Overview
To truly be successful, today’s financial advisor must strikethe right balance between effectively engaging with his or herclients and finding meaningful ways to maintain their financialsecurity. By framing your mission in this way, you can help yourclients clarify their vision, build a plan to achieve it, andmanage that plan so they stay on track.
Nobody understands this better than authors Timothy Noonan andMatt Smith—two seasoned financial professionals with overfive decades of combined experience working in the asset managementbusiness. And now, in Someday Rich, they show financial advisorswith clients who are rich, or have the opportunity to become rich,how to sustain a client’s desired lifestyle to, and through,retirement.
Engaging and informative, Someday Rich provides the context,description, and implementation suggestions for the Personal AssetLiability Model—a process that will allow you to determine aclient’s funded status relative to their future spendingneeds as well as develop and monitor their investment planaccordingly. While the methods in the Personal Asset LiabilityModel may not have been practically accessible to past advisorswith a large number of clients, this model now brings together thetechnical methods to answer important client questions in a waythat is feasible and includes the communication strategies that canmake the delivery of the advice model more effective.
Along the way, this reliable resource discusses the business ofgiving good advice and addresses how to incorporate these stepsinto a client engagement road map. Insights on various other issuesassociated with this discipline are also included, such as how todevelop client trust and deliver personalized service when you haveso many clients, and contingency risks—life, health,disability, and long-term care—that need to be considered inthe financial planning process. And in later chapters, single-topicessays, contributed by experts in the financial planning field,cover issues ranging from target date funds and the investmentaspects of longevity risk to modern portfolio decumulation.
Building more valuable relationships with your clients is adifficult endeavor. But with Someday Rich, you’ll discoverwhat it takes to achieve this goal as you put them on a path to asustainable financial future.
While major retailers like Amazon may carry Someday Rich (Planning for Sustainable Tomorrows Today), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Someday Rich (Planning for Sustainable Tomorrows Today).