Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - PDF Version
Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - PDF Version

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - PDF Version

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Delivery: Can be download Immediately after purchasing

Version: PDF. If you need EPUB and MOBI Version, please send me a message (Click "message us" icon at the right corner)

Compatible Devices: Can be read on any devices (Kindle, NOOK, Android/IOS devices, Windows, MAC)

Quality: High Quality. No missing contents. Printable 

Length: 274 Pages 

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Author: by Jean L. P. Brunel  (Author)

ISBN-10: 1118995902

ISBN-13: 978-1118995907

This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book.

Take a more active role in strategic asset allocation

Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work.

The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients.

  • Understand the challenges faced by the affluent and wealthy
  • Examine strategic asset allocation and investment policy formulation
  • Learn a model for dealing with the asset allocation process
  • Learn why the structure of the typical advisory firm needs to change

High-net-worth individuals face very specific challenges. Goals-Based Wealth Managementfocuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

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