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It's About More Than the Money: Investment Wisdom for Building a Better Life
 
 
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It's About More Than the Money: Investment Wisdom for Building a Better Life [Paperback]

Saly A. Glassman (Author)
5.0 out of 5 stars  See all reviews (9 customer reviews)

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Book Description

0137050321 978-0137050321 May 10, 2010 1
“Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can and should utilize.”

–Publishers Weekly

“It’s About More Than the Money is a book for our times. Now more than ever, people are looking for financial advisors who can help them plan a secure future for their families and keep their dreams on track. Glassman captures the essence of this critical relationship–describing the qualities of trust and commitment that both client and advisor must bring to the table. Readers will come away with a better understanding of how the best financial advisors can change lives–and learn how to find the advisor who is right for them.”

–Sallie Krawcheck, President, Global Wealth & Investment Management,
Bank of America

“Saly Glassman uses her many years of financial advisory experience to help you improve your wealth in this well-written and entertaining book. This breezy read is full of anecdotes and is especially useful to those wanting to know more about working successfully with financial professionals.”

–Greg Karp, syndicated personal finance columnist at the Tribune Company,
and author of
The 1-2-3 Money Plan and Living Rich by Spending Smart

“Read this before you read any other book on investments. From the mind and heart of a winning and highly respected financial advisor, it’s a strong dose of ‘intellectual hard love’–a lot of things you may not want to hear or do–but absolutely need to–
before investing a dime.”

–Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI)

“When selecting a financial advisor, most people look only to the bottom line: ‘How much money will I make?’ Saly Glassman, in a concise and intuitive style, discusses through real life examples, the importance of selecting a financial advisor with whom you can develop a strong personal relationship. Ultimately, this collaboration is how true wealth is achieved and sustained through generations.”

–Morey S. Rosenbloom, Blank Rome LLP

 

In It’s About More Than the Money, award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality. You’ll focus on what you can control and let go of what you can’t…apply investment rules that work…recognize when to do nothing…assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next.


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Editorial Reviews

From Publishers Weekly

Glassman, senior vice president of investments at Merrill Lynch, demystifies investing and offers instantly useful advice on getting your feet into the water. She urges readers to complete a full financial audit and evaluate spending habits honestly and objectively before they move on to her sensible investment plan and setting their own rules. She includes stories of success and failure to clarify key points, and provides valuable advice on will, estate, and tax planning, gifting to children, and asset allocation. She also dedicates an entire chapter on what not to do, including investing with friends, overextending your borrowing, and getting attached to investments. Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can—and should—utilize. (June)
Copyright © Reed Business Information, a division of Reed Elsevier Inc. All rights reserved.

Review

As seen in Barron's, The New York Times and on CNBC Power Lunch, ABC News Now, MSNBC.com, The Huffington Post, Investor's Business Daily, and TheStreet.com.

Product Details

  • Paperback: 240 pages
  • Publisher: FT Press; 1 edition (May 10, 2010)
  • Language: English
  • ISBN-10: 0137050321
  • ISBN-13: 978-0137050321
  • Product Dimensions: 8.2 x 5.5 x 0.6 inches
  • Shipping Weight: 9.6 ounces (View shipping rates and policies)
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (9 customer reviews)
  • Amazon Best Sellers Rank: #997,479 in Books (See Top 100 in Books)

More About the Author

Saly Glassman, a Merrill Lynch Senior Vice President, is a member of the Barron's Winner's Circle list of the nation's Top 100 financial advisers and ranked #1 on the Barron's Winner's Circle 2008 list of top women financial advisers. She has been with Merrill Lynch for 29 years; her practice was ranked #1 in the Philadelphia Complex, and fourth in the firm for 2008. She invests more than $2 billion for high net worth individuals, corporations, and institutions. The Glassman Group operates within Merrill Lynch, as an all-female team with more than 135 years of experience in the financial services industry.


 

Customer Reviews

9 Reviews
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Average Customer Review
5.0 out of 5 stars (9 customer reviews)
 
 
 
 
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Most Helpful Customer Reviews

4 of 4 people found the following review helpful:
5.0 out of 5 stars Financial Advisor - Integrity & Concern for the Client, June 21, 2010
By 
Amazon Verified Purchase(What's this?)
This review is from: It's About More Than the Money: Investment Wisdom for Building a Better Life (Paperback)
I enjoyed reading about the characteristics that separate top advisors from the rest. In Saly's book, I learned that advisors can be concerned with solving client problems that extend outside the realm of protecting and growing wealth.

Lucky are the investors who find advisors who really get to know them, and care about more than their money. This book highlights what investors should look for in choosing an advisor. It also can enlighten advisors on how to better serve their clients.



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3 of 3 people found the following review helpful:
5.0 out of 5 stars A must Read for Investors and Advisors, June 30, 2010
Amazon Verified Purchase(What's this?)
This review is from: It's About More Than the Money: Investment Wisdom for Building a Better Life (Paperback)
As an experienced advisor myself, I have appreciated the value of collaborative dialogue with my clients. This straightforward and easy to read book has already helped me refine my communication skills. Advisors and clients will be able to promptly implement Saly's helpful techniques. I am grateful for my rewarding client relationships, and pleased that a leader in my industry is validating that and moving us forward.

Jim Senderling, Senior Vice President - Investments
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3 of 3 people found the following review helpful:
5.0 out of 5 stars Read it now!, May 21, 2010
By 
Amazon Verified Purchase(What's this?)
This review is from: It's About More Than the Money: Investment Wisdom for Building a Better Life (Paperback)
I wish I read Ms. Glassman's book 30 years ago. It should be essential reading for anyone who is starting a career or family. Ms. Glassman's book allows you to understand the most complicatd money matters without having a degree in finance.
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