From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients
PART I: INDUSTRY RESOULUTIONS.
Chapter 1: If These Walls Could Talk.
Chapter 2: Speedometers and Odometers.
Chapter 3: The Warring Hand.
Chapter 4: I'm a Numbers Guy.
Chapter 5: A New Level of Integrity Beyond Disclosure.
Chapter 6: A New Value Proposition.
Chapter 7: A New Standard for Practice: Practicing World-Class Wealth Care.
Chapter 8: The New Frontier: Getting to the Right Side of the Advisory Business.
PART II: LIFE RESOULUTIONS.
Chapter 9: Permanent Reference Points: How the Financial Blueprint Is Formed.
Chapter 10: How We Measure Money.
Chapter 11: Spinning Out of Control.
Chapter 12: Protecting Your Clients from Half fluence.
Chapter 13: The End of Retirement as We Know It.
Chapter 14: What Do Your Clients Want Their Money to Do?
PART III: DIALOGUE RESOULUTIONS 143
Chapter 15: The History Dialogue: Finding Your Clients' Future in Their Past.
Chapter 16: Goals Are Overrated.
Chapter 17: Funding “Single Moments.”
Chapter 18: The Parental Pension.
Chapter 19: By the Side of the Road: Dealing with the Big “What If . . .”
Chapter 20: A 100 Percent Certainty.
Chapter 21: The New Venture Philanthropy Dialogue.