Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance)
Goals-Based Wealth Management explores an integrated and practical approach to reshaping wealth advisory practices. Focusing on the relationship between financial advice and client goals, Jean L. P. Brunel offers a professional perspective for readers studying wealth management, investment advisory services, and the changing structure of financial practice.
About This Book
Goals-Based Wealth Management examines an integrated approach to wealth advisory practices.
The book focuses on connecting wealth management with client goals.
It presents a practical perspective on changing the structure of wealth advisory practices.
Written by Jean L. P. Brunel, this Wiley Finance title is intended for readers interested in modern wealth management and advisory strategy.
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