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Professional Financial Advisor Ii


Professional Financial Advisor Ii
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Professional Financial Advisor Ii


Professional Financial Advisor Ii
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Author : John J. De Goey
language : en
Publisher: Insomniac Press
Release Date : 2006

Professional Financial Advisor Ii written by John J. De Goey and has been published by Insomniac Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Business categories.


Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives.



The Professional Financial Advisor Ii


The Professional Financial Advisor Ii
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Author : John J. De Goey
language : en
Publisher:
Release Date : 2006

The Professional Financial Advisor Ii written by John J. De Goey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Business & Economics categories.


Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives. John J De Goey argues that financial advisers need to change the way they do business. Instead of earning commissions for placing products, they need to begin charging fees for rendering services. In the process, advisors will be putting the interests of their clients ahead of the interests of their employers and product suppliers for the first time. In essence, De Goey is calling for the professionalisation of the financial services industry. This new edition is updated to keep you on top of recent changes in the industry and is written in a more accessible manner. Whether you work in the financial services industry or are currently an investor, De Goey's book should be required reading. He makes complex issues understandable for consumers, and at the same time, encourages advisors to "do the right thing".



Financial Advisor


Financial Advisor
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Author : Sherry Bonnice
language : en
Publisher: Simon and Schuster
Release Date : 2014-09-02

Financial Advisor written by Sherry Bonnice and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-09-02 with Juvenile Nonfiction categories.


Find out what it takes to be a financial advisor with character... Financial advisors show people better ways to manage their money. They help their clients: •Invest in stocks and bonds; •Save for the future; •Plan for home ownership; •Set aside funds for their children's college education; and •Look ahead toward retirement. Find out what you'll need if you pursue a career in this field: The education... The experience... The integrity... And the respect for others. Financial Advisor will tell you what you'll need.



Success As A Financial Advisor For Dummies


Success As A Financial Advisor For Dummies
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Author : Ivan M. Illan
language : en
Publisher: John Wiley & Sons
Release Date : 2018-11-13

Success As A Financial Advisor For Dummies written by Ivan M. Illan 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 2018-11-13 with Business & Economics categories.


A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.



Who S Watching Your Money


Who S Watching Your Money
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Author : Jack Waymire
language : en
Publisher: John Wiley & Sons
Release Date : 2004-03-31

Who S Watching Your Money written by Jack Waymire 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 2004-03-31 with Business & Economics categories.


Praise for Who's Watching Your Money? "The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer." -Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com Don't let blind trust determine your financial future. Read Who's Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor. Who's Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who's Watching Your Money? outlines "The 17 Paladin Principles." These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future. Knowledge is power, and after reading Who's Watching Your Money?, you'll be empowered to take control of your financial future before you run out of time.



Technology Tools For Today S High Margin Practice


Technology Tools For Today S High Margin Practice
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Author : David J. Drucker
language : en
Publisher: John Wiley & Sons
Release Date : 2013-01-29

Technology Tools For Today S High Margin Practice written by David J. Drucker 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 2013-01-29 with Business & Economics categories.


Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence



The Professional Financial Advisor Iii Putting Transparency And Integrity First


The Professional Financial Advisor Iii Putting Transparency And Integrity First
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Author : John J. De Goey
language : en
Publisher: Insomniac Press
Release Date : 2014

The Professional Financial Advisor Iii Putting Transparency And Integrity First written by John J. De Goey and has been published by Insomniac Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014 with Financial planners categories.




The Professional Financial Advisor Iv


The Professional Financial Advisor Iv
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Author : John J. De Goey
language : en
Publisher:
Release Date : 2016

The Professional Financial Advisor Iv written by John J. De Goey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with Financial planners categories.


After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. Investors are finally becoming empowered to make informed decisions about whom they work with. This book will help them avoid the industry's bad apples. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.



The Million Dollar Financial Advisor Team


The Million Dollar Financial Advisor Team
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Author : David J. Mullen, Jr.
language : en
Publisher: AMACOM
Release Date : 2018-08-21

The Million Dollar Financial Advisor Team written by David J. Mullen, Jr. and has been published by AMACOM this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-08-21 with Business & Economics categories.


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.



Planning A Successful Future


Planning A Successful Future
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Author : John E. Sestina
language : en
Publisher: John Wiley & Sons
Release Date : 2016-02-24

Planning A Successful Future written by John E. Sestina 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 2016-02-24 with Business & Economics categories.


A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.