Someday Rich: Planning for Sustainable Tomorrows Today (Wiley Finance)

Someday Rich: Planning for Sustainable Tomorrows Today (Wiley Finance)
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作者: ,
出版社: Wiley
2011-12
版次: 1
ISBN: 9780470920008
定价: 427.10
装帧: 精装
开本: 其他
纸张: 其他
页数: 296页
正文语种: 英语
丛书: Wiley Finance
  • Totrulybesuccessful,today'sfinancialadvisormuststriketherightbalancebetweeneffectivelyengagingwithhisorherclientsandfindingmeaningfulwaystomaintaintheirfinancialsecurity.Byframingyourmissioninthisway,youcanhelpyourclientsclarifytheirvision,buildaplantoachieveit,andmanagethatplansotheystayontrack.NobodyunderstandsthisbetterthanauthorsTimothyNoonanandMattSmith—twoseasonedfinancialprofessionalswithoverfivedecadesofcombinedexperienceworkingintheassetmanagementbusiness.Andnow,inSomedayRich,theyshowfinancialadvisorswithclientswhoarerich,orhavetheopportunitytobecomerich,howtosustainaclient'sdesiredlifestyleto,andthrough,retirement.Engagingandinformative,SomedayRichprovidesthecontext,description,andimplementationsuggestionsforthePersonalAssetLiabilityModel—aprocessthatwillallowyoutodetermineaclient'sfundedstatusrelativetotheirfuturespendingneedsaswellasdevelopandmonitortheirinvestmentplanaccordingly.WhilethemethodsinthePersonalAssetLiabilityModelmaynothavebeenpracticallyaccessibletopastadvisorswithalargenumberofclients,thismodelnowbringstogetherthetechnicalmethodstoanswerimportantclientquestionsinawaythatisfeasibleandincludesthecommunicationstrategiesthatcanmakethedeliveryoftheadvicemodelmoreeffective.Alongtheway,thisreliableresourcediscussesthebusinessofgivinggoodadviceandaddresseshowtoincorporatethesestepsintoaclientengagementroadmap.Insightsonvariousotherissuesassociatedwiththisdisciplinearealsoincluded,suchashowtodevelopclienttrustanddeliverpersonalizedservicewhenyouhavesomanyclients,andcontingencyrisks—life,health,disability,andlong-termcare—thatneedtobeconsideredinthefinancialplanningprocess.Andinlaterchapters,single-topicessays,contributedbyexpertsinthefinancialplanningfield,coverissuesrangingfromtargetdatefundsandtheinvestmentaspectsoflongevityrisktomodernportfoliodecumulation.Buildingmorevaluablerelationshipswithyourclientsisadifficultendeavor.ButwithSomedayRich,you'lldiscoverwhatittakestoachievethisgoalasyouputthemonapathtoasustainablefinancialfuture. TimothyNoonanisManagingDirectorofCapitalMarketsInsightsforRussellInvestmentsandaleaderintheU.S.privatewealthmanagementindustry.HeisresponsibleforshapingclientservicestrategiesanddeliveringcapitalmarketsanalysistoadvisorsintheU.S.andaroundtheworld.NoonaniscurrentlyChairmanoftheRussellStrategicAdviceCommitteeandhasbeenthearchitectofRussell'sHelpingAdvisorsinitiative,whichsince2008hasofferedadvisorsintheU.S.,UK,andAustraliainsightstohelpadvisorsandtheirclientscopewithretirementinvestinginahostileeconomicclimate.MattSmithisanindependentconsultantandauthorandcoauthor,respectively,oftwootherWileyFinancebooks,ManagingYourFirm's401(k)Plan:ACompleteRoadMaptoManagingToday'sRetirementPlansandTheRetirementPlanSolution:TheReinventionofDefinedContribution.HewasformerlyseniorvicepresidentanddefinedcontributionpracticeleaderintheUnitedStatesforAonConsulting.PriortoAon,SmithwasmanagingdirectorofretirementservicesforRussellInvestments.Hehasbeeninvolvedwiththedesign,implementation,administration,consulting,andassetmanagementofretirementplansforovertwenty-eightyears.Smithhaswrittenandspokenwidelyontopicsinvolvingretirementplansduringhiscareer.
  • 内容简介:
    Totrulybesuccessful,today'sfinancialadvisormuststriketherightbalancebetweeneffectivelyengagingwithhisorherclientsandfindingmeaningfulwaystomaintaintheirfinancialsecurity.Byframingyourmissioninthisway,youcanhelpyourclientsclarifytheirvision,buildaplantoachieveit,andmanagethatplansotheystayontrack.NobodyunderstandsthisbetterthanauthorsTimothyNoonanandMattSmith—twoseasonedfinancialprofessionalswithoverfivedecadesofcombinedexperienceworkingintheassetmanagementbusiness.Andnow,inSomedayRich,theyshowfinancialadvisorswithclientswhoarerich,orhavetheopportunitytobecomerich,howtosustainaclient'sdesiredlifestyleto,andthrough,retirement.Engagingandinformative,SomedayRichprovidesthecontext,description,andimplementationsuggestionsforthePersonalAssetLiabilityModel—aprocessthatwillallowyoutodetermineaclient'sfundedstatusrelativetotheirfuturespendingneedsaswellasdevelopandmonitortheirinvestmentplanaccordingly.WhilethemethodsinthePersonalAssetLiabilityModelmaynothavebeenpracticallyaccessibletopastadvisorswithalargenumberofclients,thismodelnowbringstogetherthetechnicalmethodstoanswerimportantclientquestionsinawaythatisfeasibleandincludesthecommunicationstrategiesthatcanmakethedeliveryoftheadvicemodelmoreeffective.Alongtheway,thisreliableresourcediscussesthebusinessofgivinggoodadviceandaddresseshowtoincorporatethesestepsintoaclientengagementroadmap.Insightsonvariousotherissuesassociatedwiththisdisciplinearealsoincluded,suchashowtodevelopclienttrustanddeliverpersonalizedservicewhenyouhavesomanyclients,andcontingencyrisks—life,health,disability,andlong-termcare—thatneedtobeconsideredinthefinancialplanningprocess.Andinlaterchapters,single-topicessays,contributedbyexpertsinthefinancialplanningfield,coverissuesrangingfromtargetdatefundsandtheinvestmentaspectsoflongevityrisktomodernportfoliodecumulation.Buildingmorevaluablerelationshipswithyourclientsisadifficultendeavor.ButwithSomedayRich,you'lldiscoverwhatittakestoachievethisgoalasyouputthemonapathtoasustainablefinancialfuture.
  • 作者简介:
    TimothyNoonanisManagingDirectorofCapitalMarketsInsightsforRussellInvestmentsandaleaderintheU.S.privatewealthmanagementindustry.HeisresponsibleforshapingclientservicestrategiesanddeliveringcapitalmarketsanalysistoadvisorsintheU.S.andaroundtheworld.NoonaniscurrentlyChairmanoftheRussellStrategicAdviceCommitteeandhasbeenthearchitectofRussell'sHelpingAdvisorsinitiative,whichsince2008hasofferedadvisorsintheU.S.,UK,andAustraliainsightstohelpadvisorsandtheirclientscopewithretirementinvestinginahostileeconomicclimate.MattSmithisanindependentconsultantandauthorandcoauthor,respectively,oftwootherWileyFinancebooks,ManagingYourFirm's401(k)Plan:ACompleteRoadMaptoManagingToday'sRetirementPlansandTheRetirementPlanSolution:TheReinventionofDefinedContribution.HewasformerlyseniorvicepresidentanddefinedcontributionpracticeleaderintheUnitedStatesforAonConsulting.PriortoAon,SmithwasmanagingdirectorofretirementservicesforRussellInvestments.Hehasbeeninvolvedwiththedesign,implementation,administration,consulting,andassetmanagementofretirementplansforovertwenty-eightyears.Smithhaswrittenandspokenwidelyontopicsinvolvingretirementplansduringhiscareer.
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