{"product_id":"wealth-management-with-a-difference-your-guide-to-achieving-client-generational-and-business-success-hardcover","title":"Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success - Hardcover","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eApril Rudin\u003c\/b\u003e (Author), \u003cb\u003eNick Rice\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eA unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThere are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement. \u003c\/p\u003e \u003cp\u003eIn \u003ci\u003eWealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success\u003c\/i\u003e, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy. \u003c\/p\u003e \u003cp\u003eThe authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You'll find: \u003c\/p\u003e \u003cul\u003e \u003cli\u003eComments from over eighty experts around the world across opportunities underscoring their global relevance \u003c\/li\u003e \u003cli\u003eAction points for wealth management firms and financial advisors\u003c\/li\u003e \u003cli\u003eVisuals and charts illustrating and illuminating the trends discussed\u003c\/li\u003e \u003c\/ul\u003e An essential read for wealth managers, financial advisors, private bankers, family offices, and other financial professionals, \u003ci\u003eWealth Management with a Difference\u003c\/i\u003e is a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives.\u003ch3\u003eFront Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eThe world of wealth management is undergoing a seismic generational shift. Clients and financial advisors are approaching money in a brand new way, with technology, values, alternative investments, and international footprints now taking center stage. A new wave of wealthy individuals, especially younger investors and women, are commanding a larger slice of the pie than ever before. To stay competitive, wealth managers and advisors must serve these growing needs and position themselves at the heart of families and their legacies. \u003c\/p\u003e\u003cp\u003e\u003ci\u003eWealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success\u003c\/i\u003e shows how financial advisors and wealth managers can strengthen their practices by exploring nine opportunities that have arisen and will continue to develop over the course of this century. Readers will find insights on: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eGenerational change and how to work with millennials and Gen X\u003c\/li\u003e\n\u003cli\u003eThe ascent of the ultra-wealthy and the family office boom\u003c\/li\u003e\n\u003cli\u003eThe evolution of globalization\u003c\/li\u003e\n\u003cli\u003eThe technology and digital revolutions\u003c\/li\u003e\n\u003cli\u003ePrivate markets and digital assets\u003c\/li\u003e\n\u003cli\u003eHelping clients identify a purpose for their wealth\u003c\/li\u003e\n\u003cli\u003eSupporting clients and advisors with their retirement\u003c\/li\u003e\n\u003cli\u003eAttracting and developing talent\u003c\/li\u003e\n\u003c\/ul\u003e \u003cp\u003eEach of the nine opportunities has a dedicated chapter summarizing the issues themselves, their potential evolution, and what that means for advisors' clients and businesses. The chapters include Q\u0026amp;As with industry leaders and charts that bring the concepts to life. \u003c\/p\u003e\u003cp\u003eModern wealth management opportunities are abundant, but the playbook of yesterday won't work for tomorrow's clients. \u003ci\u003eWealth Management With a Difference\u003c\/i\u003e is essential reading for advisors and wealth managers globally and the firms that oversee or work for them, such as banks, brokerages, money managers, insurers, trust companies, family offices, professional services companies, and fintechs.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003ePraise for WEALTH MANAGEMENT WITH A DIFFERENCE\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\"The purpose behind \u003ci\u003eWealth Management With a Difference\u003c\/i\u003e is clear: To help financial advisors navigate the complexities of modern client needs. At a time when clients are seeking to build meaningful relationships with advisors as well as fulfill their financial goals, this book serves as a compass for advisors who want to make a difference.\"\u003cbr\u003e \u003cb\u003e--MARK HAEFELE, \u003c\/b\u003e Chief Investment Officer, UBS Global Wealth Management \u003c\/p\u003e\u003cp\u003e\"A bold and forward-thinking exploration of the global wealth management industry, this book challenges traditional practices and charts a course toward client-centric success.\"\u003cbr\u003e \u003cb\u003e--KIM SHARAN, \u003c\/b\u003e Member of the Board of Trustees at TIAA, former President of Financial Planning and Wealth Strategies and Chief Marketing Officer of Ameriprise Financial \u003c\/p\u003e\u003cp\u003e\"\u003ci\u003eWealth Management With a Difference\u003c\/i\u003e offers a refreshing and necessary perspective on how wealth management must evolve if it is to cater to a new generation of clients and professionals.\"\u003cbr\u003e \u003cb\u003e--DORIS MEISTER, \u003c\/b\u003e Former Chair and CEO of Wilmington Trust \u003c\/p\u003e\u003cp\u003e\"The standard divide between wealth preservation and generation no longer holds. A volatile macro landscape requires active money management that takes into account new geographies, industries and asset classes to achieve growth. For private wealth, this is both a duty and an opportunity. April and Nick's book looks at how wealth managers can expand their horizons and achieve success for their clients and their businesses in this new era.\"\u003cbr\u003e \u003cb\u003e--PARAG KHANNA, \u003c\/b\u003e Founder and CEO of AlphaGeo, International Bestselling Author\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eAPRIL RUDIN\u003c\/b\u003e is Founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eNICK RICE\u003c\/b\u003e is a Director at Brunswick Group, a leading global advisory firm. He was previously an Executive Director at UBS, the world's largest global wealth manager, as well as an award-winning journalist covering wealth and asset management at FT.\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 224\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.87 x 9.17 x 6.37 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e October 28, 2025\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":47434518266077,"sku":"9781394287703","price":42.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0811\/9867\/8237\/files\/m0WjWlSg-Y9781394287703.webp?v=1771377777","url":"https:\/\/handfulofbooks.com\/products\/wealth-management-with-a-difference-your-guide-to-achieving-client-generational-and-business-success-hardcover","provider":"Handful of Books","version":"1.0","type":"link"}