Atlas Shift: Mastering Your Financial Experience in the Post-Information Age - Brossura

Rassman, William

Brossura

ISBN 10: 0997802340 ISBN 13: 9780997802344

Casa editrice: Aught & Wreath Publishing, 2019

Riassunto

Do you seek control of your finances? Are you tired of feeling overwhelmed? Or perhaps you feel you’re doing a decent job of financial management, but you sense there is more you could be doing? If you only read one book on managing your money, make this the one.We are in a new age, and yet many financial advisors are playing by the old rules. This book provides you with the tools you need to seek the right kind of advisor for this new time. It gives you an understanding of the new ways to manage money so you can empower yourself to meet the financial goals that support your life vision. Atlas Shift provides:•A new model of the “atlas client,” and the “financial experience advisor,” (FEA) and their working relationship together•Five essential questions to find the right advisor for this new age•Expert insight into why traditional portfolio diversification no longer works—and new solutions•Key elements of an atlas client’s and FEA’s comprehensive wealth management plan•A roadmap to your ideal financial team•A handy guide to understanding fees… and more!This book unveils the specialized customer service, real-world diversification, and team approach you deserve—and can achieve—in the 21st century. It’s time to make the shift and become an empowered atlas client.

Dettagli dell'edizione

• Editore: Aught & Wreath Publishing
• Data di pubblicazione: 2019
• Lingua: Inglese
• ISBN 10: 0997802340
• ISBN 13: 9780997802344
• Rilegatura: Copertina flessibile
• Numero di pagine: 218
• Contatto del produttore: non disponibile
• Persona responsabile: non disponibile