The New Financial Advisor: Strategies for Successful Family Wealth Management
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Other Available Formats: Hardcover
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.