How to Invest that Gift Card in a Crucial Relationship

Building long, trusting, and mutually rewarding relationships with clients and customers has increasingly become an explicit aim of firms across sectors. Financial and investment firms are no exception. Yet the crucial relationship between financial advisor and client has rarely been addressed in accessible but still sophisticated terms that speak to both parties. Timothy Noonan and Matt Smith’s Someday Rich: Planning for Sustainable Tomorrows Today (Wiley, 2011) fills that void. Written primarily for advisors, the book can actually be a valuable resource to be read together by advisors and clients who want to work together more closely and knowledgeably on the financial planning journey they share.

(Full disclosure: Tim Noonan is an old and dear personal friend; his credentials as a successful financial advisor speak for themselves, however, and the insights and Personal Asset Liability Model presented in the book by him and Matt Smith have been proven with clients over more than five decades of combined advisory experience.)

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