Home > 
Knowledge and Insight > Book Reviews

All Books


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

Mark C. Tibergien, Kimberly G. Dellarocca
Added on February 2017
2 visitors like this article | Viewed 8982 times | 0 comment

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

Kim Ann Curtin
Added on April 2015
2 visitors like this article | Viewed 7515 times | 0 comment

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

Ron Carson and Steve Sanduski
Added on December 2012
4 visitors like this article | Viewed 8308 times | 0 comment

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

Oonagh McDonald
Added on September 2012
1 visitor like this article | Viewed 7938 times | 0 comment

Values Based Financial Planning

Bill Bachrach
Added on September 2012
2 visitors like this article | Viewed 10643 times | 0 comment
Blog Update Signup Banner

NARROW YOUR SELECTION

Ask Our Panel

We've made some of the best minds in the industry available to answer your questions about growing and transitioning your practice.


Meet our panel, read responses to other members' questions or ask your own using the buttons below.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?