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Author :
Publisher :
ISBN 13 :
Total Pages : 550 pages
Book Rating : 4.3/5 (91 download)
Download or read book Journal of Financial Service Professionals written by and published by . This book was released on 2007 with total page 550 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 548 pages
Book Rating : 4.3/5 ( download)
Download or read book Journal of Financial Service Professionals written by and published by . This book was released on 2008 with total page 548 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Neal E. Cutler
Publisher : John Wiley & Sons
ISBN 13 : 0471272760
Total Pages : 257 pages
Book Rating : 4.4/5 (712 download)
Download or read book J.K. Lasser Pro Advising Mature Clients written by Neal E. Cutler and published by John Wiley & Sons. This book was released on 2002-12-16 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!" -John N. Migliaccio, PhD, President, Maturity Mark Services Co. "Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients." -Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals "Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging." -Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology "Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals." -Kelly B. Auslander, CFP, President, American Financial Advisors, Inc. Please visit our Web site at www.jklasser.com
Author : Arthea Reed
Publisher : iUniverse
ISBN 13 : 1491770600
Total Pages : 197 pages
Book Rating : 4.4/5 (917 download)
Download or read book Financial Services: Women at the Top written by Arthea Reed and published by iUniverse. This book was released on 2015-07-31 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry can be personally and financially rewarding, so why is it that so few women are in the field? Arthea Reed and Diane Dixon draw upon the results of a Women in Insurance & Financial Services research study and their own extensive knowledge to explain the shortage as well as to inspire more women to enter or remain in the field. Some of the most successful women in financial services have overcome great personal tragedy, professional ridicule, and failure to reach the pinnacle of success. By studying their moves, you can: follow in the footsteps of successful female financial services professionals; train up-and-coming female professionals so they have the knowledge and tools to succeed; and promote a workplace thats inclusive, inspirational, and encouraging for everyone. Walk down the path to a successful and rewarding career in financial services and help others do the same by learning from amazingly successful women. Whether youre already in the industry or considering it as a career, youll get a roadmap to overcome challenges with Financial Services: Women at the Top.
Author : David J. Mullen (Jr.)
Publisher : Amacom
ISBN 13 : 0814431739
Total Pages : 354 pages
Book Rating : 4.8/5 (144 download)
Download or read book The Million-dollar Financial Services Practice written by David J. Mullen (Jr.) and published by Amacom. This book was released on 2013 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.
Author : E. Denby Brandon, Jr.
Publisher : John Wiley & Sons
ISBN 13 : 0470180749
Total Pages : 310 pages
Book Rating : 4.4/5 (71 download)
Download or read book The History of Financial Planning written by E. Denby Brandon, Jr. and published by John Wiley & Sons. This book was released on 2009-10-12 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
Author : Lewis Hershey
Publisher :
ISBN 13 :
Total Pages : 40 pages
Book Rating : 4.:/5 (13 download)
Download or read book Client Report on the Society for Financial Service Professionals' Survey of Needs written by Lewis Hershey and published by . This book was released on 2013 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of this survey was to identify what financial service professionals in the target population indicated they need to build their business and what the Society of Financial Service Professionals can do to help meet those needs.Key findings from the survey include:•The objectives of the SFSP should be to both provide support for continuing education and to help members develop innovative products in service of their clients' needs.•A substantial number of current members responded, providing a strong basis for strategic planning for SFSP services and benefits offers.•There is strong and significant interest in Star Speakers, perhaps the serving as the basis for a Speakers Series to drive attendance and membership initiatives.•A contact database for providing members with access to allied service professionals should be established.•One-day programs on all areas of financial planning are of interest to the respondents.•One-day programs on selected areas of sales support are of interest to the respondents.
Author : John E. Grable
Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110727706
Total Pages : 510 pages
Book Rating : 4.1/5 (17 download)
Download or read book De Gruyter Handbook of Personal Finance written by John E. Grable and published by Walter de Gruyter GmbH & Co KG. This book was released on 2022-03-07 with total page 510 pages. Available in PDF, EPUB and Kindle. Book excerpt: The De Gruyter Handbook of Personal Finance provides a robust review of the core topics comprising personal finance, including the primary models, approaches, and methodologies being used to study particular topics that comprise the field of personal finance today. The contributors include many of the world’s leading personal finance researchers, financial service professionals, thought leaders, and leading contemporary figures conducting research in this area whose work has shaped—and continues to affect—the way that personal finance is conceptualized and practiced. The first section of the handbook provides a broad introduction to the discipline of personal finance. The following two sections are organized around the core elements of personal finance research and practice: saving, investing, asset management, and financial security. The fourth section introduces future research, practice, and policy directions. The handbook concludes with a discussion on an educational and research agenda for the future. This handbook will be a core reference work for researchers, financial service practitioners, educators, and policymakers and an excellent supplementary source of readings for those teaching undergraduate and graduate-level courses in personal finance, financial planning, consumer studies, and household finance.
Author : Ginger Cockerham
Publisher : iUniverse
ISBN 13 : 0595396747
Total Pages : 174 pages
Book Rating : 4.5/5 (953 download)
Download or read book Magnificent Masters in Financial Services written by Ginger Cockerham and published by iUniverse. This book was released on 2007-07 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The financial services career is extremely rewarding-and these women prove it. If you have an interest in coming into this business, you should read this book!" -William H. Beckley, Executive Vice President of Agencies, Northwestern Mutual Life. "There are so few women in this most rewarding of noble professions. Use this book to showcase to the women you are trying to recruit the stories of those who have been successful in financial services. They are motivating and captivating. And, they may be just enough for your prospective recruit to picture herself as a future successful leader in this career." -Susan W. Sweetser, JD, CFP(R), CLU, ChFC, Vice President-Focus Markets, MassMutual Financial Group "This book is an inspirational testament to what the individual can achieve, no matter your level or tenure in the business. Beyond the inspiration these 14 AMAZING WOMEN impart, readers will gain specific direction on how to apply their years of experience to help take their practice to new heights. I strongly recommend this compendium as an invaluable guidebook for all the amazing women in this great business. Thank you Ginger and Diane!" -Emily G. Viner, Field Vice President, Guardian Life Insurance Company of America "This is a book of best practices that every field leader and advisor must read! Embrace these lessons and apply them to immediately enrich your firm or practice!" -Jeff Hughes, CEO, GAMA International
Author :
Publisher :
ISBN 13 :
Total Pages : 1560 pages
Book Rating : 4.F/5 ( download)
Download or read book Current Law Index written by and published by . This book was released on 2007 with total page 1560 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Frank C. Bearden Ph.D.
Publisher : iUniverse
ISBN 13 : 1450233368
Total Pages : 200 pages
Book Rating : 4.4/5 (52 download)
Download or read book The Subtle Influence written by Frank C. Bearden Ph.D. and published by iUniverse. This book was released on 2010-09-07 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Subtle Influence: Conflicts of Interest in Financial Planning by Frank C. Bearden, Ph. D. is a book that will change your financial advising practice. It will ease your mind, lower your level of stress and better prepare you for whatever the regulators choose to impose on financial advisors. You will be a better, more confident advisor. This book should be read and absorbed by all advisors, RIAs, Registered Representatives, Broker/Dealers and all of those charged with providing unconflicted advice and professional judgment. It brings the sometimes elusive concept of fiduciary into something to which we all can strive. Ben G. Baldwin, CFP, ChFC, CLU, MSM, MSFS Noted Author, Speaker, Educator Through detailed case studies, you will determine how to evaluate and respond to conflicts of interest so that your integrity is never called into question. Discover practical solutions that you can implement right away. Conflicts of interest continue to wreck the careers of many professionals, and they also contributed to the recent financial crisis that devastated so many individuals and companies. Ensure that you survive and succeed with The Subtle Influence: Conflicts of Interest in Financial Planning. Conflicts of interest are a core component of discussions regarding client-planner relationships and fiduciary responsibility in the financial services industry. Dr. Bearden discusses such conflicts in a clear, straightforward manner, and his usage of client scenarios effectively adds color to ethical gray areas. Dr. Beardens book is required reading for those advisors who aspire to maintain long-lasting client relationships and who want to interact with clients in a transparent, ethical, and mutually productive manner. Dr. Jesse B. Arman, ChFC, Vice President, Academic Affairs College for Financial Planning
Author : H. Kent Baker
Publisher : John Wiley & Sons
ISBN 13 : 0470499117
Total Pages : 773 pages
Book Rating : 4.4/5 (74 download)
Download or read book Behavioral Finance written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2010-10-05 with total page 773 pages. Available in PDF, EPUB and Kindle. Book excerpt: A definitive guide to the growing field of behavioral finance This reliable resource provides a comprehensive view of behavioral finance and its psychological foundations, as well as its applications to finance. Comprising contributed chapters written by distinguished authors from some of the most influential firms and universities in the world, Behavioral Finance provides a synthesis of the most essential elements of this discipline, including psychological concepts and behavioral biases, the behavioral aspects of asset pricing, asset allocation, and market prices, as well as investor behavior, corporate managerial behavior, and social influences. Uses a structured approach to put behavioral finance in perspective Relies on recent research findings to provide guidance through the maze of theories and concepts Discusses the impact of sub-optimal financial decisions on the efficiency of capital markets, personal wealth, and the performance of corporations Behavioral finance has quickly become part of mainstream finance. If you need to gain a better understanding of this topic, look no further than this book.
Author : Robert B. Hudson
Publisher : Bloomsbury Publishing USA
ISBN 13 : 027599550X
Total Pages : 572 pages
Book Rating : 4.2/5 (759 download)
Download or read book Boomer Bust? written by Robert B. Hudson and published by Bloomsbury Publishing USA. This book was released on 2008-11-03 with total page 572 pages. Available in PDF, EPUB and Kindle. Book excerpt: Seventy-six million Baby Boomers are careening toward retirement in the United States. Demographic shifts toward aging populations are taking place around the Western world, as a variety of factors—biological, technological, medical, and sociocultural—are extending life spans. Meanwhile, birth rates are declining. The scaremongers argue that this generational shift is going to be disastrous: It will result in skyrocketing tax rates, lower retirement and health benefits, higher inflation, increased unemployment and poverty, political instability, and a host of other societal ills. But will it? In Boomer Bust?, Robert Hudson assembles leading authors from fields such as economics, political science, and finance to separate fact from fiction, highlight the terms of debate, and showcase innovative policies that will prevent disaster from occurring. From topics like Social Security to older people rejoining the workforce to the elderly as a political lobby, this two-volume set covers the gamut of economic, political, financial, and business issues related to aging. The Boomer generation will leave one of the largest footprints the world has yet seen. In retirement, as in all else, this generation is blazing a path affecting succeeding generations profoundly. Boomer Bust? charts a path through the thicket of personal and public policy choices facing not just Baby Boomers but all of society.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119095018
Total Pages : 877 pages
Book Rating : 4.1/5 (19 download)
Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 877 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : Zied Ftiti
Publisher : World Scientific
ISBN 13 : 1786349515
Total Pages : 609 pages
Book Rating : 4.7/5 (863 download)
Download or read book Financial And Economic Systems: Transformations And New Challenges written by Zied Ftiti and published by World Scientific. This book was released on 2021-03-22 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the last twenty years, several periods of turmoil have shaped the financial and economic system. Many regulatory policies, such as Basel III, have been introduced to overcome further crises and scandals. In addition, monetary policy has experienced a transition from conventional to unconventional frameworks in most industrialized and emerging economies. For instance, turning to hedge and diversification of portfolios, commodities markets have attracted increasing interest. More recently, new forms of money have been introduced, such as virtual money. These changes have influenced governance features at both macro and micro levels. Therefore, calls for ethical and sustainable standards in financial and economic spheres have been growing since 2007.Financial and Economic Systems: Transformations and New Challenges provides readers with insights about future transformations and challenges for financial and economic systems. Prominent contributors focus on different aspects, providing a global overview of crisis implications. The book is split into four main areas: Changes in the Real Sphere, covering issues related to yields, risk, unconventional monetary policy, and macroprudential policy; Financial Markets and Macroeconomics, covering uncertainty in finance and economics; CSR, Sustainability and Ethical Finance, highlighting the emergence of corporate social responsibility; and Digitalization, Blockchain and FinTech and the consequences of these transformations on markets and economic systems.
Author : Andrew J. DuBrin
Publisher : Page Publishing Inc
ISBN 13 : 164298776X
Total Pages : 224 pages
Book Rating : 4.6/5 (429 download)
Download or read book Tolerating Ambiguity for Leadership and Professional Effectiveness written by Andrew J. DuBrin and published by Page Publishing Inc. This book was released on 2022-11-03 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tolerating Ambiguity for Leadership and Professional Effectiveness focuses on an underaEUR"publicized success factor in work and personal life. As the world of work has become more uncertain and rapidly changing, the ability to tolerate ambiguity as well as thrive from it has gained in importance as a trait and behavior for leaders, managers, and individual contributors. The purpose of the book is to enhance the reader's tolerance for ambiguity as a method of fortifying his or her leadership and professional effectiveness. The book describes relevant research and opinion about many aspects of tolerating ambiguity. Each chapter contains a few ideas for dealing better with ambiguity, and the final chapter presents a comprehensive list of suggestions for becoming more effective at dealing with ambiguity. SelfaEUR"quizzes are presented in ten chapters to help you personalize the major chapter theme under consideration. All key points throughout the book are illustrated with examples, including references to identified individuals and business organizations. The major contribution of the book is its systematic presentation of applied information related to tolerating ambiguity, such as the payoffs from tolerating ambiguity, the attributes and actions of people who tolerate ambiguity, enhancing leadership effectiveness, and the facilitation of creativity and innovation. The book also includes a master plan for applying the information about ambiguity tolerance to serve as a guideline toward action.
Author : Andy Hargreaves
Publisher : Teachers College Press
ISBN 13 : 0807771708
Total Pages : 241 pages
Book Rating : 4.8/5 (77 download)
Download or read book Professional Capital written by Andy Hargreaves and published by Teachers College Press. This book was released on 2015-04-24 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: The future of learning depends absolutely on the future of teaching. In this latest and most important collaboration, Andy Hargreaves and Michael Fullan show how the quality of teaching is captured in a compelling new idea: the professional capital of every teacher working together in every school. Speaking out against policies that result in a teaching force that is inexperienced, inexpensive, and exhausted in short order, these two world authorities--who know teaching and leadership inside out--set out a groundbreaking new agenda to transform the future of teaching and public education. Ideas-driven, evidence-based, and strategically powerful, Professional Capital combats the tired arguments and stereotypes of teachers and teaching and shows us how to change them by demanding more of the teaching profession and more from the systems that support it. This is a book that no one connected with schools can afford to ignore. This book features: (1) a powerful and practical solution to what ails American schools; (2) Action guidelines for all groups--individual teachers, administrators, schools and districts, state and federal leaders; (3) a next-generation update of core themes from the authors' bestselling book, "What's Worth Fighting for in Your School?" [This book was co-published with the Ontario Principals' Council.].
