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Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers–whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.

In The Five Dysfunctions of a Team Patrick Lencioni once again offers a leadership fable that is as enthralling and instructive as his first two best-selling books, The Five Temptations of a CEO and The Four Obsessions of an Extraordinary Executive. This time, he turns his keen intellect and storytelling power to the fascinating, complex world of teams. Kathryn Petersen, Decision Tech's CEO, faces the ultimate leadership crisis: Uniting a team in such disarray that it threatens to bring down the entire company. Will she succeed? Will she be fired? Will the company fail? Lencioni's utterly gripping tale serves as a timeless reminder that leadership requires as much courage as it does insight. Throughout the story, Lencioni reveals the five dysfunctions which go to the very heart of why teams even the best ones-often struggle. He outlines a powerful model and actionable steps that can be used to overcome these common hurdles and build a cohesive, effective team. Just as with his other books, Lencioni has written a compelling fable with a powerful yet deceptively simple message for all those who strive to be exceptional team leaders.

In this stunning follow-up to his best-selling book, The Five Temptations of a CEO, Patrick Lencioni offers up another leadership fable that's every bit as compelling and illuminating as its predecessor. This time, Lencioni's focus is on a leader's crucial role in building a healthy organization–an often overlooked but essential element of business life that is the linchpin of sustained success. Readers are treated to a story of corporate intrigue as the frustrated head of one consulting firm faces a leadership challenge so great that it threatens to topple his company, his career, and everything he holds true about leadership itself. In the story's telling, Lencioni helps his readers understand the disarming simplicity and power of creating organizational health, and reveals four key disciplines that they can follow to achieve it.

Practical, prescriptive advice on successfully marketing your event planning business Recent years have been tough on the event planning industry. The terrorist attacks of September 11, 2001, economic downturns, wars, and SARS have all negatively impacted the business. There are fewer corporate dollars dedicated to travel budgets and special events, creating even more pressure on businesses in an already highly competitive industry. This book tells you all you need to know to market your business and build your client base in good times and bad. Marketing Your Event Planning Business shows you how to gain a competitive advantage by setting yourself apart from the competition, pursuing new markets, and soliciting sales. It covers all the vital topics in event planning marketing, including how to diversify your client base, develop niche markets, improve your customer service, establish emergency business plans, and much more. Ideal for event planners, marketing managers in the industry, and professionals in the hospitality, culinary, or travel industries Includes actionable advice on successfully marketing an event planning business Features illustrative examples, practical tips, and useful checklists and other resources Marketing Your Event Planning Business is packed with practical tips and examples, giving you creative new ways to showcase your talents, build your business, and bring added value to your clients.

In a slow real estate market, selling your house can be difficult– especially if you owe more on your mortgage than your house is worth. In times like these, it's not enough to simply list your home and wait; you actually have to sell your home. This practical, important book shows you how to use marketing techniques, advertising, repairs and upgrades, home staging, and other creative, effective tactics to get your house sold fast— no matter how bad the market is.

Reality rules for conquering life’s big challenges Stuff Happens (and then you fix it!) is a simple guide for getting through life’s rough spots and turning these challenges into positive opportunities for personal growth. Life, as good as it is, is sometimes going to throw some dirt on you. This uplifting and inspirational book by two award winning authors, internationally renowned Speaker Hall of Famer John Alston and five-time Emmy award winner Lloyd Thaxton, offers nine «Reality Rules» for dealing with these trying times and getting your life back on track. Keeping these nine rules in mind helps readers prepare for the stuff that happens and gives them the attitude adjustment they need to succeed. The many stories in the book of people bouncing back from all kinds of big and little problems by applying one or more of the nine reality rules offers proof that these rules really work. It’s not what happens to you that’s important, it’s how you respond to what happens and Stuff Happens (and then you fix it!) tells you not only how to respond but how to fix it.

WINNING IS THE GOAL, THE CORPORATE SEASON IS ENDLESS, AND THE PRESSURE TO PERFORM IS 24/7 Winning isn't easy. The world is becoming more and more competitive, with a greater need than ever for people to work together effectively in teams to make organizations successful. There is no better model for success in business than the world of sport, with its bottom-line performance culture and its relentless focus on creating winning teams. In Why Teams Win, renowned sports psychologist Dr. Saul L. Miller-the man who teaches elite athletes and top sports teams how to be successful-uses sport as a powerful metaphor for the world of business. Why Teams Win distills Dr. Miller's work with hundreds of high-performance teams-in the worlds of sport, business, healthcare, and the arts-into lessons to help business teams perform. Why Teams Win: Identified the 9 key characteristics of successful teams. Describes how to improve personal, organizational, and team performance in each of these 9 areas. Explains how and why to apply different strategies to different types of teams. Outlines how to balance the needs of the individual with the needs of the team. Helps people work together and perform to the best of their abilities. Shows how to get the maximum potential out of a group of individuals. Features advice, quotes, and interviews from high-profile athletes and coaches, as well as from business leaders. Includes self-evaluation and team-building exercises. Why Teams Win offers anyone wanting to improve their personal and team performance a proven and accessible formula for success.

The most renowned figure in the world of marketing offers the new rules to the game for marketing professionals and business leaders alike In Marketing Insights from A to Z, Philip Kotler, one of the undisputed fathers of modern marketing, redefines marketing's fundamental concepts from A to Z, highlighting how business has changed and how marketing must change with it. He predicts that over the next decade marketing techniques will require a complete overhaul. Furthermore, the future of marketing is in company-wide marketing initiatives, not in a reliance on a single marketing department. This concise, stimulating book relays fundamental ideas fast for busy executives and marketing professionals. Marketing Insights from A to Z presents the enlightened and well-informed musings of a true master of the art of marketing based on his distinguished forty-year career in the business. Other topics include branding, experiential advertising, customer relationship management, leadership, marketing ethics, positioning, recession marketing, technology, overall strategy, and much more. Philip Kotler (Chicago, IL) is the father of modern marketing and the S. C. Johnson and Son Distinguished Professor of International Marketing at Northwestern University's Kellogg Graduate School of Management, one of the definitive marketing programs in the world. Kotler is the author of twenty books and a consultant to nonprofit organizations and leading corporations such as IBM, General Electric, Bank of America, and AT&T.

You are a successful entrepreneur with a brain for business, but you’re indecisive about marketing and need a guide that will help your company distinguish itself, inspire customer loyalty and increase profits. Marketing for Rainmakers: 52 Rules of Engagement to Attract and Retain Customers for Life presents practical concepts, helpful tips and real-life examples to help you take your business to the next level with marketing that focuses on the customers’ needs. Fifty-two business-building ideas will inspire you to take immediate action and develop a marketing mindset.

"A gem from one of the most brilliant minds in personal finance." —Ben Stein, author, actor, TV personality, and New York Times columnist «Investing, as it is said, is simple but it is not easy. Jonathan Clements's fine new Little Book underscores the priceless (and price-less) value of simplicity. And his sage advice on living the good life and on spending well and saving wisely will surely make it, if not easy, at least easier for us to achieve financial peace of mind.» —John C. Bogle, founder of Vanguard and author of Enough «Nobody, and I mean nobody, can make the world of investing as easy to understand as Jonathan Clements can. In this wonderful book, he teaches Main Street how to beat Wall Street at its own game-and how to have fun along the way. This book does not stop at merely making you richer and smarter; it will even help you lead a better life.» —Jason Zweig, author of Your Money and Your Brain and editor of Benjamin Graham's The Intelligent Investor «Jonathan Clements is one of our wisest and finest writers in the field of personal finance. This Little Book contains gems of wisdom not only about investing, but also about living a full and satisfying life.» —Burton G. Malkiel, author of A Random Walk Down Wall Street «Easy to read, easy to understan-and easy to put to work-this Little Book is a winner. I'm getting copies for our children-and their children, too.» —Charles D. Ellis, author of Winning the Loser's Game

Real world anecdotes and step-by-step strategies to build and sell a successful business Half of the roughly one million businesses that start up every year fail because of insufficient financing, poor management, or lack of basic entrepreneurial skills. Based on his own experience as well as those of the many other successful business owners interviewed for this book, Joe John Duran explains how to overcome these obstacles. This reader-friendly book offers easy-to-follow advice, including 20 vital secrets that will help business owners avoid the most common mistakes, grow their businesses successfully, and then sell them at the highest price possible. Joe John Duran (Santa Monica, CA) built a national investment firm with billions under management and thousands of clients. Within 10 years of creating it, he sold it to General Electric for tens of millions of dollars. He is a chartered financial analyst, CEO of Alchemy Capital, Chairman of Finance of the Santa Monica Bay Young Presidents Organization (YPO), and a member of the Association of Investment Management Research (AIMR) and the Los Angeles Society of Financial Analysts (LASFA).