|
E-book
The New Financial Advisor: Strategies for Successful Family Wealth ManagementISBN: 978-0-470-43528-1
E-book
196 pages
December 2008
 Purchase This E-book
This price is valid for United States. Change location to view local pricing and availability.   
Other Available Formats: Hardcover
|
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.
How to read this e-book on:
