Practice Made Perfect: The Discipline of Business Management for Financial Advisors Review

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Practice Made Perfect: The Discipline of Business Management for Financial Advisors ReviewA well-engineered and reliable kitchen appliance, say a toaster oven or a blender, has a certain functional beauty, and so does this book. Authors Mark C. Tibergien and Rebecca Pomering specifically target and serve financial advisers who own consulting firms. Based on their decades of consulting experience, the authors offer sound advice designed to protect - or deliver - any small financial service firm from a fiscal crisis. In the course of doing so, they debunk several myths, such as the notion that you can simply sell your way out of poor financial performance, or that most small firms don't need to borrow to pay for their operations. With an appendix chock full of helpful tools, such as a cash-flow calculator, a sample financial statement and a practice-management assessment questionnaire, this is a useful book for any small consultancy. We strongly recommend this book to financial advisers who know the value of good advice.Practice Made Perfect: The Discipline of Business Management for Financial Advisors Overview

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) Review

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) ReviewIn light of the recent global turmoil this book seems especially relevant, albeit for a specialised audience. I mean, how many people will really find this germane? This is not a reflection on the authors, but on the subject. Still, the text is quite readable. It explains what wealthy clients often look for in financial hand holding. Typically they do not have much [any?] expertise in financial matters and will depend on you for advice and management of their funds.
Unsurprisingly, as far as investment management is concerned, the emphasis seems to be on active management, with its accompanying fees. These are often over 1%. There is little suggestion about the use of passive index funds, which have much lower expenses.
To be sure, the book does talk about cases where clients need advice about spending and about such subjects as real estate investments. So some active management fees levied by you are appropriate. But a good advisor should also suggest a core of index funds, that will lower the overall expenses of the client.Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) Overview

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