About the Book

About the Book

Investor Revolution! suggests that a new revolution is afoot—one that will forever change society and the investment process. The investor revolution involves defining where we are in terms of opportunities created by technology and the information age, and then it examines the options for today's investors.


The Baby Boom generation is the wealthiest generation in American history—and they expect more from their money than past generations. They are seeking a dynamic approach to manage their wealth so they can live out their dreams and achieve peace of mind in future years. The status quo of investing with the Wall Street method and using wealth to accumulate assets is not what this generation is looking for. Investor Revolution! begins with an indictment of the current Wall Street investment model—large financial institutions selling clients investment products largely to earn huge commissions. Tom Hardin explains the importance of seeking a fee-based wealth management advisor rather than a product-based, commissioned financial advisor.


Hardin takes the reader through the process of identifying what you want, the experiences you would like to have, and what defines your life using wealth management coaching techniques. After defining your goal, the author then shows you how to reach that target through coaching and risk assessment—and illustrates the advice a wealth management advisor should provide in helping you assess your goals and progress in achieving them. Throughout the book, the author includes insightful examples of people who have succeeded in finding their goals and meeting the plans to achieve them.


Investor Revolution! embraces changes in technology, the investment markets and the course of readers' lives. Readers go through a process that combines personal wealth coaching and personalized investment portfolio management. Hardin's proprietary Portfolio Thermostat helps investors manage unpredictable fluctuations in the market. In Hardin's view, the goal of personal wealth management is not just to build a nest egg, but to allow investors to envision and live out their passions in the next phase of their lives. He uses his own professional experience and personal philosophy to reveal a process that's dynamic, customized and totally focused on building a profitable life.