By Saly A. Glassman

“Concise, real looking, and intensely readable, this booklet opens up the advanced international of economic making an investment and gives an invaluable advisor that first-time traders can and may utilize.”

–Publishers Weekly

“It’s approximately greater than the Money is a e-book for our occasions. Now greater than ever, individuals are trying to find monetary advisors who can assist them plan a safe destiny for his or her households and maintain their goals on target. Glassman captures the essence of this serious relationship–describing the traits of belief and dedication that either customer and consultant needs to convey to the desk. Readers will come away with a greater figuring out of the way the simplest monetary advisors can switch lives–and the right way to locate the consultant who's correct for them.”

–Sallie Krawcheck, President, worldwide Wealth & funding administration,
Bank of the US

“Saly Glassman makes use of her decades of economic advisory event that can assist you increase your wealth during this well-written and pleasing e-book. This breezy learn is stuffed with anecdotes and is principally important to these eager to be aware of extra approximately operating effectively with monetary professionals.”

–Greg Karp, syndicated own finance columnist on the Tribune corporation,
and writer of
The 1-2-3 cash Plan and dwelling wealthy by means of Spending Smart

“Read this prior to you learn the other e-book on investments. From the brain and center of a successful and hugely revered monetary consultant, it’s a powerful dose of ‘intellectual not easy love’–a lot of items you could now not are looking to listen or do–but totally desire to–
before making an investment a dime.”

–Steve Leimberg, writer, Leimberg details companies, Inc. (LISI)

“When identifying a monetary consultant, most folks glance simply to the base line: ‘How a lot funds will I make?’ Saly Glassman, in a concise and intuitive kind, discusses via actual lifestyles examples, the significance of choosing a monetary consultant with whom you could increase a robust own dating. eventually, this collaboration is how real wealth is accomplished and sustained via generations.”

–Morey S. Rosenbloom, clean Rome LLP


In It’s approximately greater than the Money, award-winning monetary consultant Saly A. Glassman exhibits you the way to regain regulate over your monetary life–and remain up to speed. Glassman brings jointly 21 primary funding ideas, illuminates them with genuine investor reviews, and courses you thru placing every one to paintings. Drawing on every thing she’s discovered operating with a vast cross-section of traders, Glassman teaches you the way to devise your funds strategically, position cash in broader context, and make your most crucial goals a truth. You’ll specialize in what you could keep an eye on and allow pass of what you can’t…apply funding ideas that work…recognize whilst to do nothing…assess your growth objectively, and masses extra. Glassman additionally is helping you choose even if you would like specialist advice–and, for those who do, she indicates how to define an consultant who will upload genuine worth. filled with insightful investor tales, this booklet may help you're making wiser, larger monetary decisions–whatever your targets, no matter what your age, and regardless of the economic climate does next.

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Ask! It’s in everyone’s best interest for fees to be discussed in detail at the beginning of the relationship. You want to know what advice, services, and products you are buying and for how much. That is a way to appraise the VALUE of what the advisor has to offer. The advisor, in turn, knows that a favorable pricing arrangement may contribute to the protection and growth of your capital over the long term. An advisor who is truly committed to a relationship will continually offer the highest value of advice, services, and products at a cost structure that is most beneficial to you.

I had nothing to do with it! com It’s About More Than the Money you say. Listen to how this approach sounds in the words of an investor named Valerie. Valerie: I didn’t really watch the market every day. I just assumed that over the long term, things would go up, and if they went down, it wouldn’t be that dramatic. Suddenly, overnight, I felt punched in the gut. I had to totally remake the way I thought about my life—my spending, my investments, what’s important to me. For the first time ever, I remember being really nervous about my future.

Do you see how these two people might have two substantially different investment strategies? Look at Person One first. If financial security comes first, what is she going to be most concerned with regarding her money? Not losing it! If family comes next, she’s going to want to have a family estate plan in place. If health is third, perhaps it’s of some importance, but she might skip some health related steps if she’s worried about spending too much money. ) Hobbies were last, so although she probably has some enjoyable activities, if she had to live without them she could.

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