The Enduring Advisory Firm

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PRAISE FOR THE ENDURING ADVISORY FIRM "Mark and Kim present a fresh, and refreshing, look at the business of financial advice. Deeply researched and with one of the finest analyses of demographic and gender dimensions, The Enduring Advisory Firm provides a uniquely practical guide at a critical juncture of increasing demand and shrinking (and aging) supply. With characteristic iconoclasm and a healthy dose of contrarian thinking, this book is smart and entertaining. It's a great read and very important too." -Tim Kochis, JD, MBA, CFP(r), CEO, Kochis Global, former CEO and Chair, Aspiriant "If your goal is to grow your advisory firm-buy this book, read it, highlight it, and then read it again. Mark Tibergien's expertise has proven invaluable to our firm, and his knowledge is communicated in these pages. Mark and Kim have great vision for where the business is going and how to stay ahead in the ever-changing world of wealth management." -Brittain Prigge, Partner, Head of Relationship Management, Balentine "As I read The Enduring Advisory Firm, I found myself taking notes on critical information to share with our leadership team. This is a must-read book if you are passionate about growing a successful and profitable advisory business. Mark and Kim know the business and the challenges we face and, most importantly, how to tackle the big issues." -Greg Sullivan, President and CEO, Sullivan, Bruyette, Speros & Blayney, LLC