Wealth Management With a Difference

Praise for WEALTH MANAGEMENT WITH A DIFFERENCE “The purpose behind Wealth Management With a Difference is clear: To help financial advisors navigate the complexities of modern client needs. At a time when clients are seeking to build meaningful relationships with advisors as well as fulfill their financial goals, this book serves as a compass for advisors who want to make a difference.” —MARK HAEFELE, Chief Investment Officer, UBS Global Wealth Management “A bold and forward-thinking exploration of the global wealth management industry, this book challenges traditional practices and charts a course toward client-centric success.” —KIM SHARAN, Member of the Board of Trustees at TIAA, former President of Financial Planning and Wealth Strategies and Chief Marketing Officer of Ameriprise Financial “Wealth Management With a Difference offers a refreshing and necessary perspective on how wealth management must evolve if it is to cater to a new generation of clients and professionals.” —DORIS MEISTER, Former Chair and CEO of Wilmington Trust “The standard divide between wealth preservation and generation no longer holds. A volatile macro landscape requires active money management that takes into account new geographies, industries and asset classes to achieve growth. For private wealth, this is both a duty and an opportunity. April and Nick’s book looks at how wealth managers can expand their horizons and achieve success for their clients and their businesses in this new era.” —PARAG KHANNA, Founder and CEO of AlphaGeo, International Bestselling Author A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a…