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Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success
224 pages, Hardcover
Published October 28, 2025
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4 people want to read
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November 6, 2025
All financial advisors and wealth managers should read this brand-new title by global financial services veterans April Rudin and Nick Rice. They tackle topics ranging from financial planning, investing, technology, to management strategy, organized neatly around nine opoortunities that have risen in wealth management due to a recent seismic shift. Two of those opportunities intrigued me in particular: Digital revolutions and digital assets.
When it comes to digital assets, studies show that there is a huge gap between what advisors are comfortable recommending and what their clients are seeking. Clients increasingly want to explore the option of investing in crytpocurrencies, while advisers are cautious. This is an area for differentiation. Wealth Management With a Difference can help financial advisors start with it right away.
The book is thoroughly researched, based on more than eighty interviews with finance professionals. I am myself not a financial advisor, and perhaps that’s why my learning curve was so steep when reading this book. So the book should not only be a guide for financial advisors, but basically everybody who seeks to increase their long-term wealth.
This review is originally published within the Money Book Cirlcle in my newsletter. Sign up here for regular reviews of the hottest books on money and technology: https://igorpejic.substack.com/
When it comes to digital assets, studies show that there is a huge gap between what advisors are comfortable recommending and what their clients are seeking. Clients increasingly want to explore the option of investing in crytpocurrencies, while advisers are cautious. This is an area for differentiation. Wealth Management With a Difference can help financial advisors start with it right away.
The book is thoroughly researched, based on more than eighty interviews with finance professionals. I am myself not a financial advisor, and perhaps that’s why my learning curve was so steep when reading this book. So the book should not only be a guide for financial advisors, but basically everybody who seeks to increase their long-term wealth.
This review is originally published within the Money Book Cirlcle in my newsletter. Sign up here for regular reviews of the hottest books on money and technology: https://igorpejic.substack.com/
Displaying 1 of 1 review