Marketing for Financial Advisors (PB)

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071605150
Total Pages : 288 pages
Book Rating : 4.0/5 (716 download)

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Book Synopsis Marketing for Financial Advisors (PB) by : Eric T. Bradlow

Download or read book Marketing for Financial Advisors (PB) written by Eric T. Bradlow and published by McGraw Hill Professional. This book was released on 2009-03-22 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.

Plunkett's Consulting Industry Almanac 2007: Consulting Industry Market Research, Statistics, Trends & Leading Companies

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Author :
Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593920709
Total Pages : 418 pages
Book Rating : 4.5/5 (939 download)

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Book Synopsis Plunkett's Consulting Industry Almanac 2007: Consulting Industry Market Research, Statistics, Trends & Leading Companies by : Jack W. Plunkett

Download or read book Plunkett's Consulting Industry Almanac 2007: Consulting Industry Market Research, Statistics, Trends & Leading Companies written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2007-06 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers trends in consulting in such fields as marketing, information technology, management, logistics, supply chain, manufacturing and health care. This guide contains contacts for business and industry leaders, industry associations, Internet sites and other resources. It also includes statistical tables, an industry glossary and indexes.

Plunkett's Outsourcing & Offshoring Industry Almanac: Outsourcing and Offshoring Industry Market Research, Statistics, Trends & Leading Companies

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Author :
Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593920881
Total Pages : 472 pages
Book Rating : 4.5/5 (939 download)

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Book Synopsis Plunkett's Outsourcing & Offshoring Industry Almanac: Outsourcing and Offshoring Industry Market Research, Statistics, Trends & Leading Companies by : Jack W. Plunkett

Download or read book Plunkett's Outsourcing & Offshoring Industry Almanac: Outsourcing and Offshoring Industry Market Research, Statistics, Trends & Leading Companies written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2007-07 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains trends, statistical tables, and an industry glossary. This almanac presents over 300 profiles of outsourcing and offshoring industry firms. It also includes addresses, phone numbers, and executives.

Model Rules of Professional Conduct

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Author :
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)

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Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

The Market for Retirement Financial Advice

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Author :
Publisher : Oxford University Press, USA
ISBN 13 : 0199683778
Total Pages : 362 pages
Book Rating : 4.1/5 (996 download)

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Book Synopsis The Market for Retirement Financial Advice by : Olivia S. Mitchell

Download or read book The Market for Retirement Financial Advice written by Olivia S. Mitchell and published by Oxford University Press, USA. This book was released on 2013-10 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt: The latest volume in the Pension Research Council series examines the financial advice profession as financial literacy becomes increasingly necessary for those saving for retirement.

Portfolio Management for Financial Advisors

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Author :
Publisher : Centre for Financial Planning Studies
ISBN 13 : 0620865601
Total Pages : 286 pages
Book Rating : 4.6/5 (28 download)

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Book Synopsis Portfolio Management for Financial Advisors by : Prince Sarpong

Download or read book Portfolio Management for Financial Advisors written by Prince Sarpong and published by Centre for Financial Planning Studies. This book was released on 2020-02-24 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Portfolio Management for Financial Advisors aims to provide both financial planning practitioners and students with the requisite theoretical and practical foundations of portfolio management. Chapter 1 presents an overview of the asset management industry and looks at the different segments and developments in the industry. Chapter 2 discusses the role of financial advisors as money doctors and reviews recent studies on the value of advice and how financial advisors can effectively execute their role as money doctors. Chapter 3 focuses on Modern Portfolio Theory (MPT) and presents a historical discussion as well as the major MPT concepts relevant to financial advisors. Chapter 4 covers behavioural finance and discusses the historical development as well as the different arguments in behavioural finance. The portfolio management process is covered in Chapter 5 and Chapter 6 deals with measuring investment risk and return, the construction of efficient portfolios, issues in portfolio selection and some recent studies in the robo-advisory space.

Offshore Tax Evasion: pages 1002-2154

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Author :
Publisher :
ISBN 13 :
Total Pages : 1172 pages
Book Rating : 4.:/5 (327 download)

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Book Synopsis Offshore Tax Evasion: pages 1002-2154 by : United States. Congress. Senate. Committee on Homeland Security and Governmental Affairs. Permanent Subcommittee on Investigations

Download or read book Offshore Tax Evasion: pages 1002-2154 written by United States. Congress. Senate. Committee on Homeland Security and Governmental Affairs. Permanent Subcommittee on Investigations and published by . This book was released on 2014 with total page 1172 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Almanac of American Employers: The Only Guide to America's Hottest, Fastest-Growing Major Corporations

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Author :
Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593921438
Total Pages : 729 pages
Book Rating : 4.5/5 (939 download)

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Book Synopsis The Almanac of American Employers: The Only Guide to America's Hottest, Fastest-Growing Major Corporations by : Jack W. Plunkett

Download or read book The Almanac of American Employers: The Only Guide to America's Hottest, Fastest-Growing Major Corporations written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2008-10 with total page 729 pages. Available in PDF, EPUB and Kindle. Book excerpt: Market research guide to American employers. Includes hard-to-find information such as benefit plans, stock plans, salaries, hiring and recruiting plans, training and corporate culture, growth plans. Several indexes and tables, as well as a job market trends analysis and 7 Keys For Research for job openings. This massive reference book features our proprietary profiles of the 500 best, largest, and fastest-growing corporate employers in America--includes addresses, phone numbers, and Internet addresses.

Handbook of Asset and Liability Management

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Author :
Publisher : Elsevier
ISBN 13 : 0080548563
Total Pages : 685 pages
Book Rating : 4.0/5 (85 download)

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Book Synopsis Handbook of Asset and Liability Management by : Stavros A. Zenios

Download or read book Handbook of Asset and Liability Management written by Stavros A. Zenios and published by Elsevier. This book was released on 2007-08-08 with total page 685 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Handbooks in Finance are intended to be a definitive source for comprehensive and accessible information in the field of finance. Each individual volume in the series presents an accurate self-contained survey of a sub-field of finance, suitable for use by finance and economics professors and lecturers, professional researchers, graduate students and as a teaching supplement. It is fitting that the series Handbooks in Finance devotes a handbook to Asset and Liability Management. Volume 2 focuses on applications and case studies in asset and liability management.The growth in knowledge about practical asset and liability modeling has followed the popularity of these models in diverse business settings. This volume portrays ALM in practice, in contrast to Volume 1, which addresses the theories and methodologies behind these models. In original articles practitioners and scholars describe and analyze models used in banking, insurance, money management, individual investor financial planning, pension funds, and social security. They put the traditional purpose of ALM, to control interest rate and liquidity risks, into rich and broad-minded frameworks. Readers interested in other business settings will find their discussions of financial institutions both instructive and revealing.* Focuses on pragmatic applications * Relevant to a variety of risk-management industries* Analyzes models used in most financial sectors

LexisNexis Corporate Affiliations

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Publisher :
ISBN 13 :
Total Pages : 2684 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis LexisNexis Corporate Affiliations by :

Download or read book LexisNexis Corporate Affiliations written by and published by . This book was released on 2008 with total page 2684 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Directory of Corporate Affiliations

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Author :
Publisher :
ISBN 13 :
Total Pages : 1980 pages
Book Rating : 4.:/5 (321 download)

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Book Synopsis Directory of Corporate Affiliations by :

Download or read book Directory of Corporate Affiliations written by and published by . This book was released on 2000 with total page 1980 pages. Available in PDF, EPUB and Kindle. Book excerpt: Described as "Who owns whom, the family tree of every major corporation in America, " the directory is indexed by name (parent and subsidiary), geographic location, Standard Industrial Classification (SIC) Code, and corporate responsibility.

Kaleidoscopic Life

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Author :
Publisher : The Write Order Publication
ISBN 13 : 9360450561
Total Pages : 308 pages
Book Rating : 4.3/5 (64 download)

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Book Synopsis Kaleidoscopic Life by : Chandidas Mohanty

Download or read book Kaleidoscopic Life written by Chandidas Mohanty and published by The Write Order Publication. This book was released on 2024-01-01 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: Join Chandidas Mohanty on an extraordinary journey through time in his remarkable memoir, "Kaleidoscopic Life." At 88 years young, Mohanty has penned a captivating account of his rich and eventful existence, inviting readers to relive a lifetime of treasured memories. From the humble beginnings of his parents' lives and their heartwarming union, Mohanty paints a vivid portrait of a bygone era. He shares the joys and challenges of his own birth and the arrival of his siblings, weaving a tapestry of familial love and resilience. With meticulous attention to detail, Mohanty chronicles his odyssey, from the blissful moments of his marriage to navigating the labyrinth of life as a dedicated official. Readers will be drawn into the world of his children, sharing in their growth and educational pursuits, while gaining insight into the values and traditions that shaped his family.

Think, Act, and Invest Like Warren Buffett (PB)

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071833277
Total Pages : 160 pages
Book Rating : 4.0/5 (718 download)

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Book Synopsis Think, Act, and Invest Like Warren Buffett (PB) by : Larry Swedroe

Download or read book Think, Act, and Invest Like Warren Buffett (PB) written by Larry Swedroe and published by McGraw Hill Professional. This book was released on 2014-03-07 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bedrock investing principles for profiting in today’s shaky markets If you wanted to create the next earth-shattering consumer product, Steve Jobs would be an ideal role model to follow. If you planned to become a great golfer, you might look to Arnold Palmer or Jack Nicklaus. So, if your goals were to outperform other investors and achieve your life’s financial goals, what should you do? Think, act and invest like the best investor out there: Warren Buffett. While you can’t invest exactly like he does, Think, Act, and Invest Like Warren Buffett provides a solid, sensible investing approach based on Buffett’s advice regarding investment strategies. When it comes to investing, Director of Research for the BAM Alliance and CBS News blogger Larry Swedroe has pretty much seen it all—and he’s come to the conclusion that simple is better, that adopting basic investing principles always increases an investor’s chance of success and that Buffett is the perfect model for such investing. In Think, Act, and Invest Like Warren Buffett, Swedroe provides the foundational knowledge you need to: Develop a financial plan to help you make rational decisions on a consistent basis Determine the level of risk that’s right for you and allocate your assets accordingly Create a strong portfolio that will weather any economic storm Manage your portfolio—rebalance periodically to maintain proper risk levels The beauty of the Buffett approach is its profound simplicity: follow the basics, keep your cool, and have a sense of humor. The market volatility of recent years has ushered in armies of economists, forecasters and other so-called experts whose job it is to explain how everything works. Somehow, they have managed to muddy the waters even more. The truth is, investing is easier than you think—even in today’s economy. “Complex problems can have simple solutions,” Swedroe writes. Think, Act, and Invest Like Warren Buffett helps you go back to the basics—so you can leap in front of the investing pack. Praise for Think, Act, and Invest Like Warren Buffett: “You could not spend a more profitable hour than reading Larry Swedroe’s wise and lucid investment guide.” —Burton Malkiel, author, A Random Walk Down Wall Street “If you've been wondering why you've had such a hard time investing well, Playing the Winner's Game will diagnose your ills and treat them in just ninety short, delightful pages.” —William Bernstein, author, A Splendid Exchange and The Investor’s Manifesto “Follow the investment strategy advocated by Larry Swedroe, and free yourself to spend your time on life's treasures—like your family and friends!” —William Reichenstein, professor, Baylor University “As someone who teaches a college investments course, I would not have thought it possible to do what Swedroe has done in such a short concise book.” —Edward R. Wolfe, professor of finance, Western Kentucky University “It's amazing. Larry Swedroe managed to pen a magnificent book not only chock full of actionable advice, but one that's fun to read. Get a copy and treat yourself to a better financial future.” —Harold Evensky, president, Evensky & Katz “Larry Swedroe is the undisputed expert in helping investors manage portfolios the smart way. His new book, Playing the Winner’s Game, combines all facets of wealth management in an inspiring and powerful manner.” —Bill Schultheis, author, The New Coffeehouse Investor

Forbes

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Author :
Publisher :
ISBN 13 :
Total Pages : 1316 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Forbes by :

Download or read book Forbes written by and published by . This book was released on 1981 with total page 1316 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Technical Report Abstracts

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Publisher :
ISBN 13 :
Total Pages : 164 pages
Book Rating : 4.3/5 (129 download)

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Book Synopsis Technical Report Abstracts by : ManTech International Corporation. CADCOM.

Download or read book Technical Report Abstracts written by ManTech International Corporation. CADCOM. and published by . This book was released on 1980 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Stock Market Investing for Beginners

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Author :
Publisher : Sourcebooks, Inc.
ISBN 13 : 1623153026
Total Pages : 146 pages
Book Rating : 4.6/5 (231 download)

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Book Synopsis Stock Market Investing for Beginners by : Tycho Press

Download or read book Stock Market Investing for Beginners written by Tycho Press and published by Sourcebooks, Inc.. This book was released on 2013-11-22 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides a good foundation for the beginning investor who is setting out to venture in the stock market. It tells you in plain English about the fundamentals of stock market and investment strategies to deepen your investing literacy. If you're looking for good advice on which stock to buy and when to sell it, you can find it in this book."—Best Ways to Invest Money Blog Investing in the stock market is a great way to build your wealth, but for those of us who aren't professional stockbrokers, knowing what information to trust and where to put your money can seem overwhelming. Stock Market Investing for Beginners provides you with the strategic advice and knowledge necessary to make informed investment decisions. Equipping you with everything you need to take control of your financial future, Stock Market Investing for Beginners removes the guesswork from investing. Stock Market Investing for Beginners gives you the tools to start investing wisely and successfully, with: A Comprehensive Overview covering the fundamentals of stock market investing Strategic Advice on buying, selling, owning, and diversifying Invaluable Tips on building your financial portfolio through stock market investing "As a financial advisor, I recommend this book to anyone wanting to learn the Wall Street stock market game and build wealth."—Cheryl D. Broussard, reader and financial advisor Learn how to make the best of your investment with Stock Market Investing for Beginners.

Vault Guide to the Top Manufacturing Employers

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Author :
Publisher : Vault Inc.
ISBN 13 : 1581314051
Total Pages : 479 pages
Book Rating : 4.5/5 (813 download)

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Book Synopsis Vault Guide to the Top Manufacturing Employers by : Vault Editors

Download or read book Vault Guide to the Top Manufacturing Employers written by Vault Editors and published by Vault Inc.. This book was released on 2007-01-11 with total page 479 pages. Available in PDF, EPUB and Kindle. Book excerpt: Terrorists, drug traffickers, mafia members, and corrupt corporate executives have one thing in common: most are conspirators subject to federal prosecution. Federal conspiracy laws rest on the belief that criminal schemes are equally or more reprehensible than are the substantive offenses to which they are devoted. The essence of conspiracy is an agreement of two or more persons to engage in some form of prohibited misconduct. The crime is complete upon agreement, although some statutes require prosecutors to show that at least one of the conspirators has taken some concrete steps or committed some overt act in furtherance of the scheme. There are dozens of federal conspiracy statutes. This book examines conspiratorial crimes and related federal criminal law with a focus on the federal Racketeer Influenced and Corrupt Organization (RICO) provision of the Organized Crime Control Act of 1970; money laundering and the 18 U.S.C. 1956 statute; mail and wire fraud; and an overview of federal criminal law.