Wealth Management Unwrapped

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9780578145617: Wealth Management Unwrapped

Named one of the top 10 business books of 2014 by wealthmanagement.com

The FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor.

In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money.

"Short. Candid. Fun and easy reading. Full of good advice and useful insights."
-Charles D. Ellis, author Winning the Loser's Game


"Beyer's advice is occasionally blunt-and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book."
-Martin Fridson, Barron's


"A masterpiece that every investor should read and own."
-Lloyd Hascoe, Hascoe Associates


Wealth Management Unwrapped is the accumulation of Beyer's extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors.

Many of the questions Wealth Management Unwrapped will answer:
· What kind of investor am I?
· What is the difference between an advisor and a money manager?
· How do I know whom to trust?
· Why should I care about conflicts of interest?
· How do I know if I might not prefer being a do-it yourself investor?
· What are the best questions to ask when interviewing an advisor?
· How do I know if I can trust the firm's disclosure on fees?

Le informazioni nella sezione "Riassunto" possono far riferimento a edizioni diverse di questo titolo.

From the Author:

My intention in writing Wealth Management Unwrapped was to empower, enlighten and inform you - whether you are a sophisticated or a novice investor. Once you finish this book, you will know whom to trust - and enjoy the rewards of a real partnership with your advisor.  You will learn how to ask the right questions - and learn how to describe your needs, your goals and your tolerance for risk.
Wealth Management Unwrapped is unbiased, I am not trying to sell you anything. Instead my book gives you a road map so you can discover your own unique investor personality and needs. You will make better, smarter decisions, no longer be susceptible to a sales pitch or prone to emotional reactions during market ups and downs.
I wanted to give you, the reader, truly useful information. Included in this user-friendly book: a system for interviewing potential advisors, ten principles to guide you and ways to assess your own expectations.

About the Author:

After 20 years on Wall Street, Charlotte B. Beyer founded the Institutefor Private Investors (IPI) in 1991 to help improve the relationship between wealthy investors and their financial advisors. Then in 1999 she collaborated with The Wharton School to create the first-of-its-kind private wealth management curriculum for families with substantial assets. Named an Aresty Fellow in 2016, Beyer continues to teach in this program twice a year.
Beyer also launched the Investor Education Collaborative in 2004 to continue to spread the message of IPI, where she served as CEO for 21 years until her retirement in 2012. In 2015 Family Wealth Report awarded Beyer a Lifetime Achievement citation for her 'tangible legacy' that 'championed the interests of private investors.' This past spring Beyer was recognized by IMCA® for key innovations and thought leadership with the J. Richard Joyner Wealth Management Impact award.
A graduate of Hunter College, Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She is a past President of the Board of Trustees of the Westover School, an all-girls school, and in 2012 founded the Principle Quest Foundation, a private foundation whose mission is to support innovative education and mentoring programs for women. From 2009-2012 Beyer served as Vice Chair of the Board of Trustees of the Museum of American Finance. She currently serves on the global association board of 100 Women in Hedge Funds, the investment committee of a public pension plan and on the Advisory Board of Institutional Investor's Journal of Wealth Management.

Le informazioni nella sezione "Su questo libro" possono far riferimento a edizioni diverse di questo titolo.

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Charlotte B. Beyer
Editore: RosettaBooks, LLC (2014)
ISBN 10: 0578145618 ISBN 13: 9780578145617
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Descrizione libro RosettaBooks, LLC, 2014. Hardcover. Condizione libro: New. book. Codice libro della libreria 0578145618

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Descrizione libro Rosettabooks, LLC, 2014. HRD. Condizione libro: New. New Book.Shipped from US within 10 to 14 business days.THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Codice libro della libreria IP-9780578145617

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Descrizione libro Rosettabooks, LLC, United States, 2014. Hardback. Condizione libro: New. Language: English . Brand New Book ***** Print on Demand *****.Named one of the top 10 business books of 2014 by The FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor. In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as CEOs of their own wealth, and equips them with the tools to effectively manage their money. Short. Candid. Fun and easy reading. Full of good advice and useful insights. -Charles D. Ellis, author Winning the Loser s Game Beyer s advice is occasionally blunt-and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book. -Martin Fridson, Barron s A masterpiece that every investor should read and own. -Lloyd Hascoe, Hascoe Associates Wealth Management Unwrapped is the accumulation of Beyer s extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: - What kind of investor am I? - What is the difference between an advisor and a money manager? - How do I know whom to trust? - Why should I care about conflicts of interest? - How do I know if I might not prefer being a do-it yourself investor? - What are the best questions to ask when interviewing an advisor? - How do I know if I can trust the firm s disclosure on fees?. Codice libro della libreria APC9780578145617

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Charlotte B Beyer
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ISBN 10: 0578145618 ISBN 13: 9780578145617
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Descrizione libro Rosettabooks, LLC, United States, 2014. Hardback. Condizione libro: New. Language: English . Brand New Book ***** Print on Demand *****. Named one of the top 10 business books of 2014 by The FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor. In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as CEOs of their own wealth, and equips them with the tools to effectively manage their money. Short. Candid. Fun and easy reading. Full of good advice and useful insights. -Charles D. Ellis, author Winning the Loser s Game Beyer s advice is occasionally blunt-and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book. -Martin Fridson, Barron s A masterpiece that every investor should read and own. -Lloyd Hascoe, Hascoe Associates Wealth Management Unwrapped is the accumulation of Beyer s extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: - What kind of investor am I? - What is the difference between an advisor and a money manager? - How do I know whom to trust? - Why should I care about conflicts of interest? - How do I know if I might not prefer being a do-it yourself investor? - What are the best questions to ask when interviewing an advisor? - How do I know if I can trust the firm s disclosure on fees?. Codice libro della libreria APC9780578145617

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Descrizione libro Rosettabooks, LLC, 2014. HRD. Condizione libro: New. New Book. Delivered from our US warehouse in 10 to 14 business days. THIS BOOK IS PRINTED ON DEMAND.Established seller since 2000. Codice libro della libreria IP-9780578145617

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Descrizione libro RosettaBooks, LLC, 2017. Hardcover. Condizione libro: New. This item is printed on demand. Codice libro della libreria P110578145618

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Descrizione libro RosettaBooks, LLC, 2017. Hardcover. Condizione libro: New. This item is printed on demand. Codice libro della libreria 0578145618

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Descrizione libro RosettaBooks, LLC. Hardcover. Condizione libro: New. Hardcover. 138 pages. Dimensions: 9.2in. x 6.3in. x 1.0in.The FIRST book to read before you hire or fire your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor. In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as CEOs of their own wealth, and equips them with the tools to effectively manage their money. Short. Candid. Fun and easy reading. Full of good advice and useful insights. Charles D. Ellis, author Winning the Losers GameA masterpiece that every investor should read and own. Lloyd Hascoe, Hascoe AssociatesWealth Management Unwrapped is the accumulation of Beyers extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: What kind of investor am I What is the difference between an advisor and a money manager How do I know whom to trust Why should I care about conflicts of interest How do I know if I might not prefer being a do-it yourself investor What are the best questions to ask when interviewing an advisor How do I know if I can trust the firms disclosure on fees This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Hardcover. Codice libro della libreria 9780578145617

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Descrizione libro Condizione libro: New. This item is Print on Demand - Depending on your location, this item may ship from the US or UK. Codice libro della libreria POD_9780578145617

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Descrizione libro RosettaBooks, LLC. Hardcover. Condizione libro: New. 0578145618 Special order direct from the distributor. Codice libro della libreria ING9780578145617

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