Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present - Hardcover

Über die Autorin bzw. den Autor

CHARLOTTE B. BEYER is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. An Aresty Fellow at Wharton, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J. Richard Joyner Wealth Management Impact award from the Investment Management Consultants Association® (IMCA®).

Von der hinteren Coverseite

Before you hire or fire anyone who’s overseeing your money, read this book!

You will hear from an insider with a sense of humor who knows both the landscape and landmines of managing wealth. You will discover answers to questions like these:

• What kind of an investor am I?
• How do I know if I might prefer being a do-it-yourself investor?
• What is the difference between an advisor and a money manager?
• Where can I find a trusted financial advisor?
• Are fees too high?
• Why should I even care about conflicts of interest?
• What are the best questions to ask when interviewing potential advisors?
• How do I know if I can trust the firm’s disclosure on fees?
• How will I know my advisor is doing a good (or bad) job?
• What does success look like for families of wealth?
• Why waste a human when a robot can do it cheaper?
• Can ‘women with wallets’ find advisors who won’t stereotype them?

You know more than you think you do, but need to be aware of your blind spots.

Reading this book will give you confidence and knowledge – enough to really grasp who you are as an investor. Then you decide whether to seek a trusted advisor – or prefer to be a do-it-yourselfer. You will be successful because you will own a unique GPS, one robust enough to see through the tempting advertisements, financial media hype and slick brochures.

Charlotte is an entrepreneur and a Wall Street veteran, who knows the secret language of the financial services industry – from an insider’s perspective. This valuable resource puts more than two decades of illuminating stories and unflinching advice at your fingertips for everyday reference. By understanding how the business of wealth management works, you can ask the important questions and identify those advisors you can trust, not just the ones who tell you what you want to hear. Take this convenient guide with you and become the CEO of your wealth today.

Aus dem Klappentext

Before you hire or fire anyone who's overseeing your money, read this book!

You will hear from an insider with a sense of humor who knows both the landscape and landmines of managing wealth. You will discover answers to questions like these:

• What kind of an investor am I?
• How do I know if I might prefer being a do-it-yourself investor?
• What is the difference between an advisor and a money manager?
• Where can I find a trusted financial advisor?
• Are fees too high?
• Why should I even care about conflicts of interest?
• What are the best questions to ask when interviewing potential advisors?
• How do I know if I can trust the firm's disclosure on fees?
• How will I know my advisor is doing a good (or bad) job?
• What does success look like for families of wealth?
• Why waste a human when a robot can do it cheaper?
• Can 'women with wallets' find advisors who won't stereotype them?

You know more than you think you do, but need to be aware of your blind spots.

Reading this book will give you confidence and knowledge enough to really grasp who you are as an investor. Then you decide whether to seek a trusted advisor or prefer to be a do-it-yourselfer. You will be successful because you will own a unique GPS, one robust enough to see through the tempting advertisements, financial media hype and slick brochures.

Charlotte is an entrepreneur and a Wall Street veteran, who knows the secret language of the financial services industry from an insider's perspective. This valuable resource puts more than two decades of illuminating stories and unflinching advice at your fingertips for everyday reference. By understanding how the business of wealth management works, you can ask the important questions and identify those advisors you can trust, not just the ones who tell you what you want to hear. Take this convenient guide with you and become the CEO of your wealth today.