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· 분류 : 외국도서 > 경제경영 > 금융/재정 > 자산관리
· ISBN : 9781119709107
· 쪽수 : 240쪽
목차
Dedication (NOTE: To come)
Preface
Acknowledgments (NOTE: To come)
Part One: The End of Financial Services as We Know It
Chapter 1 The Masquerade Party is Over
Chapter 2 Erosive Value Propositions
Chapter 3 Deprogramming Advisory Magical Thinking
Chapter 4 Misplaced Value
Chapter 5 The Bottom Line is Not a Number
Part Two: Making the Shift to Life-Centered Financial Planning
Chapter 6 From Money Centered to Life Centered
Chapter 7 Values that Value
Chapter 8 Soft Skills Are Really the Hard Stuff
Chapter 9 Answers Get Questioned, Questions Get Answered
Chapter 10 Delivering Reality Checks
Part Three: The Dialogues of the Future
Chapter 11 What is Your Fiscalosophy?
Chapter 12 What is your Return on Life?
Chapter 13 Money in Motion
Chapter 14 Retirement Reframed
Chapter 15 Personal Values and Account Values
Chapter 16 Enough Already…
Epilogue
Appendix Return on Life™ (ROL) Manifesto
About the Authors