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The Advisor Advantage: Creating Value in the Client-Advisory Relationship, Crager Bill, Hummel Jay


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Цена: 3238р.
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Автор: Crager Bill, Hummel Jay
Название:  The Advisor Advantage: Creating Value in the Client-Advisory Relationship
Издательство: Wiley
Классификация:
Финансы и бухгалтерский учет
Финансы

ISBN: 1119260612
ISBN-13(EAN): 9781119260615
ISBN: 1-119260-1-2
ISBN-13(EAN): 978-1-119260-1-5
Обложка/Формат: Hardback
Страницы: 224
Вес: 0.408 кг.
Дата издания: 24.06.2016
Серия: Economics/Business/Finance
Язык: ENG
Размер: 239 x 163 x 26
Читательская аудитория: Professional & vocational
Ключевые слова: Finance & accounting
Подзаголовок: Building value in the investor-advisor relationship
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание: Leverage the financial services evolution to maximize your firms value

The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. Youll learn how to provide the transparency, hands-on interaction, and around-the-clock access todays clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice--they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firms future value.

Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the clients perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firms value Position your firm to benefit from the changing consumer population

Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.
Дополнительное описание:




The Home Buyer`s Advisor: A Handbook for First-Time Buyers and Second-Home Investors

Автор: Andrew James McLean
Название: The Home Buyer`s Advisor: A Handbook for First-Time Buyers and Second-Home Investors
ISBN: 0471466417 ISBN-13(EAN): 9780471466413
Издательство: Wiley
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Цена: 1411 р.
Наличие на складе: Нет в наличии.

Описание: An all-in-one guidebook for every home buyer

The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing

Автор: Martin Bill
Название: The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
ISBN: 0857195832 ISBN-13(EAN): 9780857195838
Издательство: Неизвестно
Цена: 3350 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Improving client outcomes with goals-based investing

Rattiner`s Financial Planner`s Bible - The Advisor`s Advisor

Автор: Rattiner
Название: Rattiner`s Financial Planner`s Bible - The Advisor`s Advisor
ISBN: 0471220345 ISBN-13(EAN): 9780471220343
Издательство: Wiley
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Цена: 4964 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Presents the best practices of financial advisers in various aspects of financial planning, asset management, and product marketing.

Investor Decision-Making and the Role of the Financial Advisor

Автор: Caterina Cruciani
Название: Investor Decision-Making and the Role of the Financial Advisor
ISBN: 3319682334 ISBN-13(EAN): 9783319682334
Издательство: Springer
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Цена: 5142 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions.

Getting Started in Finding a Financial Advisor

Автор: Jaffe Charles A.
Название: Getting Started in Finding a Financial Advisor
ISBN: 0470538783 ISBN-13(EAN): 9780470538784
Издательство: Wiley
Рейтинг:
Цена: 1671 р.
Наличие на складе: Нет в наличии.

Описание:

An accessible guide that contains the tools needed to find trustworthy financial assistance

Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances.

Who`s Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor

Автор: Jack Waymire
Название: Who`s Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor
ISBN: 0471476994 ISBN-13(EAN): 9780471476993
Издательство: Wiley
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Цена: 1771 р.
Наличие на складе: Нет в наличии.

Описание: The right ways to select the right financial advisor The financial planner is becoming as important as the family doctor. Yet, as is often the case with other professions, it is difficult to know how to select a good advisor. This problem is compounded by the fact that, unlike doctors and lawyers, anyone can call themselves a financial planner/advisor. Who's Watching Your Money? can help readers overcome the daunting task of finding and selecting a trusted financial advisor. Through in--depth insights and expert advice, readers will learn what they should look for, what they should ask, and what they should avoid when searching for a proper financial advisor. Jack Waymire (Sacramento, CA) has worked in the financial services industry for 26 years. Currently, he is the President of London Pacific Advisors, a financial services and Web technology company.

Emotionally Intelligent Financial Advisor

Автор: Weisinger
Название: Emotionally Intelligent Financial Advisor
ISBN: 0793191874 ISBN-13(EAN): 9780793191871
Издательство: Kaplan
Рейтинг:
Цена: 1597 р.
Наличие на складе: Поставка под заказ.

Описание: "The Emotionally Intelligent Financial Advisor" is based on groundbreaking work by a leading authority from the financial services industry.

What makes a financial advisor a top producer? Research indicates that the answer is emotional intelligence: the ability to use your emotions, moods, and feelings, and those of others, to work for you.

Emotionally intelligent financial advisors come to work each day with positive attitudes, ready to increase the bottom line. They find it easier to stay motivated in difficult times, bounce back quickly from setbacks, and increase their results-oriented behavior. While others struggle to keep clients, emotionally intelligent financial advisors enhance and develop client relationships by communicating their ideas effectively. They leave work feeling energized and productive, with lots of positive anticipation for the next day, regardless of how the market performed.

For the first time ever, Dr. Hendrie Weisinger, the financial services industry's leading authority on emotional intelligence, has outlined the essential ""emotional intelligence tasks"" he has helped thousands of financial advisors master.

In "The Emotionally Intelligent Financial Advisor," financial advisors will learn how to:

Quickly gain the trust of prospects and clients. Stay focused and manage anxiety in turbulent times. Deal effectively with emotionally reactive clients. Respond positively to clients' criticism in order to increase client trust. Turn setbacks into comebacks. Enhance office relationships. Stay motivated for the long haul.

"The Emotionally Intelligent Financial Advisor" is clear, concise, practical, filled with industry examples, and includes a personal assessment tool. It contains everything a financial advisor will need to gain an emotionally intelligent edge.

Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off

Автор: Lockshin Steven D.
Название: Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off
ISBN: 1118700732 ISBN-13(EAN): 9781118700730
Издательство: Wiley
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Цена: 3238 р.
Наличие на складе: Нет в наличии.

Описание: The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed.

The New Financial Advisor: Strategies for Successf ul Family Wealth Management

Автор: Budge
Название: The New Financial Advisor: Strategies for Successf ul Family Wealth Management
ISBN: 0470275308 ISBN-13(EAN): 9780470275306
Издательство: Wiley
Рейтинг:
Цена: 3552 р.
Наличие на складе: Нет в наличии.

Описание: Shows how a more personal approach to managing client relationships can help financial advisors excel. This book frames various challenges and opportunities financial advisors will face with their clients and provides concepts for them to step confidently and ethically into an arena where one needs more than technical knowledge to prosper.

Million-dollar financial advisor

Автор: Mullen Jr., David J
Название: Million-dollar financial advisor
ISBN: 0814414729 ISBN-13(EAN): 9780814414729
Издательство: McGraw-Hill
Рейтинг:
Цена: 2611 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Brimming with practical advice from the author and expert insights from his interview sub jects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

Автор: Gresham Stephen D.
Название: The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families
ISBN: 1118062884 ISBN-13(EAN): 9781118062883
Издательство: Wiley
Рейтинг:
Цена: 3238 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families looks at how to grow and maintain a practice following the market crash and amid investor fears and concerns. The book also delves into this issues facing potential young investors. Generations X and Y are concerned with managing debt and long term investing. What today's investors want in a financial advisor is someone who can cut through the noise and clutter that the financial services industry and the mainstream media, in their many incarnations, have thrown at them. They seek insight, analysis, and validation, and want an advisor who is well-informed but not condescending an authority, not an authoritarian. Going far beyond everyday investment issuessuch as setting a client's investment goals, selecting complementary investments, and monitoring portfolio balancethis practical guide will help you truly understand your clients' needs and develop a personalized plan that will allow them to live financially secure and fulfilling lives.

The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification

Автор: IMCA
Название: The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification
ISBN: 1118912322 ISBN-13(EAN): 9781118912324
Издательство: Wiley
Рейтинг:
Цена: 12018 р.
Наличие на складе: Нет в наличии.

Описание: "If you specialize in working directly with clients to develop investment policy, select a portfolio of outside money managers, and evaluate and monitor the portfolio over time, the CIMA program is the best education available. Period." Kevin M. Sánchez, CIMA®, CPWA®, CFP® The curated guide to aid in your studies for the CIMA® qualification and certification exams The Investment Advisor Body of Knowledge is a comprehensive text designed for anyone preparing for the Certified Investment Management Analyst® (CIMA®) certification process. Content is aligned with the certification?s six core topic domains and covers the most relevant subject matter from expert practitioners and academics. Each of the 21 chapters contains learning objectives and summaries to guide you through the preparation process. The readings clearly explain key financial and investment concepts, theories, and applications while highlighting calculations and applications tested on the CIMA qualification exam and the CIMA certification exam. Supplementary material included with The Investment Advisor Body of Knowledge helps simplify the study process. With practice questions covering each section, the companion website helps readers gather and retain new information. The Investment Advisor Body of Knowledge was developed specifically to cover CIMA certification curriculum topics, though any investment advisor may use this valuable material to gain an intimate understanding of investment theories and models that may be implemented and ultimately transformed into sound investment solutions for clients.rtant area of racial politics.e radical business innovation an everyday reality inside your organization. "Rowan Gibson has done a superb job of ?unpacking? what it takes to innovate." Philip Kotler, S. C. Johnson Distinguished Professor of International Marketing at the Kellogg School of Management at Northwestern University "Can you develop an innovative mind? Yes, you can. And this book is the manual." John and Doris Naisbitt, authors of China?s Megatrends and The Global Game Change "An excellent piece of work for practitioners and organizations who seek to have innovation as part of their DNA." Camille Mirshokrai, Managing Director of Leadership Development, and Partner at Accenture "Rowan Gibson?s The Four Lenses of Innovation will inspire you to think big, look afresh at the challenges you face, and take bold action to change the world." Robert B. Tucker, author of Driving Growth Through InnovationCehrs? brilliant insight into the future of the public relations world is a refreshing departure from the ideas that have been presented in the past." ?Sheri Jacobs, FASAE, CAE, president and CEO, Avenue M Groupwill extend the current molecular modelling toolkit into exciting new directions. Molecular Modeling of Corrosion Processes features: Recent examples of applications of molecular modeling to corrosion phenomena throughout the text An introduction to mechanisms and models in corrosion science and engineering Methods such as kinetic Monte Carlo simulation, thermodynamic analysis, simulation of adsorption phenomena, statistical mechanics, and conventional transition state theory Presents current challenges and likely developments in this field for the future Various recent examples of applications of molecular modeling to corrosion phenomena are provided throughout the text. Some of these applications include the molecular dynamics of interfaces, dissolution mechanisms and dealloying, interrogating surface chemistry, properties of passive films, localized corrosion, the metal/metal oxide interface, hydrogen embrittlement, stress corrosion cracking, the modeling of corrosion inhibitors, and computational materials discovery. Christopher Taylor Ph.D. is a Senior Researcher in the Research and Innovation Group at DNV GL, and an Associate Research Professor in the Fontana Corrosion Center of The Ohio Stat


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