MITCH ANTHONY – FROM THE BOILER ROOM TO THE LIVING ROOM

Mitch Anthony is the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how to build healthy and successful practices at the same time.

In. From the Boiler Room to the Living Room. Where the financial services industry has failed in the past and what needs to be done to restore trust at both the individual and industry levels are examined byMitch. He teaches readers how to better understand the emotional significance of the money that clientsentrusting to their advisors and the struggles they face as they attempt to get more life for their money. The book talks about why venture philosophy, funding single moments, and rethinking one’s purpose in life is more important to clients than net worth or asset allocation. It talks about how to stop selling and start listening in order to forge long-term client connections.

FROM THE INSIDE FLAP

Some of the most important internal aspects of money, such as meaning, emotion, and intention, have been neglected by the financial services industry over the years. 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.

A major revolution is underway in the financial services industry, and it is based on understanding what your clients are really asking for: authenticity and integrity. Advisors who embrace this change will prosper in the years to come, while those who don’t will fail and die.

There is a 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 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 talks about 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’ 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.

FROM THE BACK COVER

Praise for From. The living room has a boiler room.

It was onlyMitch Anthony who could put such context around our job as advisors. If you read this book, you will walk away with more than any other book you have read. It will change the way you work. From the Boiler Room to the Living Room. The book is powerful. A professor at Texas Tech University.

Can transactional brokers become financial advisers? Billions of dollars are riding on the answer to that question, andMitch Anthony provides an answer and a road map. His latest book will be useful to financial professionals who want to make a difference in their clients lives, as well as insuring their own professional success. Evan Cooper is the senior managing editor. Investment news.

Financial advisors who understand that putting the clients interests first is good business should read this book. From the Boiler Room to the Living Room. The financial services industry will be changed to the financial planning profession. Roy Diliberto is a past president of the Financial Planning Association. Financial planning is the next step.

The fee-based, right-brained advisor who brings wisdom and knowledge intoholistic conversations with clients who are wrestling with major anticipated or unforeseen life transitions is the future. The essence of planning is described byMitch. What clients prefer is meaningful discussions about solutions that support, sustain, and nourish their three most important assets, their mind, their body, and their soul. Lewis J. Walker is the President of Life Transitions Advisors.

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