Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success

Sprache: Englisch

Verlag: Wiley, 2025

1394287704 / 9781394287703

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Artikelbeschreibung des Verkäufers

A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change  There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement.  In Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy.  The authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You?ll find:  Comments from over eighty experts around the world across opportunities underscoring their global relevance Action points for wealth management firms and financial advisorsVisuals and charts illustrating and illuminating the trends discussed An essential read for wealth managers, financial advisors, private bankers, family offices, and other financial professionals, Wealth Management with a Difference is a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives.…

Bestandsnummer des Verkäufers 00105470598

Titel
Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success
Autor
April Rudin
Verlag
Wiley
Erscheinungsjahr
2025
Zustand
Very Good
Einband
Hardback
Sprache
Englisch
ISBN-10
1394287704
ISBN-13
9781394287703

World of Books (was SecondSale)

Montgomery, IL, USA

Verkäufer/-in mit 5 Sternen

Verkäufer:in bei ZVAB seit 20. Dezember 2007

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