The Wealth Factor: A Team Approach - Hardcover

Sydney LeBlanc

Hardcover

ISBN 10: 0974517569 ISBN 13: 9780974517568

Publisher: Financial Forum Inc., 2006

Synopsis

Wealth management is an integrated process for helping investors manage their wealth. It usually involves a diverse range of services, depending on the needs of each investor, but may well include a variety of financial services. This book showcases some of the best and brightest minds in the financial services industry today. Each page is an educational guide through which to learn more about each wealth management teams' process and philosophy on successful asset management, financial planning, retirement and estate planning, and tax planning. Readers will gain an understanding of the attributes that makes a team a success and, even more importantly, what they do to help ensure the financial futures of their clients.

About this title

About the Author

Sydney LeBlanc is a 30-year financial services industry veteran, journalist, author and publisher. An award winning editor, she was the co-founder and editor-in-chief of Registered Representative magazine, the nation's first trade magazine for stockbrokers, and later led the development of Securities industry Management magazine. LeBlanc also is author of Legacy: The History of Separately Managed Accounts; and co-author of The World of Money Management; Streetwise Investor; and PR Savvy for the Financial Professional.

Edition details

• Publisher: Financial Forum Inc.
• Publication date: 2006
• Language: English
• ISBN 10: 0974517569
• ISBN 13: 9780974517568
• Binding: Hardcover
• Number of pages: 160