Автор: Curtis Gregory Название: Advising the Ultra-Wealthy: A Guide for Practitioners ISBN: 3030576078 ISBN-13(EAN): 9783030576073 Издательство: Springer Рейтинг: Цена: 8384.00 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание: 1 Ultra-Wealthy Families and Their Financial Advisors 2 How Families Get Rich (and Why It Matters to You) 3 Differences Between Wealthy Families and Institutions 4 Building an Ultra-Wealthy Family Client Base 5 A Wealthy Family's Many Advisors 6 Policy Statements for Wealthy Families 7 Evaluating Money Managers for Family Portfolios 8 On Governance: Decision-Making in Families 9 Family Philanthropy 10 They're Selling the Family Company: Now What? 11 What Is the Wealth For? 12 Socially Responsible Investing 13 Trusts and Estate Planning14 Strengthening Your Existing Knowledge 15 Miscellaneous Issues that Affect the Ultra-Wealthy Bibliography Index
The dynamic between financial advisors and those we advise is broken.
As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet our employers want us to push products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients.
There must be a way advisors can do good and do well...right?
There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you've been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you're new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you've been missing.
The dynamic between financial advisors and those we advise is broken.
As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet somehow, serving others turns into pushing products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients.
There must be a way advisors can do good and do well...right?
There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you've been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you're new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you've been missing.
Автор: Wusche, Vicki Название: Wealthy retirement plan ISBN: 1912615851 ISBN-13(EAN): 9781912615858 Издательство: Неизвестно Рейтинг: Цена: 3377.00 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание: This is a story about an audacious question, and the unexpected answer challenging everything we thought we knew about what poverty is, and what we can do about it. This book is for the governments, development organizations and changemakers who are frustrated with simply trying to reduce poverty, and the lack of progress we face in doing so.
Описание: "The Wealthy Buddhist" discusses the relationship between business, wealth, and morality from a Buddhist perspective: namely, how financial success is more likely to result from a livelihood that seeks to increase happiness and reduce suffering. The book provides practical strategies on how to accomplish your goals without compromising your values.
