Dead Cats and Wealth Advisors

Taylor K Ranker

/ ISBN 13: 9798991363501

Edité par Questmont Vfo, 2024

N° de réf. du vendeur LU-9798991363501

Synopsis :

My grandmother used to say, "You can't swing a dead cat without hitting a lawyer." The same can be said of financial advisors today.

If you're a wealthy business owner or an ultra-high-net-worth individual, this book is your wake-up call. For too long, the wealth management industry has failed to deliver the comprehensive, coordinated services that successful entrepreneurs and their families truly need. 

In Dead Cats and Wealth Advisors, you will discover the myths, lies, and predatory practices that often leave ultra-affluent individuals feeling ignored and taken advantage of while struggling to protect hard-earned assets. Drawing on extensive research and real-life case studies, I'll open your eyes to the alarming gaps between what you want for your family and what most "advisors" actually provide. 

My virtual family office model provides the comprehensive, coordinated wealth management you deserve, instead of the poor service you've previously settled for. I'll help you optimize your wealth, protect your assets, and transfer your legacy while treating you like a human being, not just a number.

The book introduces a proprietary assessment to help you determine your unique "high-net-worth personality" and provides a road map for aligning your wealth management strategy with your individual needs and goals. 

Ultimately, this book is a clarion call for you to demand more from your financial advisors. By arming you with the knowledge and confidence to take control of your wealth, Dead Cats and Wealth Advisors aims to disrupt an industry that has, for too long, prioritized its own interests over those of the clients it claims to serve.

No more excuses! It's time to get off your assets and take control of your financial future. 

No cats were harmed in the writing of this book.

À propos de l'auteur: Taylor Ranker is a thirty-six-year veteran of the financial services industry who has witnessed firsthand the shortcomings of traditional wealth advising. Having started his career as a commission-driven insurance salesman, he experienced a change of heart, recognizing the systemic conflicts of interest that plague the industry. Now the founder of a virtual family office firm, he is on a mission to provide ultra-high-net-worth families with the comprehensive, coordinated wealth management services they deserve. Ranker pulls back the curtain on the wealth management industry, empowering readers to demand more from their financial advisors and take control of their financial futures.

Détails bibliographiques

Titre : Dead Cats and Wealth Advisors
Éditeur : Questmont Vfo
Date d'édition : 2024
Reliure : Paperback
Etat : New