Networking With The Affluent And Their Advisors
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Networking With The Affluent And Their Advisors
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Author : Thomas J. Stanley
language : en
Publisher: Rosetta Books
Release Date : 2012-06-29
Networking With The Affluent And Their Advisors written by Thomas J. Stanley and has been published by Rosetta Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-06-29 with Business & Economics categories.
The New York Times bestselling author of The Millionaire Next Door reveals the secrets and strategies for building a network of wealthy clients. In Networking with the Affluent, business theorist Thomas J. Stanley shares effective tactics for developing relationships with wealthy individuals—as well as their advisors—and generating new business among this highly exclusive target market. Dr. Stanley provides a proven road map for building trust, securing interest, and forging profitable relationships with wealthy audiences—including tactics for boosting your credibility and assuring continued loyalty among wealthy customers. Networking with the Affluent covers: Cracking affluent groups Influencing opinion leaders of the affluent Gaining high-caliber endorsements Leveraging your contacts “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch
Networking With The Affluent
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Author : Stanley
language : en
Publisher: McGraw-Hill
Release Date : 1997-09
Networking With The Affluent written by Stanley and has been published by McGraw-Hill this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997-09 with Business & Economics categories.
Stop Acting Rich
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Author : Thomas J. Stanley
language : en
Publisher: John Wiley & Sons
Release Date : 2011-07-12
Stop Acting Rich written by Thomas J. Stanley and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-07-12 with Business & Economics categories.
The bestselling author of The Millionaire Next Door reveals easy ways to build real wealth With well over two million of his books sold, and huge praise from many media outlets, Dr. Thomas J. Stanley is a recognized and highly respected authority on how the wealthy act and think. Now, in Stop Acting Rich ? and Start Living Like a Millionaire, he details how the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite. Puts wealth in perspective and shows you how to live rich without spending more Details why we spend lavishly and how to stop this destructive cycle Discusses how being "rich" means more than just big houses and luxury cars A defensive strategy for tough times, Stop Acting Rich shows readers how to live a rich, happy life through accumulating more wealth and using it to achieve the type of financial freedom that will create true happiness and fulfillment.
The New Managed Account Solutions Handbook
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Author : Stephen D. Gresham
language : en
Publisher: John Wiley & Sons
Release Date : 2008-01-18
The New Managed Account Solutions Handbook written by Stephen D. Gresham and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-01-18 with Business & Economics categories.
Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
Getting Rich In Your Underwear How To Start And Run A Profitable Home Based Business
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Author : Peter Hupalo
language : en
Publisher: HCM Publishing
Release Date : 2005-04
Getting Rich In Your Underwear How To Start And Run A Profitable Home Based Business written by Peter Hupalo and has been published by HCM Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-04 with Business & Economics categories.
"Getting Rich In Your Underwear: How To Start And Run A Profitable Home-Based Business" shows entrepreneurs what they need to know to start a home-based business. Topics covered include: * Business Models And The Home Business * Distribution/Fulfillment of Your Product Or Service * Marketing And Sales * Personal Success Characteristics * Overcoming The Fear Of Starting A Business * Naming Your Business * Zoning And Insurance * Intellectual Capital: Copyrights, Trademarks, And Patents * Limited Liability Companies And S Corporations * Business Expenses And Accounting For Your Home Business * Home-Based Business Taxes (Including Sample Schedule C, Schedule SE, and Estimated Tax Payments) * Seven Home-Based Business Ideas * Fifteen Basic Steps In Starting A Home-Based Business * State Resources For Starting Your Business
Power Up Your Profits
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Author : Troy Waugh
language : en
Publisher: John Wiley & Sons
Release Date : 2005-01-21
Power Up Your Profits written by Troy Waugh and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-01-21 with Business & Economics categories.
Expert guidance for CPAs who want to become marketing savvy,improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power oftrust with the power of persuasion can help CPAs sell theirservices more effectively. Each chapter develops a key concept ofmarketing or selling that's easy to follow and shows how to applythe concepts to any CPA practice. Through a step-by-step approachto developing and mastering a stronger marketing and salespresence, this book focuses on how to dramatically enhance thereader's growth potential. It presents real-world examples from topCPA rainmakers and other marketing and management gurus, includingTom Peters. This updated second edition offers interviews coveringSarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO ofThe Rainmaker Academy, a comprehensive three-year leadership,client service, and practice development training program for CPAs.
The Million Dollar Financial Services Practice
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Author : David J. Mullen
language : en
Publisher: HarperChristian + ORM
Release Date : 2013-02-13
The Million Dollar Financial Services Practice written by David J. Mullen and has been published by HarperChristian + ORM this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-02-13 with Business & Economics categories.
If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.
The Complete Family Office Handbook
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Author : Kirby Rosplock
language : en
Publisher: John Wiley & Sons
Release Date : 2014-01-28
The Complete Family Office Handbook written by Kirby Rosplock and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-01-28 with Business & Economics categories.
Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.
The Next Millionaire Next Door
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Author : Thomas J. Stanley, Ph.D.
language : en
Publisher: Rowman & Littlefield
Release Date : 2018-10-01
The Next Millionaire Next Door written by Thomas J. Stanley, Ph.D. and has been published by Rowman & Littlefield this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-10-01 with Business & Economics categories.
Is the millionaire next door still out there today? The latest research from Dr. Thomas J. Stanley and his daughter, Dr. Sarah Stanley Fallaw, confirms that, yes, the millionaire next door is alive and well. And he’s achieving his financial objectives much the same way he always has: by living below his means, being a contrarian in a maelstrom of hyper-consumption, and being disciplined in reaching his financial goals. The book examines wealth in America 20 years after Dr. Stanley’s groundbreaking work on self-made affluence. While a new generation of household financial managers are being inundated with the proliferation financial advice, The Next Millionaire Next Door provides readers with an analysis of what it takes to achieve wealth with data-based conclusions and evidence from those who have built wealth on their own over the last two decades. In this current work, the authors detail 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. Through case studies, survey research, and a careful examination of quantitative studies of wealth, the authors illustrate what it takes to achieve financial success today, regardless of market conditions or rising costs.
Celebrate Marketing
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Author : Rick Crandall
language : en
Publisher: Internet Profit Kit
Release Date : 1999-03-05
Celebrate Marketing written by Rick Crandall and has been published by Internet Profit Kit this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-03-05 with Business & Economics categories.
Marketing is far more than just advertising and sales. In fact the most effective types of marketing often cost less, not more. Marketing is anything you do to get or keep a customer. "Celebrate Marketing" has chapters by different experts giving you advise on how to market successfully. Topics include developing your niche, getting more referrals, positioning, targeting your audience, internet marketing and more.