Service Advising And Management
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Service Advising And Management
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Author : Gary LaRosa
language : en
Publisher: Jones & Bartlett Learning
Release Date : 2019-01-18
Service Advising And Management written by Gary LaRosa and has been published by Jones & Bartlett Learning this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-18 with Transportation categories.
In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.
Statements On Management Advisory Services
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Author : American Institute of Certified Public Accountants. Management Advisory Services Committee on Technical Studies
language : en
Publisher:
Release Date : 1974
Statements On Management Advisory Services written by American Institute of Certified Public Accountants. Management Advisory Services Committee on Technical Studies and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1974 with Accountants categories.
The Essential Advisor
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Author : Bill Crager
language : en
Publisher: John Wiley & Sons
Release Date : 2016-05-02
The Essential Advisor written by Bill Crager 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 2016-05-02 with Business & Economics categories.
Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.
Financial Management Service
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Author :
language : en
Publisher:
Release Date : 1990
Financial Management Service written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1990 with Government publications categories.
Advising Upwards
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Author : Lynda Bourne
language : en
Publisher: CRC Press
Release Date : 2016-03-03
Advising Upwards written by Lynda Bourne and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-03 with Business & Economics categories.
Much has been written about leadership and team building, but there are still major gaps in thinking and research about how to engage senior stakeholders in support of an organisation's projects. The central role of stakeholders in the successful delivery of organisational strategy is becoming increasingly recognised, as is the importance of developing a sponsor culture to support more collaborative practices within the organisation. Building, and managing, relationships with senior (upwards) stakeholders is essential for success. Advising Upwards brings together the ideas of experts in fields related to engaging senior stakeholders, such as risk management, decision-making, understanding cultural considerations, effective communication and other disciplines that may enhance the sustainable engagement of senior stakeholders. The starting point is an examination of the difficulties that senior managers face as they move through the ranks of an organisation from middle management to executive levels. Senior managers usually move up through the organisation on the basis of command and control management. Once in the executive ranks they must develop a more collaborative approach and adopt the principles of emotional intelligence (EQ) to succeed. Awareness of difficulties that senior stakeholders may face drives effective approaches for communication between the team and sponsors. Case studies and stories from experts illustrate practical, structured approaches that enable the teams to develop robust relationships with senior stakeholders will result in teams 'being heard', and support their 'being extraordinary' through innovative approaches to advising upwards.
The New Financial Advisor
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Author : G. Scott Budge
language : en
Publisher: John Wiley & Sons
Release Date : 2008-12-03
The New Financial Advisor written by G. Scott Budge 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 2008-12-03 with Business & Economics categories.
Praise for The New Financial Advisor "For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise." --Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come." --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families." --Charlotte B. Beyer,founder and CEO, Institute for Private Investors "Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often." --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal." --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families
The Art And Craft Of Policy Advising
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Author : David Bromell
language : en
Publisher: Springer Nature
Release Date : 2022-06-20
The Art And Craft Of Policy Advising written by David Bromell and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-06-20 with Political Science categories.
This book offers a practical guide for policy advisors and their managers, grounded in the author’s extensive experience as a senior policy practitioner in New Zealand’s Westminster-style system of government. A key message is that effective policy advising is less about cycles, stages and steps, and more about relationships, integrity and communication. Policy making is incremental social problem solving. Policy advising is mostly learned on the job, like an apprenticeship. It starts with careful listening, knowing one’s place in the constitutional scheme of things, winning the confidence of decision makers, skillfully communicating what they need to hear and not only what they want to hear, and learning to lead from behind, scheme virtuously and play nicely with others. The author introduces a public value approach to policy advising that uses collective thinking to address complex policy problems, evidence-informed policy analysis that also factors in emotions and values, and the practice of “gifting and gaining” (rather than “trade-offs”) in the long-term public interest. Theory is illustrated by personal anecdote and each chapter offers practical processes, tools, techniques and questions for reflection, to help readers master the art and craft of policy advising. This second edition has been substantially revised and updated. It provides an expanded, step-by-step approach to stakeholder analysis and prioritisation in relation to an agency’s own strategic frame; it aligns and integrates theory about the public interest, public value and anticipatory governance; and it updates a “fair go” multi-criteria decision analysis matrix with the latest iteration of the N.Z. Treasury’s Living Standards Framework.
Selling Skills For Financial Advisors
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Author : Gerard Assey
language : en
Publisher: Gerard Assey
Release Date : 2023-09-01
Selling Skills For Financial Advisors written by Gerard Assey and has been published by Gerard Assey this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-09-01 with Business & Economics categories.
Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, "Selling Skills for Financial Advisors" empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence.
Occupational Health Services
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Author : Tee L. Guidotti
language : en
Publisher: Routledge
Release Date : 2013
Occupational Health Services written by Tee L. Guidotti and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013 with Medical categories.
Workers and their families, employers, and society as a whole benefit when providers deliver the best quality of care to injured workers and when they know how to provide effective services for both prevention and fitness for duty and understand why, instead of just following regulations. Designed for professionals who deliver, manage, and hold oversight responsibility for occupational health in an organization or in the community, Occupational Health Services guides the busy practitioner and clinic manager in setting up, running, and improving healthcare services for the prevention, diagnosis, treatment, and occupational management of work-related health issues. The text covers: an overview of occupational health care in the US and Canada: how it is organized, who pays for what, how it is regulated, and how workers' compensation works how occupational health services are managed in practice, whether within a company, as a global network, in a hospital or medical group practice, as a free-standing clinic, or following other models management of core services, including recordkeeping, marketing, service delivery options, staff recruitment and evaluation, and program evaluation depth and detail on specific services, including clinical service delivery for injured workers, periodic health surveillance, impairment assessment, fitness for duty, alcohol and drug testing, employee assistance, mental health, health promotion, emergency management, global health management, and medico-legal services. This highly focused and relevant combined handbook and textbook is aimed at improving the provision of care and health protection for workers and will be of use to both managers and health practitioners from a range of backgrounds, including but not limited to medicine, nursing, health services administration, and physical therapy.
Library Of Congress Subject Headings
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Author : Library of Congress
language : en
Publisher:
Release Date : 1992
Library Of Congress Subject Headings written by Library of Congress and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with Subject headings, Library of Congress categories.