The Advisor

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The Trusted Advisor: 20th Anniversary Edition

Author : Charles H. Green
Publisher : Simon and Schuster
ISBN 13 : 0743205448
Total Pages : 236 pages
Book Rating : 4.7/5 (432 download)

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Book Synopsis The Trusted Advisor: 20th Anniversary Edition by : Charles H. Green

Download or read book The Trusted Advisor: 20th Anniversary Edition written by Charles H. Green and published by Simon and Schuster. This book was released on 2001-10-09 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bestselling author David Maister teams up with Charles H. Green and Robert M. Galford to bring us the essential tool for all consultants, negotiators, and advisors. In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.

The Advisor Playbook

Author : Duncan MacPherson
Publisher :
ISBN 13 : 9780968440186
Total Pages : 0 pages
Book Rating : 4.4/5 (41 download)

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Book Synopsis The Advisor Playbook by : Duncan MacPherson

Download or read book The Advisor Playbook written by Duncan MacPherson and published by . This book was released on 2015-10-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.

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 Trusted Advisor

Author : David H. Maister
Publisher : Simon and Schuster
ISBN 13 : 147110964X
Total Pages : 234 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 234 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 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.

The Advisor

Author :
Publisher :
ISBN 13 :
Total Pages : 382 pages
Book Rating : 4.:/5 (334 download)

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Book Synopsis The Advisor by :

Download or read book The Advisor written by and published by . This book was released on 1902 with total page 382 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Rattiner's Financial Planner's Bible

Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
ISBN 13 : 0471426725
Total Pages : 316 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Rattiner's Financial Planner's Bible by : Jeffrey H. Rattiner

Download or read book Rattiner's Financial Planner's Bible written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2002-10-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.

Ferri's Clinical Advisor 2021

Author : Fred F. Ferri
Publisher : Elsevier Health Sciences
ISBN 13 : 0323713343
Total Pages : 4158 pages
Book Rating : 4.3/5 (237 download)

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Book Synopsis Ferri's Clinical Advisor 2021 by : Fred F. Ferri

Download or read book Ferri's Clinical Advisor 2021 written by Fred F. Ferri and published by Elsevier Health Sciences. This book was released on 2020-06-10 with total page 4158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Find fast answers to inform your daily diagnosis and treatment decisions! Ferri’s Clinical Advisor 2021 uses the popular "5 books in 1" format to deliver vast amounts of information in a clinically relevant, user-friendly manner. This bestselling reference has been significantly updated to provide you with easy access to answers on 1,000 common medical conditions, including diseases and disorders, differential diagnoses, clinical algorithms, laboratory tests, and clinical practice guidelines—all carefully reviewed by experts in key clinical fields. Extensive algorithms, along with hundreds of new figures and tables, ensure that you stay current with today's medical practice. Contains significant updates throughout, covering all aspects of current diagnosis and treatment. Features 27 all-new topics including chronic rhinosinusitis, subclinical brain infarction, reflux-cough syndrome, radiation pneumonitis, catatonia, end-stage renal disease, and genitourinary syndrome of menopause, among others. Includes new appendices covering common herbs in integrated medicine and herbal activities against pain and chronic diseases; palliative care; and preoperative evaluation. Offers online access to Patient Teaching Guides in both English and Spanish.

The Million-dollar Financial Advisor

Author : David J. Mullen (Jr.)
Publisher : AMACOM Div American Mgmt Assn
ISBN 13 : 0814414729
Total Pages : 290 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis The Million-dollar Financial Advisor by : David J. Mullen (Jr.)

Download or read book The Million-dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Millionaire Service Advisor

Author : Chris Collins
Publisher :
ISBN 13 : 9781733394529
Total Pages : 136 pages
Book Rating : 4.3/5 (945 download)

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Book Synopsis Millionaire Service Advisor by : Chris Collins

Download or read book Millionaire Service Advisor written by Chris Collins and published by . This book was released on 2019-10-08 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.

The Advisor- You Have a Problem, I Have Ideas

Author : David G. Pietrantoni
Publisher : Dorrance Publishing
ISBN 13 :
Total Pages : 218 pages
Book Rating : 4.8/5 (892 download)

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Book Synopsis The Advisor- You Have a Problem, I Have Ideas by : David G. Pietrantoni

Download or read book The Advisor- You Have a Problem, I Have Ideas written by David G. Pietrantoni and published by Dorrance Publishing. This book was released on 2023-06-23 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: About the Book After graduating from college, Adam, like all recent graduates, is worried about getting a job. However, when an opportunity seemingly falls into his lap, young Adam discovers the real concern is not what the job is but who you’ll be working for... Enter Hiram Jablonski, RNG aka The Advisor. Adam’s new boss is a bombastic man whose personality and outlandish ideas seem to take up whatever room he’s in. No matter what the challenge, he is tireless and optimistic! His newest client is running for mayor. Using a variety of out-of-the-box schemes and some unusual ideas, The Advisor along with Adam and the rest of the cooky cast of employees, begin their quest to get their client elected. About the Author David G. Pietrantoni is semi-retired and lives in Massachusetts with his wife Adele and their cat, Ziggy. He has a love of reading and a passion for history.

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.

The Smart Financial Advisor

Author : Bill Martin CFA
Publisher : Harriman House Limited
ISBN 13 : 0857195840
Total Pages : 207 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis The Smart Financial Advisor by : Bill Martin CFA

Download or read book The Smart Financial Advisor written by Bill Martin CFA and published by Harriman House Limited. This book was released on 2017-10-25 with total page 207 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Financial Advisor M&A Guidebook

Author : Greg Friedman
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.

The Graduate Advisor Handbook

Author : Bruce M. Shore
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.

Pediatric Clinical Advisor E-Book

Author : Lynn C. Garfunkel
Publisher : Elsevier Health Sciences
ISBN 13 : 0323070582
Total Pages : 858 pages
Book Rating : 4.3/5 (23 download)

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Book Synopsis Pediatric Clinical Advisor E-Book by : Lynn C. Garfunkel

Download or read book Pediatric Clinical Advisor E-Book written by Lynn C. Garfunkel and published by Elsevier Health Sciences. This book was released on 2007-07-05 with total page 858 pages. Available in PDF, EPUB and Kindle. Book excerpt: Quickly and confidently access the on-demand, go-to guidance you need to diagnose, treat, and manage hundreds of pediatric disorders! A new user-friendly "five-books-in-one" format makes it easier than ever for you to zero in on nearly 400 common pediatric diagnoses, common signs and symptoms (with diagnostic algorithms and differentials), plus commonly used tables, equations, and charts. Find the specific information you need quickly and easily with the aid of a consistent, bulleted outline format and alphabetical listings of diseases, topics, differential diagnoses, and algorithms. Deliver the best outcomes by incorporating clinical pearls from experts in the field into your practice. Reference the complete contents online anytime, fully searchable. Consult either the user-friendly text or the fully searchable web site to provide high-quality pediatric patient care - efficiently and effectively.

The Intuitive Advisor

Author : Mona Lisa Schulz, M.D./Ph.D.
Publisher : Hay House, Inc
ISBN 13 : 9781401926052
Total Pages : 288 pages
Book Rating : 4.9/5 (26 download)

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Book Synopsis The Intuitive Advisor by : Mona Lisa Schulz, M.D./Ph.D.

Download or read book The Intuitive Advisor written by Mona Lisa Schulz, M.D./Ph.D. and published by Hay House, Inc. This book was released on 2009-05-15 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether it’s the loveless marriage, family frustrations, the dead-end job, or all the other stressors that result in a health issue that won’t go away, most people have some prototypical problem that has caused them to get stuck in a rut and feel lost and confused. . . . And in just about every city or town, you can find a psychic advisor who will offer to advise you about these topics . . . often for a hefty sum of money. But these types of "fortune tellers" give you only limited advice—more like a weather report. They tell you if things will get better or get worse, whether the boyfriend or girlfriend you just broke up with come back, whether that check you’ve been waiting for will be in the mail, or whether your loved one’s health will improve. All that’s left is for you to go home and wait for things to happen. Well, there must be a better way to learn how to deal with issues that affect your health . . . and there is! In this enlightening book, Mona Lisa Schulz, M.D., Ph.D., shows you how to combine intuition with intelligence to solve your most pressing health problems. But she’s not your run-of-the-mill intuitive. Described as a psychic doctor with humor, solutions, and credentials, Dr. Mona Lisa gives you no-nonsense, grounded, practical, in-your-face solutions on how to fix the relationship, or job/family/physical/emotional problem. She also explains how to deal with many ailments that affect your well-being, including fatigue, allergies, skin problems, weight, digestion, depression, anxiety, and much more. By mastering the "7 Rules for Intuitive Health," you can learn to intuitively conquer pain and suffering and create a life filled with health and happiness.