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English Summary/英文概要: Take charge of your finances and get on the road to financial independence.
Wealth management is more than just managing money. When building wealth, priorities are made, goals are established, and values become clear.
Do you have the tools you need to make smart choices?
In Money and Meaning, Christopher Poch shares his strategies and insight for achieving financial independence and creating peace of mind. This is a unique look at how emotions impact investor results as much as logic or analysis, and why embracing emotions benefits your overall approach to finances. You’ll learn how to use financial assets to accomplish your goals and unlock the mindset you need to manage both money and overall wealth. With wealth come important considerations involving family, friends, and community. Money and Meaning is a straightforward, step-by-step guide for navigating these complex issues and reducing stress in planning for the future.
Awards/获奖情况: Chris has built a reputation as a trusted advisor, mentor, and leader for over forty years in the investment business. A protective steward of his clients’ capital, he is not afraid to go against consensus when he has conviction. He chooses to avoid risk and deliver consistent returns to chasing Alpha. In his latest book, Chris explains the roadmap that has led to his multi-decade list of successful and loyal clients. He writes it as a son, husband, father, and life-long student of the ever-challenging but always fascinating world of investing.
-Meredith Whitney, CEO - Meredith Whitney Advisory Group. The Oracle of Wall Street - Bloomberg.
Chris is an extraordinary wealth advisor and partner who internalizes clients’ goals and aspirations. He applies the fundamentals of portfolio management but also identifies proprietary thinking opportunities grounded in decades of cross cycle experience at the highest levels as a student of markets and industries. Chris has a voracious appetite for learning and continually identifies opportunity and creates value for others. He relishes in the success of those he counsels.
-Scott Freidheim, Managing Partner - Freidheim Capital, LLC & Bestselling Author.
As a private wealth advisor for 37 years, I can attest to the common sense and practical ideas in Chris Poch’s new book, Money and Meaning: What I’ve Learned from Advising the Very Wealthy.
But why do you really need to read this book? To take conventional ideas and use them as springboards for a financial life that reflects you. To grow your understanding of issues you don’t often see discussed: the role of risk in any portfolio; the temptation to make portfolio choices from avoidance rather than long term thinking; the role of money as a tool for your family.
And hey, advisors! Get a ringside seat on what the smartest clients expect and how they are evaluating YOU!
-Mary Deatherage, Co-Founder and President - Xcelerate Growth Partners, LLC. Former Managing Director - Morgan Stanley, Private Wealth Advisors, Baron’s Hall of Fame.
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