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Advising Seniors About Their Money
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Book Synopsis Advising Seniors about Their Money by : United States. Congress. Senate. Special Committee on Aging
Download or read book Advising Seniors about Their Money written by United States. Congress. Senate. Special Committee on Aging and published by . This book was released on 2008 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :United States. Congress Publisher :Createspace Independent Publishing Platform ISBN 13 :9781984128294 Total Pages :236 pages Book Rating :4.1/5 (282 download)
Book Synopsis Advising Seniors about Their Money by : United States. Congress
Download or read book Advising Seniors about Their Money written by United States. Congress and published by Createspace Independent Publishing Platform. This book was released on 2018-01-23 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising seniors about their money : who is qualified, and who is not : hearing before the Special Committee on Aging, United States Senate, One Hundred Tenth Congress, first session, Washington, DC, September 5, 2007.
Book Synopsis Advising Seniors about Their Money by : United States Senate
Download or read book Advising Seniors about Their Money written by United States Senate and published by . This book was released on 2019-10-23 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising seniors about their money: who is qualified, and who is not
Book Synopsis Succeed with Senior Clients by : Mikol Davis
Download or read book Succeed with Senior Clients written by Mikol Davis and published by Aginginvestor.com. This book was released on 2016-04-25 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.
Book Synopsis The New Advisor for Life by : Stephen D. Gresham
Download or read book The New Advisor for Life written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2011-09-19 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.
Book Synopsis Spoilt for Choice: How senior managers select professional advisors by : Wienke Seeger
Download or read book Spoilt for Choice: How senior managers select professional advisors written by Wienke Seeger and published by Vernon Press. This book was released on 2019-11-04 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do senior executives, such as CEOs and CFOs, interact, select and appoint professional advisors? Based on a successful PhD project, the research in this book explores the interactions between advisors of large professional service firms and senior executive clients on an evidence-based academic level. The research journey and the author’s reflections are charted step-by-step, providing an example of how to analyse unstructured qualitative data, reach theoretical saturation and capture emerging substantive theories. Moreover, by taking a unique holistic and inductive approach, this study offers a series of practical insights on how to combine and apply Kathy Charmaz’ constructivist grounded theory with an auto-ethnographic stance. Divided into eight chapters, the author uses empirical data and rigorous analysis to uncover two distinct decision-making processes, namely (a) the client’s decision to develop and maintain a relationship with the advisor and (b) to select and appoint the advisor for a particular project or services. Mapping these to one common conceptual framework a second complementary model emerges - a type of decision-making matrix with the foci ’competitiveness, skills and merit’, ‘continuity and embeddedness’, ‘control and manage’ and ‘trust and empathy’ - which offers the reader an alternative perspective of client decision-making. This book will be useful for practitioners and researchers alike who have an interest in understanding either naturalistic decision-making processes, the complexities of relationship development and procurement dynamics, as well as applied qualitative research methods.
Book Synopsis Long-Term Sustainability for Reverse Mortgages, S.Hrg. No. 113-61, 6/18/13 *. by :
Download or read book Long-Term Sustainability for Reverse Mortgages, S.Hrg. No. 113-61, 6/18/13 *. written by and published by . This book was released on 2013 with total page 50 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Retire Wealthy by : Eric D. Brotman, CFP®
Download or read book Retire Wealthy written by Eric D. Brotman, CFP® and published by Author House. This book was released on 2014-06-26 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)
Book Synopsis The American Military Advisor: Dealing with Senior Foreign Officials in the Islamic World by : Michael J. Metrinko
Download or read book The American Military Advisor: Dealing with Senior Foreign Officials in the Islamic World written by Michael J. Metrinko and published by Lulu.com. This book was released on 2012-05-28 with total page 98 pages. Available in PDF, EPUB and Kindle. Book excerpt: Although the role of the military advisor to senior foreign officials is honored in political history, it became almost a forgotten art when it was needed in Afghanistan and Iraq. American military services are now fully engaged in nation-building in the Iraqi and Afghan conflict zones, and the advisory responsibility seems certain to be needed elsewhere. Advisors have become an invaluable part of the nation-building process, and whether they are assigned to counsel and work with governors, generals, or Cabinet Ministers, their role has an impact on America's overall political and military strategy. This guidebook draws on the experiences of diplomats and military officers who have served in such roles, and whose work with senior foreign officials was carried out in conflict zones at critical times. Although examples are drawn from life in the Islamic world, the precepts have widespread application, and the examples will be an important part of any future advisor's preparation.
Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.
Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Book Synopsis The Financial Advisor's Success Manual by : David Leo
Download or read book The Financial Advisor's Success Manual written by David Leo and published by AMACOM. This book was released on 2017-12-07 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.
Book Synopsis Congressional Record by : United States. Congress
Download or read book Congressional Record written by United States. Congress and published by . This book was released on 2009 with total page 1486 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The New Financial Advisor by : G. Scott Budge
Download or read book The New Financial Advisor written by G. Scott Budge and published by John Wiley & Sons. This book was released on 2008-12-03 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for The New Financial Advisor "For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise." --Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come." --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families." --Charlotte B. Beyer,founder and CEO, Institute for Private Investors "Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often." --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal." --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families
Author :United States. Congress. House. Committee on Appropriations. Subcommittee on National Security Publisher : ISBN 13 : Total Pages :950 pages Book Rating :4.:/5 ( download)
Book Synopsis Department of Defense Appropriations for 1996: Quality of life, senior enlisted advisors by : United States. Congress. House. Committee on Appropriations. Subcommittee on National Security
Download or read book Department of Defense Appropriations for 1996: Quality of life, senior enlisted advisors written by United States. Congress. House. Committee on Appropriations. Subcommittee on National Security and published by . This book was released on 1996 with total page 950 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Following the Money by : National Research Council
Download or read book Following the Money written by National Research Council and published by National Academies Press. This book was released on 1995-11-12 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many questions have been raised about America's status in the increasingly interconnected global economy. Yet key factsâ€"such as the amount of foreign assets abroad owned by U.S. citizensâ€"are not known. The crucial data needed to assess the U.S. position are unavailable. This volume explores significant shortcomings in U.S. data on international capital transactions and their implications for policymakers. The volume offers clearcut recommendations for U.S. agencies to bring data collection and analyses of the global economy into the twenty-first century. The volume explores: How factors emerging since the early 1980s have shaped world financial markets and revealed shortcomings in data collection and analysis. How the existing U.S. data system works and where it fails how measurements of international financial transactions are recorded; and how swaps, options, and futures present special reporting problems. How alternative methods, such as collecting data, from sources such as global custodians and international clearinghouses, might improve coverage and accuracy.
Book Synopsis Hidden Truths About Retirement & Long Term Care by : Carolyn Rosenblatt
Download or read book Hidden Truths About Retirement & Long Term Care written by Carolyn Rosenblatt and published by Createspace Independent Publishing Platform. This book was released on 2017-09-08 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: First of its kind! This book reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age. Written by aging experts Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, it offers you a wealth of knowledge you will not find from within your own industry. If you, the financial professional want to add value to what you offer clients and to distinguish yourself from robo advisors, you need to be well informed with the facts any retired person must have. Remove the vagueness from the discussion. Get some sample scripts on how to bring up the subject and the words to say to them. Stop using "average out of pocket medical costs a retired couple will spend in retirement" as a measure of what they will need. It is grossly inadequate to inform them about long term care, which is not "medical" at all. You can find out more by clicking here. Don't wait to increase your comfort with the sticky issues no one wants to face--aging takes its toll. In reading this book, you will be able to navigate the conversation with skill and grace.
