how to serve your clients more effectively and operate more efficiently /
First Statement of Responsibility
Mark Tibergien, Kim Dellarocca
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
1 online resource.
SERIES
Series Title
The Bloomberg financial series
GENERAL NOTES
Text of Note
Includes index
CONTENTS NOTE
Text of Note
The State of the Advisory Business. Key Business Trends -- What Business are You In? -- The Role of Demographics and the Ability to Grow. A New Paradigm for Relating and Growing Relationships -- The Mature Client -- The Baby Boomers -- The Generation X Client -- Millennials -- Generation Z and Beyond -- Investing Women -- Bringing Change to Your Practice. Transforming from Practice to Business -- Culture Wars -- A Vision and Leader for the Future