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Купить книгу The Power of Practice Management. Best Practices for Building a Better Advisory Business, автора Matt  Matrisian
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The Power of Practice Management. Best Practices for Building a Better Advisory Business
How do you build a financial advisory business in today’s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the “how,” “why” and “what” of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry’s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you’re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm’s vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients’ experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you’ll also enhance your personal brand – allowing you the opportunity for business prosperity.
Купить книгу The Battle for Wall Street. Behind the Lines in the Struggle that Pushed an Industry into Turmoil, автора Richard  Goldberg
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The Battle for Wall Street. Behind the Lines in the Struggle that Pushed an Industry into Turmoil
An insider's look at the changing balance of power on Wall Street The Battle for Wall Street follows the struggle for power between two giants: the sellers, traditional commercial and investments banks; and the buyers, upstart hedge funds, private equity firms and the like. The battle is about winning the hearts, minds, and – yes, the wallets – of global investors. This battle is still running its course, and with the insights of industry veteran Richard Goldberg, who has had a front row seat, readers will gain a detailed understanding as to what, exactly, is going on within this dynamic arena, specifically the forces behind the shift of power from the old sell side gatekeepers to the new buy side players. The book will play out in three acts: Act One will examine the instruments of change – liquidity and financial technology – along with their influence on the sell and buy sides. Act Two will look at the agents of change – hedge funds, private equity, financial entrepreneurs, endowments, exchanges and sovereign wealth funds – and their impact on the sell and buy sides. In Act Three, Goldberg will take out his crystal ball and walk through the strategic implications for the winners and losers in this battle, against the dramatic backdrop of the subprime mortgage crisis and the resulting shakeup of global firms like Bear Stearns. But Wall Street isn't simply about institutions or corporate battles. It’s a landscape dominated by personalities. Goldberg's unique access to major players will bring this book to life with amazing anecdotes and stories about the financial generals who have left their mark in The Battle for Wall Street.
Купить книгу The Power of Self-Confidence. Become Unstoppable, Irresistible, and Unafraid in Every Area of Your Life, автора Брайана Трейси
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The Power of Self-Confidence. Become Unstoppable, Irresistible, and Unafraid in Every Area of Your Life
Praise for The Power of Self-Confidence «Brian Tracy is the master in understanding and teaching self-enrichment. In this priceless book, he unlocks the key to your door of success and fulfillment—belief in your own potential. Internalize his wisdom and you will surely realize your goals.» —DENIS WAITLEY, author of Psychology of Success «Brian continues to impact the lives of everyone he touches. This book provides a logical road map that everyone can use to maximize their true potential.» —JOSEPH SHERREN, CSP, HoF, author of iLead: Five Insights for Building Sustainable Organizations «When Brian Tracy writes a new book, I drop everything and start reading. We all need sharp lessons on developing more self-confidence and pursuing challenging goals. This book will make a significant difference in your life.» —PAT WILLIAMS, Orlando Magic Senior Vice President and author of Leadership Excellence «The one quality that makes all the success principles work is unshakable confidence in yourself. Brian now shows you how to grow your confidence to the point where you become unstoppable.» —JACK CANFIELD, coauthor of Chicken Soup for the Soul «Lacking confidence erodes your self-worth and paralyzes your productivity. In this book, Brian Tracy shares the secrets to developing and maintaining high levels of self-confidence—so that you can live the greatest life!» —KRISTIN ARNOLD, author of Boring to Bravo: Proven Presentation Techniques to Engage, Involve, and Inspire Your Audience to Action
Купить книгу The New Advisor for Life. Become the Indispensable Financial Advisor to Affluent Families, автора
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The New Advisor for Life. Become the Indispensable Financial Advisor to Affluent Families
Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients «life advice» Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Купить книгу 167 Tax Tips for Canadian Small Business. Beat the Taxman to Keep More Money in Your Business, автора Stephen  Thompson
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167 Tax Tips for Canadian Small Business. Beat the Taxman to Keep More Money in Your Business
…a book for every Canadian in a small or home-based business who is struggling with complex tax rules and regulations. —Dale Ennis, Canadian MoneySaver «…easy-going style and avoidance of the more mind-numbing details make for a solid primer on the perks and pitfalls of self-employment. The…one-sentence tips in the appendix are probably worth the price of admission alone.» —Gordon Powers, The Globe and Mail «…one of the better books I've seen on the market for small-business owners and better yet, it's all Canadian content.» —Linda A. Fox, The Toronto Sun As a small-business owner or a home-based entrepreneur, you have lots of questions about taxes, but very few answers. Fortunately for you, 167 Tax Tips for Canadian Small Business contains a wealth of tax planning advice and strategies to help you save on your business tax bill. So whether you want to do it yourself or reduce what you pay your accountant – not to mention the government – this is how you'll keep more money in your pocket, where it belongs. Packed with tax tips that will save you hundreds, or even thousands, of dollars year-round. Written in a question-and-answer format that's easy to understand, practical, and easy to apply. Features 167 «Tax Beaters» – quick-reference tips that highlight key points – plus three bonus tips to help you save even more! Explains how to save taxes in every aspect and at every stage of your business. Features a Year-Round Tax-Planning Calendar. Coverage includes: business start-up, corporate tax planning, GST/HST, deductibility of home and automobile expenses, what to do if you are audited by the Canada Revenue Agency, CPP and QPP deductions for self-employed entrepreneurs, and much more. The ultimate «tax coach» for every Canadian in a small or home-based business, this book will help you to beat the taxman at his own game!
Купить книгу Mastering Presentations. Be the Undisputed Expert when You Deliver Presentations (Even If You Feel Like You're Going to Throw Up), автора Doug  Staneart
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Mastering Presentations. Be the Undisputed Expert when You Deliver Presentations (Even If You Feel Like You're Going to Throw Up)
A simple four-step process for delivering winning presentations Mastering Presentations explains how entrepreneurs and small business owners can use guest speaking opportunities to generate rapport with audiences in order to foster business relationships with these audiences. The book provides a simple four-step process for giving presentations that helps eliminate the butterflies and increase self-confidence. It offers tips such as the 10 speaking venues that can generate more clients and credibility, an easy way to improve your memory that will help you present more confidently, a simple, but powerful process to design your presentation in 15-minutes (or less), and more. Explains how and why speaking to groups is a quick and easy way to generate positive, word-of-mouth advertising for your company Lists PowerPoint mistakes that will kill your chances of success and how to avoid them Offers tips on how to lead fearless question and answer sessions The energy and enthusiasm of a great presentation is contagious, and public speaking is a great way to channel this energy and generate a loyal following.
Купить книгу The Road Out of Debt + Website. Bankruptcy and Other Solutions to Your Financial Problems, автора
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The Road Out of Debt + Website. Bankruptcy and Other Solutions to Your Financial Problems
A practical guide to getting out of debt and understanding the option of personal bankruptcy The current credit and financial crises have prompted Joan Feeney, a preeminent Massachusetts Bankruptcy Judge, and Theodore Connolly, a Finance and Bankruptcy Attorney, to write a book that will help people handle their financial troubles. The Road Out of Debt seeks to assist those considering bankruptcy by demystifying the bankruptcy process and explaining what you can expect to gain (or lose) from it. With the insights of both a bankruptcy judge and a bankruptcy lawyer, you'll be able to determine when it's best to avoid bankruptcy, when you should seek bankruptcy protection, and, most importantly, how best to work through the bankruptcy process, if you so choose. With millions of Americans personally facing dire financial situations, job losses, home foreclosures, and other major financial challenges, no book could be more timely. An exceptional resource for anyone contemplating bankruptcy or otherwise trying to figure out how to handle their debt Puts the bankruptcy process in perspective and reveals specific steps to follow Discusses how to decide whether or not bankruptcy is the right path for you Written by a well-respected bankruptcy judge and bankruptcy attorney As more people find themselves entering financial difficulties, an increasing number of them will need information to help them through these problems. The Road Out of Debt provides you with the serious solutions needed to overcome a personal financial crisis.
Купить книгу The Ultimate Financial Plan. Balancing Your Money and Life, автора Jim  Stovall
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The Ultimate Financial Plan. Balancing Your Money and Life
How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled «Big 3»—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
Купить книгу The Flexible Investing Playbook. Asset Allocation Strategies for Long-Term Success, автора Robert  Isbitts
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The Flexible Investing Playbook. Asset Allocation Strategies for Long-Term Success
How to make sensible investment decisions during these turbulent times 2008 changed everything. Now, more than ever, investors need to be proactive in planning for their retirement. To do so, they must look beyond simply investing in stocks and bonds, while avoiding what may be overwhelming and even misleading investment advice. In The Flexible Investing Playbook: Asset Allocation for Long-Term Success, Robert Isbitts–mutual fund manager, investment strategist, newsletter writer, and author of Wall Street’s Bull and How to Bear It–shares the strategies he created and uses with his clients. This approach can potentially allow their portfolios to withstand the volatility of the stock market and subdue the emotional impact of investing, to increase the chances of reaching their investment goals. Along the way, the book: • Reviews the events of the 2008 financial market debacle, and identifies key lessons investors should learn from that experience • Discusses how traditional approaches to diversification are fraught with risks, and how they may endanger the pursuit of a secure retirement • Details why he believes investors cannot live on stocks and bonds alone, while also describing how to properly diversify, without sacrificing precious liquidity The Flexible Investing Playbook, he presents a proactive approach to investing that’s based on the strategies Isbitts created, designed and currently manages.
Купить книгу Understanding and Changing Your Management Style. Assessments and Tools for Self-Development, автора
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Understanding and Changing Your Management Style. Assessments and Tools for Self-Development
An update of the classic book that reveals the 6 keys to successful management In this new edition of his best-selling book, Robert Benfari explains that the best mangers are not born that way but share a mix of characteristics that can be analyzed, understood, and most importantly changed. He identifies the six characteristics of successful managers (Psychological Type; Needs/Motivation; Use of Power; Conflict Style; Our Basic Values; and Our Reaction to Stress) and uses these building blocks to show how anyone can use personality-specific strategies for resolving conflicts, solving problems, managing stress, handling difficult situations at work, and positively influencing others. Includes a proven pathway for becoming an effective manager Contains new information on management style and leadership, human nature and neuroscience, and the dark side of management Includes a self-assessment for each of the six building blocks to successful management This research-based book offers the tools leaders need to improve their management style and succeed in the workplace.
Купить книгу Straight to Yes. Asking with Confidence and Getting What You Want, автора Haider  Imam
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Straight to Yes. Asking with Confidence and Getting What You Want
MAKE YOURSELF A “YES” MAGNET You’ve finally plucked up the courage to ask for something. The afternoon off. A pay rise. Then comes that crucial moment where you wait with baited breath for the response. It’s tense, but it doesn’t have to be. You just need to master the art of ‘the ask’. Taking a direct, light-hearted, wholly practical approach, Haider Imam zooms straight in on that moment of truth providing a set of proven tools and techniques for getting to ‘yes,’ every time. He instils readers with the confidence to ask bigger, more often and even ask for the impossible – and to get it. Based on sound psychological principles, Straight To Yes! offers tonnes of winning ways to make requests that get you to ‘yes’ Wholly practical in style and content, the book features accessible, straightforward techniques readers can put into action immediately Designed for quick-reference while on the move, it affords instant access to specific, step-by-step, single-page techniques as needed
Купить книгу Back to the Land. Arthurdale, FDR's New Deal, and the Costs of Economic Planning, автора
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Back to the Land. Arthurdale, FDR's New Deal, and the Costs of Economic Planning
How New Deal economic policies played out in the small town of Arthurdale, West Virginia Today, the U.S. government is again moving to embrace New Deal-like economic policies. While much has been written about the New Deal from a macro perspective, little has been written about how New Deal programs played out on the ground. In Back to the Land, author CJ Maloney tells the true story of Arthurdale, West Virginia, a town created as a «pet project» of the Roosevelts. Designed to be (in the words of Eleanor Roosevelt) «a human experiment station», she was to create a «New American» citizen who would embrace a collectivist form of life. This book tells the story of what happened to the people resettled in Arthurdale and how the policies implemented there shaped America as we know it. Arthurdale was the foundation upon which modern America was built. Details economic history at the micro level, revealing the true effects of New Deal economic policies on everyday life Addresses the pros and cons of federal government economic policies Describes how good intentions and grand ideas can result in disastrous consequences, not only in purely materialistic terms but, most important, in respect for the rule of law Back to the Land is a valuable addition to economic and historical literature.