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Higher Calling: A Guide to Helping Investors Achieve Their Goals Paperback – February 21, 2020

by Rusty Vanneman (Author), Robyn Murray (Editor)

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Investors rarely earn as much as they could in the marketplace. Not because the markets are rigged casino-style or they haven’t made their bets on the right hot stock. Investors don’t earn as much as they could because they don’t stick to their plans. The markets are a long-term game, and their rewards are only fully reaped if one can weather the sometimes-gale-force winds of volatility. But most investors, incited by a headline-hungry news media or simply a lack of understanding about market fundamentals, are more likely to chase performance. Driven by fear and greed, they buy high and sell low, routinely earning 2–5 points less than their funds perform.As financial advisors, it’s our job to help investors reach their goals. Whether they want to retire and sail around the world, send their children and grandchildren to college, or give back by investing in their communities and neighborhoods, we are there to help them succeed. And while we might flatter ourselves into thinking our expert knowledge of financial trends and red-hot instinct for the next big thing could make us all multi-millionaires (hey, you might be right, but this isn’t the book for you), our real value-add for our clients is keeping them on track. By managing their expectations and emotions through three straight-forward steps outlined in this book, we can counsel investors through the ups and downs of the marketplace, helping them to stay invested and realize the long-term gains that are consistently borne out. This is how we help investors succeed. This is how we achieve our higher calling.

Print length

85 pages
Language

English
Publication date

February 21, 2020
Dimensions

6 x 0.22 x 9 inches
ISBN-13

979-8614009755
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Product details

ASIN ‏ : ‎ B0898Z769B
Publisher ‏ : ‎ Independently published (February 21, 2020)
Language ‏ : ‎ English
Paperback ‏ : ‎ 85 pages
ISBN-13 ‏ : ‎ 979-8614009755
Item Weight ‏ : ‎ 8.1 ounces
Dimensions ‏ : ‎ 6 x 0.22 x 9 inches

Best Sellers Rank: #3,774,834 in Books (See Top 100 in Books)
- #23,762 in Investing (Books)

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The Market Wizards of advisors

Reviewed in the United States 🇺🇸 on March 26, 2017

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Rusty has written a much needed guide for those striving to help others succeed in personal investing. It is well known that the longer your time frame of focus and the more you have a plan and stick to it, the more likely you will succeed. What is less well known is the crucial role a talented advisor plays in making this all happen. Rusty brings this to light in this easy to read, but engaging book. Its almost like a Market Wizards of advisors.

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kd virginia

Great common sense book

Reviewed in the United States 🇺🇸 on April 17, 2017

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Great common sense book. Helpful reminders and insightful pearls of wisdom through the eyes of veterans. A good read for all money managers and those that use them!

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Jeff DeMaso

Like the "Little Book of" series

Reviewed in the United States 🇺🇸 on June 22, 2017

Like the "Little Book of" series, this is a short read but packed with clear thinking and good advice. Chapter three is worth the price of admission. Every adviser should set aside a little time for this one: your cost is low but payoff could be high.

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Higher Calling: A Guide to Helping Investors Achieve Their Goals Paperback – February 21, 2020

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