The Wealth Management Experience

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The Wealth Management Experience

Author : Jim Hatton
Publisher : Archway Publishing
ISBN 13 : 1480823651
Total Pages : 228 pages
Book Rating : 4.4/5 (88 download)

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Book Synopsis The Wealth Management Experience by : Jim Hatton

Download or read book The Wealth Management Experience written by Jim Hatton and published by Archway Publishing. This book was released on 2016-02-02 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world. Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: evaluate the current state of your finances and set goals for the future; develop a target rate of return for your investment portfolio; create a portfolio of mixed assets to meet your objectives and match your risk tolerance; avoid missteps that can lead to underperformance; follow a process that adheres to a fiduciary standard of care; blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan; ensure all your advisers are working as a team on your behalf. “Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity.” Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016. If I could recommend one book every investor should read it would be “The Wealth Management Experience” by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind. Len Templeton, Founder and President, Templeton Financial Services

The New Wealth Management

Author : Harold Evensky
Publisher : John Wiley & Sons
ISBN 13 : 0470624000
Total Pages : 480 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis The New Wealth Management by : Harold Evensky

Download or read book The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-05-03 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

Making Money Simple

Author : Peter Lazaroff
Publisher : John Wiley & Sons
ISBN 13 : 1119537878
Total Pages : 178 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Making Money Simple by : Peter Lazaroff

Download or read book Making Money Simple written by Peter Lazaroff and published by John Wiley & Sons. This book was released on 2019-04-02 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: Simplify your financial life and ensure financial success into the future Feeling paralyzed by the overwhelming number of complex decisions you need to make with your money? You don’t need to be an expert to achieve financial freedom. You just need a framework that makes the right choices simple and easy to make. Making Money Simple provides that much-needed process so you can get on the right track to long-term financial security. This valuable resource provides a solid foundation for all the nuanced personal finance decisions you need to make as you go through your career, hit major life milestones, and look to grow wealth. It’s a blueprint for financial achievement—even through tough-to-navigate situations where there are no clear-cut rules. After you read Making Money Simple, you’ll be able to create your personal plan for success using proven wealth management methods and real-world financial strategies. From basic financial principles to advanced investing techniques, you’ll get comprehensive coverage of fundamental financial topics with easy-to-follow advice from author Peter Lazaroff, who draws from his expertise as the Chief Investment Officer of a multi-billion-dollar wealth management firm to give you the tools you need to simplify your financial situation and make the right moves at every opportunity. Getting your finances in order doesn’t have to be hard. It doesn’t require fancy, convoluted investment strategies. Nor does it require keeping track of detailed spreadsheets. You just need this step-by-step process to get your financial house in order and keep it that way forever. It doesn’t matter what your specific situation is. We all need to understand our money—and what to do with it. Making Money Simple shows you how to: Develop clear financial goals and plan for your future Understand the three crucial elements of building a strong financial house Implement effective investment strategies to grow your wealth and avoid costly mistakes Learn ten smart questions to ask when hiring financial professionals For those seeking to secure a solid financial future, Making Money Simple: A Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever is the roadmap to get you there.

Integrated Wealth Management

Author : Jean L. P. Brunel
Publisher : Euromoney Books
ISBN 13 : 9781843742661
Total Pages : 440 pages
Book Rating : 4.7/5 (426 download)

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Book Synopsis Integrated Wealth Management by : Jean L. P. Brunel

Download or read book Integrated Wealth Management written by Jean L. P. Brunel and published by Euromoney Books. This book was released on 2006 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager." -- Publisher description.

Modern Asset Allocation for Wealth Management

Author : David M. Berns
Publisher : John Wiley & Sons
ISBN 13 : 1119566940
Total Pages : 144 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Modern Asset Allocation for Wealth Management by : David M. Berns

Download or read book Modern Asset Allocation for Wealth Management written by David M. Berns and published by John Wiley & Sons. This book was released on 2020-06-03 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with increasingly limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios. The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now, while simultaneously providing a clear framework that advisors can immediately deploy. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile Incorporate client financial goals into the asset allocation process systematically and precisely with a simple balance sheet model Create a systematic framework for justifying which assets should be included in client portfolios Build capital market assumptions from historical data via a statistically sound and intuitive process Run optimization methods that respect complex client preferences and real-world asset characteristics Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.

Wealth Management Unwrapped, Revised and Expanded

Author : Charlotte B. Beyer
Publisher : John Wiley & Sons
ISBN 13 : 1119403693
Total Pages : 208 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Wealth Management Unwrapped, Revised and Expanded by : Charlotte B. Beyer

Download or read book Wealth Management Unwrapped, Revised and Expanded written by Charlotte B. Beyer and published by John Wiley & Sons. This book was released on 2017-08-28 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

Family Wealth Management

Author : Mark Haynes Daniell
Publisher : John Wiley & Sons
ISBN 13 : 0470829087
Total Pages : 480 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Family Wealth Management by : Mark Haynes Daniell

Download or read book Family Wealth Management written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2013-08-05 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations

Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth

Author : Charles Lowenhaupt
Publisher : McGraw Hill Professional
ISBN 13 : 0071777628
Total Pages : 257 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth by : Charles Lowenhaupt

Download or read book Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth written by Charles Lowenhaupt and published by McGraw Hill Professional. This book was released on 2011-09-23 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.

FT Guide to Wealth Management

Author : Jason Butler
Publisher : Pearson UK
ISBN 13 : 027374304X
Total Pages : 281 pages
Book Rating : 4.2/5 (737 download)

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Book Synopsis FT Guide to Wealth Management by : Jason Butler

Download or read book FT Guide to Wealth Management written by Jason Butler and published by Pearson UK. This book was released on 2012-12-27 with total page 281 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.

Wealth Management

Author : S. Timothy Kochis
Publisher : CCH
ISBN 13 : 9780808089490
Total Pages : 400 pages
Book Rating : 4.0/5 (894 download)

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Book Synopsis Wealth Management by : S. Timothy Kochis

Download or read book Wealth Management written by S. Timothy Kochis and published by CCH. This book was released on 2006-10 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wealth Management in the New Economy

Author : Norbert M. Mindel
Publisher : John Wiley & Sons
ISBN 13 : 0470482699
Total Pages : 336 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Wealth Management in the New Economy by : Norbert M. Mindel

Download or read book Wealth Management in the New Economy written by Norbert M. Mindel and published by John Wiley & Sons. This book was released on 2010-02-08 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Reveals how you can reduce market risk by using proven theories of portfolio management Written by accomplished financial advisor, attorney, and CPA Norbert Mindel Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.

Goals-Based Investing: A Visionary Framework for Wealth Management

Author : Tony Davidow
Publisher : McGraw-Hill Education
ISBN 13 : 9781264268207
Total Pages : 240 pages
Book Rating : 4.2/5 (682 download)

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Book Synopsis Goals-Based Investing: A Visionary Framework for Wealth Management by : Tony Davidow

Download or read book Goals-Based Investing: A Visionary Framework for Wealth Management written by Tony Davidow and published by McGraw-Hill Education. This book was released on 2021-10-26 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to speed on the latest investing strategies, techniques, and products—and raise your game to a whole new level The financial services industry has undergone a major transformation over the last decade, including increased concerns from investors, the growth of the independent model, the growth of Robo-advisors, product evolution, increased market correlations—in addition to geopolitical risks, population growth, technological advances, and social tensions. Concepts like “Modern Portfolio Theory” aren’t modern anymore, and even Post-Modern Portfolio Theory has become passé. To succeed in today’s complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques—and that’s exactly what Goals-Based Investing helps you do. This unparalleled guide covers: The limitations with modern portfolio theory Behavioral Finance–overcoming biases The role and use of alternative investments (hedge funds, private equity, private credit, and real assets) in building better portfolios The growth of exchange-traded funds (ETFs) from “cheap beta” to “smart beta” Sustainable investing, also known as Environmental, Social, and Governance (ESG) investing Adopting a goals-based investing approach The future of wealth management Investing products have evolved significantly over the past two decades, making it easier than ever for you to access various segments of the market and unique asset classes. Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and generate solid, steady returns.

Breakubg Through

Author : John Bowen
Publisher : Ceg Worldwide LLC
ISBN 13 : 9780615199283
Total Pages : 0 pages
Book Rating : 4.1/5 (992 download)

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Book Synopsis Breakubg Through by : John Bowen

Download or read book Breakubg Through written by John Bowen and published by Ceg Worldwide LLC. This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.

Working with the Emotional Investor

Author : Chris White
Publisher : Bloomsbury Publishing USA
ISBN 13 :
Total Pages : 242 pages
Book Rating : 4.2/5 (161 download)

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Book Synopsis Working with the Emotional Investor by : Chris White

Download or read book Working with the Emotional Investor written by Chris White and published by Bloomsbury Publishing USA. This book was released on 2016-08-08 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: An invaluable resource for wealth managers advising individuals, couples, and families, this book explains why human emotions drive all investor behavior and makes a powerful case for why advisors need to be aware of such emotions in advising clients—especially in high-stakes situations. Despite the fact that wealth advisors may employ algorithms, fancy financial models, economic theory, and predictive reasoning to forecast future investment returns, according to seasoned wealth management advisor Chris White, people—in other words, clients—basically decide how much risk to take with their money based on emotional factors such as the love they received as children, early life experiences of loss and "imperfect love," psychic wounds, and family traumas. A must-read for anyone in the wealth management profession, including wealth advisors, financial consultants, certified financial analysts, and retirement advisors, this groundbreaking book offers a radically new and well-articulated framework for managing relationships with clients as well as the essential tools to advise, mentor, and guide clients in making financial management decisions. Readers will understand how to recognize the emotional and psychological factors behind investor behavior and apply this insight to be a better wealth advisor. The author explains why early childhood experiences of love, joy, and loss and sometimes very subtle family dynamics play a key role in adult investor behavior; why being sensitive to an individual's unique psychological "systems" is key to being able to accurately assess his or her tolerance and acceptance of risk-taking as part of the wealth management process; what can cause a client's personality to change, especially in high-stress or high-stakes situations; and how to employ sophisticated client relationship management practices such as curiosity, appreciative inquiry, and powerful questioning to understand clients' needs at a deep psychological level.

Optimize Your Wealth

Author : Stan Webb
Publisher : Advantage Media Group
ISBN 13 : 1599326000
Total Pages : 140 pages
Book Rating : 4.5/5 (993 download)

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Book Synopsis Optimize Your Wealth by : Stan Webb

Download or read book Optimize Your Wealth written by Stan Webb and published by Advantage Media Group. This book was released on 2015-04-28 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you getting the MOST out of your FINANCIAL RESOURCES? How you define wealth and spend your money has a lot to do with your past. How you were raised and your life experiences shape your finances today and the legacy of your financial security tomorrow. In Optimize Your Wealth, longtime financial literacy advocate Stan Webb breaks down the complex components of financial and estate planning―wealth planning―to empower you to make informed decisions and to maximize your wealth based on your needs and comfort level. Inside, you will discover how to: 1. Enhance your wealth by making smart decisions with your assets 2. Protect your wealth by minimizing threats that can adversely affect it 3. Sustain your wealth by optimizing your resources with an eagle eye toward the future Whether you are retired, planning to retire, or just joining the work force, Optimize Your Wealth provides the practical knowledge and actionable strategies you need to employ your wealth to its fullest. “In Optimize Your Wealth, financial guru Stan Webb breaks down the complex components of finance and estate planning into manageable chunks that can help anyone understand the strategic hows and whys of proper wealth management. The clear prose and amusing anecdotes make Optimize Your Wealth perfect for anyone who is serious about their money.” ― John H. Reddan, executive producer of The Eldercare Channe

The Financial Times Guide to Wealth Management

Author : Jason Butler
Publisher : Pearson UK
ISBN 13 : 1292004711
Total Pages : 380 pages
Book Rating : 4.2/5 (92 download)

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Book Synopsis The Financial Times Guide to Wealth Management by : Jason Butler

Download or read book The Financial Times Guide to Wealth Management written by Jason Butler and published by Pearson UK. This book was released on 2014-11-27 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money. Whether you’re a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you. Drawing on his 25 years’ experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to: Define your life goals and financial personality so that you can build an effective wealth plan Navigate the maze of investment options and choose the best one for your needs Understand when and how to get professional help which delivers value Clarify the need for and role of insurance, tax structures, pensions and trusts Develop a wealth succession plan which matches your values and preferences The full text downloaded to your computer With eBooks you can: search for key concepts, words and phrases make highlights and notes as you study share your notes with friends eBooks are downloaded to your computer and accessible either offline through the Bookshelf (available as a free download), available online and also via the iPad and Android apps. Upon purchase, you'll gain instant access to this eBook. Time limit The eBooks products do not have an expiry date. You will continue to access your digital ebook products whilst you have your Bookshelf installed.

The Essential Advisor

Author : Bill Crager
Publisher : John Wiley & Sons
ISBN 13 : 1119260612
Total Pages : 224 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Essential Advisor by : Bill Crager

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-16 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.