Relationship Goals

An Insider's Guide to Your Relationship with Your Money, Your Investment Advisor and Your Future

Business & Finance, Personal Finance
Cover of the book Relationship Goals by Todd Almasi, Tellwell Talent
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Todd Almasi ISBN: 9781773701172
Publisher: Tellwell Talent Publication: October 13, 2017
Imprint: Tellwell Talent Language: English
Author: Todd Almasi
ISBN: 9781773701172
Publisher: Tellwell Talent
Publication: October 13, 2017
Imprint: Tellwell Talent
Language: English

Sean Gilliland, client

"My family has worked with Todd Almasi for over 20 years. As a 2nd generation client, I am enjoying an early retirement because of the important money and investing strategies I was taught by my parents and the guidance from Todd over the years. Many years ago, my parents gave me a copy of "The Wealthy Barber" to read. I see Todd Almasi's book as what you need to know after you have mastered the Wealthy Barber's strategies."

Rick Peterson, President, Peterson Capital

The increased velocity of technology changes and options make it more

difficult than ever to make smart investment choices. Yes, as an investor,

it makes sense to take more in your own hands and learn more about the world around you. But unless you devote every hour of your working day to understanding and working in capital markets, you're far better off enlisting the help of a professional.

Todd answers five questions that will help you immediately start on the path to a strong relationship with your Investment Advisor:

  1. What should you realistically expect from your Investment Advisor?

  2. What is your relationship with money - and how to let your Advisor understand it?

  3. What is your game plan - do you have one?

  4. Who should you listen to in the media?

  5. How do you avoid generational erosion of family wealth?

For over 25 years Todd Almasi has been committed to a conservative, disciplined approach to investing. The foundation of Todd's clientele has been formed by building strong relationships with a high level of open communication and a personal commitment to providing the

highest level of personalized service that today's sophisticated investor expects, requires and deserves.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

Sean Gilliland, client

"My family has worked with Todd Almasi for over 20 years. As a 2nd generation client, I am enjoying an early retirement because of the important money and investing strategies I was taught by my parents and the guidance from Todd over the years. Many years ago, my parents gave me a copy of "The Wealthy Barber" to read. I see Todd Almasi's book as what you need to know after you have mastered the Wealthy Barber's strategies."

Rick Peterson, President, Peterson Capital

The increased velocity of technology changes and options make it more

difficult than ever to make smart investment choices. Yes, as an investor,

it makes sense to take more in your own hands and learn more about the world around you. But unless you devote every hour of your working day to understanding and working in capital markets, you're far better off enlisting the help of a professional.

Todd answers five questions that will help you immediately start on the path to a strong relationship with your Investment Advisor:

  1. What should you realistically expect from your Investment Advisor?

  2. What is your relationship with money - and how to let your Advisor understand it?

  3. What is your game plan - do you have one?

  4. Who should you listen to in the media?

  5. How do you avoid generational erosion of family wealth?

For over 25 years Todd Almasi has been committed to a conservative, disciplined approach to investing. The foundation of Todd's clientele has been formed by building strong relationships with a high level of open communication and a personal commitment to providing the

highest level of personalized service that today's sophisticated investor expects, requires and deserves.

More books from Tellwell Talent

Cover of the book Canadian Bushwacker by Todd Almasi
Cover of the book Where Leads the Road by Todd Almasi
Cover of the book Black & Blue by Todd Almasi
Cover of the book Battle of bloods by Todd Almasi
Cover of the book A Fly in the Ointment by Todd Almasi
Cover of the book Glory in the Face by Todd Almasi
Cover of the book Chronicles From The Hall by Todd Almasi
Cover of the book Inhale by Todd Almasi
Cover of the book The Tree House by Todd Almasi
Cover of the book The Third Law by Todd Almasi
Cover of the book Trip to the Infinite by Todd Almasi
Cover of the book And He Came Back Alive! by Todd Almasi
Cover of the book A Stone's Throw by Todd Almasi
Cover of the book A Closer Look at Halal Meat by Todd Almasi
Cover of the book The Kanta Chronicles by Todd Almasi
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy