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Item #:
2275674
The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
89% of respondents would recommend this to a friend
Item #:
2275674
NGN 154024
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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients.
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What Stands Out
Expert Insights
Gain access to expert insights from top financial advisors that enhance investment strategies, helping you prioritize client needs while navigating complex market dynamics.
Client-Centric Approach
Emphasizes a holistic, client-centric approach to wealth management, ensuring advisors can build stronger relationships by understanding client goals and risk tolerance profoundly.
Actionable Strategies
Offers practical, actionable strategies for managing and investing assets effectively, empowering financial advisors to deliver exceptional service and drive growth in client portfolios.
Product Details
- The New Wealth Management is a mainstay reference guide for wealth management.
- This 1st edition is newly updated to meet the investment challenges of the twenty-first century.
- The book provides step-by-step guidance for developing an optimal asset allocation policy.
- Expert updates from Chartered Financial Analyst (CFA) Institute are included.
- The approach of achieving client objectives ahead of investment vehicles is emphasized.
- Suitable for self-study or classroom use, this guide blends investment theory with real-world applications.
| Publisher | Wiley |
| Publication date | May 3, 2011 |
| Edition | 1st |
| Language | English |
| Print length | 480 pages |
| ISBN-10 | 9780470624005 |
| ISBN-13 | 978-0470624005 |
| Item Weight | 2.2 pounds (1 kg) |
| Dimensions | 7.1 x 1.3 x 10.2 inches (18 x 3.3 x 25.9 cm) |
Who Should Buy?
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Financial Advisors
Provides essential strategies and tools for financial advisors managing client portfolios to enhance their investment success.
-
Wealth Management Students
Ideal for students studying wealth management, providing practical insights and theories to enhance their learning experience.
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Investment Strategists
Useful for investment strategists seeking advanced techniques to optimize client asset management and investment returns.
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General Readers
Not suitable for casual readers without a financial background, as it uses technical language and concepts.
Product Description
The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
About This Item
Introducing "The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets 1st Edition" – your comprehensive resource for financial advisors looking to excel in their field. As a financial advisor, it's essential to stay ahead of the curve by utilizing the latest strategies and tools. This book is specifically designed to help you navigate the ever-changing landscape of wealth management and provide you with invaluable insights to effectively manage and invest your client's assets. With a focus on client relationship management, this guide is packed with tips and best practices to help you build strong and lasting connections with your clients. Learn how to effectively communicate with your clients, build trust, and provide them with top-notch service that sets you apart from the competition. In today's digital age, e-commerce has become a game-changer for financial advisors.
Discover how to leverage e-commerce solutions and digital tools to streamline your business operations and enhance your client's experience. Stay up-to-date on the latest investment planning strategies and client acquisition techniques to help you grow your practice and attract new clients. Gain a competitive edge by understanding the current market trends and industry analysis. Explore real-life success stories from experienced financial advisors and learn from their achievements.
Dive into client portfolio management techniques that will enable you to efficiently manage and grow your client's wealth, while increasing client engagement and satisfaction. Let "The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets 1st Edition" be your go-to reference for all things wealth management. Take your career to new heights by mastering the art of wealth management through effective communication, building trust, and utilizing innovative technology solutions. Order your copy today and transform your practice into a thriving and successful enterprise.
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Wealth Management Editorial Review
The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets is a comprehensive resource published by Wiley on May 3, 2011, with an extensive print length of 480 pages. This first edition is written in English and designed to equip financial advisors with critical strategies and insights to effectively manage client assets. The detailed exploration of wealth management principles makes it a valuable guide for professionals in the field. Readers appreciate the depth of information provided, noting that it enhances their ability to offer tailored financial solutions. A significant FAQ is that the book is highly recommended for both new and experienced financial advisors, aiding in significant professional development.
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Pros
- Comprehensive guide for financial advisors
- Valuable insights on managing client assets
- Extensive print length with detailed information
- Recommended for both new and experienced professionals
- Published by a reputable publisher, Wiley
Cons
- Some readers may find it dense and lengthy
Product Price History
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NGN 154024
Order now and get it around Monday, September 28
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Features & Benefits
- Mainstay reference guide for wealth management
- Newly updated for today's investment landscape
- Expert updates from CFA Institute
- Approach that prioritizes client objectives
- Thorough background on investment theories
- Includes ready-to-use client presentations and questionnaires
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