11 Ways Financial Advisors Attract Their Ideal Clients With A Book

Download 11 Ways Financial Advisors Attract Their Ideal Clients With A Book full books in PDF, epub, and Kindle. Read online 11 Ways Financial Advisors Attract Their Ideal Clients With A Book ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!

11 Ways Financial Advisors Attract Their Ideal Clients With A Book

Author : Adam Witty
Publisher : Advantage Media Group
ISBN 13 : 1599324547
Total Pages : 132 pages
Book Rating : 4.5/5 (993 download)

DOWNLOAD NOW!

Book Synopsis 11 Ways Financial Advisors Attract Their Ideal Clients With A Book by : Adam Witty

Download or read book 11 Ways Financial Advisors Attract Their Ideal Clients With A Book written by Adam Witty and published by Advantage Media Group. This book was released on 2013-11-01 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: More Leads. Free Publicity. Speaking Opportunities. Ultimate Authority & Credibility. This book teaches you how to quickly and easily use a book as rocket fuel to propel the growth and expansion of your business. Inside, 11 financial advisors, who became authors, reveal how they have used their books to attract their ideal clients and grow their businesses as a result. You will learn: • How Ann Vanderslice, President and CEO of Federal Retirement Planning Strategies, expanded her local business to a national enterprise in the span of one year with the help of her book. (Chapter 2) • How Founder of Strategic Wealth Designers, Matt Dicken, uses his book to turn a “lukewarm lead” into a “hot lead” before meeting with potential clients, making first-time appointments more productive and successful. (Chapter 3) • How Mike Canet, President & Founder of Prostatis Financial Advisors Group, leveraged his book to “create the aura of celebrity, credibility, and expertise” and appear in hundreds of journals, newspapers and major stations across the country – and doubled his income in the span of two years. (Chapter 4) • How CEO of First Financial Partners, Matt Zagula, promoted his book on national TV, creating a campaign that uncovered a new market for his business and generated a 7-figure rate of return. (Chapter 7) • How Thomas Helbig, Founder & CEO of Retirement Advisory Group, found an easy way to write his book and turned his “struggling” business into a success that doubled his income in one year. (Chapter 12)

Marketing Power for Financial Advisors

Author : Bob Hanson
Publisher : AuthorHouse
ISBN 13 : 1496931769
Total Pages : 117 pages
Book Rating : 4.4/5 (969 download)

DOWNLOAD NOW!

Book Synopsis Marketing Power for Financial Advisors by : Bob Hanson

Download or read book Marketing Power for Financial Advisors written by Bob Hanson and published by AuthorHouse. This book was released on 2014-10-01 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt: Marketing Power for Financial Advisors helps you avoid common missteps that stunt your growth such as presenting yourself as just another look-alike financial advisor, squandering your resources on trial-and-error marketing, trying to appeal to everyone, being mesmerized by the latest marketing tactic, or falling into the trap of calling on one and only one marketing tactic. Instead, you can gain marketing leverage by following the 3 Ps of growth: Planning -- How to generate your marketing Plan to help you attract a steady stream of qualified prospects. Packaging -- How to communicate your Story to grab your desired audience. Promoting -- How to spread the word about your story through productive Promotions and tactics To experience sustainable growth over a period of years, financial advisors must incorporate Planning, Packaging, and Promoting into their practice. This book nimbly guides you through each of these three essentials with the exact systems and tools youll need to ignite your marketing momentum and realize the success you desire.

Master the Media to Attract Your Ideal Clients

Author : Derrick Kinney
Publisher : John Wiley & Sons
ISBN 13 : 9780471482567
Total Pages : 264 pages
Book Rating : 4.4/5 (825 download)

DOWNLOAD NOW!

Book Synopsis Master the Media to Attract Your Ideal Clients by : Derrick Kinney

Download or read book Master the Media to Attract Your Ideal Clients written by Derrick Kinney and published by John Wiley & Sons. This book was released on 2004-09-27 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Master the Media to Attract Your Ideal Clients "This book is a marketing masterpiece. It should be required reading for all financial professionals." -Janine Wertheim, Chief Marketing Officer Securities America, Inc. "Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more-Derrick Kinney delivers on his promise to help you 'master the media.'" -Harold Evensky, CFP author, Wealth Management "This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!" -Brian Tracy, President, Brian Tracy International author, Create Your Own Future "Kinney offers an easy and effective 'how-to' approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there." -Gail S. Waisanen, CLU, Editor, Life Insurance Selling "Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients." -John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning

Book The Business

Author : Adam Witty
Publisher : Advantage Media Group
ISBN 13 : 1599324075
Total Pages : 184 pages
Book Rating : 4.5/5 (993 download)

DOWNLOAD NOW!

Book Synopsis Book The Business by : Adam Witty

Download or read book Book The Business written by Adam Witty and published by Advantage Media Group. This book was released on 2013-10 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Inside these pages, you'll discover nine exciting, different ways to make money and advance your career, business or cause by being the author of a book."--Back cover.

The Marketing Guide For Financial Advisors

Author : Claire Akin
Publisher :
ISBN 13 : 9781705950395
Total Pages : 160 pages
Book Rating : 4.9/5 (53 download)

DOWNLOAD NOW!

Book Synopsis The Marketing Guide For Financial Advisors by : Claire Akin

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

Taming the Four-Headed Dragon

Author : Bill Walton
Publisher : iUniverse
ISBN 13 : 1491718412
Total Pages : 155 pages
Book Rating : 4.4/5 (917 download)

DOWNLOAD NOW!

Book Synopsis Taming the Four-Headed Dragon by : Bill Walton

Download or read book Taming the Four-Headed Dragon written by Bill Walton and published by iUniverse. This book was released on 2014-03-04 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: A financial advisors job can be one of the most rewarding in todays economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But the recent downturn in the global economy and general skepticism regarding Wall Street has advisors working harder than ever to manage and grow their business. Every FA must sign more new clients to keep their practice viable. If you are a financial advisor who is struggling to balance all that it entails to run, market, and administer your business, then Taming the Four-Headed Dragon is the book for you. This phenomenal book, as one reviewer called it, is packed with proven tactics and strategies to help financial advisors be clear on who is an ideal prospect for them and arm their referral sources with relevant messaging to make these connections. Author Bill Walton provides a prospecting system that turns every conversation or meeting into a beneficial next step toward closing business. This must-have guide for all financial professionals who sell reveals how to: set meaningful goals that pull you toward action; profile your ideal client; write a clear and compelling value proposition; craft and share crisp messaging with referral sources and centers of influence; and conduct meetings that always lead to a next step. Bill Waltons sales training programs have been adopted by Wall Streets top firms and high-profile Fortune 500 companies. Drawing on his years of experience and success from the sales forces that he serves, Bill Walton has provided an essential guide for achieving success in the ever-competitive arena of financial sales.

The One-Page Financial Plan

Author : Carl Richards
Publisher : Penguin UK
ISBN 13 : 0241971675
Total Pages : 224 pages
Book Rating : 4.2/5 (419 download)

DOWNLOAD NOW!

Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

Attracting Perfect Customers

Author : Stacey Hall
Publisher : Berrett-Koehler Publishers
ISBN 13 : 1609940377
Total Pages : 234 pages
Book Rating : 4.6/5 (99 download)

DOWNLOAD NOW!

Book Synopsis Attracting Perfect Customers by : Stacey Hall

Download or read book Attracting Perfect Customers written by Stacey Hall and published by Berrett-Koehler Publishers. This book was released on 2001-10-15 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: “A step-by-step approach to increasing your happiness, as well as your profitability and success in business . . . A very provocative concept.” —Gerry Myers, author of Targeting the New Professional Woman Most businesses spend far too much of their time and energy struggling to get new customers or hang on to existing ones—even customers who are ultimately more trouble than they’re worth. Attracting Perfect Customers invites readers to move beyond the notions that “business is war” and winning market share means “beating” the other guy. The authors outline a simple strategic process for making businesses so highly attractive that perfect customers and clients are naturally drawn right to them. Sound too good to be true? Hall and Brogniez have successfully shown clients how to do it for years, and now they share their secrets. They prove that war-like marketing techniques seem antiquated and labor-intensive when compared to the Strategic Attraction Planning process, which requires just five minutes each day and enables any business to easily attract customers that are a perfect fit for their organization—the kind of customers it is a pleasure to serve. The authors reveal the six success standards of strategic synchronicity and share simple, fun, and easy-to-follow exercises that can be applied to any organization. They walk you through the process of creating your own personalized Strategic Attraction Plan and provide 21 supportive tips for making any company more attractive to its perfect customers. Attracting Perfect Customers will take you to a place where there is an abundance of perfect customers and clients with whom you can build strong, satisfying, profitable, and lasting relationships.

How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

Author : Kathleen Burns Kingsbury
Publisher : McGraw Hill Professional
ISBN 13 : 0071798986
Total Pages : 273 pages
Book Rating : 4.0/5 (717 download)

DOWNLOAD NOW!

Book Synopsis How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by : Kathleen Burns Kingsbury

Download or read book How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2012-08-31 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Author : Stephen Wershing
Publisher : McGraw Hill Professional
ISBN 13 : 0071808205
Total Pages : 209 pages
Book Rating : 4.0/5 (718 download)

DOWNLOAD NOW!

Book Synopsis Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself by : Stephen Wershing

Download or read book Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself written by Stephen Wershing and published by McGraw Hill Professional. This book was released on 2012-10-05 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. "The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships." You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals "Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact "The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor "Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View "This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network "Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company "Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet

The Million-Dollar Financial Advisor Team

Author : David J. Mullen, Jr.
Publisher : AMACOM
ISBN 13 : 0814439217
Total Pages : 305 pages
Book Rating : 4.8/5 (144 download)

DOWNLOAD NOW!

Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.

Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

The Next Millionaire Next Door

Author : D. J. D. Stanley
Publisher : Rowman & Littlefield
ISBN 13 : 1493035363
Total Pages : 273 pages
Book Rating : 4.4/5 (93 download)

DOWNLOAD NOW!

Book Synopsis The Next Millionaire Next Door by : D. J. D. Stanley

Download or read book The Next Millionaire Next Door written by D. J. D. Stanley and published by Rowman & Littlefield. This book was released on 2018-10-01 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over the past 40 years, Tom Stanley and his daughter Sarah Stanley Fallaw have been involved in research examining how self-made, economically successful Americans became that way. Despite the publication of The Millionaire Next Door, The Millionaire Mind, and others, myths about wealth in American still abound. Government officials, journalists, and many American still tend to confuse income with wealth. A new generation of household financial managers are hearing from so-called experts in personal financial management due to the proliferation of the cottage industry of financial blogs, podcasts, and the like. In many cases, these outlets are simply experiences shared without science, case studies without data based on broader populations. Therefore, the authors decided to take another look at millionaires in the United States to examine what changes could be seen 20 years after the original publication of The Millionaire Next Door. In this book the authors highlight how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. They include results from quantitative studies of wealth as well as case studies of individuals who have been successful in building wealth. They discuss general paths to building wealth on your own, focusing specifically on careers and lifestyles associated with each path, and what it takes to be successful in each.

Get More Referrals Now!: The Four Cornerstones That Turn Business Relationships Into Gold

Author : Bill Cates
Publisher : McGraw Hill Professional
ISBN 13 : 0071458417
Total Pages : 223 pages
Book Rating : 4.0/5 (714 download)

DOWNLOAD NOW!

Book Synopsis Get More Referrals Now!: The Four Cornerstones That Turn Business Relationships Into Gold by : Bill Cates

Download or read book Get More Referrals Now!: The Four Cornerstones That Turn Business Relationships Into Gold written by Bill Cates and published by McGraw Hill Professional. This book was released on 2004-04-21 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sales legend Bill Cates uses his experience and expert knowledge to show sales professionals how to work smarter (not harder) by employing "The Four Cornerstones of Referrals" --relationship building and customer service, creating referral alliances and networks, prospecting, and targeting niche markets. Using Cates's easy-to-master referral-based selling techniques, readers: Work less and earn more by getting existing customers to work for them generating high-quality referrals Turn every business contact into a relationship and every relationship into a sales success story

Selling the Invisible

Author : Harry Beckwith
Publisher : Business Plus
ISBN 13 : 0759521522
Total Pages : 137 pages
Book Rating : 4.7/5 (595 download)

DOWNLOAD NOW!

Book Synopsis Selling the Invisible by : Harry Beckwith

Download or read book Selling the Invisible written by Harry Beckwith and published by Business Plus. This book was released on 2000-10-15 with total page 137 pages. Available in PDF, EPUB and Kindle. Book excerpt: SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.

The White Coat Investor

Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

DOWNLOAD NOW!

Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Attention! This Book Will Make You Money

Author : Jim F. Kukral
Publisher : John Wiley & Sons
ISBN 13 : 0470880686
Total Pages : 306 pages
Book Rating : 4.4/5 (78 download)

DOWNLOAD NOW!

Book Synopsis Attention! This Book Will Make You Money by : Jim F. Kukral

Download or read book Attention! This Book Will Make You Money written by Jim F. Kukral and published by John Wiley & Sons. This book was released on 2010-07-16 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drive Web traffic and take your business into the future In todays social Web marketplace, attention equals revenue. When you direct more attention online to your brand or business, you drive more long-term revenue. Regardless of who you are or how small your business is, you can have a huge impact using free Internet tools...provided you understand and correctly apply the latest techniques. Attention! gives you an educational and motivational guide to using social media to market your brand or business online. In three parts, you'll discover everything you need to know to get off the ground and thrive in the social mediasphere, including The tools, techniques and tricks to get attention online and turn that attention into profit The theory behind the importance of making your mark on the Internet How other businesses and individuals made money from online marketing Whether you're just starting your business, just moving it online, or already established and looking to take your business to the next level, Attention! is the key to success.

The Art of Selling to the Affluent

Author : Matt Oechsli
Publisher : John Wiley & Sons
ISBN 13 : 1118040368
Total Pages : 218 pages
Book Rating : 4.1/5 (18 download)

DOWNLOAD NOW!

Book Synopsis The Art of Selling to the Affluent by : Matt Oechsli

Download or read book The Art of Selling to the Affluent written by Matt Oechsli and published by John Wiley & Sons. This book was released on 2010-12-14 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: This insightful book shows salespeople how to meet the needs of affluent clients from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers. Based on extensive research of the buying patterns and expectations of the wealthy, this step-by-step sales guide reveals the secrets of attracting and keeping wealthy clients for life, boosting sales and repeat business. The Art of Selling to the Affluent is also a crash course in the world of the wealthy, giving you the understanding you need to satisfy and retain these profitable top-dollar clients.