The New Financial Advisor 2024 pdf epub mobi 電子書 下載


The New Financial Advisor

簡體網頁||繁體網頁

The New Financial Advisor pdf epub mobi 著者簡介


The New Financial Advisor pdf epub mobi 圖書描述

Praise for The New Financial Advisor "For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise."

--Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come."

--James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families."

--Charlotte B. Beyer,founder and CEO, Institute for Private Investors "Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often."

--Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal."

--Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families

The New Financial Advisor 2024 pdf epub mobi 電子書 下載

The New Financial Advisor pdf epub mobi 圖書目錄




點擊這裡下載
    


想要找書就要到 本本書屋
立刻按 ctrl+D收藏本頁
你會得到大驚喜!!

發表於2024-09-19

The New Financial Advisor 2024 pdf epub mobi 電子書 下載

The New Financial Advisor 2024 pdf epub mobi 電子書 下載

The New Financial Advisor 2024 pdf epub mobi 電子書 下載



喜欢 The New Financial Advisor 電子書 的读者还喜欢


The New Financial Advisor pdf epub mobi 讀後感

評分

評分

評分

評分

評分

類似圖書 點擊查看全場最低價
出版者:
作者:Budge, G. Scott
出品人:
頁數:196
譯者:
出版時間:2008-9
價格:361.00元
裝幀:
isbn號碼:9780470275306
叢書系列:

圖書標籤:  


The New Financial Advisor 2024 pdf epub mobi 電子書 下載
想要找書就要到 本本書屋
立刻按 ctrl+D收藏本頁
你會得到大驚喜!!

The New Financial Advisor pdf epub mobi 用戶評價

評分

評分

評分

評分

評分

The New Financial Advisor 2024 pdf epub mobi 電子書 下載


分享鏈接





相關圖書




本站所有內容均為互聯網搜索引擎提供的公開搜索信息,本站不存儲任何數據與內容,任何內容與數據均與本站無關,如有需要請聯繫相關搜索引擎包括但不限於百度google,bing,sogou

友情鏈接

© 2024 onlinetoolsland.com All Rights Reserved. 本本書屋 版權所有