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.
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.
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.
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.
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.
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.
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.
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 Innovation Cehrs? 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 Group will 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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