New book urges wealth advisers to create stronger multigenerational relationships

GENEVA, Ill. - May 15, 2014 - PRLog -- Author Anthony J. DiLeonardi wrote Face to Face: Creating lifelong and multigenerational clients based on his 25 years of experience calling on and serving wealth professionals and the clients they work with to build multigenerational wealth.

“DiLeonardi’s great strength has always been understanding relationships and how to foster the type of connection that keeps clients not just happy, but satisfied.  Indeed, his approach transcends the person to cultivate multigenerational clients by getting to know families, their culture, and what really makes them tick,” said Scott Minerd, Global Chief Investment Officer, Guggenheim Partners, who authored the foreword for the book.

This book is DiLeonardi’s sincere attempt to help wealth advisers in their noble calling to serve clients and prospects with more honesty, integrity and trust, which he believes will ultimately lead to greater production and deeper relationships.  Face to Face provides stories, information, data and relevant ideas to encourage deeper conversation and get advisers excited again for what they do each day.

“If every adviser was living the life they desired, this book would not be needed,” DiLeonardi said.

As founder of Third Quarter Advisers, DiLeonardi has more than 25 years of sales and managerial experience to help lead, inspire and guide wealth professionals through the challenges of running a dynamic practice.  As a sought after speaker, he equips audiences with the knowledge, skills and creativity needed for enhancing their business and personal lives.

The book is available to purchase at www.3qadvisers.com/store.aspx.  It is also available on amazon.com. Readers can follow DiLeonardi on LinkedIn and on Twitter @tonydileonardi.

This is DiLeonardi’s second book.  His first book, The $14 Trillion Woman: Your Essential Guide to Engaging the Female Client was released in 2009 and co-authored by Barbara Kay.