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Success of Top-level investment management consultants attributed to switching their focus ...
Added: 03/24/2004
 Type: Summary
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Success of Top-level investment management consultants attributed to switching their focus ...

Research and Markets announces the addition of this new report entitled "New Family Office: Strategies for Consulting to the Affluent" to its offerings.

The challenges financial advisors and investment management consultants face in the financial services industry today are significant and unprecedented. Top-level investment management consultants are coping with them more effectively than the bulk of the financial services advisory. What makes these consultants better able to make the challenges work in their favor? By basing everything they do on each client's unique vision for successful wealth management rather than their own, they command higher fees and enjoy exposure to highquality business opportunities. These consultants have also realized that there is a price for attaining and maintaining this level of success: they must operate with the paradoxical mindset that monetary reward is a natural by-product of doing the right thing for the client. In other words, by switching their focus from increasing revenues to providing clients with the service they demand, not only do they attract the profits the entire industry craves, but they also achieve more personal satisfaction in the process.

This book is a guide to building and maintaining exceptional businesses that will generate exceptional revenues for astute practitioners in the midst of ongoing challenges in the market-place. It is designed as an educational tool that will prove its value through the successful implementation of its guidelines.

The author tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant – fully developing the family office model and providing optimal solutions to the changing needs of your clients.

Topics covered include:
- What needs to be put in place to attain and maintain business success?
- Discover the new options for accomplishing family office business objectives.
- What are the factors that make family office models so attractive?
- How do you optimise the wealth of your clients, in order to maximize your personal financial returns?
- What is the required technology, the costs and education to move to a new wealth optimization model?

For a complete index of this report click on http://www.researchandmarkets.com/reports/54407

About Research and Markets Ltd.
Research and Markets Ltd. are Europe's largest resource for market research. R&M distribute thousands of major research publications from the world's leading publishers, consultants and market analysts. R&M provide you with the latest forecasts on international and regional markets, key industries, the top companies, new products and the latest market trends.

For additional information on ResearchandMarkets.com, their range of reports or their value-added services, visit their web site at http://www.researchandmarkets.com or mailto:press@researchandmarkets.com
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