Great condition for a used book! Minimal wear. N° de ref. de la librería
Sinopsis: Book by Shook R J
Reseña del editor:
Few industries evolve as quickly as Wall Street does. And it’s The Winner’s Circle financial advisors on the forefront of the industry―the ones affecting individuals’ lives the most―who must continually evolve their practices, their investment philosophies, and their teams to meet their clients’ ever-changing needs. These elite financial advisors―better described as "wealth managers”―are typically several years ahead of the industry. They begin with an in-depth view of each client’s goals, dreams, and overall financial and family situation. With an eye towards how much risk the client can tolerate, they provide customized and comprehensive solutions―solutions that embrace the paramount importance of diversification through asset allocation. And while top wealth managers recognize that strong investment performance is essential, they―and the teams they lead―are perhaps even more committed to building deep client relationships and consistently providing world-class customer service.
Who are these top wealth managers, how do they actually run their businesses, and how are they evolving their practices? What kinds of situations do they work in, and how do they build the dedicated teams and far-reaching expertise needed to best serve their clients? When actually investing their clients’ money, what resources and research do they rely on, what investment vehicles do they use, and how do they maximize returns while safeguarding their clients’ long-term futures? Finally, what approaches do they take to getting to know their clients’ hearts and minds so well that they can be certain they are acting in their best interest?
For nearly two decades now, industry authority R.J. Shook, founder of The Winner’s Circle, LLC, has been answering these and similar questions in his ground-breaking and industry best-selling series of Winner’s Circle® books, and in the many magazine cover stories and other publications nationwide that The Winner’s Circle publishes each year. Barron’s magazine calls Shook an industry "expert," and relies on The Winner’s Circle’s expertise for three annual "Top 100 Financial Advisor" compendiums based on multiple objective criteria and in-depth personal interviews.
In this book, The Winner’s Circle V, Shook delves deeper than ever into the best practices, actionable ideas, and superior strategies that set apart 14 of the very best wealth managers or wealth manager partnerships. Special emphasis is placed on how these elite financial advisors build ever deeper relationships with their clients, their partners, and their team members, and on how they ensure the best possible investment returns and overall satisfaction of their clients in an increasingly volatile financial climate.
A must-read for industry professionals. Financial advisors and other industry professionals can gain valuable insight into some of today’s most successful wealth managers and wealth management teams. Everything from their day-to-day practices and investment techniques to how they build superior service teams and prepare for the future is revealed in a personable and user-friendly context. Moreover, it’s hard not to be inspired by the personal stories―the challenges and triumphs―of many of these top wealth managers, as well as by the way they give back amply to their clients, teams, firms, families, and communities.
An invaluable touchstone for investors. Investors at all levels can learn wealth management techniques and strategies from some of the industry’s very best wealth managers. As you see what the very best have to offer, you can gain an understanding of how your current financial advisor measures up, and you can share some of the valuable ideas found throughout this volume with the advisor or team currently serving you. If you’re on your own as an investor, you’ll gain a much better understanding of the extraordinary, multi-dimensional value that comes from working with a top-notch wealth manager.
Título: Winner's Circle V: Wealth Management ...
Editorial: Horizon Publishers Group
Año de publicación: 2009
Condición del libro: Very Good
Descripción Horizon Publishers Group. Hardcover. Condición: Very Good. A copy that has been read, but remains in excellent condition. Pages are intact and are not marred by notes or highlighting, but may contain a neat previous owner name. The spine remains undamaged. At ThriftBooks, our motto is: Read More, Spend Less. Nº de ref. del artículo: G0972162232I4N00
Descripción Horizon Publishers Group. Hardcover. Condición: VERY GOOD. Light rubbing wear to cover, spine and page edges. Very minimal writing or notations in margins not affecting the text. Possible clean ex-library copy, with their stickers and or stamp(s). Nº de ref. del artículo: 2918027350
Descripción Horizon Publishers Group, 2009. Condición: Very Good. Ships from Reno, NV. Former Library book. Great condition for a used book! Minimal wear. Nº de ref. del artículo: GRP96373145
Descripción Horizon Publishers Group. Hardcover. Condición: Very Good. 0972162232 Very Good Condition. Five star seller - Ships Quickly - Buy with confidence!. Nº de ref. del artículo: Z0972162232Z2
Descripción Horizon Publishers Group, 2009. Condición: Good. Ships from the UK. Former Library book. Shows some signs of wear, and may have some markings on the inside. Nº de ref. del artículo: GRP89549355
Descripción Horizon Publishers Group, 2009. Hardcover. Condición: Good. Connecting readers with great books since 1972. Used books may not include companion materials, some shelf wear, may contain highlighting/notes, may not include cdrom or access codes. Customer service is our top priority!. Nº de ref. del artículo: S_217489422
Descripción Horizon Publishers Group, 2009. Hardcover. Condición: Used: Good. Nº de ref. del artículo: SONG0972162232
Descripción Horizon Publishers Group, 2009. Condición: Good. A+ Customer service! Satisfaction Guaranteed! Book is in Used-Good condition. Pages and cover are clean and intact. Used items may not include supplementary materials such as CDs or access codes. May show signs of minor shelf wear and contain limited notes and highlighting. Nº de ref. del artículo: 0972162232-2-4
Descripción Horizon Publishers Group. Hardcover. Condición: Fine. 0972162232 Like New. Clean, Tight and Neat. Five star seller - Ships Quickly - Buy with confidence!. Nº de ref. del artículo: Z0972162232Z1
Descripción Horizon Publishers Group 2009-01-01, 2009. Hardcover. Condición: good. 0972162232. Nº de ref. del artículo: 647591