Goals-Based Wealth Management

By Jean L. P. Brunel,

Book cover of Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

Book description

Take a more active role in strategic asset allocation

Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a…

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Why read it?

1 author picked Goals-Based Wealth Management as one of their favorite books. Why do they recommend it?

Tony Davidow

Author

Jean Brunel was one of the early adopters of goals-based investing.

Brunel shares insights from his decades working with high-net-worth investors. This book serves as a foundation for all those that followed, and provided credence to aligning investments to specific goals, rather than merely outperforming some arbitrary benchmark.

From Tony's list on wealth advisors who want to embrace change.