Proven in the Trenches
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country.
Gospel of Wealth
By Andrew Carnegie
Andrew Carnegie (November 25, 1835 – August 11, 1919) was a Scottish American industrialist who led the enormous expansion of the American steel industry in the late 19th century. He was also one of the highest profile philanthropists of his era and had given away almost 90 percent – amounting to, in 1919, $350 million (in 2014, $4.76 billion) – of his fortune to charities and foundations by the time of his death. His 1889 article proclaiming “The Gospel of Wealth” called on the rich to use their wealth to improve society, and stimulated a wave of philanthropy.
Wealth in Families
Wealth in Families, a book by Charles W. Collier, Harvard’s former senior philanthropic advisor, addresses many of the questions of concern to families of wealth, including ways to teach values to your family through philanthropy. In this book, he writes about the role philanthropy can play in helping families to convey both assets and values from generation to generation.