Hardcover
Navigate generational wealth shifts, secure your future, and guide clients’ legacies.
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Wealth Management With a Difference
your guide to achieving client, generational, and business success
$53.59
- Hardcover
224 pages
- Release Date
16 December 2025
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Summary
Wealth Management with a Difference: A Guide to Generational Success
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 revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and wome…
Book Details
| ISBN-13: | 9781394287703 |
|---|---|
| ISBN-10: | 1394287704 |
| Author: | April Rudin, Nick Rice |
| Publisher: | John Wiley & Sons Inc |
| Imprint: | John Wiley & Sons Inc |
| Format: | Hardcover |
| Number of Pages: | 224 |
| Release Date: | 16 December 2025 |
| Weight: | 0g |
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