website statistics Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - PDF Books Online
Hot Best Seller

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

Availability: Ready to download

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individual Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.


Compare

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individual Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

25 review for Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

  1. 4 out of 5

    Susan Colpitts

  2. 5 out of 5

    Todd Black

  3. 5 out of 5

    Julio César Cañas

  4. 4 out of 5

    Kes

  5. 4 out of 5

    Karthik Bala

  6. 5 out of 5

    Joseph

  7. 5 out of 5

    Jonathan

  8. 4 out of 5

    Karla Bledsoe

  9. 4 out of 5

    Mus'ab Shaharom

  10. 4 out of 5

    Rohit

  11. 4 out of 5

    Reid Culp

  12. 4 out of 5

    Bruno

  13. 5 out of 5

    Michael

  14. 5 out of 5

    Edina

  15. 4 out of 5

    Michae

  16. 4 out of 5

    Marko Mehner

  17. 5 out of 5

    Scott Weiss, CFP®

  18. 4 out of 5

    Lucas Mello

  19. 5 out of 5

    Kyle Gardner

  20. 5 out of 5

    Renan Couto

  21. 5 out of 5

    Ricardo Dittmer

  22. 5 out of 5

    Ross Pritchett

  23. 4 out of 5

    Joe Duran

  24. 5 out of 5

    Bobby

  25. 5 out of 5

    Pedro Ponce

Add a review

Your email address will not be published. Required fields are marked *

Loading...