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| financial advisor high net worth: Financial Planning for High Net Worth Individuals Richard H. Mayer, Donald R. Levy, 2003-12 A comprehensive and authoritative guide to the art and science of wealth management. |
| financial advisor high net worth: Mastering High Net Worth Selling Matt Oechsli, Oechsli Institute, 2003-10-01 Creates the framework and provides the techniques and skills needed by financial professionals to successfully prospect for and close high net worth clients. |
| financial advisor high net worth: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| financial advisor high net worth: Wealth Mismanagement Ed Butowsky , 2019-08-13 Millions of us are committing a slow, imperceptible form of financial suicide. Chances are your IRA or 401(k) carries far more risk than you realize, lacks real diversification that could reduce downside risk, and is falling behind the underreported rate of inflation that eats away at your retirement fund every year. In the next market crash, you could be left vulnerable and unprotected. Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. They charge high fees and sometimes put their own interests ahead of yours. Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser—before the next meltdown. Nobody else on Wall Street ever dared to create anything like it. Wealth Mismanagement will empower investors to protect themselves. Read it & reap. |
| financial advisor high net worth: Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios Niall Gannon, 2009-12-07 A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio. |
| financial advisor high net worth: How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs Kathleen Burns Kingsbury, 2013-09-06 DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners. You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you exactly how to develop these skills. How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. A leading wealth psychology expert, Kathleen Burns Kingsbury reveals everything you need to know about the psychology of couples in order to serve them better. Along the way, she offers specific tips and techniques for managing the challenges inherent in advising traditional and nontraditional couples. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent children You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition. This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions. How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financial future. Why do 70 percent of widows fire their financial advisor upon the passing of their husbands? Kathleen Burns Kingsbury provides the answer. Providing financial advice to couples is a primary skill that has been overlooked in this profession for too long. Whether or not you hearken to Kathleen’s insights will have a profound impact on your business, for better or for worse, for richer or for poorer. -- Mitch Anthony, author of The New RetireMentality A must-read text for financial advisors to help them build and grow their practices. Kingsbury's advice will transform the way you work with your coupled clients, making for more satisfying and prosperous advisory relationships. -- Eleanor Blayney, Consumer Advocate for CFP Board There are four things we were all taught never to talk about: Sex, Politics, Religion, and Money. When it comes to money, the one place where these conversations MUST happen is in your office. That's why you need to read this book--for its insights into how you can help couples start talking about money! -- Carl Richards, author of The Behavior Gap |
| financial advisor high net worth: Collectible Investments for the High Net Worth Investor Stephen Satchell, 2009-07-07 Many high net worth individuals are interested in diversifying their portfolios and investing in collectibles. A collectible is any physical asset that appreciates in value over time because it is rare or desired by many. Stamps, coins, fine art, antiques, books, and wine are examples of collectibles. Where does the financial advisor or investment manager for these high net worth individuals go to learn about these investments? There is no comprehensive resource from the financial standpoint--until now. Dr Stephen Satchell of Trinity College, Cambridge, has developed a book in which experts in various types of collectibles analyze the financial aspects of investing in these collectibles. Chapters address issues such as: liquidity challenges, tax ramifications, appreciation timelines, the challenge of forecasting and measuring appreciation, and the psychological component of collecting and the role of emotion in collectible investing. Key FeaturesFeature: Contributors are experts in collectible investing from around the worldBenefit: Gives financial advisors and wealth managers handy access to expert opinions to better advise clients interested in collectible investmentsFeature: Experts discuss the pros and cons of collectibles from an investment perspective in their area of expertise Benefit: One stop shopping, all expertise brought together in one volume, creating a handy reference guideFeature: Experts discuss art, stamps, coins, antiques, wine, from around the world in one global perspectiveBenefit: Wealth managers can gain information about a wide range of collectibles and learn about investing in these types with a global perspective |
| financial advisor high net worth: A Wealth of Common Sense Ben Carlson, 2015-06-22 A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market mistakes. Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor. |
| financial advisor high net worth: High-net-worth Psychology Russ Alan Prince, 1999 |
| financial advisor high net worth: How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients Kathleen Burns Kingsbury, 2012-08-31 YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf. -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women. -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills. -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know. |
| financial advisor high net worth: The Ultra High Net Worth Banker's Handbook Heinrich Weber, Stephan Meier, 2009-08-10 This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals. |
| financial advisor high net worth: Wealth Richard P. Rojeck, 2019-08-06 With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes. |
| financial advisor high net worth: Tailored Wealth Management Niall J. Gannon, 2019-01-07 The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy. As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities. This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success. |
| financial advisor high net worth: The Art of Protecting Ultra-high Net Worth Portfolios and Estates Haitham E. Ashoo, 2016 |
| financial advisor high net worth: The Influence of Affluence Russ Alan Prince, Lewis Schiff, 2009-05-19 A compelling look at a new class of the affluent - the middle-class millionaires – whose attitudes and values are influencing and reshaping American life In this groundbreaking book, Russ Alan Prince and Lewis Schiff examine the far-reaching impact of the middle class millionaires–people who enjoy a net worth ranging from one million to ten million dollars and have earned rather than inherited their wealth. Comprising 8.4 million households and growing in number, the attitudes and behaviors of these working rich are exerting a powerful influence over our society. So who are these people? They believe in the benefits of hard work. They believe in investing in themselves, and in self improvement. They are more likely to focus on drawing financial gain from their work, and less inclined to be discouraged by failure. And they don’t spend money on the extravagances indulged in by the very rich; instead, they wield their affluence according to middle-class values and ideals. From home security systems to health care, technology to travel, their spending choices are affecting us all – from the products we buy, to the communities in which we live, to the aspirations and values of the broader middle class and American population as a whole. In the bestselling tradition of Bobos in Paradise and The Millionaire Next Door, THE MIDDLE-CLASS MILLIONAIRE is a captivating narrative – part sociology, and part aspirational journey into the lives, attitudes, and values of the middle-class millionaires. Based on extensive surveys and research into more than 3,600 middle-class millionaire households around the country, this book will reshape our understanding of what it takes to be successful – and how all of us can achieve similar success. |
| financial advisor high net worth: Tax Strategies for High Net-Worth Individuals Adil Mackwani, 2020-04-02 This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of? High Net-worth such as Business Owners, Doctors,? and Lawyers. The book contains strategies that could help your overall Financial Plan after consulting with a fiduciary professional. |
| financial advisor high net worth: Exceptional Wealth Mark Tepper, 2018-01-02 Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs. |
| financial advisor high net worth: Affluent Investor Phil DeMuth, Ben Stein, 2013-04-01 Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward. |
| financial advisor high net worth: Private Wealth Stephen M. Horan, 2009-01-09 An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments. |
| financial advisor high net worth: Success and the New Retirement , 2017-05-15 The way Americans retire has changed dramatically in the last twenty years. More and more people are finding themselves unprepared for life after their career. What does the new retirement landscape look like? What do you need to know and do to be successful? In Navigating the New Retirement registered investment advisor Matt Deaton gives you the keys to create a successful plan and achieve the retirement you've always wanted. In this book you will learn how to: *Avoid the pitfalls that derail retirement strategies *Navigate the changes to pensions and Social Security*Increase your tax efficiency and eliminate drag on your portfolio*Mitigate loss and risk in your investments and improve income efficiency*Reduce worry and gain peace of mindIf you are nearing or entering retirement, this book is an essential guide to the changing retirement landscape and how to effectively protect and secure your financial assets to achieve all your retirement goals. |
| financial advisor high net worth: Storyselling for Financial Advisors Scott West, Mitch Anthony, 2000-01-12 Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest storysellers of all time. These actual stories can help financial pros tap into the gut reaction of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent. |
| financial advisor high net worth: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| financial advisor high net worth: 50 States of Gray Arun Muralidhar, 2018-05 Another retirement crisis is looming as one-third of private-sector, typically poor and unsophisticated workers, probably have little to no pension security. The fifty states have decided to enact reforms, but they are unwilling to assume any liability. Effective reform should ensure a target, guaranteed, inflation/standard-of-living-indexed retirement income through death. The book proposes a four-step reform process that articulates roles, responsibilities, and sequencing of steps to effectively address the looming retirement crisis. Current reform models potentially expose participants to costly, risky, error-prone, and illiquid alternatives, which could transfer wealth from poor citizens to rich asset managers and from short-lived poor and minority citizens to rich and majority populations. Retirement planning presents a wealth of complex challenges associated with saving, investing, and decumulation. To address these challenges, Muralidhar provides an innovative Flex MMM reform model that reflects the goals of numerous stakeholders, including, states, employers, employees, asset managers, and regulators, by showing steps the federal and state governments could take to alleviate the guesswork and insecurity involved in the retirement saving process. Muralidhar also demonstrates that the lynchpin for retirement security globally is an innovative new retirement bond (called SeLFIES ) he has jointly developed with Robert C. Merton that governments could easily issue to achieve multiple goals. |
| financial advisor high net worth: It's About More Than the Money Saly A. Glassman, 2010-03-23 “Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can and should utilize.” –Publishers Weekly “It’s About More Than the Money is a book for our times. Now more than ever, people are looking for financial advisors who can help them plan a secure future for their families and keep their dreams on track. Glassman captures the essence of this critical relationship–describing the qualities of trust and commitment that both client and advisor must bring to the table. Readers will come away with a better understanding of how the best financial advisors can change lives–and learn how to find the advisor who is right for them.” –Sallie Krawcheck, President, Global Wealth & Investment Management, Bank of America “Saly Glassman uses her many years of financial advisory experience to help you improve your wealth in this well-written and entertaining book. This breezy read is full of anecdotes and is especially useful to those wanting to know more about working successfully with financial professionals.” –Greg Karp, syndicated personal finance columnist at the Tribune Company, and author ofThe 1-2-3 Money Plan and Living Rich by Spending Smart “Read this before you read any other book on investments. From the mind and heart of a winning and highly respected financial advisor, it’s a strong dose of ‘intellectual hard love’–a lot of things you may not want to hear or do–but absolutely need to– before investing a dime.” –Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI) “When selecting a financial advisor, most people look only to the bottom line: ‘How much money will I make?’ Saly Glassman, in a concise and intuitive style, discusses through real life examples, the importance of selecting a financial advisor with whom you can develop a strong personal relationship. Ultimately, this collaboration is how true wealth is achieved and sustained through generations.” –Morey S. Rosenbloom, Blank Rome LLP In It’s About More Than the Money, award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality. You’ll focus on what you can control and let go of what you can’t...apply investment rules that work...recognize when to do nothing...assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next. |
| financial advisor high net worth: Baby Steps Millionaires Dave Ramsey, 2022-01-11 You Can Baby Step Your Way to Becoming a Millionaire Most people know Dave Ramsey as the guy who did stupid with a lot of zeros on the end. He made his first million in his twenties—the wrong way—and then went bankrupt. That’s when he set out to learn God’s ways of managing money and developed the Ramsey Baby Steps. Following these steps, Dave became a millionaire again—this time the right way. After three decades of guiding millions of others through the plan, the evidence is undeniable: if you follow the Baby Steps, you will become a millionaire and get to live and give like no one else. In Baby Steps Millionaires, you will . . . *Take a deeper look at Baby Step 4 to learn how Dave invests and builds wealth *Learn how to bust through the barriers preventing them from becoming a millionaire *Hear true stories from ordinary people who dug themselves out of debt and built wealth *Discover how anyone can become a millionaire, especially you Baby Steps Millionaires isn’t a book that tells the secrets of the rich. It doesn't teach complicated financial concepts reserved only for the elite. As a matter of fact, this information is straightforward, practical, and maybe even a little boring. But the life you'll lead if you follow the Baby Steps is anything but boring! You don’t need a large inheritance or the winning lottery number to become a millionaire. Anyone can do it—even today. For those who are ready, it’s game on! |
| financial advisor high net worth: Smart Women Love Money Alice Finn, 2017-04-11 YOU ARE A SMART WOMAN, BUT DO YOU STILL: —Feel you’re too busy to invest your money? —Rely on someone else to deal? —Get bored by financial talk? —Think that investing is something only men do? —Worry you’re not smart enough? THINK AGAIN. Women have made strides in so many areas and yet we still have a blind spot when it comes to managing our money. Why? A myriad of factors cause women to earn less than men over a lifetime, making it all the more imperative that we make the money we do have work for us as much as possible. And here’s a reality check: as many as nine out of ten of us will have to manage our finances and those of our family at some point in our lives. And a lot of us think that means keeping our money “safe” in savings accounts, and not investing it. But not doing so has an opportunity cost that will lead to opportunities lost—the ability to pay for a college education, own a home, change careers to pursue a dream, or retire. Alice Finn wants to change how you think about your money, no matter how much or little you have. In Smart Women Love Money, Finn paves the way forward by showing you that the power of investing is the last frontier of feminism. Drawing on more than twenty years of experience as a successful wealth management adviser, Finn shares five simple and proven strategies for a woman at any stage of her life, whether starting a career, home raising children, or heading up a major corporation. Finn’s Five Life-changing Rules of Investing will secure your financial future: 1. Invest in Stocks for the Long Run: Get the magic of compounding working for you, starting now. 2. Allocate your Assets: Strategize your investing to get the most of your returns. 3. Implement with Index Funds: Take advantage of “passive” investing with simple, low-cost, and diverse funds. 4. Rebalance Regularly: Sell high and buy low without much effort, to keep you on track toward your goals. 5. Keep Your Fees Low: Uncover hidden fees so you don’t lose half of your wealth to Wall Street. Finn will also provide the tools you need to achieve long-term success no matter what the markets are doing or what the headlines say. So even in the face of uncertainty— such as the possible dumping of the fiduciary rule (requiring financial advisers to act in their client’s best interests) by the Trump administration—Smart Women Love Money will help you protect yourself and all of your assets for your future. Whether you have $10, $10,000, or more, it’s time to get smart about your money. |
| financial advisor high net worth: Wealth Merrill Lynch, CapGemini, 2010-01-08 In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research. Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management. Comprehensive coverage includes: What you should aspire to achieve with your wealth management goals. New ways in which HNWIs should be thinking about planning for the future. How to get to the next level of wealth. Trends, similarities and differences in various regions around the world. Innovative approaches to asset allocation and alternative investments. The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs. In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors. Provocative thinking on where the future of the wealth management industry is going. |
| financial advisor high net worth: Who Rules America Now? G. William Domhoff, 1986 The author is convinced that there is a ruling class in America today. He examines the American power structure as it has developed in the 1980s. He presents systematic, empirical evidence that a fixed group of privileged people dominates the American economy and government. The book demonstrates that an upper class comprising only one-half of one percent of the population occupies key positions within the corporate community. It shows how leaders within this power elite reach government and dominate it through processes of special-interest lobbying, policy planning and candidate selection. It is written not to promote any political ideology, but to analyze our society with accuracy. |
| financial advisor high net worth: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| financial advisor high net worth: Red Notice Bill Browder, 2015-02-03 Freezing Order, the follow-up to Red Notice, is available now! “[Red Notice] does for investing in Russia and the former Soviet Union what Liar’s Poker did for our understanding of Salomon Brothers, Wall Street, and the mortgage-backed securities business in the 1980s. Browder’s business saga meshes well with the story of corruption and murder in Vladimir Putin’s Russia, making Red Notice an early candidate for any list of the year’s best books” (Fortune). “Part John Grisham-like thriller, part business and political memoir.” —The New York Times This is a story about an accidental activist. Bill Browder started out his adult life as the Wall Street maverick whose instincts led him to Russia just after the breakup of the Soviet Union, where he made his fortune. Along the way he exposed corruption, and when he did, he barely escaped with his life. His Russian lawyer Sergei Magnitsky wasn’t so lucky: he ended up in jail, where he was tortured to death. That changed Browder forever. He saw the murderous heart of the Putin regime and has spent the last half decade on a campaign to expose it. Because of that, he became Putin’s number one enemy, especially after Browder succeeded in having a law passed in the United States—The Magnitsky Act—that punishes a list of Russians implicated in the lawyer’s murder. Putin famously retaliated with a law that bans Americans from adopting Russian orphans. A financial caper, a crime thriller, and a political crusade, Red Notice is the story of one man taking on overpowering odds to change the world, and also the story of how, without intending to, he found meaning in his life. |
| financial advisor high net worth: The Millennial Money Fix Douglas Boneparth, Heather Boneparth, 2017-08-21 The world today comes with a list of challenges. Figuring out how to get your feet planted and get your finances on track should be easier, but we’re not always prepared with the best information despite the best education. Enter The Millennial Money Fix, a candid guide to understand how to handle your money with the obstacles of today. This book will get you through each step including: Identifying honest and realistic goals. Selecting and paying for a college or graduate program. Mastering cash flow to jumpstart your life. Navigating the job landscape to do what you love. Planning for marriage, babies, and all that gushy stuff. Redefining retirement as your ability to do what you want. |
| financial advisor high net worth: Advising Ultra-Affluent Clients and Family Offices Michael M. Pompian, 2009-04-22 A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with soft issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with. |
| financial advisor high net worth: Retire Inspired Chris Hogan, 2016-01-12 When you hear the word retirement, you probably don't imagine yourself scrambling to pay your bills in your golden years. But for too many Americans, that's the fate that awaits unless they take steps now to plan for the future. Whether you're twenty five and starting your first job or fifty five and watching the career clock start to wind down, today is the day to get serious about your retirement. In Retire Inspired, Chris Hogan teaches that retirement isn't an age; it's a financial number an amount you need to live the life in retirement that you've always dreamed of. With clear investing concepts and strategies, Chris will educate and empower you to make your own investing decisions, set reasonable expectations for your spouse and family, and build a dream team of experts to get you there. You don't have to retire broke, stressed, and working long after you want to. You can retire inspired! |
| financial advisor high net worth: DIY Financial Advisor Wesley R. Gray, Jack R. Vogel, David P. Foulke, 2015-08-31 DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can—or should—we be managing our own wealth? Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you—not for someone else! |
| financial advisor high net worth: Breakubg Through John Bowen, Patricia J. Abram, Jonathan Powell, 2008 The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success. |
| financial advisor high net worth: How to Avoid H. E. N. R. Y. Syndrome (High Earner Not Rich Yet): Financial Strategies to Own Your Future Gideon Drucker, 2020-01-29 A H.E.N.R.Y. is a High Earner who's Not Rich Yet. And while that's fine for now... it won't be forever! |
| financial advisor high net worth: Money & Divorce Lili Vasileff, 2017 This book is, in essence, a step-by-step roadmap of everything you need to know about the financial aspects of divorce. It is a great resource to initiate self-empowerment and take control over your divorce. |
| financial advisor high net worth: Life's Bridges Lloyd Lowe, Sr., Ethan Bonar, 2011-06 Life's Bridges combines stunning photography with successful and fresh financial planning strategies in order to teach anyone, from the person just beginning to explore personal finance maintenance, to the most experienced investors, how to build wealth sustainably. |
| financial advisor high net worth: The Winner's Circle IV R. J. Shook, 2005-04 A team of America's most successful financial advisors offer their advice to private investors and financial professionals in this insightful guide. These advisors, who typically reserve their advice for elite and institutional investors, share their private wealth management and investing strategy secrets, including how they provide extraordinary advice and service, how they have built their businesses, which direction their businesses are taking for the future, and how they have set themselves apart from the vast majority of Wall Street professionals. Providing ideas and guidance for a variety of financial situations, this guide is an answer to securing prosperity for the future. |
| financial advisor high net worth: Foolish Gil Baumgarten, 2021-05-04 Wall Street brokerage firms won't be happy about this book. That's because brokerage firms have built their businesses on profiting in the shadows, and they surely don't want the lights to come on. After 25 years on Wall Street and another 10 years as a fee-only fiduciary RIA, Gil Baumgarten knows all the brokerage tactics that make your portfolio inefficient and put you at a disadvantage. He also understands the common, self-destructive tendencies that make every investor vulnerable to brokerage firm schemes. FOOLI$H pulls no punches. This book is your inside look at the complicated brokerage ecosystem and the realities of investor behavior. You'll discover the staggering differences between brokerage and advisory systems and walk away with actionable advice to help you stay on guard. Most importantly, you'll take an introspective look at your investing style and learn how to walk away from the FOOLI$H routes investors so often take. |
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