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The Advisor Playbook
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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.
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 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Wealth Creator's Playbook by : John Christianson
Download or read book The Wealth Creator's Playbook written by John Christianson and published by Bloomsbury Publishing USA. This book was released on 2019-03-22 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt: An advisor to many of today's most successful wealth creators explains how to align your values with your wealth, including the ways in which it is earned, managed, and spent, to maximize both wealth and personal fulfillment. Money is something most people fantasize about: if only financial independence became a reality, then life would be easier and more fulfilling. Wealth creators soon discover that while money provides incredible opportunities, it can also bring unexpected consequences: isolation, relationship challenges, and a lack of purpose that are often by-products of achieving financial success. Wealth is a gift that involves practical, psychological, and spiritual stewardship. Wealth creators desperately need advice they can trust to maximize, not just manage, the gift of wealth. Drawing on wisdom from John Christianson's 25 years of experience advising some of the most successful wealth creators in the country, this book explores money emotional intelligence, roadblocks around money and relationships, kids and money, generosity, identity, and aligning your values with your money. The Wealth Creator's Playbook is the go-to guide for individuals who are chasing financial success and the richness of a deeply fulfilling life.
Book Synopsis The War Room Binder by : Steve Wilmer
Download or read book The War Room Binder written by Steve Wilmer and published by . This book was released on 2018-05-13 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
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.
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.
Download or read book UnBranding written by Scott Stratten and published by John Wiley & Sons. This book was released on 2017-10-09 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt: UnBranding breaks through the noise of disruption. We live in a transformative time. The digital age has given us unlimited access to information and affected all our traditional business relationships – from how we hire and manage, to how we communicate with our current and would-be customers. Innovation continues to create opportunities for emerging products and services we never thought possible. With all the excitement of our time, comes confusion and fear for many businesses. Change can be daunting, and never have we lived in a time where change came so quickly. This is the age of disruption – it's fast-paced, far-reaching and is forever changing how we operate, create, connect, and market. It's easy to see why brand heads are spinning. Businesses are suffering from 'the next big thing' and we're here to help you find the cure. UnBranding is about focus – it's about seeing that within these new strategies, technologies and frameworks fighting for our attention, lay the tried and true tenants of good business – because innovation is nothing but a bright and shiny new toy, unless it actually works. UnBranding is here to remind you that you can't fix rude staff, mediocre products and a poor brand reputation with a fancy new app. We are going to learn from 100 branding stories that will challenge your assumptions about business today and teach valuable, actionable lessons. It's not about going backwards, it's about moving forward with purpose, getting back to the core of good branding while continuing to innovate and improve without leaving your values behind. Some topics will include: Growing and maintaining your brand voice through the noise How to focus on the right tools for your business, for the right reasons Maintaining trust, consistency and connection through customer service and community The most important question to ask yourself before innovation The importance of personal branding in the digital age How to successful navigate feedback and reviews It's time for a reality check. It's time to solve problems, create connections, and provide value rather than rush strategy just to make headlines. UnBranding gives you the guidance you need to navigate the age of disruption and succeed in business today.
Book Synopsis The Direct to Consumer Playbook by : Mike Stevens
Download or read book The Direct to Consumer Playbook written by Mike Stevens and published by Kogan Page Publishers. This book was released on 2022-05-03 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build your DTC brand by learning from the best. As consumer buying habits continue to shift, more and more brands are turning their attention to e-commerce and selling direct. However, few manage to succeed at scale. Overcome the challenges of the ever-increasing cost of marketing, the demands of customer service, complicated logistical requirements and the perils of selecting the right technology by learning from the DTC pioneers who have got it right. Read the founding stories, strategies, failures and eventual success of DTC brands such as Huel, graze, Snag, tails.com, Who Gives a Crap, Casper, Lick, allplants, Bloom & Wild and more to discover: · How they got started, what worked then and what works now · The importance of building a community and how to use data · When to consider going multichannel · Why you need a bulletproof brand · Navigating funding, margins, growth, customer service and product development and more For the first time, the best in class of DTC share their playbooks so that you can understand and build on their successes.
Book Synopsis The Culture Playbook by : Daniel Coyle
Download or read book The Culture Playbook written by Daniel Coyle and published by Bantam. This book was released on 2022-05-03 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ultimate handbook for fostering and cultivating a strong team culture, from the New York Times bestselling author of The Culture Code and The Talent Code. “If you are a leader—or if you work with one—and want to understand how to build psychological safety, trust, and a sense of purpose for your team, then you need this book.”—Charles Duhigg, author of The Power of Habit Building a team has never been harder than it is right now. How do you create connection and trust? How do you stay focused on your goals? In his years studying the ways successful groups work together, Daniel Coyle has spent time with elite teams around the world, observing the ways they support each other, manage conflict, and move toward a common goal. In The Culture Playbook, he distills everything he has learned into sixty concrete, actionable tips and exercises that will help your team build a cohesive, positive culture. Great cultures, Coyle has found, are built on three essential skills: safety, vulnerability, and purpose. Within this framework, he shows us how we can better serve our teammates, ourselves, and our shared purpose, including: • scheduling regular team “tune-ups” to place an explicit spotlight on the team’s inner workings and create conversations that surface and improve team dynamics • creating spaces for remote coworkers to connect with their colleagues to foster a team spirit even across distances • holding an anxiety party to serve as a pressure-relief valve, as well as a platform for people to connect and solve problems together With reflections, exercises, and practical tips that will prove invaluable to companies, athletes, and families alike, and replete with black-and-white illustrations, The Culture Playbook is an indispensable guide to ensuring that your team performs at its best.
Book Synopsis Changemaker Playbook by : Henry de Sio
Download or read book Changemaker Playbook written by Henry de Sio and published by Nicholas Brealey Publishing. This book was released on 2024-09-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Silver Medal Winner in Business and Leadership, 2023 Nautilus Book Awards Winner for Best Business (General) Book, 2022 International Best Book Awards. Winner for Best Nonfiction (General) Book, 2022 Best Book Awards. Silver Medal Winner in Business Ethics, 2022 Axiom Business Book Awards. "The game has changed, so how do you respond? Changemaker Playbook offers a new game plan on leaderships that everyone needs for a world in which change is the only constant."--Pete Souza, #1 New York Times bestselling author "Changemaker Playbook is filled with stories of everyday changemakers who have the courage to act on their empathy. This book is a true blueprint for how we rise above our differences, come together, and fix real problems." --Van Jones, CNN political contributor, host of The Van Jones Show, and best-selling author The Game Has Changed! What would you do if the game you had been preparing for your whole life had changed? This is the question we all face today. Our one-leader-at-a-time past has given way to a present reality where everyone has the potential to lead in every aspect of life. We all have at our fingertips the tools of change that were once available to only a few. This shift from one-leader-at-a-time to everyone-leading-in-every-moment has created a changemaker effect on society. Change is no longer linear and faster, it's explosive and omnidirectional--and we are the first generation to navigate this reordered reality. Our iEverything world requires a new playbook. CHANGEMAKER PLAYBOOK will show you how to thrive in every aspect of today's transformed societal landscape. Based on the author's discoveries about leading in change from some of the world's leading changemakers -- business and social entrepreneurs, educators, media thought leaders, and youth innovators -- readers can apply the principles in this book to the new everyone-a-changemaker world. An unforgettable tutorial on the principles of empathy-based ethics, co-creative teamwork, and the ins and outs of the new game, CHANGEMAKER PLAYBOOK is as much a new leadership handbook as it is the definitive individual and organizational achievement playbook. This is the new playbook for the new game.
Book Synopsis The EXITPreneur's Playbook by : Joe Valley
Download or read book The EXITPreneur's Playbook written by Joe Valley and published by Lioncrest Publishing. This book was released on 2021-05-15 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The EXITpreneur's Playbook is the ultimate guide to selling an online business. We all need to transition our businesses someday, and those that learn from this book will have a smoother experience, an improved deal structure, and a stronger bank account." -Walker Deibel, bestselling author of Buy Then Build Most people start an online business for the freedom, autonomy, and money that come with entrepreneurship-but what they often find instead is the feeling that they're running on a hamster wheel and can't jump off. If you were looking to exit your business, would you know how? Do you know what your business is truly worth? This book will shift your mindset from entrepreneur to EXITpreneur. After all, the majority of all the money you'll ever make from your business comes on the day you sell-so it's important to get the exit right. In The EXITpreneur's Playbook, Joe Valley shares his experience in all facets of exiting an online business through direct experiences and real-life examples, with clear math and logic. You'll learn to: ● Assess the value of your business and reverse engineer a path to an incredible exit ● Avoid the "ignorance discount" when selling a business on your own ● Negotiate favorable deal terms and conditions ● Calculate the all-important seller's discretionary earnings ● Create rock-solid pillars every buyer wants The EXITpreneur's Playbook is the definitive guide to achieving your own incredible exit, at the right time and value, and with the best deal structure that allows you to move on to your next adventure-with not just money in the bank, but satisfaction and peace of mind.
Download or read book Foolish written by Gil Baumgarten and published by Lioncrest Publishing. This book was released on 2021-05-04 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wall Street brokerage firms won't be happy about this book. That's because brokerage firms have built their businesses on profiting in the shadows, and they surely don't want the lights to come on. After 25 years on Wall Street and another 10 years as a fee-only fiduciary RIA, Gil Baumgarten knows all the brokerage tactics that make your portfolio inefficient and put you at a disadvantage. He also understands the common, self-destructive tendencies that make every investor vulnerable to brokerage firm schemes. FOOLI$H pulls no punches. This book is your inside look at the complicated brokerage ecosystem and the realities of investor behavior. You'll discover the staggering differences between brokerage and advisory systems and walk away with actionable advice to help you stay on guard. Most importantly, you'll take an introspective look at your investing style and learn how to walk away from the FOOLI$H routes investors so often take.
Book Synopsis The Public Relations Practitioner's Playbook for (all) Strategic Communicators by : M. Larry Litwin, APR, Fellow PRSA
Download or read book The Public Relations Practitioner's Playbook for (all) Strategic Communicators written by M. Larry Litwin, APR, Fellow PRSA and published by Author House. This book was released on 2013-08-27 with total page 622 pages. Available in PDF, EPUB and Kindle. Book excerpt: Some years ago, a young graduate student contributed to a book for educational public relations specialists. It was a “how-to-do-it book, light on theory and without footnotes” that offered hundreds of tips and “ideas.” Its title evolved into School Communication Ideas that Work. Like that successful and widely used book, published in 1972, The Public Relations Practitioner's Playbook for (all) Strategic Communicators is how-to and hands-on. Edition three was considered for the 2009 Pulitzer Prize. The theory it contains is woven into thousands of proven techniques, tips, tactics, tools and strategies spread over 626 pages. Explanations, examples and anecdotes are in a language that should appeal to experienced practitioners, college students and organization volunteers who assist with public relations, publicity and other strategic communication disciplines. It won't do the work for the would-be publicity or PR practitioner or counselor, but it will make his or her job much easier. Devotees of the Public Relations Practitioner's Playbook may have noticed, its title now includes for (all) Strategic Communicators. That's because the public relations profession has evolved into the more encompassing strategic communication, which includes not only public relations but public affairs, advertising, marketing, social media, graphic and web design and other areas of digital media convergence, strategic planning and campaigns. “Strategic communication occurs in corporate, non-profit, governmental and agency settings,” according to Elon (N.C.) University's website. “Organizations strategically communicate to audiences through publications and videos, crisis management through the news media, special events planning, building brand identity and product value, and communicating with stockholders (and stakeholders), clients or donors.
Book Synopsis The Go-Giver Influencer by : Bob Burg
Download or read book The Go-Giver Influencer written by Bob Burg and published by Penguin. This book was released on 2018-04-10 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the bestselling authors of The Go-Giver, Go-Givers Sell More, and The Go-Giver Leader comes another compelling parable about the paradox of getting ahead by placing other people's interests first. The Go-Giver Influencer is a story about two young, ambitious businesspeople: Gillian Waters, the chief buyer for Smith & Banks, a midsized company that operates a national chain of pet accessory stores; and Jackson Hill, the founder of Angels Clothed in Fur, a small but growing manufacturer of all-natural pet foods. Each has something the other wants. To Jackson, Smith & Banks represents the possibility of reaching more animals with his products--if he can negotiate terms and conditions that will protect his company's integrity. To Gillian, Angels Clothed in Fur could give her company a distinctive, uniquely high-quality line that will help them stand out from their competitors--if Angels Clothed in Fur can be persuaded to give them an exclusive. At first, the negotiations are adversarial and frustrating. Then, coincidentally, Gillian and Jackson each encounter a mysterious yet kindly mentor. Over the next week, while neither one realizes the other is doing the same, both Gillian and Jackson learn the heart of both mentors' philosophies: The Five Secrets of Genuine Influence. The story ends in a way that surprises everyone--and with lessons we can all apply in our efforts to resolve conflicts and influence others.
Download or read book The Playbook written by Benjamin James and published by . This book was released on 2020-07-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Starting Your Own Practice by : Robert Fragasso
Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.
Book Synopsis The Business Playbook by : Chris Ronzio
Download or read book The Business Playbook written by Chris Ronzio and published by Lioncrest Publishing. This book was released on 2021-10-05 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Entrepreneur, CEO, or business leader: no matter your title, the success of your company is a responsibility-and weight-that lies squarely on your shoulders. In the beginning, increased control was an asset that bought you peace of mind. But now, without the structure your business needs to thrive, you're overworked, overwhelmed, and unsure of the path ahead. Fortunately, everything that makes your company work can be captured and put to work for you. In The Business Playbook, serial entrepreneur Chris Ronzio walks you through his proven framework for building a playbook: the profile of your business, the people who work in it, the policies that guide it, and the processes that operate it. He shows you how to codify your culture and create a living document that allows you to let go of day-to-day responsibilities and empower your team to run the business without you. If you want to build a company that doesn't rely on you putting in more hours, this book will show you the way.
