Knowledge and Insight

The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

Added on February 2017 in Book Reviews

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Summary: The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution.

Transforming Wall Street: A Conscious Path for a New Future' by Kim Ann Curtin

Added on April 2015 in Book Reviews

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Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor

Added on December 2012 in Book Reviews

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Fannie Mae and Freddie Mac: Turning the American Dream into a Nightmare

Added on September 2012 in Book Reviews

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Values Based Financial Planning

Added on September 2012 in Book Reviews

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