The New Financial Advisor: Strategies for Successful Family Wealth Management


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Praise for The New Financial Advisor -For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise.- --Dirk Junge, Chairman and CEO, Pitcairn -At the time when the qualitative issues of human development are becoming ...

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