Электронная книга: Michael Pompian M. «Advising Ultra-Affluent Clients and Family Offices»
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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with «soft» issues such as philanthropy and family governance. One of the biggest factors to success in thisfield is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain asolid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with. Издательство: "John Wiley&Sons Limited (USD)"
ISBN: 9780470483497 электронная книга Купить за 5853.56 руб и скачать на Litres |
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| Behavioral Finance and Investor Types. Managing Behavior to Make Better Investment Decisions | Achieve investing success by understanding your behavior type This groundbreaking book shows how to invest wisely by managing your behavior, and not just your money. Step by step, Michael Pompian (a… — John Wiley&Sons Limited (USD), электронная книга Подробнее... | электронная книга | ||
| Behavioral Finance and Wealth Management. How to Build Optimal Portfolios That Account for Investor Biases | "Pompian is handing you the magic book, the one that reveals your behavioral flaws and shows you how to avoid them. The tricks to success are here. Read and do not stop until you are one of very few… — John Wiley&Sons Limited (USD), электронная книга Подробнее... | электронная книга |
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