SZEROKI WYBÓR
Oferujemy ponad milion pozycji anglojęzycznych – od literatury pięknej po specjalistyczną .
ISBN | 9780470920008 |
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Autor | Noonan Timothy |
Wydawca | Wiley |
Język | english |
Oprawa | Pevná vazba |
Rok wydania | 2011 |
Liczba stron | 320 |
Nobody understands this better than authors Timothy Noonan andMatt Smith--two seasoned financial professionals with overfive decades of combined experience working in the asset managementbusiness. And now, in Someday Rich, they show financial advisorswith clients who are rich, or have the opportunity to become rich, how to sustain a client's desired lifestyle to, and through, retirement.
Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal AssetLiability Model--a process that will allow you to determine aclient's funded status relative to their future spendingneeds as well as develop and monitor their investment planaccordingly. While the methods in the Personal Asset LiabilityModel may not have been practically accessible to past advisorswith a large number of clients, this model now brings together thetechnical methods to answer important client questions in a waythat is feasible and includes the communication strategies that canmake the delivery of the advice model more effective.
Along the way, this reliable resource discusses the business ofgiving good advice and addresses how to incorporate these stepsinto a client engagement road map. Insights on various other issuesassociated with this discipline are also included, such as how todevelop client trust and deliver personalized service when you haveso many clients, and contingency risks--life, health, disability, and long-term care--that need to be considered inthe financial planning process. And in later chapters, single-topicessays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investmentaspects of longevity risk to modern portfolio decumulation.
Building more valuable relationships with your clients is adifficult endeavor. But with Someday Rich, you'll discoverwhat it takes to achieve this goal as you put them on a path to asustainable financial future.