From the Boiler Room to the Living Room

Foreword
Acknowledgments
Preface

PART I: INDUSTRY RESOULUTIONS
Chapter 1: If These Walls Could Talk
Chapter 2: Speedometers and Odometers
Chapter 3: The Warring Hand
Chapter 4: I'm a Numbers Guy
Chapter 5: A New Level of Integrity Beyond Disclosure
Chapter 6: A New Value Proposition
Chapter 7: A New Standard for Practice: Practicing World-Class Wealth Care
Chapter 8: The New Frontier: Getting to the Right Side of the Advisory Business

PART II: LIFE RESOULUTIONS
Chapter 9: Permanent Reference Points. How the Financial Blueprint Is Formed
Chapter 10: How We Measure Money
Chapter 11: Spinning Out of Control
Chapter 12: Protecting Your Clients from Half fluence
Chapter 13: The End of Retirement as We Know It
Chapter 14: What Do Your Clients Want Their Money to Do?

PART III: DIALOGUE RESOULUTIONS
Chapter 15: The History Dialogue: Finding Your Clients' Future in Their Past
Chapter 16: Goals Are Overrated
Chapter 17: Funding “Single Moments”
Chapter 18: The Parental Pension
Chapter 19: By the Side of the Road: Dealing with the Big “What If . . .”
Chapter 20: A 100 Percent Certainty
Chapter 21: The New Venture Philanthropy Dialogue

Bibliography
Index