Wealth Management Unwrapped

U

by Charlotte B. Beyer


TheStreet Interview


"My goal, at IPI, at  Wharton Private Wealth Management programs, and with this book, has been to improve the investor-advisor relationship. Many books address how to invest,  but how to work with an advisor is too often ignored.  That's critical for your success and without it,  you are flying blind.  My hope is that you read this book and learn how to be the CEO of My Wealth, Inc.

Advisors play an important role, too, and an open and honest dialogue will create a partnership that will benefit both you and the advisor.

Once you finish this book, you will know whom to trust – and enjoy the rewards of a real partnership with your advisor.  You will learn how to ask the right questions – and learn how to describe your needs, your goals and your tolerance for risk."

-----  Charlotte B. Beyer

      

This spot is great for news, announcements, tips and things. Rotate frequently.


This spot is great for news, announcements, tips and things. Rotate frequently.


This spot is great for news, announcements, tips and things. Rotate frequently.