MARC details
| 000 -LEADER |
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| fixed length control field |
04083nmm a22003137a 4500 |
| 003 - CONTROL NUMBER IDENTIFIER |
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| control field |
OSt |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
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| control field |
20220318153238.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
220222b |||||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9781119260622 (pdf) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9781119260646 (epub) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9781119260615 (hardback) |
| 040 ## - CATALOGING SOURCE |
|---|
| Transcribing agency |
MOSTI |
| 050 00 - LIBRARY OF CONGRESS CALL NUMBER |
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| Classification number |
HG4621 |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.6 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Crager, Bill, |
| Relator term |
author. |
| 245 14 - TITLE STATEMENT |
|---|
| Title |
The essential advisor : |
| Remainder of title |
building value in the investor-advisor relationship / |
| Statement of responsibility, etc. |
Bill Crager, Jay Hummel. |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. |
|---|
| Place of publication, distribution, etc. |
Hoboken, New Jersey : |
| Name of publisher, distributor, etc. |
John Wiley & Sons, Inc., |
| Date of publication, distribution, etc. |
[2016] |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
1 online resource. |
| 500 ## - GENERAL NOTE |
|---|
| General note |
Includes index. |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc. |
"Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully"-- |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc. |
"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"-- |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name entry element |
Investment advisors. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name entry element |
Investment advisor-client relationships. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name entry element |
Financial services industry. |
| 700 1# - ADDED ENTRY--PERSONAL NAME |
|---|
| Personal name |
Hummel, Jay W., |
| Dates associated with a name |
1979- |
| Relator term |
author. |
| 856 ## - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="https://repositori.mosti.gov.my/apps/wp-content/uploads/2022/03/42.-The-essential-advisor-building-value-in-the-investor-avisor-relationship.pdf">https://repositori.mosti.gov.my/apps/wp-content/uploads/2022/03/42.-The-essential-advisor-building-value-in-the-investor-avisor-relationship.pdf</a> |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Source of classification or shelving scheme |
Dewey Decimal Classification |
| Koha item type |
E-book |
| Suppress in OPAC |
No |
| 949 ## - LOCAL PROCESSING INFORMATION (OCLC) |
|---|
| 0 |
018528 |
