The New Financial Advisor 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2024


The New Financial Advisor

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Budge, G. Scott 作者
譯者
2008-9 出版日期
196 頁數
361.00元 價格
叢書系列
9780470275306 圖書編碼

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The New Financial Advisor 在線電子書 epub 下載 mobi 下載 pdf 下載 txt 下載 2024

The New Financial Advisor 在線電子書 epub 下載 pdf 下載 mobi 下載 txt 下載 2024

The New Financial Advisor 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2024



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The New Financial Advisor 在線電子書 著者簡介


The New Financial Advisor 在線電子書 著者簡介


The New Financial Advisor 在線電子書 pdf 下載 txt下載 epub 下載 mobi 在線電子書下載

The New Financial Advisor 在線電子書 圖書描述

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 anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often."

--Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal."

--Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families

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