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

Mark C. Tibergien, Kimberly G. Dellarocca

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

by Mark C. Tibergien, Kimberly G. Dellarocca
Save up to 30%
The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently
The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

Future-ready advice for modern financial firms

This is a smart pick for financial advisors who want to stay relevant without losing the human side of the business. It blends industry insight, practical case studies, and forward-looking ideas about technology, client expectations, and growth. Readers who enjoy actionable business books will likely appreciate how grounded it feels, especially in showing how advisory firms can evolve with confidence.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.
Sale

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

by Mark C. Tibergien, Kimberly G. Dellarocca
Save up to 30%
Condition guide

Book Condition Guide

Books in Like New Condition

This book may contain very minor cosmetic defects, but it is in pristine condition. There should be no yellowing, no foxing, no water damage, and no annotations of any kind on the cover and the pages. For paperbacks, there should not be any crease marks on the spine. This book is good as new — lucky you!

*Books may be missing bundle media (e.g. CD, e-book code), if included.

Books in Very Good Condition

This book has been used, but it is still in a clean condition. There should be no foxing or annotations of any kind on the inner pages, but a sparse amount may be present on the cover, title pages, or outside edges of the book. There should be no water damage of any kind. For paperbacks, there may be light crease marks on the spine.

*Books may be missing bundle media (e.g. CD, e-book code), if included.

Books in Good Condition

We do our best to ensure the quality of our books, but there is no escaping the wear and tear that comes with time. Slight foxing and some annotations may be present on the pages and the cover. There should be no water damage of any kind. For paperbacks, there may be several crease marks on the spine.

*Books may be missing bundle media (e.g. CD, e-book code), if included.

Books in Well Read Condition

This is a well-read book, which means that the previous owner probably really enjoyed it! The cover and pages may include moderate foxing and annotations, but the text is not obscured and still readable. Moderate cosmetic defects and minor water damage may be present on the edges of the book. For paperbacks, there may be multiple crease marks on the spine.

*Books may be missing bundle media (e.g. CD, e-book code), if included.

 

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ISBN: 9781119108764
Authors: Mark C. Tibergien, Kimberly G. Dellarocca
Publisher: Wiley
Date of Publication: 2016-11-30
Format: Hardcover
Related Collections: Personal Development, Sociology, Business
Related Topics: Leadership, Finance, Business, Technology, Personal Development, Productivity, Management
Goodreads rating: 3.74
(rated by 23 readers)

Description

A practical guide for financial advisory firms looking to serve clients more effectively while running operations more efficiently. This book explores how technology, streamlined processes, and proactive growth planning can help advisers adapt to evolving client expectations. It covers topics such as attracting and retaining clients, leveraging mobile and interactive tools, and building scalable workflows. Featuring real-world case studies and actionable strategies, it offers concrete steps to modernize practice management and drive sustainable growth for practitioners, managers, and executives alike.
 

Future-ready advice for modern financial firms

This is a smart pick for financial advisors who want to stay relevant without losing the human side of the business. It blends industry insight, practical case studies, and forward-looking ideas about technology, client expectations, and growth. Readers who enjoy actionable business books will likely appreciate how grounded it feels, especially in showing how advisory firms can evolve with confidence.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.

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