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<p>Foreword ix</p> <p>Acknowledgments xv</p> <p>Preface xvii</p> <p><b>Part I Industry Resoulutions 1</b></p> <p>Chapter 1 If These Walls Could Talk 3</p> <p>Chapter 2 Speedometers and Odometers 13</p> <p>Chapter 3 The Warring Hand 21</p> <p>Chapter 4 I’m a Numbers Guy 29</p> <p>Chapter 5 A New Level of Integrity Beyond Disclosure 39</p> <p>Chapter 6 A New Value Proposition 49</p> <p>Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59</p> <p>Chapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69</p> <p><b>Part II Life Resoulutions 81</b></p> <p>Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83</p> <p>Chapter 10 How We Measure Money 91</p> <p>Chapter 11 Spinning Out of Control 101</p> <p>Chapter 12 Protecting Your Clients from <i>Half</i> fluence 111</p> <p>Chapter 13 The End of Retirement as We Know It 121</p> <p>Chapter 14 What Do Your Clients Want Their Money to Do? 133</p> <p><b>Part III Dialogue Resoulutions 143</b></p> <p>Chapter 15 The History Dialogue: Finding Your Clients’ Future in Their Past 145</p> <p>Chapter 16 Goals Are Overrated 155</p> <p>Chapter 17 Funding “Single Moments” 163</p> <p>Chapter 18 The Parental Pension 171</p> <p>Chapter 19 By the Side of the Road: Dealing with the Big “What If . . .” 179</p> <p>Chapter 20 A 100 Percent Certainty 189</p> <p>Chapter 21 The New Venture Philanthropy Dialogue 197</p> <p>Bibliography 207</p> <p>Index 211</p>

<p><b>MITCH ANTHONY</b> is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature <i>The Daily Dose,</i> and is a regular contributor to <i>Research, Financial Advisor,</i> and <i>Bank Advisor</i> magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by <i>Financial Planning</i> magazine. He is also coauthor of <i>Storyselling for Financial Advisors</i> and author of The <i>New Retirementality</i> (Wiley), now in its third edition. <p>Visit www.MitchAnthony.com for more information.

<p>Over the years, the financial services industry has consistently failed to help its clients deal with some of the most important <i>internal</i> aspects of money—such as meaning, emotion, and intention, to name a few. But a recent confluence of events, including a sobering bear market and the revelation of corruptive conflicts of interest, has started to change the "boiler room template" from which this industry was originally cast, and has allowed advisors within it to refocus on building more meaningful relationships with their clients. <p>Today, a major revolution is underway in the financial services industry, and it's based on the idea of understanding what your clients are really asking for: authenticity and integrity. Advisors who embrace this change will prosper in the years ahead, while those who don't will fail, and ultimately become extinct. <p>Author Mitch Anthony is a recognized voice of reason in the financial services industry. For more than a decade, he has shown advisors how to build genuine relationships that can serve clients' best interests and build healthy—and financially successful—practices at the same time. In <i>From the Boiler Room to the Living Room,</i> Anthony continues to develop this message by examining where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He also takes the time to discuss the subtle steps advisors should take to improve client relationships, such as becoming more aware of the emotional significance clients attach to their money and the struggles they face in an attempt to get "more life for their money." <p>Along the way, Anthony addresses essential issues that may affect your clients' lives at critical junctures, including the possibility of disability and the rearrangement of retirement, and he skillfully reveals why embracing venture philanthropy, funding single moments, and rethinking one's purpose in life is more important to today's client than net worth or asset allocation. Filled with in-depth insights and expert advice, <i>From the Boiler Room to the Living Room</i> is a must-have guide for any financial advisor or institution intent on adapting to the changing times and forging meaningful, long-term connections with current and future clients.

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