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.
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.
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.
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.
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.
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.
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.
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.
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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