Beyond Performance
How Financial Advisors Deliver Added Value to Their Clients
Delivery estimate
Please enter a valid 4-digit Australian postcode.
to ·
Delivery estimate
Please enter a valid 4-digit Australian postcode.
to ·
Beyond Performance
Description
“David Katz’s Beyond Performance is a very readable AND actionable tome intended to help individuals and families make better financial decisions throughout their life, including how to select the right financial professional(s). I highly recommend this book to one and all.”
—Tash Elwyn, President, Private Client Group, Raymond James & Associates
“David Katz has written a very timely book. Beyond Performance is a concise and panoramic collection of actionable strategies that an investor can use to not only assess his or her current financial plan to ensure every piece of the puzzle is addressed, but also how to ensure their relationship with a financial advisor is a good fit. Having worked closely with many of the most effective financial professionals in the country, I admire how David has invested his nearly 30 years of experience into a book that quickly takes the reader through an array of essentials for financial planning and then shifts into a wide array of very thought provoking topics.
“As I read through Beyond Performance, it also occurred to me that if someone is focused primarily on returns, it would be easy to trivialize the value of a financial professional who deploys an all-encompassing process that integrates wealth and risk management factors. (Benjamin Graham’s quote in David’s book highlights this point.) This explains why some people fixate on what a financial advisor costs rather than what he or she is worth. And while algorthyms, artificial intelligence and robo-advisor platforms can be inexpensive, they lack the emotional intelligence that helps one navigate through periods of volatility. Couple that with the fact that financial planning is fluid and dynamic, it’s not static and transactional. Therefore it requires a professional who can engage every other service provider and address every need that presents itself as the clients life unfolds and needs evolve. Legendary investor Warren Buffett said it best, ‘Price is what you pay, value is what you get.’
“There are clearly no shortage of books on financial planning but one of the reasons I enjoyed Beyond Performance was because David found the ideal balance between getting to the point with clear fundamentals and taking a deeper dive where necessary to convey the many things that matter to someone who strives to achieve their financial goals. Don’t get me wrong, performance matters, but that is the minimum requirement. Reading Beyond Performance will give you the complete picture.”
—Chris Jeppesen, Chief of Advisory Practices, First Trust Portfolios, L.P.
Shipping & Processing
This item is in stock with our supplier and usually ships within 3–5 business days.
Processing times
- In stock: Items marked “In Stock” are on our shelves. We pick, pack and ship them within 1–2 business days.
- In stock with our supplier: Items not marked “In Stock” are held by one of our Australian or overseas suppliers. We order them in for you and they usually dispatch within 2–5 business days (3–5 for some suppliers). The estimate next to the price is for this item.
- Special orders: Some supplier items, such as specialist and imported items, titles awaiting reprint and print-on-demand titles, take longer to arrive. If your order includes one, we’ll update you as soon as we hear from our supplier.
- Supplier delays: Occasionally a supplier is delayed, or their stock information turns out to be inaccurate. We’ll keep your order open for up to 60 days. If an item hasn’t shipped or isn’t on its way to us by then, we’ll cancel that item and refund it.
How accurate is availability?
Availability is based on the stock levels our suppliers tell us they hold, and we update it regularly. If a supplier issue affects your order, we’ll let you know with an updated estimate.
Delivery
- As soon as your order ships you’ll get an email with tracking.
- Australia Post usually delivers within 2–10 business days of shipping (around 4 in metro areas and around 6 in regional areas).
- If your order has more than one item, we hold the in-stock items until everything is ready, so we can ship your whole order together in one parcel.
- Shipping cost: Free on orders over $100 within Australia, otherwise $9.95 flat rate per order however many items you buy. Free shipping applies to Australian addresses only; delivery to New Zealand is $14.95 per order.
- Check your address: If an order goes to an incorrect address you gave us, or isn’t collected and Australia Post returns it to us, you’ll need to pay the postage to send it again.
Cancellations
Need to change or cancel an order? Contact us as soon as possible at contact@bookloop.com.au or through our contact page.
- Within 30 minutes: You can change or cancel your order for a full refund within 30 minutes of placing it.
- After 30 minutes: Your order is already being processed, so it can no longer be changed or cancelled. If we can accept a late cancellation, we may offer store credit instead of a refund.
- Items in transit: Once an item is on its way, either from our supplier to us or from us to you, it can’t be cancelled. If you no longer want it once it arrives, you can return it as a change of mind, with return postage at your cost. See Returns.
- Separate orders can’t be combined once they’ve been placed, and adding or swapping items can change the delivery estimate.
- Supplier delays: Occasionally a supplier is delayed, or their stock information turns out to be inaccurate. We’ll keep your order open for up to 60 days. If an item hasn’t shipped or isn’t on its way to us by then, we’ll cancel that item and refund it.
Faulty or damaged items are always covered. See Returns.
Returns
Damaged or incorrect items (within 30 days)
If an item arrives damaged or isn’t what you ordered, contact us within 30 days of delivery. We may ask for a photo, and if we need the item back we’ll send a prepaid return label, so it costs you nothing. You’ll receive a replacement or refund, as guaranteed under the Australian Consumer Law.
Change of mind (within 30 days)
We offer a refund or store credit for change of mind within 30 days of purchase when:
- you have your proof of purchase;
- the item is unused and in its original condition and packaging;
- it isn’t a sale item, special order, custom item or gift voucher.
You pay the postage to return change-of-mind items. Change-of-mind returns aren’t available for print-on-demand titles or bulk orders with special pricing.
Returned to sender
If an order is sent to an incorrect address you gave us, or isn’t collected and Australia Post returns it to us, you’ll need to pay the postage to send it again.