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Sources Bookshelf
Relationship Goals
An Insider's Guide to Your Relationship with Your Money, Your Investment Advisor and Your Future
Almasi, Todd
Publisher: Tellwell TalentYear Published: 2017
Pages: 110pp Price: 17.99 ISBN: 9781773701158
Please see our media profile in Sources:
Todd Almasi
Veteran industry expert Todd Almasi answers many questions in his book – Relationship Goals – An Insider’s Guide to Your Relationship with Your Money, Your Investment Advisor and Your Future. Learn how to find an Advisor that you and your family can truly build a multi-generational relationship with. Find out how to recognize some of the signs that you might be in a bad relationship with your Advisor and get advice on how to decipher the investment information that is available today online, on TV and frankly everywhere. Most importantly learn why you should strive to build a professional relationship with an Investment Advisor and the peace of mind that it can bring to you and your family. You get 26 years of experience with investing and relationships, all wrapped up into one entertaining and highly informative book.
Subject Headings
- Early Retirement
- Family Financial Planning
- Family Investing
- Family Wealth Planning
- Financial Advisors
- Financial Industry
- Financial Markets
- Financial Planning
- Investing
- Investing/Global
- Investment
- Investment Advisors
- Investment Counsel
- Investment in Canada
- Investment Management
- Investment Policy
- Investment Services
- Mutual Funds
- Retirement Savings
- Self-Directed RRSPs (Registered Retirement Savings Plans)
- Tax-Free Savings Accounts
- Wealth Accumulation
- Wealth Creation
- Wealth Management
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