The Financial Professional S Storybook
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The Financial Professional S Storybook
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Author : Scott West
language : en
Publisher: Kaplan Publishing
Release Date : 2004-11-03
The Financial Professional S Storybook written by Scott West and has been published by Kaplan Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-11-03 with Finance, Personal categories.
Scott West and Mitch Anthony, authors of the financial services best-selling book, StorySelling for Financial Advisors, have teamed up with David Saylor to publish the much-awaited sequel, The Financial Professional's StoryBook. The Financial Professional's StoryBook is a collection of more than 200 engaging analogies, anecdotes, and metaphors that help simplify Wall Street jargon for Main Street investors.
The Financial Professional S Storybook
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Author : Scott West
language : en
Publisher:
Release Date : 2012-06-15
The Financial Professional S Storybook written by Scott West and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-06-15 with categories.
What Your Sales Managers Never Teach You
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Author : Kevin Foo
language : en
Publisher: Partridge Publishing Singapore
Release Date : 2015-02-20
What Your Sales Managers Never Teach You written by Kevin Foo and has been published by Partridge Publishing Singapore this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-02-20 with Self-Help categories.
Written in storybook form, and basing on his own personal experience. This book aims to be the guide to becoming a better salesperson reveals eleven secrets that will help you sell more and earn more. "Practical and easy to follow tips for all budding financial services professionals. Must read!" -Neil Bowyer, Senior Leadership Team, Aviva Singapore "Easy to read and a great additional resource for rookies who are looking for a break through!" -Lim Bee Bee, Vice President for Bancassurance, from UK Bank based in Singapore. "Fun read for sales professionals who desires more success in their career!" -Chris Chan, founder of PPP Academy, author of Referral Revolution "Simple and effective ideas for those who are looking for success in their financial sales career." -Sylvester Loh, Court of The Table qualifier Easy formula to get your comfort zone to a productive zone fast! -Gina Goh, Sales Director from a FTSE 100 investment firmUndo
The Language Of Trust
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Author : Michael Maslansky
language : en
Publisher: Penguin
Release Date : 2010-05-04
The Language Of Trust written by Michael Maslansky and has been published by Penguin this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-05-04 with Business & Economics categories.
What to Say, How to Say It, Why It Matters If you're trying to sell something-whether it's a product, a service, or an idea-you are facing a new era of consumers who listen less and question more. The Language of Trust is for anyone who must sell ideas, products, services, or even themselves to a public that just doesn't want to hear it. Based on pioneering consumer research, The Language of Trust shows you how to regain the confidence of your clients and customers and communicate with them on their terms. You'll learn what words to use, what words to lose, and how to structure your message to overcome skepticism and build and keep the trust of your audience.
Shareholder Value A Business Experience
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Author : RoyE. Johnson
language : en
Publisher: Elsevier
Release Date : 2001-10-23
Shareholder Value A Business Experience written by RoyE. Johnson and has been published by Elsevier this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-10-23 with Business & Economics categories.
Shareholder Value presents a powerful and useful toolkit of market-based perspectives, analytic approaches, valuation techniques, and specific financial metrics for use in everyday business life. The author helps a broad spectrum of professionals understand the salient points and real world implications of a 'value management' movement which has taken hold in many corporations in the United States and around the world. This movement is being supported by some of the major institutional investors who influence financial markets. The main goal of 'Shareholder Value' is to help working professionals grasp the concept of value 'creators' and 'destroyers', along with the implications. He also provides tools to measure the success (or failure) of major strategic and operational initiatives and enables corporate managers to understand how shareholder value is created, and then directs behaviour toward 'value-based' planning and action. Although mainly aimed at the professional market, 'Shareholder Value' will also be of use to students of business and finance as it is intended to provide a comprehensive foundation for important elements of business strategy and acquisition valuation, corporate financial analysis, capital investments, corporate financing and economic value based metrics.AUTHOR'S REVIEW:When developing this book, I strived to achieve the following: Provide the finance professional and student of finance with a comprehensive template of shareholder value concepts and techniques - geared toward use in a corporate setting Give the non-financial professional an understanding of the underpinnings and behavioural aspects of economic value management Outline and provide details of an effective process for implementing a value-based financial performance system within a corporation ...And, combine learning with enjoyable reading by presenting technical material through a story. The "story" and "characters" are unique features of Shareholder Value - A Business Experience. The reader can get an appreciation of the environment surrounding value-based management, along with challenges that arise when transitioning from traditional "accounting" performance (where earnings and earnings per share reign supreme) to "economic" performance (where cash flow and return on investment are emphasized). Characters occupying operating and staff roles have been created to represent people that those working inside companies (large, medium and small) may encounter and, also, to invoke some humour. Insights into how to function in different corporate roles can be gained by following the characters through the story. Presents a combination of analysis and case study in which a strong technical treatment is blended with a fictional case study to offer clarity and explanation A practical and effective implementation process for a comprehensive financial performance system Offers a perspective of the role of different corporate and business unit functions in the implementation of value-based financial performance within a company
Green Investing
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Author : Patrick J. Costello
language : en
Publisher:
Release Date : 2013-09
Green Investing written by Patrick J. Costello and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-09 with categories.
In this book, Patrick Costello, a practicing Certified Financial Planner(tm), shows busy investors how to implement a socially responsible and sustainable investment (SRI) strategy. Without spending an inordinate amount of time or becoming an investing expert, everyday investors can align their investing process with their personal ethics and values while earning a competitive return. Additionally, Patrick introduces the concept of "Green" investing, which is fundamentally about investor empowerment. Green investing, with socially responsible and sustainable investing at its core, goes beyond investment selection and encompasses the totality of the individual's investing experience. It is critical that aspiring SRI investors learn to navigate today's complex investing environment, avoiding pitfalls and leveraging the resources offered by the professional SRI community. In addition, a basic knowledge of the principles of portfolio construction is essential to any investor's success in achieving her goals. Only after an investor learns these lessons will she be fully prepared to build a diversified, risk-adjusted, socially responsible and sustainable portfolio. The financial services industry is rife with conflicts of interest, marketing hype and enormous amounts of media "noise." When investing through Wall Street financial service firms or national banks, investors may be unwittingly limiting themselves to proprietary trading programs and/or a small handful of mutual fund families that do not offer much in the way of SRI options. Investment professionals calling themselves "Financial Advisors" may in fact be nothing more than salesmen, eager to promote investment products of dubious value that pay high commissions. A Green investor is armed with the knowledge required to sift through financial service propaganda and media noise. She has the skills to select a financial professional who puts her interests ahead of his own, and enough of a working knowledge of portfolio construction to guard against taking inappropriate investment risks. "Green Investing: More Than Being Socially Responsible" delivers the following: 1) Clear definitions of what Socially Responsible (SRI), Sustainable, and Impact investing are all about, 2) Current objective performance information demonstrating that there is no need for SRI investors to make a financial sacrifice, 3) Practical step-by-step guidelines investors can use to add Socially Responsible and Sustainable investing strategies to their portfolios, 4) Concise explanations of the differences and similarities among popular investment vehicles such as mutual funds, exchange traded funds (ETFs) and separate accounts, 5) An overview of the science behind the construction of a diversified, risk-adjusted investment portfolio, 5) An analysis of the influence of Wall Street firms and large national banks on the investing environment, 6) A discussion of the impact of the financial media on the decision-making process of the long-term investor, and 7) Detailed descriptions of the professional training and standards of care offered by financial professionals with titles such as Financial Advisor, Investment Consultant, Certified Financial Planner(tm). To get right to the heart of the biggest misunderstanding among ordinary investors: The most current objective data show that an investor does not have to sacrifice performance in order to add an SRI element to his or her investment strategy.
Retirement Income Redesigned
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Author : Harold Evensky
language : en
Publisher: John Wiley & Sons
Release Date : 2010-05-25
Retirement Income Redesigned written by Harold Evensky 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 2010-05-25 with Business & Economics categories.
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlements Strategies for increasing retirement cash flow In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.
Liktoon S Boat
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Author : Radha Rai
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2018-04-03
Liktoon S Boat written by Radha Rai and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-04-03 with categories.
Liktoon's Boat - an illustrated children's book- is not only a magical adventure filled with colorful illustrations - it's also a fun introduction to concepts like earning and saving money for a goal. Liktoon lives in a small village called Kindleberry, which is in a magical world. His greatest wish is to explore the ocean, discover new islands, find hidden treasures and meet new people and magical creatures. But he must find the means to achieve his dreams. Liktoon has dreams of exploring the ocean, but he doesn't have a boat. With the help of his friends, after some tough challenges, he sets out to make his dream come true. Each enchantingly illustrated page focuses on actions, decisions and emotions that Liktoon goes through in the process of achieving his lifelong goal. Liktoon's boat, uses bright colors, and familiar topics like stories, toys, and friendships to provide introduction to basic mathematical and financial concepts. In addition to helping children with their reading skills, this book introduces the important topics such as: Addition and subtraction Earnings and savings Delayed gratification, perseverance and teamwork Business principles such as entrepreneurship, profits and expenses It's important to teach our kids to be money savvy, especially during their foundational years so that they can grow into financially responsible adults.
An Open Book What And How Young Children Learn From Picture And Story Books
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Author : Jessica S. Horst
language : en
Publisher: Frontiers Media SA
Release Date : 2016-01-21
An Open Book What And How Young Children Learn From Picture And Story Books written by Jessica S. Horst and has been published by Frontiers Media SA this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-21 with Children's books categories.
Looking at and listening to picture and story books is a ubiquitous activity, frequently enjoyed by many young children and their parents. Well before children can read for themselves they are able to learn from books. Looking at and listening to books increases children’s general knowledge, understanding about the world and promotes language acquisition. This collection of papers demonstrates the breadth of information pre-reading children learn from books and increases our understanding of the social and cognitive mechanisms that support this learning. Our hope is that this Research Topic/eBook will be useful for researchers as well as educational practitioners and parents who are interested in optimizing children’s learning.
Storyselling For Financial Advisors
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Author : Scott West
language : en
Publisher: Kaplan Trade
Release Date : 2000-01-12
Storyselling For Financial Advisors written by Scott West and has been published by Kaplan Trade this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000-01-12 with Business & Economics categories.
Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.
