Tim Kochis: 2 books
Managing Concentrated Stock Wealth
An Advisor's Guide to Building Customized Solutions
Language: English
Release Date: December 28, 2015
The Methodical Compendium of Concentrated Portfolio Options
Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this...
Success and Succession
Unlocking Value, Power, and Potential in the Professional Services and Advisory Space
Language: English
Release Date: August 26, 2015
An insightful look at leadership transition from the successor's perspective
Success and Succession examines the leadership transition process from the successor's point of view, and outlines the considerations and strategies that lead to a better future for the business. With a focus on practical...