Rob has taken the knowledge he has garnered from years in financial management and came up with a seven point strategy for managing personal and professional business decisions, investment decisions, and life choices. Stressing the importance of a team approach to your finances, Bailey devotes a chapter to how a trusted Real Estate advisor fits into this plan. It is a quick read, but filled with great information. --Sally Lapides, "Real Estate Insight" WHJJ
"The Billionaires Little Black Book addresses not just how to get results, but also how to build a team that can realistically create and confidently navigate one's affairs in a global economy over the long term." --Jane Zalman, Zalman Family Business
"This shows me how to whip my advice into shape. The Billionaires Little Black Book's structured approach, the tutorial on intelligent questions to ask lawyers, doctors, accountants, physical therapists-- everyone--are right on. I love the story, too. I want to meet Arthur Magnus!" --Shannon Seek, Seek Solutions
"The Billionaires Little Black Book" addresses what happens when we fail to collect multidisciplinary views on complex financial decisions. To generate more effective and efficient decision-making is to create fluid growth and resiliency. The approach discussed in this book cannot come too fast for the U.S. or the global economy." --Wayne Miller, Denali Advisors
From the Back Cover
It's easy to feel indecisive. We might find ourselves depending on the faceless assistance of someone we've never met. We might lack the skill for locating those who could offer us practical and meaningful help. Our legal and financial lives may even be structured using the benchmarks of another era. It's time for massive changes in how we live and how we prepare for the future!
Here are seven strategies that integrate the key facets of anyone's financial, legal,and business planning. Using these, and by handpicking and testing advisors, you will begin arranging your affairs into a type of perpetual-motion machine that protects and serves your interests and your changing needs.
You will learn how to implement time-tested wealth checkpoints. Your trusted advisory team will maintain an integrated solutions-based process for service, fiduciary protection and forward looking scenario planning. The seven strategies secure your business, succession, retirement and wealth objectives. (For the professionals you choose, the seven strategy system monitors fiduciary,augments potent networks and referrals, and complements and enhances competence, skill, and credentials.)
In short, "The Billionaires Little Black Book" coordinates multiple resources into an understandable, unified, and focused strategy. The ultimate result? Personal satisfaction and a richer life.