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The new financial advisor : strategies for successful family wealth management

Author: G Scott Budge
Publisher: Hoboken, N.J. : John Wiley & Sons, ©2008.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
"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  Read more...
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Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: G Scott Budge
ISBN: 9780470275306 0470275308
OCLC Number: 213600798
Description: xi, 196 pages : illustrations ; 24 cm
Contents: 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. Appendix A: Tools for Engaging and Changing Families. Appendix B: Training and Resources for Advisors. Notes. Index.
Responsibility: G. Scott Budge.
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Abstract:

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  Read more...

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