Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: Preface.Acknowledgments.About the Author.Introduction. Where We Are and How It Got That Way.Chapter 1: Accepting the Challenge.Chapter 2: The Psychology of Money and Wealth.Chapter 3: Know Yourself.Chapter 4: Service Model Supporting Life Outcomes.Chapter 5: Facilitating Family Meetings.Chapter 6: Major Life Events: How You Can Help Families Navigate Difficult Times.Chapter 7: Enabling Advisors: Open Letter to a Financial Institution about What the New Financial Advisor Needs to Succeed.Chapter 8: Skill Development for Your New Role.Chapter 9: Ethical Considerations for Trusted Advisors.Notes.Index. Codice inventario libreria
Riassunto: Praise for The New Financial Advisor
"For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise."
--Dirk Junge, Chairman and CEO, Pitcairn
"At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come."
--James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations
"The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families."
--Charlotte B. Beyer,founder and CEO, Institute for Private Investors
"Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often."
--Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC
"Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal."
--Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families
From the Inside Flap:
With financial products becoming increasingly commoditized, the new competitive frontier for many advisors is centered on managing relationships. And as the role of financial advisor evolves from product salesman to solution provider and agent of change, you must develop a more sophisticated sense of how your client's family life and financial life are intertwinedâ??if you intend on excelling in this new environment.
Author G. Scott Budge is an expert in the dynamics of wealthy families and, over the course of his career, has worked extensively as a developer and educator of wealth advisors. Now, in The New Financial Advisor, Budge shares his insights and experiences with you.
Written with the serious financial professional in mind, this reliable resource contains the information you need to face and embrace the expanding role that many advisors must play in their clients' lives. Drawing on existing research and interviews with leading advisors at the top of their game, this book brings together the tools and techniques you can use to confidently and ethically operate in this arena.
The New Financial Advisor:
Examines the essential elements of a new service model that will allow you to grow your business in a more solution-driven versus product-driven environment
Prepares you to help clients deal with both planned and unplanned events that figure prominently in their livesâ??from retirement and college funding to disability and death
Provides you with a detailed look at what is known about the emerging psychology of money and wealth
Discusses how to adapt the skills you've already acquired to the reality of today's business and suggests some effective new ways to interact with clients
And much more
A detailed knowledge of investments, financial planning, estate planning, and risk management is necessary but not enough for advisors facing the emerging challenges of modern family wealth management. Understanding the new nature of this business will put you in a better position to achieve long-term successâ??for both your clients and yourselfâ??and with The New Financial Advisor as your guide, you'll quickly discover exactly what it takes to make it in this demanding field.
Condizione libro: New
Descrizione libro John Wiley & Sons, 2008. Hardcover. Condizione libro: Very Good. Unread copy in very good condition, some shelf wear. Fast, daily dispatch 2-4 days for delivery within UK. International orders may take up to 3-4 weeks. December2016. Codice libro della libreria mon0000120520
Descrizione libro Wiley. Hardcover. Condizione libro: Very Good. 0470275308 Item in very good condition and at a great price! Textbooks may not include supplemental items i.e. CDs, access codes etc. Codice libro della libreria Z0470275308Z2
Descrizione libro John Wiley & Sons, United Kingdom, 2008. Hardcover. Condizione libro: Good. Condizione sovraccoperta: Good. HARDCOVER Legendary independent bookstore online since 1994. Reliable customer service and no-hassle return policy. Used. Book: USED, Good. Dust Jacket: Good. Bookseller Inventory # 01978047027530601. Codice libro della libreria 01978047027530601
Descrizione libro Wiley, 2008. Hardcover. Condizione libro: Used: Acceptable. Codice libro della libreria SONG0470275308
Descrizione libro Wiley, 2008. Hardcover. Condizione libro: New. Codice libro della libreria DADAX0470275308
Descrizione libro Condizione libro: Very Good. Book Condition: Very Good. Codice libro della libreria 97804702753063.0
Descrizione libro Wiley, 2008. Hardcover. Condizione libro: Very Good. Codice libro della libreria P020470275308
Descrizione libro Wiley, 2008. Hardcover. Condizione libro: New. Codice libro della libreria INGM9780470275306
Descrizione libro Wiley. Hardcover. Condizione libro: Fine. 0470275308 Like New Condition. Codice libro della libreria LN6.0239972
Descrizione libro Condizione libro: Good. The New Financial Advisor: Strategies for Successful Family Wealth Management. Codice libro della libreria Grb1075555