A Financial Advisors Guide To Independence

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Financial Independence (Getting to Point X)

Author : John J. Vento
Publisher : John Wiley & Sons
ISBN 13 : 1118526384
Total Pages : 273 pages
Book Rating : 4.1/5 (185 download)

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Book Synopsis Financial Independence (Getting to Point X) by : John J. Vento

Download or read book Financial Independence (Getting to Point X) written by John J. Vento and published by John Wiley & Sons. This book was released on 2013-03-07 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as "Point X." No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor. Supplies you with a complete roadmap for arriving at "Point X," financial independence with key milestones and important twists and turns clearly defined Identifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independence Provides you with both success and failure stories so you can learn from others' real life experiences Provides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your "Point X"

Starting Your Own Practice

Author : Robert Fragasso
Publisher : John Wiley & Sons
ISBN 13 : 1119723019
Total Pages : 224 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Starting Your Own Practice by : Robert Fragasso

Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2020-12-01 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.

A Financial Advisor's Guide to Independence

Author : Robert Hudson
Publisher :
ISBN 13 : 9781946203182
Total Pages : 116 pages
Book Rating : 4.2/5 (31 download)

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Book Synopsis A Financial Advisor's Guide to Independence by : Robert Hudson

Download or read book A Financial Advisor's Guide to Independence written by Robert Hudson and published by . This book was released on 2018-02 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of America's most prestigious wealth managers shares his journey and outlines the process that he uses to serve clients.

Starting Your Own Practice

Author : Robert Fragasso
Publisher : John Wiley & Sons
ISBN 13 : 0471745766
Total Pages : 237 pages
Book Rating : 4.4/5 (717 download)

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Book Synopsis Starting Your Own Practice by : Robert Fragasso

Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2005-09-26 with total page 237 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for STARTING YOUR OWN PRACTICE "This book will become your blueprint for success if you decide to go down the path of going into business for yourself." --Dr. Bob Froehlich, Chairman Investor Strategy Committee, Scudder Investments If you're tired of working for someone else and have contemplated striking out on your own, Starting Your Own Practice: The Independence Guide for Professional Service Providers can turn your dream of owning an independent business into a reality. Written from the perspective of successful entrepreneur and investment advisor, Robert Fragasso, this book is designed to help professionals who provide skilled personal service--from investment advisors, brokers, consultants, attorneys, and accountants to computer programmers, healthcare professionals, and architects--make the right choices as they pursue their independent business endeavors. Filled with in-depth insight and practical advice, Starting Your Own Practice lays out a complete blueprint to business independence that includes:Deciding whether self-employment is right for youHow to leave your current employerStructuring the marketing, management, staffing, and general operation of your businessConverting existing clients or customers to your new business as well as gaining new clients and customersThe best ways to finance your businessProtecting yourself and your business from liability and loss

The Financial Advisor M&A Guidebook

Author : Greg Friedman
Publisher : Springer
ISBN 13 : 3030000036
Total Pages : 127 pages
Book Rating : 4.0/5 (3 download)

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Book Synopsis The Financial Advisor M&A Guidebook by : Greg Friedman

Download or read book The Financial Advisor M&A Guidebook written by Greg Friedman and published by Springer. This book was released on 2018-12-19 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt: With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.

Independent Financial Planning

Author : Michael J. Garry
Publisher :
ISBN 13 : 9780991258703
Total Pages : 140 pages
Book Rating : 4.2/5 (587 download)

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Book Synopsis Independent Financial Planning by : Michael J. Garry

Download or read book Independent Financial Planning written by Michael J. Garry and published by . This book was released on 2014-02-12 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let's face it-financial planning is confusing and overwhelming for most people. There's more information than you can possibly sort through, and too many voices telling you what to do with it. Feeling lost? You're not the only one-but you don't have to navigate the wilds of financial planning alone. The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose? Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you're ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide. You'll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you'll find out how to distinguish between a financial advisor and a salesman-and who that distinction can make a huge difference in your financial security. Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you're at financially-and understand where it is you want to go. Whether you're planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you'll need to finding the best financial advisor for your needs.

Financial Independence (getting to Point X)

Author : John Vento
Publisher :
ISBN 13 : 9781119510369
Total Pages : 462 pages
Book Rating : 4.5/5 (13 download)

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Book Synopsis Financial Independence (getting to Point X) by : John Vento

Download or read book Financial Independence (getting to Point X) written by John Vento and published by . This book was released on 2018 with total page 462 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Sales handles - Author platform: John frequently appears on NY1 News "Money Matters," Fox News, the Willis Report, the Neil Cavuto Show, and many others. He has also published numerous articles in publications such as Money Magazine, Reuters, The Wall Street Journal, Forbes, Bloomberg Businessweek, and MarketWatch. He is a subject matter expert on topics including tax saving strategies, financial planning, and wealth management. He also has a contact list of 2,000+ clients and their families. HD Vest is a leading provider of financial services throughout the United States. The author is a top HD Vest advisor, and the book would have HD Vest support and branding. HD Vest plans to use this book as a tool for training its advisors. Their marketing team and their public relations firm, J Connelly, are well-equipped to promote the book to the general public as well, which will consequently expand their own name recognition. They have committed to use their resources to coordinate media tours with national television appearances, public speaking engagements, and print press releases. They will also market the book at HD Vest conferences and chapter meetings throughout the country, where the author would be the keynote speaker. The author has received a firm commitment from HD Vest that they will be purchasing 5,000 books. Market description: Financial advisors, accountants, tax professionals, and individuals seeking financial guidance"--

Girls Just Want To Have Funds

Author : Sheryl Sutherland
Publisher : Penguin Random House New Zealand Limited
ISBN 13 : 1775531538
Total Pages : 127 pages
Book Rating : 4.7/5 (755 download)

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Book Synopsis Girls Just Want To Have Funds by : Sheryl Sutherland

Download or read book Girls Just Want To Have Funds written by Sheryl Sutherland and published by Penguin Random House New Zealand Limited. This book was released on 2014-05-01 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt: How women can become financially independent: an expert shows how with practical tips and case studies. Do women have different financial goals from men? Generally speaking the answer is no. However, women do have different life patterns and these greatly affect their ability to save or invest and, importantly, our ability to take risks. Sheryl Sutherland has been a financial advisor for New Zealand women for over twenty years. In Girls just want to have Fund$, she helps the reader move towards creating a financial plan for life. Her style is relaxed and pitched at 'every woman'. Working through 'money myths', the author helps the reader identify her own goals and values. Sutherland uses case studies, exercises, quizzes and questions to encourage readers to think about their own personal financial situation and in turn moves them towards savings and investments. Financial terms are explained in plain English. And the text is littered throughout with pithy and humorous statements, and bold money facts. She discusses partnerships and money, tips for compromise, and commandments for every woman. There's a chapter on the Art of Investing which explains growth and income, risk and return, liquidity and more; another on tactics for lifting the debt burden; legal issues are covered as well as financial advisors, retirement, mortgages, monitoring portfolios and estate protection.

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!

Author : Daniel C. Finley
Publisher : Lulu.com
ISBN 13 : 1257837222
Total Pages : 475 pages
Book Rating : 4.2/5 (578 download)

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Book Synopsis 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! by : Daniel C. Finley

Download or read book 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! written by Daniel C. Finley and published by Lulu.com. This book was released on 2011-12 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

Your Insiders' Guide to Retirement

Author : Troy B. Daum
Publisher : Morgan James Publishing
ISBN 13 : 164279273X
Total Pages : 119 pages
Book Rating : 4.6/5 (427 download)

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Book Synopsis Your Insiders' Guide to Retirement by : Troy B. Daum

Download or read book Your Insiders' Guide to Retirement written by Troy B. Daum and published by Morgan James Publishing. This book was released on 2019-04-02 with total page 119 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Explains in easy, digestible anecdotes on how consumers can plan for the golden years without going broke trying to enjoy [them]” (Orlando Sentinel). Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and friends, or filling them with exciting adventures. The vision is the beginning but realizing those goals requires more steps than people realize. Your Insiders’ Guide to Retirement serves as a mentor for retirees written by three advisors who have helped many down this path countless times with a proven system in place. With a combined seventy-five years of experience in financial services, Troy Daum, R.J. Gordon Tudor, and Jeff Poole explore why people are fed up with the scandals of Wall Street, brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan, and how they, too, can follow the path to an amazing retirement journey. “A groundbreaking book.” —Chicago Tribune “Written with encouraging anecdotes and sound advice, this book serves as a guide to help readers outline the life they want to live during retirement.” —Capital Gazette “Show[s] why having the right advisor will make all the difference between living with financial worries and having a life of financial independence.” —Peter Mangan, CEO, Shareholders Service Group

Financial Planning 101

Author : Chip Gordy
Publisher :
ISBN 13 : 9781523413324
Total Pages : 68 pages
Book Rating : 4.4/5 (133 download)

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Book Synopsis Financial Planning 101 by : Chip Gordy

Download or read book Financial Planning 101 written by Chip Gordy and published by . This book was released on 2016-01-28 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt: At a time with so much financial uncertainly, you might wonder how you are ever going to save enough for retirement or put kids through college or have the life you dreamed of living. It is important now, more than ever, to create a plan to secure your financial future. By planning for the things you want and need and anticipating challenges that may get thrown in your path, you have more confidence in what lies ahead. Financial planning is important for you, right now, in whatever stage you are in and whatever your current financial situation may be.

The Marketing Guide For Financial Advisors

Author : Claire Akin
Publisher :
ISBN 13 : 9781705950395
Total Pages : 160 pages
Book Rating : 4.9/5 (53 download)

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Book Synopsis The Marketing Guide For Financial Advisors by : Claire Akin

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

Success as a Financial Advisor For Dummies

Author : Ivan M. Illan
Publisher : John Wiley & Sons
ISBN 13 : 1119504139
Total Pages : 384 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Success as a Financial Advisor For Dummies by : Ivan M. Illan

Download or read book Success as a Financial Advisor For Dummies written by Ivan M. Illan and published by John Wiley & Sons. This book was released on 2018-11-13 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.

Servant Advisorship

Author : Kristopher Bonocore
Publisher : Independently Published
ISBN 13 : 9781088782668
Total Pages : 148 pages
Book Rating : 4.7/5 (826 download)

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Book Synopsis Servant Advisorship by : Kristopher Bonocore

Download or read book Servant Advisorship written by Kristopher Bonocore and published by Independently Published. This book was released on 2020-01-04 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: If your calling is to be a financial advisor, this must-read guide is the book for you. Part compelling autobiography and part groundbreaking guide, Servant Advisorship: The New Approach for Advisors Who Want to Grow, Serve, and Live with Excellence outlines the seven core tenets of author Kristopher Bonocore's simple yet revolutionary philosophy of being a Servant Advisor. Developed through years of experience in advising clients and leading other financial advisors to excellence, and set against a backdrop of an astonishing rise despite a troubling (and sometimes horrifying) personal story, Bonocore's tried and true philosophy turns much of what you know about being an advisor on its head. Being a Servant Advisor isn't for everyone. But if you want to rise above a field crowded with sub-par advisors who put themselves before their clients - if you want to become a world-class advisor by serving your clients, always - then make these seven tenets of Servant Advisorship your own.

How to Value, Buy, or Sell a Financial Advisory Practice

Author : Mark C. Tibergien
Publisher : John Wiley and Sons
ISBN 13 : 0470884983
Total Pages : 355 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis How to Value, Buy, or Sell a Financial Advisory Practice by : Mark C. Tibergien

Download or read book How to Value, Buy, or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Should I Stay Or Should I Go?

Author : Mindy Diamond
Publisher :
ISBN 13 : 9781955242592
Total Pages : 0 pages
Book Rating : 4.2/5 (425 download)

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Book Synopsis Should I Stay Or Should I Go? by : Mindy Diamond

Download or read book Should I Stay Or Should I Go? written by Mindy Diamond and published by . This book was released on 2023-10-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Invest in Your Life Not Just Your Portfolio

Author : David L. Blain
Publisher : Advantage Media Group
ISBN 13 : 9781599328812
Total Pages : 288 pages
Book Rating : 4.3/5 (288 download)

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Book Synopsis Invest in Your Life Not Just Your Portfolio by : David L. Blain

Download or read book Invest in Your Life Not Just Your Portfolio written by David L. Blain and published by Advantage Media Group. This book was released on 2019-04-16 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: You've Worked Hard. Paid Your dues, And Earned Your Success. Now What? In Invest in Your Life, Not Just Your Portfolio: A Guide to Achieving Financial Independence, David Blain--founder and CEO of BlueSky Wealth Advisors--shares the revolutionary approach he now employs as a fee-only fiduciary advisor--an approach he developed to combat the out-of-control fees, conflicts of interest, and generally poor advice that plagues successful individuals and families across the country. You will be able to find a financial advisor who has your best interest at heart and can help you and your family plan for a lasting and fulfilling lifestyle. If you see money as a vehicle to reach your goal (as opposed to the goal itself), aren't looking to "beat the market," and are ready to listen to a trusted professional, then this book is just for you. It's time to invest in more than just your portfolio. It's time to invest in your life.