Sinopsis
Featuring a Comprehensive Guide to Finding a Financial Adviser You Can Trust George Kinder's book is two books in one. Co-authored with former New York Times personal finance columnist, Mary Rowland, the book introduces Life Planning and shows consumers how to integrate their personal searches for freedom to live their ideal lives with the financial architecture that supports them. It also contains a guide to finding financial advisers they can genuinely trust. This is an inspiring step-by-step description of how Life Planning transforms people, both as a self-help phenomenon and as a global movement in financial services. It inspires the reader with dramatic stories of change in individuals' and couples' lives brought about by Life Planning, and then gives the reader access to the skills necessary to do Life Planning for themselves. You will learn a methodology to design your own life of personal satisfaction, authenticity and freedom, including the appropriate financial architecture you need to bring your vision into being. For those who want the help of a mentor as they develop their Life Plan, including its finances, the book will provide an honest and easy-to-follow guide to choosing a Life Planner or financial adviser whose mission is to deliver you into your life of choice, the life of your dreams, with clarity and integrity. They will be different from most advisers in large institutions and will act in your interest only, rather than in their own or their company's interest. They will be comprehensively trained, with certification in financial and Life Planning. Fees will be completely transparent, or, better yet, your adviser will receive fees only from you and not from any company that sells products. What Others Are Saying About the book "A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder's self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder's masterpiece." Steve Conley, former Head of Investments for HSBC; former Chair of Bancassurance Steering Group of British Bankers' Association "As always, George gets right to the heart of the matter, pardon the pun, highlighting that our relationship with money is complex and leading us to the key issues that we must deal with in order to obtain financial maturity. If you are going it alone or using a trusted adviser, these are the important steps. Many of the stories highlight our own limitations, we are our own limiters. Opportunities abound well beyond our expectations, and the book carefully takes through the process to obtain control and peace of mind. Great stuff George, when is the next one?" James Harvey
Reseña del editor
Featuring a Comprehensive Guide to Finding a Financial Adviser You Can Trust George Kinder's book is two books in one. Co-authored with former New York Times personal finance columnist, Mary Rowland, the book introduces Life Planning and shows consumers how to integrate their personal searches for freedom to live their ideal lives with the financial architecture that supports them. It also contains a guide to finding financial advisers they can genuinely trust. This is an inspiring step-by-step description of how Life Planning transforms people, both as a self-help phenomenon and as a global movement in financial services. It inspires the reader with dramatic stories of change in individuals' and couples' lives brought about by Life Planning, and then gives the reader access to the skills necessary to do Life Planning for themselves. You will learn a methodology to design your own life of personal satisfaction, authenticity and freedom, including the appropriate financial architecture you need to bring your vision into being. For those who want the help of a mentor as they develop their Life Plan, including its finances, the book will provide an honest and easy-to-follow guide to choosing a Life Planner or financial adviser whose mission is to deliver you into your life of choice, the life of your dreams, with clarity and integrity. They will be different from most advisers in large institutions and will act in your interest only, rather than in their own or their company's interest. They will be comprehensively trained, with certification in financial and Life Planning. Fees will be completely transparent, or, better yet, your adviser will receive fees only from you and not from any company that sells products. What Others Are Saying About the book "A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder's self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder's masterpiece." Steve Conley, former Head of Investments for HSBC; former Chair of Bancassurance Steering Group of British Bankers' Association "As always, George gets right to the heart of the matter, pardon the pun, highlighting that our relationship with money is complex and leading us to the key issues that we must deal with in order to obtain financial maturity. If you are going it alone or using a trusted adviser, these are the important steps. Many of the stories highlight our own limitations, we are our own limiters. Opportunities abound well beyond our expectations, and the book carefully takes through the process to obtain control and peace of mind. Great stuff George, when is the next one?" James Harvey
"Sobre este título" puede pertenecer a otra edición de este libro.
