Goals-based Wealth Management
An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices
Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis,this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa.