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Describes how a financial column assignment revealed to the author the unethical machinations of the multi-billion-dollar personal finance industry and its false promises of quick and easy wealth, explaining how everyday investors are routinely misled by self-proclaimed money experts who exploit clients to increase their own wealth.
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From the New York Times bestselling author of The Millionaire Next Door, Networking With the Affluent explores effective tactics for strengthening relationships with wealthy prospects and clients, as well as their advisors-and generating new business among this highly exclusive target market. Networking with the wealthy is not like networking with the less-affluent. Dr .Stanley provides a proven road map for building trust, securing interest, and...
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Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor. If you want to know where you (and most importantly, your finances) stand, you need to be proactive and ask the right questions of anyone giving you financial advice. There is a high cost of being too trusting. This book is examines how people to interview potential candidates and check the credentials of six key advisors...
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Choosing how to obtain financial advice, especially during a major life transition, can feel overwhelming. The reason for this book is simple:
To help you understand the basics of the financial services industry and confidently hire a wealth management team that best suits the needs of your family.
In sixty minutes or less, we'll explain why you need to take ownership over your own financial circumstances, lay out the minimum standards for hiring...
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The truth shall set your wallet free is aimed at debunking the myths that prevent people from achieving their wealth goals ... and the first myth that needs to be bashed is that financial advisors are only for the very rich. In fact, there are more financial advisors who cater to modest-income Americans than those who cater to the rich.
7) Ms. Matched
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A successful wedding planner is trying to make dreams come true for brides by organizing fairytale weddings. But when she is paired with a financial advisor at a wedding expo, she soon realizes that he is giving the exact opposite advice to their audience by telling them to save their money. When they are forced to spend a lot of time together, they find out that they have more in common than they think.
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"Reasons why I should not be drawn to Troy Serrano. Number one: He's obnoxious. Number two: He and I were enemies over a decade ago in high school. Number three: He's my friend's ex-boyfriend. I could go on and on, really. When my boss gives me an unwanted assignment and tells me it involves spending time with the grandson of one of our residents--the grandson turns out to be Troy. He's now as successful as he is undeniably handsome. Lucky me. Four...
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Capital without Borders will offer the first in-depth, cross-national examination of the wealth management profession: an extremely powerful professional group about which little is known, except that it controls large flows of capital around the world and has a significant impact on growing wealth inequality. With Oxfam estimating that 1 percent of the global population will own more than half the world's assets by 2016, and policymakers voicing...
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"Dreaming and reality are different. When we dream about coming into a Sudden Large Lump Sum of money, it's all about things we would buy or having the freedom to retire. But in the real world, what it more frequently brings is stress, worry and concerns. This book deals with how to manage the situation by working with a qualified financial planner. It's designed to help people set up the financial side of their life to be relatively stress free and...
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