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Home > Financial Information Sources > Wealth Management > Wealth Creation by Design: The Next Wave in Wealth Management for Financial Advisors

Financial Information Sources

Wealth Creation by Design: The Next Wave in Wealth Management for Financial Advisors

Goldman Sachs
Reinvented Wealth Manager Series
Hoboken, New Jersey: Wiley, 2009
320pp, ISBN: 978-0-470-28948-8
www.wiley.com

This resource for financial advisors assesses the main elements of investment and wealth management, and offers advice on how to increase value for clients and improve the effectiveness of their business. It explains prospecting, and dealing with conflicts of interest, and identifies the key challenges and opportunities open to wealth managers.

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