Avoid The Noise: Five Key Concepts For Financial Success

by Mike O'Donnell

Our focus in this resource guide will be on the first element of wealth management—investment consulting. But bear in mind that managing your investments is just one part of a comprehensive approach to your financial life. At the end of this guide, we’ll describe what you should expect from a true wealth manager so that you can make an informed decision when choosing which financial professional to work with.

ebook

First published July 1, 2013

Reviews

[Amyth Banerjee · Rating 3 out of 5]

While the short book did provide some interesting insights in terms of wealth management, something worth exploring. It however ends up as a business pitch by the author towards the end, which I don't have any issues with, but the novelty wears off in the final pages. Otherwise, a good short read to get your financial priorities right.