Praise for The New Financial Advisor
"For those of us who are working day to day on the frontier ofwealth management, Scott Budge has done a remarkable job of mappingout this new territory--helping families achieve life outcomes.Budge's book is a valuable primer for advisors who are ready toembrace the psychological aspects of their role with families as acomplement to their financial expertise."
--Dirk Junge, Chairman and CEO, Pitcairn
"At the time when the qualitative issues of human developmentare becoming the dominant questions for families, Scott Budge'sdefining of the New Financial Advisor brings to life the kind ofadvisor who will be most helpful to families in the years tocome."
--James (Jay) E. Hughes, author of Family Wealth: Keeping It inthe Family and Family: The Compact Among Generations
"The modern financial advisory landscape is more complex thanmost advisors realize. Successful advisors will gain a map and acompass if they take advantage of Scott Budge's many insights andwords of wisdom. The New Financial Advisor keeps the focus onoutcomes, and advisors will discover investment solutions uniquelysuited for families."
--Charlotte B. Beyer,founder and CEO, Institute for PrivateInvestors
"Scott Budge has written a wise, warm, and informative guide tonavigating the human side of wealth management. The New FinancialAdvisor should be on the short list of required reading for anyonewho aspires to the role of 'Most Trusted Advisor.' I know I'll beconsulting it often."
--Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC
"Scott has rightly perceived that today's financial advisors canplay a different role--helping their clients navigate their familyrelationships around wealth. The New Financial Advisor's theory andpractices provides examples to achieve this goal."
--Charles W. Collier, Senior Philanthropy Advisor, HarvardUniversity, and author of Wealth in Families
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