Author: Mitch Anthony
- Trading books are a form of accounting ledger that contains records of all tradeable financial assets of a bank.
- Trading books are subject to gains and losses that affect the financial institution directly.
- Losses in a bank’s trading book can have a cascading effect on the global economy, such as those that occurred during the 2008 financial crisis.
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From the Back Cover
Praise for From the Boiler Room to the Living Room
“Only Mitch Anthony could put such context around our job as advisors. Read this book and I promise you will walk away with more ‘ah-ha’s’ than any other one you’ve read. It will change the way you work with your clients forever. From the Boiler Room to the Living Room is a powerful book.”
â??Deena B. Katz, CFPÂ®Associate Professor, Texas Tech University
“Can transactional brokers become comprehensive financial advisors? Billions of dollars ride on the answer to that question, and Mitch Anthony provides an answerâ??and a road map. His latest book will be invaluable to financial professionals who want to make a difference in their clients’ lives, as well as insure their own professional success.”
â??Evan Cooper Senior Managing Editor, InvestmentNews
“This book is a must-read for financial advisors who understand that putting the clients’ interests first is also good business. From the Boiler Room to the Living Room will help to change the financial services industry to the financial planning profession.”
â??Roy Diliberto, CFP® Past president of the Financial Planning Association and author of Financial Planning: The Next Step
“The future belongs to the fee-based, right-brained advisor who brings wisdom and knowledge into holistic conversations with clients who are wrestling with major anticipated or unanticipated life transitions. Mitch deftly describes the essence of planning beyond money. What clients value and what they prefer are meaningful discussions surrounding purpose-driven net worth, i.e., solutions that support, sustain, and nourish their three most important assetsâ??their mind, their body, and their soul.”
â??Lewis J. Walker, CFP® President, Life Transitions Advisors, LLC
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