A New Way Forward For Wealth Management: Net Worth Thinking
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Your Financial Situation Is Unique to You, And Your Advisor Needs to Treat It That Way. It's a fallacy that the affluent are well served. They may have their choice of fabulous hotels, luxury spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they're not getting the help they need. Most wealthy families do not have a financial...
Format:Paperback
Language:English
ISBN:1949639398
ISBN13:9781949639391
Release Date:November 2019
Publisher:Susan O'Brien Group
Length:102 Pages
Weight:0.32 lbs.
Dimensions:0.2" x 6.0" x 9.0"
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