The Advisor Playbook

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The Advisor Playbook

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Author : Duncan MacPherson
language : en
Publisher:
Release Date : 2015

The Advisor Playbook written by Duncan MacPherson and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015 with Electronic books categories.

The Advisor Playbook

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Author : Duncan MacPherson
language : en
Publisher:
Release Date : 2015-10-21

The Advisor Playbook written by Duncan MacPherson and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-21 with Business & Economics categories.

How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.

The Wealth Creator S Playbook

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Author : John Christianson
language : en
Publisher: Bloomsbury Publishing USA
Release Date : 2019-03-22

The Wealth Creator S Playbook written by John Christianson and has been published by Bloomsbury Publishing USA this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-03-22 with Business & Economics categories.

An advisor to many of today's most successful wealth creators explains how to align your values with your wealth, including the ways in which it is earned, managed, and spent, to maximize both wealth and personal fulfillment. Money is something most people fantasize about: if only financial independence became a reality, then life would be easier and more fulfilling. Wealth creators soon discover that while money provides incredible opportunities, it can also bring unexpected consequences: isolation, relationship challenges, and a lack of purpose that are often by-products of achieving financial success. Wealth is a gift that involves practical, psychological, and spiritual stewardship. Wealth creators desperately need advice they can trust to maximize, not just manage, the gift of wealth. Drawing on wisdom from John Christianson's 25 years of experience advising some of the most successful wealth creators in the country, this book explores money emotional intelligence, roadblocks around money and relationships, kids and money, generosity, identity, and aligning your values with your money. The Wealth Creator's Playbook is the go-to guide for individuals who are chasing financial success and the richness of a deeply fulfilling life.

The Tax And Legal Playbook

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Author : Mark J. Kohler
language : en
Publisher: Entrepreneur Press
Release Date : 2019-07-23

The Tax And Legal Playbook written by Mark J. Kohler and has been published by Entrepreneur Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-23 with Business & Economics categories.

The Tax Rules Have Changed. Your Business Should, Too. The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code are complex (especially for the small-business owner), but you don't have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you. In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets. Using real-world case studies, tax-savvy tips, game plans, and discussion points, Kohler coaches you through the complexities of the tax game of the small-business owner. You'll also learn how to: Examine your business needs and pick the right business entity for you Build your personal and corporate credit in eight steps Implement affordable asset protection strategies Take advantage of underutilized business tax deductions Pick the right health-care, retirement, and estate plans Bring on partners and investors the right way Plan for your future with self-directed retirement funds Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.

The Playbook For Middle School Teachers

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Author : Lois Rinaldi
language : en
Publisher: Archway Publishing
Release Date : 2016-10-04

The Playbook For Middle School Teachers written by Lois Rinaldi and has been published by Archway Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-10-04 with Education categories.

Even if you only taught middle school students on a trial basis in college, you already know: Its not an easy job. Lois Rinaldi, a longtime middle school teacher, gives you the competitive edge you need to succeed beginning with your first year in this playbook that provides guidance when communicating with students, parents, and administrators. She shares a step-by-step approach to: prepare classrooms for maximum learning; conduct parent conferences with confidence; address technological issues with awareness and understanding; manage student behavior effectively; and employ useful strategies for career advancement. The playbook covers all the major events of the school year, from preparing for the school year, to the first day of school, to meeting parents, and graduation. Youll also learn how to deal with sensitive issues such as cellphone use, bullying, and cheating. To succeed as a teacher, you need firsthand information about avoiding the pitfalls that trip up new teachers. Navigate the school year and your career with intelligence and confidence with The Playbook for Middle School Teachers.

The Flexible Investing Playbook

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Author : Robert Isbitts
language : en
Publisher: John Wiley & Sons
Release Date : 2010-07-01

The Flexible Investing Playbook written by Robert Isbitts 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 2010-07-01 with Business & Economics categories.

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.

The Organic Growth Playbook

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Author : Bernard Jaworski
language : en
Publisher: Emerald Group Publishing
Release Date : 2020-08-03

The Organic Growth Playbook written by Bernard Jaworski and has been published by Emerald Group Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-08-03 with Business & Economics categories.

Conventional marketing strategies that focus on product differentiation and positioning often fail to deliver faster growth. In this re-published book, Jaworski and Lurie offer a novel approach to this problem of growth.

Income Playbook N I L Deals And Tax Tactics

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Author : J. Nixon Joseph, MBA
language : en
Publisher: Dividend Desk Press Inc
Release Date : 2024-10-18

Income Playbook N I L Deals And Tax Tactics written by J. Nixon Joseph, MBA and has been published by Dividend Desk Press Inc this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-10-18 with Business & Economics categories.

Master the Game: From NIL Deals to Financial Freedom College athletes now have an unprecedented opportunity. With the advent of Name, Image, and Likeness (NIL) rights, the landscape of college sports is undergoing a monumental shift. But navigating through this new territory can be complex and overwhelming. Enter "Income Playbook: N.I.L. Deals and Tax Tactics"—your ultimate guide to achieving financial success as a college athlete. Imagine transforming your athletic talent into a lucrative venture. This book opens with an exploration of the history and the revolutionary changes in NIL legislation. Understand the profound impact NIL has on athletes, laying a solid foundation for why this monumental shift matters for your financial future. Next, delve into NIL opportunities and how to maximize your earnings. Learn from real-life examples of athletes who have leveraged their NIL to build brands and secure high-value deals. Unearth the economics behind NIL, from market valuations to effective negotiation tactics that ensure you get the best possible deals. In the realm of financial literacy, the "Income Playbook" covers basics that are indispensable for every college athlete. Topics such as budgeting, saving, understanding credit, and investment basics are elucidated in a straightforward manner, equipping you with tools to manage and grow your wealth. Tax implications of NIL income are daunting but crucial. This guide breaks it down seamlessly. From federal and state taxes, taxable income, to filing guidelines, you’ll master the intricacies of your newfound earnings and avoid common pitfalls. Finally, understand legal considerations and set the stage for long-term financial success by learning about contracts, intellectual property rights, and financial planning. Case studies offer a peek into the successes and missteps of others, providing a roadmap for your own journey. Don't leave your financial future to chance. Arm yourself with the knowledge and strategies found within "Income Playbook: N.I.L. Deals and Tax Tactics" and step onto the path of financial independence and lasting success.

Walk Away Wealthy

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Author : Mark Tepper
language : en
Publisher: Greenleaf Book Group
Release Date : 2014-07-01

Walk Away Wealthy written by Mark Tepper and has been published by Greenleaf Book Group this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-07-01 with Business & Economics categories.

The essential guide to selling your business—and walking away with maximum wealth Nearly every entrepreneur dreams of one day selling their business for big bucks, but far too many aren’t aware of exactly what it takes to do so. The sobering truth is that it’s very easy for the entrepreneurs who don’t know what they’re doing to walk away from a sale without the financial freedom they hoped for. In fact, only about 20 percent of businesses for sale will successfully transfer to another owner! In Walk Away Wealthy, Mark Tepper--a leading authority on wealth management and financial planning for entrepreneurs--shows you how to build a strong exit plan, an absolute requirement if you hope to get the full value from a sale. Tepper’s twelve secrets debunk myths and deliver practical advice as he walks you through what most people don’t know (or refuse to believe) about the process of planning their exit. And although it’s best to start planning the exit as early as possible, the book also delivers advice for those who may have waited too long and feel lost in the face of a rapidly approaching sale. Selling the business you worked so hard to build can be a confusing and intimidating proposition. Let Mark Tepper clear away the misconceptions, steer you clear of common mistakes, and help you walk away wealthy!

The Financial Advisor S Playbook

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Author :
language : en
Publisher:
Release Date : 2023

The Financial Advisor S Playbook written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023 with Financial planners categories.