The Handbook of Career Advising

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Publisher : John Wiley & Sons
ISBN 13 : 1118443578
Total Pages : 332 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis The Handbook of Career Advising by : Kenneth F. Hughey

Download or read book The Handbook of Career Advising written by Kenneth F. Hughey and published by John Wiley & Sons. This book was released on 2012-06-07 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Handbook of Career Advising "The Handbook of Career Advising not only provides a general introduction to this important academic advising function, but offers many practical applications that can help students make realistic and timely career decisions. As students face an ever-changing and complex workplace, helping them integrate their academic and career decisions has never been more important. This book is an excellent resource for advisors; it helps them become more cognizant of the critical role they play and will facilitate the development of the knowledge and competencies required to perform this important advising task." Virginia Gordon, associate professor emeritus, The Ohio State University "This book provides a wealth of information for anyone whose work involves helping students discover how intentional choices in curricular and cocurricular educational experiences can prepare them for tomorrow's workplace. The theoretical foundations, information and resources, frameworks for practice, and recommendations for the future included in this book will guide academic advisors as they positively influence students' lives by helping them systematically and enthusiastically approach their career development." Mary Stuart Hunter, assistant vice provost, National Resource Center for The First-Year Experience and Students in Transition, University of South Carolina "The Handbook of Career Advising provides excellent information, resources, and examples of how academic advisors can become more knowledgeable and comfortable in providing career advising. Here, authors address critical issues such as diversity, working with specific student groups, and working with undecided or exploratory students. This book provides examples that illustrate how career and academic advising are significant parts of the teaching and learning process that support student success on our campuses." Casey Self, executive director, Academic Advising, University College, Arizona State University, and 2009 NACADA president

The Graduate Advisor Handbook

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Author :
Publisher : University of Chicago Press
ISBN 13 : 022601178X
Total Pages : 173 pages
Book Rating : 4.2/5 (26 download)

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Book Synopsis The Graduate Advisor Handbook by : Bruce M. Shore

Download or read book The Graduate Advisor Handbook written by Bruce M. Shore and published by University of Chicago Press. This book was released on 2014-04-22 with total page 173 pages. Available in PDF, EPUB and Kindle. Book excerpt: You’re advising students to help ensure their success—but who’s going to advise you? With university budgets shrinking, graduate advisors find their workloads increasing. A professor emeritus of educational psychology at McGill University with more than forty years of advising experience and several teaching awards, Bruce M. Shore provides a practical guide here that demystifies the advisor-student relationship and helps both parties thrive. Emphasizing the interpersonal relationship at the heart of this important academic partnership, he reveals how advisors can draw on their own strengths to create a rewarding rapport. The Graduate Advisor Handbook moves chronologically through the advising process, from the first knock on the door to the last reference letter. Along the way it covers: transparent communication effective motivation cooperative troubleshooting touchy subjects, including what to do when personal boundaries are crossed and how to deliver difficult news—with sample scripts to help advisors find the right words for even the toughest situations A valuable resource, The Graduate Advisor Handbook has the cool-headed advice and comprehensive coverage that advisors need to make the advising relationship not just effective but also enjoyable.

The Social Media Handbook for Financial Advisors

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Publisher : John Wiley & Sons
ISBN 13 : 1118240863
Total Pages : 304 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Social Media Handbook for Financial Advisors by : Matthew Halloran

Download or read book The Social Media Handbook for Financial Advisors written by Matthew Halloran and published by John Wiley & Sons. This book was released on 2012-06-28 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Academic Advising

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Publisher : John Wiley & Sons
ISBN 13 : 1118045513
Total Pages : 614 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Academic Advising by : Virginia N. Gordon

Download or read book Academic Advising written by Virginia N. Gordon and published by John Wiley & Sons. This book was released on 2011-01-13 with total page 614 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the challenges in higher education is helping students to achieve academic success while ensuring their personal and vocational needs are fulfilled. In this updated edition more than thirty experts offer their knowledge in what has become the most comprehensive, classic reference on academic advising. They explore the critical aspects of academic advising and provide insights for full-time advisors, counselors, and those who oversee student advising or have daily contact with advisors and students. New chapters on advising administration and collaboration with other campus services A new section on perspectives on advising including those of CEOs, CAOs (chief academic officers), and CSAOs (chief student affairs officers) More emphasis on two-year colleges and the importance of research to the future of academic advising New case studies demonstrate how advising practices have been put to use.

The Financial Advisor M&A Guidebook

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Author :
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.

High-Impact Advising

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Author :
Publisher :
ISBN 13 : 9781948658003
Total Pages : pages
Book Rating : 4.6/5 (58 download)

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Book Synopsis High-Impact Advising by : Susan Ohrablo

Download or read book High-Impact Advising written by Susan Ohrablo and published by . This book was released on 2018-02-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Complete Family Office Handbook

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119694000
Total Pages : 487 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis The Complete Family Office Handbook by : Kirby Rosplock

Download or read book The Complete Family Office Handbook written by Kirby Rosplock and published by John Wiley & Sons. This book was released on 2020-11-24 with total page 487 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

The Self Directed IRA Handbook

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Publisher :
ISBN 13 : 9780615873435
Total Pages : 250 pages
Book Rating : 4.8/5 (734 download)

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Book Synopsis The Self Directed IRA Handbook by : Mat Sorensen

Download or read book The Self Directed IRA Handbook written by Mat Sorensen and published by . This book was released on 2013-12-30 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Self Directed IRA Handbook explains how investors can own alternative retirement plan assets in their IRAs. These assets typically include; real estate, private stock, IRA/LLCs, LP, LLC, private equity, hedge funds, private placement, crowdfunding, and precious metals. The Handbook clearly explains the prohibited transaction rules, investment structures, common self directed IRA investment assets, and SDIRA tax pitfalls (UBIT & UDFI tax). The Handbook goes beyond the basics of self directed IRAs and includes extensive FAQs after each chapter, and nearly 100 citations to cases, statutes, rulings, and opinions from the Courts, the IRS, and the DOL. Its author, Mat Sorensen, is an experienced attorney who has advised clients with IRAs at every major self directed IRA custodian, and who speaks frequently at industry associations and before professional groups on self directed IRA topics. Mat regularly advises clients on the prohibited transaction rules, on IRA/LLC structures, on real estate and private company investments, and on UBIT and UDFI taxes. Mat has also successfully represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court. To view testimonials for the book, and for additional self directed IRA resources, please visit the author's site at www.sdirahandbook.com

Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors

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Author :
Publisher : American Bar Association
ISBN 13 : 9781641052894
Total Pages : 0 pages
Book Rating : 4.0/5 (528 download)

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Book Synopsis Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors by : Ramsay H. Slugg

Download or read book Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors written by Ramsay H. Slugg and published by American Bar Association. This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Art is an asset of passion, as author Ramsay H. Slugg begins this invaluable resource, yet it has unique and important financial characteristics. These elements make art possibly the most difficult asset to incorporate into an overall estate and financial plan. This updated and expanded edition of Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors addresses two essential elements of art ownership: planning for the ultimate disposition of the art, including how to incorporate the wealth represented by the art into estate and financial planning; and the practical considerations for owners of the artwork as they actively collect and plan for the art's eventual disposition. Following a brief, general discussion of the art market, the author introduces and explains a client-focused process that can be used when advising collectors. Among the steps in the process includes explaining the income, estate, and gift tax consequences of various options as well as the important and often emotional non-tax considerations of collecting and disposing of art. The book discusses some charitable solutions available as these are often especially appealing options to many collectors and their advisors. As more artists achieve commercial success, their planning needs increase as the financial aspects of their work increases. Further, as artists often leave significant amounts of their work behind, inventory and legacy management become especially significant. This guide considers the unique issues involved when planning for artists, as well as the planning considerations and different tax rules that apply to self-created artwork rather than to capital assets, which is how works of art held by collectors and investors are classified. In addition to providing enlightening case studies, the book looks at the roles of other advisors involved in these decisions. This guide is written to appeal to all levels of knowledge, and accessible not only to trusts and estates professionals, but also for the collectors themselves as well as the many other professionals involved, including art advisors, risk management advisors, valuation advisors, and financial planners.

Investment Adviser's Legal and Compliance Guide

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1454838493
Total Pages : 1060 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Investment Adviser's Legal and Compliance Guide by : Terrance J. O'Malley

Download or read book Investment Adviser's Legal and Compliance Guide written by Terrance J. O'Malley and published by Wolters Kluwer. This book was released on 2013-01-01 with total page 1060 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Adviser's Legal and Compliance Guide, Second Edition is an invaluable guide written to assist attorneys and investment advisers in both drafting their compliance policies and procedures and reviewing them annually. In addition, the book serves as a practical tool for experienced attorneys and compliance officers for fulfilling their changing responsibilities under new rules adopted under the Investment Advisers Act of 1940, as well as new staff interpretations and guidance. For the Second Edition, the original author, Terrance J. Oand’Malley, is joined by John H. Walsh. While both authors are seasoned practitioners and acknowledged experts in the area of investment adviser compliance matters, Mr. Walshand’s years of experience, including at the SEC, are reflected in the enhanced practical discussion of relevant legal and compliance issues, including increased numbers of compliance tips, enforcement and regulatory alerts, and compliance tools. Investment Adviser's Legal and Compliance Guide, Second Edition covers in detail such topics as: Filings and amendments that an adviser must make to maintain its SEC registration Major rules and requirements dealing with marketing and attracting new clients Issues arising in connection with the management of private funds The SEC's examination process New clients, and the management of client accounts. The book also covers requirements relating to the adviser's obligation to its customers, including preventing insider trading and other trading abuses, as well as an adviser's recordkeeping, which is a major factor in meeting the requirements of the Investment Advisers Act. In addition, Investment Adviser's Legal and Compliance Guide, Second Edition provides registered investment advisers and their legal counsel with a comprehensive review of their compliance responsibilities that arise under the Investment Advisers Act.

Global Handbook of Impact Investing

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Publisher : John Wiley & Sons
ISBN 13 : 1119690641
Total Pages : 1331 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis Global Handbook of Impact Investing by : Elsa De Morais Sarmento

Download or read book Global Handbook of Impact Investing written by Elsa De Morais Sarmento and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 1331 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover how to invest your capital to achieve a powerful, lasting impact on the world. The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society is an insightful guide to the growing world-wide movement of Impact Investing. Impact investors seek to realize lasting, beneficial improvements in society by allocating capital to sources of impactful and sustainable profit. This Handbook is a how-to guide for institutional investors, including family offices, foundations, endowments, governments, and international organizations, as well as academics, students, and everyday investors globally. The Handbook´s wide-ranging contributions from around the world make a powerful case for positive impact and profit to fund substantive, lasting solutions that solve critical problems across the world. Edited by two experienced and distinguished professionals in the sustainable investing arena and authored by two dozen renowned experts from finance, academia, and multilateral organizations from around the world, the Global Handbook of Impact Investing educates, inspires, and spurs action towards more responsible investing across all asset classes, resulting in smarter capital markets, including how to: · Realize positive impact and profit · Integrate impact into investment decision-making and portfolio · Allocate impactful investments across all asset classes · Apply unique Impact Investing frameworks · Measure, evaluate and report on impact · Learn from case examples around the globe · Pursue Best Practices in Impact Investing and impact reporting While other resources may take a local or limited approach to the subject, this Handbook gathers global knowledge and results from public and private institutions spanning five continents. The authors also make a powerful case for the ability of Impact Investing to lead to substantive and lasting change that addresses critical problems across the world.

The Advisor's Guide to Life Insurance

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Author :
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.

Developing Research Writing

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Publisher : Routledge
ISBN 13 : 113488818X
Total Pages : 428 pages
Book Rating : 4.1/5 (348 download)

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Book Synopsis Developing Research Writing by : Susan Carter

Download or read book Developing Research Writing written by Susan Carter and published by Routledge. This book was released on 2017-08-16 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: Developing Research Writing is designed to encourage, inspire and improve the advisory practice of providing writing feedback. This book provides insights and advice that supervisors can use to advance their support of their research students’ writing and, at the same time, survive increasing supervisory demands. Book parts are framed by empirical supervisor and doctoral student experiences and chapters within each part provide multiple approaches. The carefully chosen contributors are specialists on research writing and doctoral pedagogy, who guide the reader through the key stages of providing feedback. Split into nine key parts the book covers: starting a new supervision with writing in focus; making use of other resources along the way; encouraging style through control of language; writing feedback on English as an Additional Language (EAL) writing; Master’s and Honours smaller projects’ writing feedback; thesis by publication or performance-based writing; maintaining and gathering momentum; keeping the examiner happy; writing feedback as nudging through identity transition. The parts cohere into a go-to handbook for developing the supervision process. Drawing on research, literature and experience, Developing Research Writing offers well-theorized, yet practical and grounded advice conducive to good practices.

The New Advisor Guidebook

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Publisher : John Wiley & Sons
ISBN 13 : 1118823605
Total Pages : 400 pages
Book Rating : 4.1/5 (188 download)

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Book Synopsis The New Advisor Guidebook by : Pat Folsom

Download or read book The New Advisor Guidebook written by Pat Folsom and published by John Wiley & Sons. This book was released on 2015-08-21 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is an exciting time to be an academic advisor—a time in which global recognition of the importance of advising is growing, research affirms the critical role advising plays in student success, and institutions of higher education increasingly view advising as integral to their missions and essential for improving the quality of students' educational experiences. It is essential that advisors provide knowledgeable, realistic counsel to the students in their charge. The New Advisor Guidebook helps advisors meet this challenge. The first and final chapters of the book identify the knowledge and skills advisors must master. These chapters present frameworks for setting and benchmarking self-development goals and for creating self-development plans. Each of the chapters in between focuses on foundational content: the basic terms, concepts, information, and skills advisors must learn in their first year and upon which they will build over the lengths of their careers. These chapters include strategies, questions, guidelines, examples, and case studies that give advisors the tools to apply this content in their work with students, from demonstrations of how student development theories might play out in advising sessions to questions advisors can ask to become aware of their biases and avoid making assumptions about students to a checklist for improving listening, interviewing, and referral skills. The book covers various ways in which advising is delivered: one-to-one, in groups, and online. The New Advisor Guidebook serves as an introduction to what advisors must know to do their jobs effectively. It pairs with Academic Advising Approaches: Strategies That Teach Students to Make the Most of College, also from NACADA, which presents the delivery strategies successful advisors can use to help students make the most of their college experience.

The Trusted Advisor Fieldbook

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Publisher : John Wiley & Sons
ISBN 13 : 1118085647
Total Pages : 295 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Trusted Advisor Fieldbook by : Charles H. Green

Download or read book The Trusted Advisor Fieldbook written by Charles H. Green and published by John Wiley & Sons. This book was released on 2011-11-15 with total page 295 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to being a trusted advisor for leaders in any industry In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance. Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference. Self-administered worksheets and coaching questions provide immediate insights into your current business challenges Real-life examples demonstrate proven ways to "walk the talk" Action plans bridge the gap between insights and outcomes Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.

The Charles Schwab Guide to Finances After Fifty

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Author :
Publisher : Crown Currency
ISBN 13 : 0804137374
Total Pages : 434 pages
Book Rating : 4.8/5 (41 download)

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Book Synopsis The Charles Schwab Guide to Finances After Fifty by : Carrie Schwab-Pomerantz

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Youth Advisors' Handbook

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Author :
Publisher : Unitarian Universalist Association of Congregations
ISBN 13 : 9781558964617
Total Pages : 76 pages
Book Rating : 4.9/5 (646 download)

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Book Synopsis Youth Advisors' Handbook by : Shell Tain

Download or read book Youth Advisors' Handbook written by Shell Tain and published by Unitarian Universalist Association of Congregations. This book was released on 2003 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt: