Warren S Browner; Thomas B Newman; Steven R Cummings; Deborah G Grady; Alison J Huang; Alka M. Kanaya; Mark J Pletcher Lippincott Williams&Wilki (2022) Pehmeäkantinen kirja
Specific steps planners can take to meet the demands of the changing face of finance
The future livelihoods of financial advisors are challenged by the Internet, the repeal of the Glass-Steagall Act, a trend towards fee-based service rather than commission-based-sales, and a new Gen X group of investors. In order to succeed in business, financial advisors must revamp their business strategies and offer new services to clients, rather than simply selling products. Including experiences from the author's own practice in working with clients from a wide range of ages and income levels, this book will outline solutions that financial advisors can adapt to meet the challenges with renewed enthusiasm and success.
Thomas Grady (St. Louis, MO) is an experienced financial advisor, partner, and investment strategist at PINES Financial Group, a fee-based firm in St. Louis, Missouri, with $400 million of its assets under management. He has published articles in Financial Planning, St. Louis Commerce, Dow Jones Investment Advisor, and Bloomberg Wealth Manager.
