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The Invisible Threat : A Professional Fiduciary's Guide to Unseen Challenges in Wealth Management - Matthew Eby

The Invisible Threat

A Professional Fiduciary's Guide to Unseen Challenges in Wealth Management

By: Matthew Eby, Joanne Eby

Paperback | 10 December 2024

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Challenge Assumptions; Change Outcomes.

Stop feeling your way through the dense fog of today's financial landscape, overwhelmed by complex and fragmented standards. The Invisible Threat uncovers the hidden pitfalls professional fiduciaries face, helping you avoid costly mistakes and make smarter decisions.

 

With over twenty years of experience, Matt and Joanne bring fresh insights and proven strategies to tackle the toughest challenges in fiduciary duty. They reveal how to break free from outdated habits and clear the confusion that often clouds judgment.

 

Discover how to identify and question hidden assumptions, embrace adaptive change, and foster effective collaboration for superior results. The Invisible Threat equips you with the tools and insights to drive meaningful improvements and confidently shape your professional journey. Transform uncertainty into clarity and steer your career toward success with newfound confidence.

Industry Reviews

"Our grand fiduciary business has been forged through elite client service, strict loyalty, and integrity-a devotion to a 'higher standard of conduct.' However, all the while the Invisible Threat has been manifesting. Matt and Joanne Eby, with their world-class fiduciary expertise, bring insight and clarity through their adaptive approach. By exposing hidden assumptions, they make this threat visible-turning this into a provocative, must-read fiduciary guide."

-Hale Mast, forty-plus-year trust industry executive and Executive Director of FIRMA.

"Matt and Joanne Eby are an invaluable resource to the trust and wealth management community. Their unique perspective on making the invisible visible has influenced our fiduciary approach to the trust business and has led to marked improvements in our company's design and practices. We can attest to their proven track record at identifying the Invisible Threat and modeling processes to effectively manage it."

-Haris Khan, Director of Creative Planning Trust Company.

"Matt and Joanne are the most complete team of consultants anyone could ever work with. Their knowledge, experience, and insights in the trust world are without comparison. If you want a clear path forward that is most cost-effective, you'll read The Invisible Threat and make it required reading by every employee you ever hire!"

-Carter Wilcoxson, CEO and Cofounder of ePIC Services Company.

You Can Find This Book In

Non-FictionBusiness & ManagementSelf-Help, Personal Development & Practical AdvicePersonal Finance

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