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“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 ofThe 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.
About the Author xvii
Chapter 1 Rules Are Essential, but They Do Not Guarantee a Win 5
Chapter 2 Focus Your Predictions on What You Can Control: Your Priorities 13
Chapter 3 Let Go of What Might Have Been 21
Chapter 4 Take Responsibility 31
Chapter 5 Do What You Know and Recognize What You Don’t Know 39
Chapter 6 Have Investment Rules That Work for You 45
Chapter 7 The Time to Have the Fire Drill Is Not in the Middle of the Fire 55
Chapter 8 The Best Advice Is Sometimes About What Not to Do 67
Chapter 9 Appreciate the Value of Holding on to What You Have 79
Chapter 10 Know What You Want to Accomplish 87
Chapter 11 Be Clear About What You Have and What You Don’t Have 97
Chapter 12 Expect to Pay a Price–Either Now or Later–for the Choices You Make About Handling Your Money 103
Chapter 13 Know the Essence of Your Advisor’s Brand 121
Chapter 14 Does Your Advisor Care Deeply About You? 129
Chapter 15 Expect to Be Taken Care Of 141
Chapter 16 The Investor’s Perception Is the True Reality 151
Chapter 17 Crises Are Like Little Gifts 159
Chapter 18 The Most Valuable Things in Life Do Not Involve Currency 169
Chapter 19 Find the Courage You Need to Have Integrity 179
Chapter 20 There’s an Entire Economy in What We Consume and Waste 189
Chapter 21 Make It Happen 199
Appendix Formulas Used for Chapter 12 Calculations 205