Boomer Smarts Boomer Power

Boomer Smarts Boomer Power

Author: Mitzi Beach

Publisher: CreateSpace

Published: 2013-12-01

Total Pages: 236

ISBN-13: 9781493715527

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"America is not ready for us in our next stage of life and perhaps even sadder is that Boomers, without the vision of believing we are not like former generations, are not ready either for our next stage of life." - Mitzi Beach In this book, Mitzi Beach gives a voice to the most powerful generation that's ever lived in America. Just as this generation shaped America as teenagers, as young adults, and as middle-aged parents, Mitzi believes that we can shape America once again. As the Boomers shift into retirement, they once again must find their POWER as a group and create change in our society by using our SMARTS. "Without a doubt, I believe that aging better for Boomers involves being prepared in our homes, our health, and in our attitudes. We need to be proactive in demanding our futures look different and not simply reactive expecting the same pattern of aging as what other generations have experienced." - Mitzi Beach Taking her cue from the acronym SMARTS, Mitzi delves into areas we as a Boomers need to be actively taking charge of: Spaces - Mindset - Attitude - Routine - Togetherness - Spirituality Mitzi's message is wonderfully communicated through her personal stories, humor, and captivating interviews with fellow Boomers. We know you will enjoy this book and find a new passion for living your best for the rest of your life.


Book Synopsis Boomer Smarts Boomer Power by : Mitzi Beach

Download or read book Boomer Smarts Boomer Power written by Mitzi Beach and published by CreateSpace. This book was released on 2013-12-01 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: "America is not ready for us in our next stage of life and perhaps even sadder is that Boomers, without the vision of believing we are not like former generations, are not ready either for our next stage of life." - Mitzi Beach In this book, Mitzi Beach gives a voice to the most powerful generation that's ever lived in America. Just as this generation shaped America as teenagers, as young adults, and as middle-aged parents, Mitzi believes that we can shape America once again. As the Boomers shift into retirement, they once again must find their POWER as a group and create change in our society by using our SMARTS. "Without a doubt, I believe that aging better for Boomers involves being prepared in our homes, our health, and in our attitudes. We need to be proactive in demanding our futures look different and not simply reactive expecting the same pattern of aging as what other generations have experienced." - Mitzi Beach Taking her cue from the acronym SMARTS, Mitzi delves into areas we as a Boomers need to be actively taking charge of: Spaces - Mindset - Attitude - Routine - Togetherness - Spirituality Mitzi's message is wonderfully communicated through her personal stories, humor, and captivating interviews with fellow Boomers. We know you will enjoy this book and find a new passion for living your best for the rest of your life.

OK Boomer, Let's Talk

OK Boomer, Let's Talk

Author: Jill Filipovic

Publisher: Simon and Schuster

Published: 2020-08-11

Total Pages: 336

ISBN-13: 1982153776

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“Particularly relevant in an election year...This book is full of data—on the economy, technology, and more—that will help millennials articulate their generational rage and help boomers understand where they’re coming from.” —The Washington Post “Jill Filipovic cuts through the noise with characteristic clarity and nuance. Behind the meme is a thoughtfully reported book that greatly contributes to our understanding of generational change.” —Irin Carmon, coauthor of the New York Times bestseller Notorious RBG Baby Boomers are the most prosperous generation in American history, but their kids are screwed. In this eye-opening book, journalist Jill Filipovic breaks down the massive problems facing Millennials including climate, money, housing, and healthcare. In Ok Boomer, Let’s Talk, journalist (and Millenial) Jill Filipovic tells the definitive story of her generation. Talking to gig workers, economists, policy makers, and dozens of struggling Millennials drowning in debt on a planet quite literally in flames, Filipovic paints a shocking and nuanced portrait of a generation being left behind: -Millennials are the most educated generation in American history—and also the most broke. -Millennials hold just 3 percent of American wealth. When they were the same age, Boomers held 21 percent. -The average older Millennial has $15,000 in student loan debt. The average Boomer at the same age? Just $2,300 in today’s dollars. -Millennials are paying almost 40 percent more for their first homes than Boomers did. -American families spend twice as much on healthcare now than they did when Boomers were young parents. Filipovic shows that Millennials are not the avocado-toast-eating snowflakes of Boomer outrage fantasies. But they are the first American generation that will do worse than their parents. “OK, Boomer” isn’t just a sarcastic dismissal—it’s a recognition that Millennials are in crisis, and that Boomer voters, bankers, and policy makers are responsible. Filipovic goes beyond the meme, upending dated assumptions with revelatory data and revealing portraits of young people delaying adulthood to pay down debt, obsessed with “wellness” because they can’t afford real healthcare, and struggling to #hustle in the precarious gig economy. Ok Boomer, Let’s Talk is at once an explainer and an extended olive branch that will finally allow these two generations to truly understand each other.


Book Synopsis OK Boomer, Let's Talk by : Jill Filipovic

Download or read book OK Boomer, Let's Talk written by Jill Filipovic and published by Simon and Schuster. This book was released on 2020-08-11 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Particularly relevant in an election year...This book is full of data—on the economy, technology, and more—that will help millennials articulate their generational rage and help boomers understand where they’re coming from.” —The Washington Post “Jill Filipovic cuts through the noise with characteristic clarity and nuance. Behind the meme is a thoughtfully reported book that greatly contributes to our understanding of generational change.” —Irin Carmon, coauthor of the New York Times bestseller Notorious RBG Baby Boomers are the most prosperous generation in American history, but their kids are screwed. In this eye-opening book, journalist Jill Filipovic breaks down the massive problems facing Millennials including climate, money, housing, and healthcare. In Ok Boomer, Let’s Talk, journalist (and Millenial) Jill Filipovic tells the definitive story of her generation. Talking to gig workers, economists, policy makers, and dozens of struggling Millennials drowning in debt on a planet quite literally in flames, Filipovic paints a shocking and nuanced portrait of a generation being left behind: -Millennials are the most educated generation in American history—and also the most broke. -Millennials hold just 3 percent of American wealth. When they were the same age, Boomers held 21 percent. -The average older Millennial has $15,000 in student loan debt. The average Boomer at the same age? Just $2,300 in today’s dollars. -Millennials are paying almost 40 percent more for their first homes than Boomers did. -American families spend twice as much on healthcare now than they did when Boomers were young parents. Filipovic shows that Millennials are not the avocado-toast-eating snowflakes of Boomer outrage fantasies. But they are the first American generation that will do worse than their parents. “OK, Boomer” isn’t just a sarcastic dismissal—it’s a recognition that Millennials are in crisis, and that Boomer voters, bankers, and policy makers are responsible. Filipovic goes beyond the meme, upending dated assumptions with revelatory data and revealing portraits of young people delaying adulthood to pay down debt, obsessed with “wellness” because they can’t afford real healthcare, and struggling to #hustle in the precarious gig economy. Ok Boomer, Let’s Talk is at once an explainer and an extended olive branch that will finally allow these two generations to truly understand each other.

Advertising to Baby Boomers

Advertising to Baby Boomers

Author: Chuck Nyren

Publisher: Paramount Market Publishing

Published: 2005

Total Pages: 160

ISBN-13: 9780976697312

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Using familiar examples, Nyren advises how to change prescription drug advertising, discusses planned retirement communities and the ways that they can be made more appealing to maturing consumers, and more importantly, offers valuable advice on the advertising of general consumer goods and services. Exploding the myth that Baby Boomers just want to retreat to their younger years, Nyren explains that Boomers are not hung up on age. "Who actually thinks about his or her age all the time, or even very often?" he asks. "Contrary to social commentators, the media, and certainly advertising agencies, most of the time we are who we are: people in our middle age, and not much different but a little different than other generations were in their middle ages. We're not jumping in mosh pits while juggling cans of soda, trying to be eighteen again.


Book Synopsis Advertising to Baby Boomers by : Chuck Nyren

Download or read book Advertising to Baby Boomers written by Chuck Nyren and published by Paramount Market Publishing. This book was released on 2005 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using familiar examples, Nyren advises how to change prescription drug advertising, discusses planned retirement communities and the ways that they can be made more appealing to maturing consumers, and more importantly, offers valuable advice on the advertising of general consumer goods and services. Exploding the myth that Baby Boomers just want to retreat to their younger years, Nyren explains that Boomers are not hung up on age. "Who actually thinks about his or her age all the time, or even very often?" he asks. "Contrary to social commentators, the media, and certainly advertising agencies, most of the time we are who we are: people in our middle age, and not much different but a little different than other generations were in their middle ages. We're not jumping in mosh pits while juggling cans of soda, trying to be eighteen again.

Generation Gap

Generation Gap

Author: Kevin Munger

Publisher: Columbia University Press

Published: 2022-06-07

Total Pages: 242

ISBN-13: 0231553811

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The Baby Boomers are the largest and most powerful generation in American history—and they aren’t going away any time soon. They are, on average, whiter, wealthier, and more conservative than younger generations. They dominate cultural and political institutions and make up the largest slice of the electorate. Generational conflict, with Millennials and Generation Z pitted against the aging Boomer cohort, has become a media staple. Older and younger voters are increasingly at odds: Republicans as a whole skew gray-haired, and within the Democratic Party, the left-leaning youth vote propels primary challengers. The generation gap is widening into a political fault line. Kevin Munger marshals novel data and survey evidence to argue that generational conflict will define the politics of the next decade. He examines the historical trends that made the Baby Boomers so consequential and traces the emergence of age-based political and cultural divisions. Boomers continue to prefer the media culture of their youth, but Millennials and Gen Z are using the internet to render legacy institutions irrelevant. These divergent media habits have led more people than ever to identify with their generation. Munger shows that a common “cohort consciousness” binds aging Boomer voters into a bloc—but a shared identity and purpose among Millennials and Gen Z could topple Boomer power. Bringing together expertise in data analysis and digital culture with keen insight into contemporary politics, Generation Gap explains why the Baby Boomers remain so dominant and how quickly that might change.


Book Synopsis Generation Gap by : Kevin Munger

Download or read book Generation Gap written by Kevin Munger and published by Columbia University Press. This book was released on 2022-06-07 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Baby Boomers are the largest and most powerful generation in American history—and they aren’t going away any time soon. They are, on average, whiter, wealthier, and more conservative than younger generations. They dominate cultural and political institutions and make up the largest slice of the electorate. Generational conflict, with Millennials and Generation Z pitted against the aging Boomer cohort, has become a media staple. Older and younger voters are increasingly at odds: Republicans as a whole skew gray-haired, and within the Democratic Party, the left-leaning youth vote propels primary challengers. The generation gap is widening into a political fault line. Kevin Munger marshals novel data and survey evidence to argue that generational conflict will define the politics of the next decade. He examines the historical trends that made the Baby Boomers so consequential and traces the emergence of age-based political and cultural divisions. Boomers continue to prefer the media culture of their youth, but Millennials and Gen Z are using the internet to render legacy institutions irrelevant. These divergent media habits have led more people than ever to identify with their generation. Munger shows that a common “cohort consciousness” binds aging Boomer voters into a bloc—but a shared identity and purpose among Millennials and Gen Z could topple Boomer power. Bringing together expertise in data analysis and digital culture with keen insight into contemporary politics, Generation Gap explains why the Baby Boomers remain so dominant and how quickly that might change.

Boomers 3.0

Boomers 3.0

Author: Lawrence R. Samuel

Publisher: Bloomsbury Publishing USA

Published: 2017-07-14

Total Pages: 206

ISBN-13: 1440857237

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Capitalizing on what is arguably the most important social phenomenon of our time and place—the aging of America—this book shows organizations how to market specifically to baby boomers in their third act of life. The graying of America is undeniable, with an estimated 10,000 boomers turning 65 every day. But to dismiss the baby boomer generation as a group no longer worth marketing to would be foolish. According to the Census Bureau, in 2029—the year when the last boomer will have turned 65—there will still be more than 61 million boomers, roughly 17 percent of the projected population of the United States. Boomers will still be the wealthiest generation in the United States until at least 2030, according to the Deloitte Center for Financial Services, with their share of net household wealth to peak at 50.2 percent by 2020. Boomers 3.0: Marketing to Baby Boomers in Their Third Act of Life describes how to market to baby boomers from a cultural perspective, specifically addressing the demographic group of baby boomers in their later adulthood—a period that will continue for the next two to three decades. The author uses the term "3.0" to indicate the baby boomers' third phase of life and explains how this third act of life will differ from earlier periods; accordingly, organizations should take a different approach to marketing to them than in the past. This book offers a way to contextualize business objectives within a culturally based, forward-thinking framework that fully leverages the opportunities presented by what is perhaps the biggest and most affluent customer base in history. Readers will be able to use the strategies described to map territories to stake and mine in targeting boomers, create meaningful relationships with individuals in this group, and communicate effectively with boomers to offer them products and services.


Book Synopsis Boomers 3.0 by : Lawrence R. Samuel

Download or read book Boomers 3.0 written by Lawrence R. Samuel and published by Bloomsbury Publishing USA. This book was released on 2017-07-14 with total page 206 pages. Available in PDF, EPUB and Kindle. Book excerpt: Capitalizing on what is arguably the most important social phenomenon of our time and place—the aging of America—this book shows organizations how to market specifically to baby boomers in their third act of life. The graying of America is undeniable, with an estimated 10,000 boomers turning 65 every day. But to dismiss the baby boomer generation as a group no longer worth marketing to would be foolish. According to the Census Bureau, in 2029—the year when the last boomer will have turned 65—there will still be more than 61 million boomers, roughly 17 percent of the projected population of the United States. Boomers will still be the wealthiest generation in the United States until at least 2030, according to the Deloitte Center for Financial Services, with their share of net household wealth to peak at 50.2 percent by 2020. Boomers 3.0: Marketing to Baby Boomers in Their Third Act of Life describes how to market to baby boomers from a cultural perspective, specifically addressing the demographic group of baby boomers in their later adulthood—a period that will continue for the next two to three decades. The author uses the term "3.0" to indicate the baby boomers' third phase of life and explains how this third act of life will differ from earlier periods; accordingly, organizations should take a different approach to marketing to them than in the past. This book offers a way to contextualize business objectives within a culturally based, forward-thinking framework that fully leverages the opportunities presented by what is perhaps the biggest and most affluent customer base in history. Readers will be able to use the strategies described to map territories to stake and mine in targeting boomers, create meaningful relationships with individuals in this group, and communicate effectively with boomers to offer them products and services.

Retire Retirement

Retire Retirement

Author: Tamara Erickson

Publisher: Harvard Business Press

Published: 2008-02-04

Total Pages: 197

ISBN-13: 1422146561

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Good news: there is no need to retire. There is no need to pack up your desk or attend one more retirement party. Why? With the widening gap between the number of workers and the demand for talent, employers are looking to keep smart, productive workers in the workplace. The growing talent shortage will allow you to re-negotiate your relationship with "work." The question is how will you make the most of your new career options. By retreating from traditional 9-5 work or by exploring unconventional ways to stay a part of the workplace? The choice is yours, and "Retire Retirement" shows you how to think about what you want, and how to get it. In this conversational, optimistic book, you will learn how to negotiate the best work environment for you, how to work with different generations to get the most out of your job, and explore the great opportunities that lie ahead. This book will help you begin today to create the opportunities that fit your unique needs--now and in the years to come! Tamara J. Erickson is both a respected, McKinsey Award-winning author and popular and engaging storyteller. Her compelling views of the future are based on extensive research on changing demographics and employee values and, most recently, on how successful organizations work. She is President of The Concours Institute, the research and education arm of BSG Concours, a division of BSG Alliance Corp., and co-author of Workforce Crisis.


Book Synopsis Retire Retirement by : Tamara Erickson

Download or read book Retire Retirement written by Tamara Erickson and published by Harvard Business Press. This book was released on 2008-02-04 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Good news: there is no need to retire. There is no need to pack up your desk or attend one more retirement party. Why? With the widening gap between the number of workers and the demand for talent, employers are looking to keep smart, productive workers in the workplace. The growing talent shortage will allow you to re-negotiate your relationship with "work." The question is how will you make the most of your new career options. By retreating from traditional 9-5 work or by exploring unconventional ways to stay a part of the workplace? The choice is yours, and "Retire Retirement" shows you how to think about what you want, and how to get it. In this conversational, optimistic book, you will learn how to negotiate the best work environment for you, how to work with different generations to get the most out of your job, and explore the great opportunities that lie ahead. This book will help you begin today to create the opportunities that fit your unique needs--now and in the years to come! Tamara J. Erickson is both a respected, McKinsey Award-winning author and popular and engaging storyteller. Her compelling views of the future are based on extensive research on changing demographics and employee values and, most recently, on how successful organizations work. She is President of The Concours Institute, the research and education arm of BSG Concours, a division of BSG Alliance Corp., and co-author of Workforce Crisis.

Baby Boomers and Popular Culture

Baby Boomers and Popular Culture

Author: Brian Cogan

Publisher: Bloomsbury Publishing USA

Published: 2014-11-25

Total Pages: 442

ISBN-13: 0313398879

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The Boomers are the generation that changed everything, from economics to politics to popular culture. This book examines the myriad ways and long-reaching consequences of the now fully "grown up" Baby Boomer generation on America. Once upon a time, the members of the Baby Boomer generation were young, idealistic, and hungry to change the world. And they did create sweeping, irreversible changes throughout American society—but probably not in the ways their younger selves imagined they would. Now that the Boomers are in their late-adult or retirement years, their tremendous legacy can clearly be perceived. In retrospect, the paths the members of this generation took to come to power—and how they came to terms with that power—are also apparent. This single-volume work supplies a broad yet detailed critical guide to the Boomer Generation, containing essays on key people, moments, and phenomena not only during the Boomers' 1960s heyday but also their extensive influences on American culture decades afterward. The contributors address key topics such as the rise of feminism; Civil Rights; the Vietnam War and the anti-war movement; the Beatles, the Grateful Dead, and rock 'n roll; gay rights; idealism, narcissism, and materialism; the influence of television on America, and vice versa; and the transition of Boomers from being "Yippies" to "Yuppies." This work is an ideal text for students in undergraduate or graduate courses in television studies, media studies, cultural studies, and American studies; and is highly appropriate as a supplemental text in literature, history, and philosophy surveys.


Book Synopsis Baby Boomers and Popular Culture by : Brian Cogan

Download or read book Baby Boomers and Popular Culture written by Brian Cogan and published by Bloomsbury Publishing USA. This book was released on 2014-11-25 with total page 442 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Boomers are the generation that changed everything, from economics to politics to popular culture. This book examines the myriad ways and long-reaching consequences of the now fully "grown up" Baby Boomer generation on America. Once upon a time, the members of the Baby Boomer generation were young, idealistic, and hungry to change the world. And they did create sweeping, irreversible changes throughout American society—but probably not in the ways their younger selves imagined they would. Now that the Boomers are in their late-adult or retirement years, their tremendous legacy can clearly be perceived. In retrospect, the paths the members of this generation took to come to power—and how they came to terms with that power—are also apparent. This single-volume work supplies a broad yet detailed critical guide to the Boomer Generation, containing essays on key people, moments, and phenomena not only during the Boomers' 1960s heyday but also their extensive influences on American culture decades afterward. The contributors address key topics such as the rise of feminism; Civil Rights; the Vietnam War and the anti-war movement; the Beatles, the Grateful Dead, and rock 'n roll; gay rights; idealism, narcissism, and materialism; the influence of television on America, and vice versa; and the transition of Boomers from being "Yippies" to "Yuppies." This work is an ideal text for students in undergraduate or graduate courses in television studies, media studies, cultural studies, and American studies; and is highly appropriate as a supplemental text in literature, history, and philosophy surveys.

A Generation of Sociopaths

A Generation of Sociopaths

Author: Bruce Cannon Gibney

Publisher: Hachette Books

Published: 2017-03-07

Total Pages: 630

ISBN-13: 0316395803

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In his "remarkable" (Men's Journal) and "controversial" (Fortune) book -- written in a "wry, amusing style" (The Guardian) -- Bruce Cannon Gibney shows how America was hijacked by the Boomers, a generation whose reckless self-indulgence degraded the foundations of American prosperity. In A Generation of Sociopaths, Gibney examines the disastrous policies of the most powerful generation in modern history, showing how the Boomers ruthlessly enriched themselves at the expense of future generations. Acting without empathy, prudence, or respect for facts--acting, in other words, as sociopaths--the Boomers turned American dynamism into stagnation, inequality, and bipartisan fiasco. The Boomers have set a time bomb for the 2030s, when damage to Social Security, public finances, and the environment will become catastrophic and possibly irreversible--and when, not coincidentally, Boomers will be dying off. Gibney argues that younger generations have a fleeting window to hold the Boomers accountable and begin restoring America.


Book Synopsis A Generation of Sociopaths by : Bruce Cannon Gibney

Download or read book A Generation of Sociopaths written by Bruce Cannon Gibney and published by Hachette Books. This book was released on 2017-03-07 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his "remarkable" (Men's Journal) and "controversial" (Fortune) book -- written in a "wry, amusing style" (The Guardian) -- Bruce Cannon Gibney shows how America was hijacked by the Boomers, a generation whose reckless self-indulgence degraded the foundations of American prosperity. In A Generation of Sociopaths, Gibney examines the disastrous policies of the most powerful generation in modern history, showing how the Boomers ruthlessly enriched themselves at the expense of future generations. Acting without empathy, prudence, or respect for facts--acting, in other words, as sociopaths--the Boomers turned American dynamism into stagnation, inequality, and bipartisan fiasco. The Boomers have set a time bomb for the 2030s, when damage to Social Security, public finances, and the environment will become catastrophic and possibly irreversible--and when, not coincidentally, Boomers will be dying off. Gibney argues that younger generations have a fleeting window to hold the Boomers accountable and begin restoring America.

The Pinch

The Pinch

Author: David Willetts

Publisher: Atlantic Books

Published: 2011-05-01

Total Pages: 150

ISBN-13: 0857891421

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The baby boom of 1945-65 produced the biggest, richest generation that Britain has ever known. Today, at the peak of their power and wealth, baby boomers now run the country; by virtue of their sheer demographic power, they have fashioned the world around them in a way that meets all of their housing, healthcare, and financial needs. In this original and provocative book, David Willetts shows how the baby boomer generation has attained this position at the expense of their children. Social, cultural, and economic provision has been made for the reigning section of society, whilst the needs of the next generation have taken a back seat. Willetts argues that if our political, economic, and cultural leaders do not begin to discharge their obligations to the future, the young people of today will be taxed more, work longer hours for less money, have lower social mobility, and live in a degraded environment in order to pay for their parents' quality of life. Baby boomers, worried about the kind of world they are passing on to their children, are beginning to take note. However, whilst the imbalance in the quality of life between the generations is becoming more obvious, what is less certain is whether the older generation will be willing to make the sacrifices necessary for a more equal distribution. The Pinch is a landmark account of intergenerational relations in Britain. It is essential reading for parents and policymakers alike.


Book Synopsis The Pinch by : David Willetts

Download or read book The Pinch written by David Willetts and published by Atlantic Books. This book was released on 2011-05-01 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: The baby boom of 1945-65 produced the biggest, richest generation that Britain has ever known. Today, at the peak of their power and wealth, baby boomers now run the country; by virtue of their sheer demographic power, they have fashioned the world around them in a way that meets all of their housing, healthcare, and financial needs. In this original and provocative book, David Willetts shows how the baby boomer generation has attained this position at the expense of their children. Social, cultural, and economic provision has been made for the reigning section of society, whilst the needs of the next generation have taken a back seat. Willetts argues that if our political, economic, and cultural leaders do not begin to discharge their obligations to the future, the young people of today will be taxed more, work longer hours for less money, have lower social mobility, and live in a degraded environment in order to pay for their parents' quality of life. Baby boomers, worried about the kind of world they are passing on to their children, are beginning to take note. However, whilst the imbalance in the quality of life between the generations is becoming more obvious, what is less certain is whether the older generation will be willing to make the sacrifices necessary for a more equal distribution. The Pinch is a landmark account of intergenerational relations in Britain. It is essential reading for parents and policymakers alike.

The Enduring Advisory Firm

The Enduring Advisory Firm

Author: Mark C. Tibergien

Publisher: John Wiley & Sons

Published: 2016-11-03

Total Pages: 208

ISBN-13: 1119108810

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A guide for financial advisors who are ready to embrace new opportunities 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. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.


Book Synopsis The Enduring Advisory Firm by : Mark C. Tibergien

Download or read book The Enduring Advisory Firm written by Mark C. Tibergien and published by John Wiley & Sons. This book was released on 2016-11-03 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide for financial advisors who are ready to embrace new opportunities 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. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.