| Description |
1 online resource |
|
xxiii, 312 pages : illustrations ; 23 cm |
| Contents |
Why Do We Need to Look at Investing Differently?. Freedom in the Market and Advisor Responsibility / Chuck Widger -- Investor Emotions and Financial Decisions / Daniel Crosby -- Risk, This Time It's Personal / Daniel Crosby -- What Is the Personal Benchmark Approach?. Brinker Capital's Multi-Asset Class Investment Philosophy / Chuck Widger -- The Power of Buckets / Daniel Crosby -- Selection of an Active Investment Manager / Chuck Widger -- How Can We Execute a Purpose-Driven Investment Strategy?. Using a Goals-Based Approach / Daniel Crosby -- Pursuing Your Personal Benchmark / Daniel Crosby -- Providing an Easy-to-Understand Explanation / Chuck Widger -- Leveraging a Scalable Offering for Investors and Advisors / Chuck Widger |
| Summary |
The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help advisors explain, and investors understand, the investment strategy; create purchasing power and manage the investment and behavioral conflicts which surface while advising; showcase how to meet the investor's objectives - even in volatile markets; the approach outlined in Personal Benchmark helps create a more positive investor experience, enabling investors to ignore the ups and downs of the market and focus on what really matters"--Publisher's description |
| Bibliography |
Includes bibliographical references and index |
| Subject |
Investment advisors.
|
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Investment advisor-client relationships.
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Finance -- Psychological aspects
|
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Portfolio management -- Psychological aspects
|
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investment counsels.
|
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BUSINESS & ECONOMICS -- Finance.
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Finance -- Psychological aspects
|
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Investment advisor-client relationships
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Investment advisors
|
| Form |
Electronic book
|
| Author |
Crosby, Daniel, 1979- author.
|
| LC no. |
2014022942 |
| ISBN |
9781119204190 |
|
1119204194 |
|
9781118963395 |
|
1118963393 |
|
9781118963333 |
|
1118963334 |
|
1322214824 |
|
9781322214825 |
|
