Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
Language: English
Published by Wiley, 2025
- Hardcover
- Used
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.ThriftBooks-Dallas
AbeBooks seller since July 2, 2009
Condition: Used - Very good
£ 12.02
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Add to basketItem description from seller
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- Title
- Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
- Author
- Rudin, April; Rice, Nick
- Publisher
- Wiley
- Publication year
- 2025
- Condition
- Very Good
- Dust jacket
- No Jacket
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1394287704
- ISBN 13
- 9781394287703
- Item weight
- 0.89 pounds
A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change
There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement.
In Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy.
The authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You’ll find:
- Comments from over eighty experts around the world across opportunities underscoring their global relevance
- Action points for wealth management firms and financial advisors
- Visuals and charts illustrating and illuminating the trends discussed
"Synopsis" may belong to another edition of this title.
About the Author
APRIL RUDIN is Founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients.
NICK RICE is a Director at Brunswick Group, a leading global advisory firm. He was previously an Executive Director at UBS, the world’s largest global wealth manager, as well as an award-winning journalist covering wealth and asset management at FT.
"About the title" may belong to another edition of this title.
ThriftBooks-Dallas
Dallas, TX, U.S.A.
AbeBooks seller since July 2, 2009
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