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Der neue Finanzberater: Strategien für eine erfolgreiche Familienvermög
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eBay-Artikelnr.:363513809661
Artikelmerkmale
- Artikelzustand
- Publication Date
- 2008-09-29
- Pages
- 196
- ISBN
- 9780470275306
Über dieses Produkt
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0470275308
ISBN-13
9780470275306
eBay Product ID (ePID)
66235005
Product Key Features
Book Title
New Financial Advisor : Strategies for Successful Family Wealth Management
Number of Pages
196 Pages
Language
English
Publication Year
2008
Topic
Finance / Wealth Management, Personal Finance / General, Investments & Securities / General
Illustrator
Yes
Genre
Business & Economics
Format
Hardcover
Dimensions
Item Height
0.8 in
Item Weight
13.8 Oz
Item Length
9.2 in
Item Width
6.4 in
Additional Product Features
Intended Audience
Trade
LCCN
2008-012001
TitleLeading
The
Dewey Edition
22
Dewey Decimal
332.024
Table Of Content
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.
Synopsis
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 Jung&Ã&©, 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, Today's financial advisors are in fierce competition to get and keep affluent clients who often have complex family dynamics related to wealth accumulation. This book provides advisors with the necessary tools to handle their clients' financial issues., 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, 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
LC Classification Number
HG179.5.B83 2008
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AlibrisBooks
98,6% positive Bewertungen•1.9 Mio. Artikel verkauft
Angemeldet als gewerblicher Verkäufer
Verkäuferbewertungen (515'228)
- p***- (46)- Bewertung vom Käufer.Letzter MonatBestätigter KaufExcellent condition and it was shipped quickly. Thank you!
- n***0 (457)- Bewertung vom Käufer.Letzter MonatBestätigter KaufFast shipping no issues
- v***r (7)- Bewertung vom Käufer.Letzter MonatBestätigter KaufGood packaging and timely shipment, and the book was exactly as described - used in good condition.