The essential advisor

The essential advisor: building value in the investor-advisor relationship

by Crager, Bill

Type Book
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"In the future, financial advisors will grow their businesses successfully only if clients can learn what they do, understand how to hire them, and gain access to them in a more affordable/scalable way. A new world is here, and continues to evolve: clients expect more hands on interaction, demand greater transparency, and desire around-the-clock access and service. This book is focused on advisors. It is about trying to help advisors more effectively position their firms and practices to maximi…

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Title Statements

  • Full title :The essential advisor : building value in the investor-advisor relationship / Bill Crager, Jay Hummel.

Summary

"In the future, financial advisors will grow their businesses successfully only if clients can learn what they do, understand how to hire them, and gain access to them in a more affordable/scalable way. A new world is here, and continues to evolve: clients expect more hands on interaction, demand greater transparency, and desire around-the-clock access and service. This book is focused on advisors. It is about trying to help advisors more effectively position their firms and practices to maximize the opportunities created by a changing consumer population. Said simply, many advisors are confused about clients' demands in this quickly evolving financial advice industry. Many clients are equally confused about the choice between using a "robo advisor" or hiring a personal one. This book will help advisors articulate their value proposition in the future, provide a roadmap for how they should manage their firm or practice to deliver on promises made to clients (practice management component) and show advisors how the consumer perceives the service from top advisors to maximize a firm's future value"--

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Edition Statements

  • Publication Date:2016.

Publication Statements

  • Publisher(s):Wiley
  • Place of Publication:Hoboken, NJ
  • Language:eng
  • Publication Date:2016.

The Physical Object

  • Description:XVI, 204 p. : : il. ; : 24 cm

Edition Identifiers

  • ISBN:9781119260615, 1119260612
  • oclc:on1220866538

Subjects

Asesores de empresas Business & Economics -- Finance Financial services industry Finanzas Inversiones Investment advisors Servicios financieros

Writers

Crager, Bill Hummel, Jay W.

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