Highly Effective Behavior of Financial Consultants

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Author :
Publisher : Springer Science & Business Media
ISBN 13 : 383499989X
Total Pages : 149 pages
Book Rating : 4.8/5 (349 download)

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Book Synopsis Highly Effective Behavior of Financial Consultants by : Elfi Ettinger

Download or read book Highly Effective Behavior of Financial Consultants written by Elfi Ettinger and published by Springer Science & Business Media. This book was released on 2009-04-20 with total page 149 pages. Available in PDF, EPUB and Kindle. Book excerpt: Elfi Ettinger focuses her research on how financial consultants perceive, explain, and interpret their commitment at work based on their collective reality of actions and behavior. She analyzes which organizational performance variables consultants associate with their commitment at work, and how consultants’ commitment behavior is linked with organizational performance.

Financial Behavior

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Author :
Publisher : Oxford University Press
ISBN 13 : 0190270012
Total Pages : 681 pages
Book Rating : 4.1/5 (92 download)

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Book Synopsis Financial Behavior by : H. Kent Baker

Download or read book Financial Behavior written by H. Kent Baker and published by Oxford University Press. This book was released on 2017-05-02 with total page 681 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Behavior: Players, Services, Products, and Markets provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. The book offers a different way of looking at financial and emotional well-being and processing beliefs, emotions, and behaviors related to money. The book provides important insights about cognitive and emotional biases that influence various financial decision-makers, services, products, and markets. With diverse concepts and topics, the book brings together noted scholars and practitioners so readers can gain an in-depth understanding about this topic from experts from around the world. In today's financial setting, the discipline of behavioral finance is an ever-changing area that continues to evolve at a rapid pace. This book takes readers through the core topics and issues as well as the latest trends, cutting-edge research developments, and real-world situations. Additionally, discussion of research on various cognitive and emotional issues is covered throughout the book. Thus, this volume covers a breadth of content from theoretical to practical, while attempting to offer a useful balance of detailed and user-friendly coverage. Those interested in a broad survey will benefit as will those searching for more in-depth presentations of specific areas within this field of study. As the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets offers a fresh looks at the fascinating area of financial behavior.

Investor Behavior

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118492986
Total Pages : 645 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Investor Behavior by : H. Kent Baker

Download or read book Investor Behavior written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2014-02-10 with total page 645 pages. Available in PDF, EPUB and Kindle. Book excerpt: WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.

The Seven Habits of Highly Effective People

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Author :
Publisher : Macmillan Reference USA
ISBN 13 : 9780783881157
Total Pages : 572 pages
Book Rating : 4.8/5 (811 download)

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Book Synopsis The Seven Habits of Highly Effective People by : Stephen R. Covey

Download or read book The Seven Habits of Highly Effective People written by Stephen R. Covey and published by Macmillan Reference USA. This book was released on 1997 with total page 572 pages. Available in PDF, EPUB and Kindle. Book excerpt: A revolutionary guidebook to achieving peace of mind by seeking the roots of human behavior in character and by learning principles rather than just practices. Covey's method is a pathway to wisdom and power.

Talent Management of Knowledge Workers

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Author :
Publisher : Springer
ISBN 13 : 0230277527
Total Pages : 221 pages
Book Rating : 4.2/5 (32 download)

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Book Synopsis Talent Management of Knowledge Workers by : V. Vaiman

Download or read book Talent Management of Knowledge Workers written by V. Vaiman and published by Springer. This book was released on 2010-04-29 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: Freelancers possess a tremendous amount of knowledge, skill, and ability. Identifying, defining, and implementing talent management strategies aimed at ensuring the effective management of non-traditional knowledge employees in an organization are the key themes of this book.

The Behavior Gap

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Publisher : Penguin
ISBN 13 : 1101559551
Total Pages : 179 pages
Book Rating : 4.1/5 (15 download)

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Book Synopsis The Behavior Gap by : Carl Richards

Download or read book The Behavior Gap written by Carl Richards and published by Penguin. This book was released on 2012-01-03 with total page 179 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational." -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: "We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough."

The Emotional Investor

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Publisher :
ISBN 13 : 9780692531808
Total Pages : 142 pages
Book Rating : 4.5/5 (318 download)

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Book Synopsis The Emotional Investor by : Jay Mooreland

Download or read book The Emotional Investor written by Jay Mooreland and published by . This book was released on 2015-09-09 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you think you're a rational investor? Most people do. But the truth is that we are all Emotional Investors. Our emotions often cause us to make hasty and unwise decisions that lead to poor performance. In this insightful book, speaker and behavioral economist Jay Mooreland reveals the hidden emotional biases that affect our actions. He explains the oft-neglected role of the emotions in our investing, and blazes the path to a sustainable investment strategy that embraces (instead of ignores) our emotions. If you care about investing wisely and profitably, The Emotional Investor is a must-read.

Best Practices in Financial Management for Behavioral Health and Social Services

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Author :
Publisher : OPEN MINDS
ISBN 13 : 1594231427
Total Pages : 185 pages
Book Rating : 4.5/5 (942 download)

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Book Synopsis Best Practices in Financial Management for Behavioral Health and Social Services by : J. Jay Mackie

Download or read book Best Practices in Financial Management for Behavioral Health and Social Services written by J. Jay Mackie and published by OPEN MINDS. This book was released on 2008-08 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Client-centred Financial Adviser

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Author :
Publisher : SRA Books
ISBN 13 : 1909116246
Total Pages : 178 pages
Book Rating : 4.9/5 (91 download)

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Book Synopsis The Client-centred Financial Adviser by : John Dashfield

Download or read book The Client-centred Financial Adviser written by John Dashfield and published by SRA Books. This book was released on 2015-10-05 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you ready to discover the secret to thriving in today’s fee-based financial services environment? The old transactional, sales-based approach is fast becoming defunct. The real key to outstanding success as a financial adviser is helping your clients get more of what they really want from life. John Dashfield shares a revolutionary new paradigm in psychology that clearly demonstrates that your state of mind is the most significant factor in creating a growing, prosperous and sustainable ‘Client-centred’ practice. This book will help you build exceptionally strong, high-trust and mutually profitable client relationships; conduct powerful client conversations; become comfortable and effective when discussing fees; effectively engage new clients and re-engage existing ones; eliminate stress and increase your everyday enjoyment and fulfilment.

Introduction to Personal Finance

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119797063
Total Pages : 658 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Introduction to Personal Finance by : John E. Grable

Download or read book Introduction to Personal Finance written by John E. Grable and published by John Wiley & Sons. This book was released on 2022-02-08 with total page 658 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey, 2e is designed to help students avoid early financial mistakes and provide the tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals.

Contemporary Issues in Behavioral Finance

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Author :
Publisher : Emerald Group Publishing
ISBN 13 : 1787698831
Total Pages : 242 pages
Book Rating : 4.7/5 (876 download)

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Book Synopsis Contemporary Issues in Behavioral Finance by : Simon Grima

Download or read book Contemporary Issues in Behavioral Finance written by Simon Grima and published by Emerald Group Publishing. This book was released on 2019-07-04 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This special edition of Contemporary Studies in Economic and Financial Analysis offers seventeen chapters from invited participants in the International Applied Social Science Congress, held in Turkey between the 19th and 21st April 2018.

The Organic Growth Playbook

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Author :
Publisher : Emerald Group Publishing
ISBN 13 : 1839826843
Total Pages : 304 pages
Book Rating : 4.8/5 (398 download)

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Book Synopsis The Organic Growth Playbook by : Bernard Jaworski

Download or read book The Organic Growth Playbook written by Bernard Jaworski and published by Emerald Group Publishing. This book was released on 2020-08-03 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Conventional marketing strategies that focus on product differentiation and positioning often fail to deliver faster growth. In this re-published book, Jaworski and Lurie offer a novel approach to this problem of growth.

How to Become a Successful Financial Consultant

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471155614
Total Pages : 258 pages
Book Rating : 4.1/5 (556 download)

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Book Synopsis How to Become a Successful Financial Consultant by : Jim H. Ainsworth

Download or read book How to Become a Successful Financial Consultant written by Jim H. Ainsworth and published by John Wiley & Sons. This book was released on 1997-02-04 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.

Sticking It Out in Tough Times (Collection)

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Author :
Publisher : FT Press
ISBN 13 : 013373997X
Total Pages : 533 pages
Book Rating : 4.1/5 (337 download)

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Book Synopsis Sticking It Out in Tough Times (Collection) by : Doug Lennick

Download or read book Sticking It Out in Tough Times (Collection) written by Doug Lennick and published by FT Press. This book was released on 2013-08-22 with total page 533 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Moral Intelligence 2.0, Lennick and Kiel extensively identify the moral components at the heart of the recent financial crisis, and illuminate the monetary and human costs of failed moral leadership in global finance, business and government. The authors begin by systematically defining the principles of moral intelligence and the behavioral competencies associated with them. Next, they demonstrate why sustainable optimal performance–on both an individual and organizational level–requires the development and application of superior moral and emotional competencies. Using many new examples and real case studies and new interviews with key business leaders, they identify connections between moral intelligence and higher levels of trust, engagement, retention, and innovation. Readers will find specific guidance on moral leadership in both large organizations and entrepreneurial ventures, as well as a new, practical, step-by-step plan for measuring and strengthening every component of moral intelligence–from integrity and responsibility to compassion and forgiveness. In Jon Huntsman's Winners Never Cheat: Even In Difficult Times. Who's Jon Huntsman? Someone who started with practically nothing, and made it to Forbes' list of America's Top 100 richest people: a self-made multi-billionaire. This book presents the lessons of his lifetime in business: a life that has included the best of times and the worst. The first edition became an instant classic; now, Huntsman has thoroughly updated it with new chapters on maintaining your principles in difficult times, when dishonest "sharks" seem to be everywhere. This is no mere exhortation: it's as practical as a book can get. It's about how you listen to your moral compass, even as others ignore theirs. It's about building teams with higher values...sharing success and taking responsibility...earning the rewards that only come with giving back. Huntsman built his career and fortune on these principles. You don't live them just to "win": you live them because they're right. But in an age of cheating and scandal, Huntsman's life proves honesty is more than right: it's your biggest competitive differentiator. So, consider what kind of person you want to do business with. Then, be that person and use this book to get you there. All author royalties from this book go to the Huntsman Cancer Foundation.

Communication Essentials for Financial Planners

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119350786
Total Pages : 244 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis Communication Essentials for Financial Planners by : John E. Grable

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

The Good Financial Advisor

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Author :
Publisher : Dog Ear Publishing
ISBN 13 : 1598586262
Total Pages : 350 pages
Book Rating : 4.5/5 (985 download)

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Book Synopsis The Good Financial Advisor by : Dennis Morin

Download or read book The Good Financial Advisor written by Dennis Morin and published by Dog Ear Publishing. This book was released on 2008-08 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethical professional, a person I call the Good Financial Advisor, who can be your guide on the journey. This book is written for those who want to use the services of the Good Financial Advisor, but need help in finding and working with the right person. If you are ready to find your Good Financial Advisor and begin the journey to financial independence, read on and prepare for a change in your life. With this book, you will now have the ability to understand the world of financial services and financial advisors in order to achieve the goals important to you. A wonderful and financially secure future awaits you. Dennis L. Morin is a Certified Financial Planner(R) who runs his own financial services business in CT. He has over 20 years experience in finance and investing, and spent ten years in corporate finance prior to starting his own business. The financial planning profession is his passion.

Save More Tomorrow

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Author :
Publisher : Penguin
ISBN 13 : 110158033X
Total Pages : 288 pages
Book Rating : 4.1/5 (15 download)

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Book Synopsis Save More Tomorrow by : Shlomo Benartzi

Download or read book Save More Tomorrow written by Shlomo Benartzi and published by Penguin. This book was released on 2012-04-12 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the world’s top experts in behavioral finance offers innovative strategies for improving 401(k) plans. Half of Americans do not have access to a retirement saving plan at their workplace. Of those who do about a third fail to join. And those who do join tend to save too little and often make unwise investment decisions. In short, the 401(k) world is in crisis, and workers need help. Save More Tomorrow provides that help by focusing on the behavioral challenges that led to this crisis inertia, limited self-control, loss aversion, and myopia—and transforms them into behavioral solutions. These solutions, or tools, are based on cutting edge behavioral finance research and they can dramatically improve outcomes by, for example, helping employees: -Save, even if they aren’t ready to do so now, by using future enrollment. -Save more by showing them images of their future selves. -Save smarter by reshuffling the order of funds on the investment menu. Save More Tomorrow is the first comprehensive application of behavioral finance to improve retirement outcomes. It also makes it easy for plan sponsors and their advisers to apply these behavioral tools using its innovative Behavioral Audit process.