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The New Financial Advisor: Strategies for Successful Family Wealth Management - G. Scott Budge
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ISBN: 9780470275306

ID: 9780470275306

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 intertwined-if you intend on excelling in this new environment. Author G. Scott Budge is an expert in the dynamics of wealthy families 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 intertwined-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 lives-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 moreA 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 Books, Business & Economics~~Personal Finance~~General, New-Financial-Advisor~~G-Scott-Budge, 1131739, The New Financial Advisor: Strategies for Successful Family Wealth Management, G. Scott Budge, 0470275308, Wiley, , , , , Wiley

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The New Financial Advisor - Budge, G. Scott
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Praise for The New Financial Advisor "For those of us who are working day to day on the frontier ofwealth management, Scott Budge has done a remarkable job of mappingout this new territory--helping families achieve life outcomes.Budge's book is a valuable primer for advisors who are ready toembrace the psychological aspects of their role with families as acomplement to their financial expertise." --Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human developmentare becoming the dominant questions for families, Scott Budge'sdefining of the New Financial Advisor brings to life the kind ofadvisor who will be most helpful to families in the years tocome." --James (Jay) E. Hughes, author of Family Wealth: Keeping It inthe Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex thanmost advisors realize. Successful advisors will gain a map and acompass if they take advantage of Scott Budge's many insights andwords of wisdom. The New Financial Advisor keeps the focus onoutcomes, and advisors will discover investment solutions uniquelysuited for families." --Charlotte B. Beyer,founder and CEO, Institute for PrivateInvestors "Scott Budge has written a wise, warm, and informative guide tonavigating the human side of wealth management. The New FinancialAdvisor should be on the short list of required reading for anyonewho aspires to the role of 'Most Trusted Advisor.' I know I'll beconsulting it often." --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors canplay a different role--helping their clients navigate their familyrelationships around wealth. The New Financial Advisor's theory andpractices provides examples to achieve this goal." --Charles W. Collier, Senior Philanthropy Advisor, HarvardUniversity, and author of Wealth in Families Business Business eBook, Wiley

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The New Financial Advisor: Strategies for Successful Family Wealth Management - G. Scott Budge
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ISBN: 0470275308

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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 any budgeting and money management,business and investing,personal finance,popular economics Business & Investing, Wiley

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The New Financial Advisor: Strategies for Successful Family Wealth Management New-Financial-Advisor~~G-Scott-Budge Personal Finance>Personal Finance Hardcover, Wiley

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The New Financial Advisor: Strategies for Successful Family Wealth Management
Autor:

Budge, G. Scott

Titel:

The New Financial Advisor: Strategies for Successful Family Wealth Management

ISBN-Nummer:

9780470275306

* 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.

Detailangaben zum Buch - The New Financial Advisor: Strategies for Successful Family Wealth Management


EAN (ISBN-13): 9780470275306
ISBN (ISBN-10): 0470275308
Gebundene Ausgabe
Erscheinungsjahr: 2008
Herausgeber: John Wiley & Sons
196 Seiten
Gewicht: 0,386 kg
Sprache: eng/Englisch

Buch in der Datenbank seit 27.04.2008 08:05:10
Buch zuletzt gefunden am 28.07.2016 13:17:22
ISBN/EAN: 9780470275306

ISBN - alternative Schreibweisen:
0-470-27530-8, 978-0-470-27530-6

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