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


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Цена: 4964р.
Кол-во:
Наличие: Поставка под заказ.  Есть в наличии на складе поставщика.
Склад Англия: 953 шт.  Склад Америка: 82 шт.  
При оформлении заказа до: 7 фев 2020
Ориентировочная дата поставки: середина Марта

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Автор: Rattiner
Название:  Rattiner`s Financial Planner`s Bible - The Advisor`s Advisor
Издательство: Wiley
Классификация:
Финансы

ISBN: 0471220345
ISBN-13(EAN): 9780471220343
ISBN: 0-471-22034-5
ISBN-13(EAN): 978-0-471-22034-3
Обложка/Формат: Hardback
Страницы: 320
Вес: 0.656 кг.
Дата издания: 13.09.2002
Язык: ENG
Иллюстрации: Ill.
Размер: 23.47 x 16.26 x 2.90 cm
Читательская аудитория: Professional & vocational
Основная тема: Personal Finance / Financial Advising
Подзаголовок: The advisor`s advisor
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание: Presents the best practices of financial advisers in various aspects of financial planning, asset management, and product marketing.



Rattiner`s review for the cfp certification examination

Автор: Rattiner, Jeffrey H.
Название: Rattiner`s review for the cfp certification examination
ISBN: 047043628X ISBN-13(EAN): 9780470436288
Издательство: Wiley
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Цена: 6009 р.
Наличие на складе: Поставка под заказ.

Описание: A quick-study guide for candidates preparing to take the CFP Certification Examination. It distills the bare-bones essentials you need to know to pass this challenging exam. It is suitable for students who have already been through traditional CFP educational programming - and just need a little extra help pulling it all together.

The Advisor Advantage: Creating Value in the Client-Advisory Relationship

Автор: Crager Bill, Hummel Jay
Название: The Advisor Advantage: Creating Value in the Client-Advisory Relationship
ISBN: 1119260612 ISBN-13(EAN): 9781119260615
Издательство: Wiley
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Цена: 3238 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Leverage the financial services evolution to maximize your firm's 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. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's 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 firm's 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 client's 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 firm's 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.

Communication Essentials for Financial Planners: Strategies and Techniques

Автор: Grable John E., Goetz Joseph
Название: Communication Essentials for Financial Planners: Strategies and Techniques
ISBN: 1119350786 ISBN-13(EAN): 9781119350781
Издательство: Wiley
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Цена: 3970 р.
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Описание: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships.

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.

Personal financial planning for divorce

Автор: Rattiner, Jeffrey H.
Название: Personal financial planning for divorce
ISBN: 0470482044 ISBN-13(EAN): 9780470482049
Издательство: Wiley
Рейтинг:
Цена: 6009 р.
Наличие на складе: Поставка под заказ.

Описание: A guide on how professionals and consumers can minimize damages in the divorce process. It contains the guidelines for reducing damage in the process of divorce; includes examples of how not to handle the divorce process and how these issues should be handled; and, covers many issues to help you understand how divorce can affect you financially.

Rattiner`s Review for the CFP Certification Examination, Fast Track Study Guide 2e

Автор: Rattiner
Название: Rattiner`s Review for the CFP Certification Examination, Fast Track Study Guide 2e
ISBN: 0470054557 ISBN-13(EAN): 9780470054550
Издательство: Wiley
Цена: 4441 р.
Наличие на складе: Поставка под заказ.

Ineffective Habits of Financial Advisors (and the Discipline

Автор: Moore Steve
Название: Ineffective Habits of Financial Advisors (and the Discipline
ISBN: 0470910321 ISBN-13(EAN): 9780470910320
Издательство: Wiley
Рейтинг:
Цена: 2820 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients. These are the factors which allow advisors to transform their business into an elite practice. Told through the story of Jack, an advisor who represents your average financial advisor, each chapter begins with an ineffective practice: a focus on quantity over quality or using the rainmaker approach instead of a team approach. Each bad habit is countered with a new discipline to improve business results and add value. For example, in chapter seven, Moore details a strategy of cold calling new prospects as a bad strategy and describes a system of working through current clients to form new relationships and partners as the best practice to follow. He then offers step-by-step advice as to how to begin this networking effect. Throughout each chapter, Moore includes anecdotes collected through both personal experience and stories hes heard from clients and colleagues, as well as question and answer segments, examples, and homework assignments.

The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business

Автор: Halloran
Название: The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business
ISBN: 1118208013 ISBN-13(EAN): 9781118208014
Издательство: Wiley
Рейтинг:
Цена: 4964 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

Succession Planning for Financial Advisors

Автор: Grau David
Название: Succession Planning for Financial Advisors
ISBN: 1118866479 ISBN-13(EAN): 9781118866474
Издательство: Wiley
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Цена: 4964 р.
Наличие на складе: Поставка под заказ.

Описание: This book is going to challenge you and everything you think you know about succession planning.

The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors

Автор: Curtis
Название: The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors
ISBN: 1118321863 ISBN-13(EAN): 9781118321867
Издательство: Wiley
Рейтинг:
Цена: 5225 р.
Наличие на складе: Поставка под заказ.

Описание: Indispensable advice for building a lasting financial legacy Building wealth is hard to do, but maintaining that wealth across generations is even more challenging.

Wealth Exposed: Insurance Planning for High Net Worth Individuals and Their Advisors

Автор: Flood Brian
Название: Wealth Exposed: Insurance Planning for High Net Worth Individuals and Their Advisors
ISBN: 1118810694 ISBN-13(EAN): 9781118810699
Издательство: Wiley
Рейтинг:
Цена: 4964 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: An indispensable survival guide for high-net-worth individuals and their advisors If you`re like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they`ve worked so hard to achieve.

Managing Concentrated Stock Wealth: An Advisor`s Guide to Building Customized Solutions

Автор: Kochis Tim
Название: Managing Concentrated Stock Wealth: An Advisor`s Guide to Building Customized Solutions
ISBN: 1119131588 ISBN-13(EAN): 9781119131588
Издательство: Wiley
Рейтинг:
Цена: 6009 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: PRAISE FOR MANAGING CONCENTRATED STOCK WEALTH "We learned a great deal from reviewing this work! The book not only gives a wonderful technical explanation, but perhaps even more importantly, it shares real world tradeoffs and some of the behavioral traps


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