Advisor For Life

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Advisor for Life

Author : Stephen D. Gresham
Publisher : John Wiley & Sons
ISBN 13 : 1118044959
Total Pages : 414 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Advisor for Life by : Stephen D. Gresham

Download or read book Advisor for Life written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

Becoming a Life Advisor

Author : Rod Hagenbuch
Publisher :
ISBN 13 :
Total Pages : 292 pages
Book Rating : 4.:/5 ( download)

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Book Synopsis Becoming a Life Advisor by : Rod Hagenbuch

Download or read book Becoming a Life Advisor written by Rod Hagenbuch and published by . This book was released on 2005 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Advisor's Guide to Life Insurance

Author : Harold D. Skipper
Publisher : American Bar Association
ISBN 13 : 9781616321079
Total Pages : 0 pages
Book Rating : 4.3/5 (21 download)

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Book Synopsis The Advisor's Guide to Life Insurance by : Harold D. Skipper

Download or read book The Advisor's Guide to Life Insurance written by Harold D. Skipper and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you ever felt overwhelmed by the complexities of life insurance or when advising a client about a purchase? This clearly written guide provides information essential to the exercise of due care for the purchase and retention of life insurance policies. Major life insurance terms are clearly explained, and information is organized starting with the insurance purchase and assessing a company's financial strength. It also features a common-sense explanation of fundamentals and how to determine the appropriate policy.

Clients for Life

Author : Andrew Sobel
Publisher : Simon and Schuster
ISBN 13 : 0743215095
Total Pages : 272 pages
Book Rating : 4.7/5 (432 download)

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Book Synopsis Clients for Life by : Andrew Sobel

Download or read book Clients for Life written by Andrew Sobel and published by Simon and Schuster. This book was released on 2001-02-21 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.

Life Centered Financial Planning

Author : Mitch Anthony
Publisher : John Wiley & Sons
ISBN 13 : 1119709091
Total Pages : 248 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Life Centered Financial Planning by : Mitch Anthony

Download or read book Life Centered Financial Planning written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

A Good Financial Advisor Will Tell You...

Author : Robert J. Luna
Publisher : Trinadigm
ISBN 13 : 9781935586494
Total Pages : 0 pages
Book Rating : 4.5/5 (864 download)

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Book Synopsis A Good Financial Advisor Will Tell You... by : Robert J. Luna

Download or read book A Good Financial Advisor Will Tell You... written by Robert J. Luna and published by Trinadigm. This book was released on 2011-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: - Have you ever wondered why investments always seem to go down after you buy them? - Are you overwhelmed by the number and complexity of investment choices? - Do you have a plan to create lifetime income from your investments, while preserving your principal? - Are you unsure how to find a good financial advisor and what to expect from one? In A Good Financial Advisor Will Tell You, authors Jeremy Kisner, CFP and Robert Luna, CIMA answer these common concerns and reveal what people really need to know to make better financial and investment decisions. Rather than write another boring book that explains stocks and mutual funds, the authors explore behavioral finance-the reasons why people make investing mistakes-and they teach readers how to avoid doing the same. Countless people amass small fortunes during their lifetimes only to squander them through inadequate planning and poor investments. We are all familiar with the celebrities who have lost it all. What is not reported in the press is how many middle class millionaires also lose it all. And an even larger number of people do not lose it all but could have left a legacy for generations if they had made better financial decisions. Most investors do not fare well precisely because they are human. Human beings are hard-wired to make decisions with their hearts or intuitions and then justify those decisions with logic. Greed and fear rule the day, but a better way exists that will allow investors to avoid mistakes and enjoy greater wealth and retirement income. After reading this book you will be a more educated investor and a better consumer of financial services.

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.

The White Coat Investor

Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

The End of Life Advisor

Author : Susan R. Dolan
Publisher :
ISBN 13 : 9781478716501
Total Pages : 163 pages
Book Rating : 4.7/5 (165 download)

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Book Synopsis The End of Life Advisor by : Susan R. Dolan

Download or read book The End of Life Advisor written by Susan R. Dolan and published by . This book was released on 2013-02 with total page 163 pages. Available in PDF, EPUB and Kindle. Book excerpt: A source of reliable information and guidance for lifes last and most difficult situations?ÇªNatural story-tellers, the authors deftly tell lively, colorful stories of people caught in extraordinary circumstances to convey lessons that we all would be wise to learn. I will recommend this book to patients and families. -Ira Byock, MD, Director of Palliative Care, Dartmouth-Hitchcock Medical Center, New Hampshire, author of Dying Well and The Four Things that Matter Most Packed with wisdom, compassion, humor, and most of all hope?Çªan invaluable handbook that touches on every aspect of planning and preparing for excellent end-of-life care. -Barbara Dossey, PhD, RN, AHN-BC, FAAN, International Co-Director, Nightingale Initiative for Global Health, author of Holistic Nursing Once I started reading this book I couldnt stop. It seemed like I was reading a diary of my last 25 years as a hospice physician. What a wonderful, extraordinary and uplifting gift. For a long-time ?Çÿhospice road warrior, the book brought not only many smiles and frank laughter, but many tearful moments for me, too?Çªall reminding me that this chosen work is, too, a gift. -Perry Fine, MD, Professor of Anesthesiology, Pain Research Center, School of Medicine, University of Utah, author of The Hospice Companion Weaving stories from their decades of experience with patients, this mother-daughter team has crafted a true gem. This approachable book illuminates the need for conversations about end-of-life choices and demonstrates the grace of hospice. It is a wonderful tool to enable people of all ages to follow the sage advice, From the start, consider the finish. -Nathan A. Kottkamp, JD, Chairman, National Healthcare Decisions day, Healthcare Attorney, McGuire woods LLP, Richmond, Virginia

Get Wise to Your Advisor

Author : Steven D. Lockshin
Publisher : John Wiley & Sons
ISBN 13 : 1118700732
Total Pages : 279 pages
Book Rating : 4.1/5 (187 download)

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Book Synopsis Get Wise to Your Advisor by : Steven D. Lockshin

Download or read book Get Wise to Your Advisor written by Steven D. Lockshin and published by John Wiley & Sons. This book was released on 2013-09-03 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.

The Supernova Advisor

Author : Robert D. Knapp
Publisher : John Wiley & Sons
ISBN 13 : 1118039505
Total Pages : 166 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Supernova Advisor by : Robert D. Knapp

Download or read book The Supernova Advisor written by Robert D. Knapp and published by John Wiley & Sons. This book was released on 2010-12-17 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.

The Life First Advisor

Author : Lavalley Barry
Publisher :
ISBN 13 : 9780993760099
Total Pages : pages
Book Rating : 4.7/5 (6 download)

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Book Synopsis The Life First Advisor by : Lavalley Barry

Download or read book The Life First Advisor written by Lavalley Barry and published by . This book was released on 2017-07-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.

Abundant Income, Abundant Life

Author : Curt Whipple
Publisher :
ISBN 13 : 9781691284467
Total Pages : 138 pages
Book Rating : 4.2/5 (844 download)

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Book Synopsis Abundant Income, Abundant Life by : Curt Whipple

Download or read book Abundant Income, Abundant Life written by Curt Whipple and published by . This book was released on 2019-09-09 with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want more prospects to share with? You've come to the right place!

The Living Trust Advisor

Author : Jeffrey L. Condon
Publisher : John Wiley & Sons
ISBN 13 : 1119073944
Total Pages : 422 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis The Living Trust Advisor by : Jeffrey L. Condon

Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2015-12-29 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.

The Trusted Advisor

Author : David H. Maister
Publisher : Simon and Schuster
ISBN 13 : 147110964X
Total Pages : 224 pages
Book Rating : 4.4/5 (711 download)

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Book Synopsis The Trusted Advisor by : David H. Maister

Download or read book The Trusted Advisor written by David H. Maister and published by Simon and Schuster. This book was released on 2012-12-11 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.

The New Advisor for Life

Author : Stephen D. Gresham
Publisher : John Wiley & Sons
ISBN 13 : 111814872X
Total Pages : 389 pages
Book Rating : 4.1/5 (181 download)

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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 2011-09-09 with total page 389 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.

The Essential Advisor

Author : Bill Crager
Publisher : John Wiley & Sons
ISBN 13 : 1119260612
Total Pages : 224 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Essential Advisor by : Bill Crager

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-16 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.