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The Advisor
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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 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.
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.
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 224 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.
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.
Book Synopsis Get Wise to Your Advisor by : Steven D. Lockshin
Download or read book Get Wise to Your Advisor written by Steven D. Lockshin and published by John Wiley & Sons. This book was released on 2013-09-03 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
Book Synopsis 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! by : Daniel C. Finley
Download or read book 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! written by Daniel C. Finley and published by Lulu.com. This book was released on 2011-12 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.
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.
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.
Book Synopsis The Portable Dissertation Advisor by : Miles T. Bryant
Download or read book The Portable Dissertation Advisor written by Miles T. Bryant and published by Corwin Press. This book was released on 2003-11-21 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for the doctoral graduate student, this book gives you the vital support to write your dissertation when you can't be on campus full-time!
Book Synopsis The Advisor's Guide to Annuities, 4th Edition by : John L. Olsen
Download or read book The Advisor's Guide to Annuities, 4th Edition written by John L. Olsen and published by . This book was released on 2014-05-24 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
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 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.
Book Synopsis The Social Advisor by : Amy McIlwain
Download or read book The Social Advisor written by Amy McIlwain and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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:
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.
Book Synopsis The Excellent Investment Advisor by : Nick Murray
Download or read book The Excellent Investment Advisor written by Nick Murray and published by Nick Murray Company Incorporated. This book was released on 1996 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt:
