Firm
Acknowledgments
Preface
Part I: The State of the Advisory Business
Chapter 1: Key Business Trends
Assumptions
What Should You Consider?
What the Assumptions Mean for You
Notes
Chapter 2: What Business Are You In?
Vision, Mission, Goals, Objectives
A Refresher
Where to Go from Here?
Zoom Out and Zoom In
Clients of the Future
Note
Part II: The Role of Demographics and the Ability to Grow
Chapter 3: A New Paradigm for Relating and Growing Relationships
Get to Know Your Ideal Client, Again
Seek First to Understand
Notes
Chapter 4: The Mature Client
Generation Smarts: Working with Mature Clients
Change the Conversation
Case Study: Connecting with Pre-Retirees and Retirees
Notes
Chapter 5: The Baby Boomers
Generation Smarts: Working with Baby Boomers
Notes
Chapter 6: The Generation X Client
Generation Smarts: Working with Gen X Clients
Notes
Chapter 7: Millennials
Generation Smarts: Working with Millennial Clients
Embrace the Paradox
Notes
Chapter 8: Generation Z and Beyond
Generation Smarts: Working with Gen Z Clients
Notes
Chapter 9: Investing Women
Working with Female Clients
The Most Important Question
What Advisors Can Do
Unique Planning Needs for Women
Notes
Part III: Bringing Change to Your Practice
Chapter 10: Transforming from Practice to Business
But Are You Scalable?
Risky Business
The Price of Independence
Are You Conflict-Free?
Notes
Chapter 11: Culture Wars
Nature of the Work
Nature of the Worker
Nature of the Workplace
Act Like an Owner
Bullies on the Job
The Benefits of Reverse Mentorship
Notes
Chapter 12: A Vision and Leader for the Future
Vision: It Begins with Your Guiding Principles
Our Leadership Vision
A Vision for Your Business
Ability to Translate Vision into Action
Ownership and Accountability
Empathy
Notes
Index
EULA
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Index
WILEY END USER LICENSE AGREEMENT
Go to
www.wiley.com/go/eula
to access Wiley’s ebook EULA.
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