The Million Dollar Financial Advisor: Powerful Lessons and Proven Strategies From Top Producers.
David J. Mullen Jr.
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, This book distills their universal success principles into thirteen distinct lessons. Each is explained step-bystep for immediate application by veteran and new financial professionals alike. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
The Million-Dollar Financial Services Practice: A Proven System For Becoming A Top Producer
David J. Mullen, Jr.
This second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and “Alumni Marketing,” targeting successful realtors as clients, and much more. Packed with templates, scripts, letters and triedand-true Market Action Plans, the book provides readers with the tools and guidance they need to take their financial services practice to the milliondollar level and beyond.
Buy Your Tomorrows Today
David E. Appel.
This book teaches advisors how to sell, as much as it shows prospective clients how to buy. David allows himself to be transparent from the very beginning which creates a connection with the reader. It’s a road map for advisors, and a compass for clients, how unique! Gripping personal stories woven through this book brings life to these pages. The strength of this book is found in its simple language and straight forward approach. This book is required reading for advisors and clients.
This book offers a better understanding of credit insurance activities and seeks to communicate them to the world of business. It clarifies the most important characteristics of credit insurance, focusing in particular on the private credit insurance market and the commercial, financial and economic importance of its products. It explains credit insurance practices and terminology in an easy and accessible manner, complete with numerous practical examples. It is a compulsory reading for all companies who want to find out more about the ins and outs of this important market.
Financing Long-Term Care In Europe: Institutions, Markets And Models. Edited by Joan Costa-Font and Christophe Courbage
Growing long-term care needs in several European countries as well as the reshaping of traditional modes of care-giving further increase the pressure for sustainable funding of more comprehensive long-term care systems. This book examines different forms of partnership and the potential cooperation of state, market and societal stakeholders. It not only offers a full understanding of the institutional responses and mechanisms in place for financing old age but also provides a deep analysis of both the demand and supply factors underpinning the development of financial instruments to cover longterm care needs in Europe.
The Handbook Of Personal Wealth Management, 8th edition
"The Handbook of Personal Wealth Management" offers authoritative and jargon-free advice on how to structure personal and business-related finances, incorporating commentary and analysis of both the traditional (asset management, property, etc) and alternative (forestry, fine wines and antiques) investment options that are increasingly available to those with sufficient capital. At the same time, the book offers guidance on key issues such as taxation and inheritance planning, as well as special chapter on philanthropy and charitable giving. The book concludes with a new regional directory of investment managers and independent financial advisers across the UK.
The AMA Handbook Of Financial Risk Management
John J. Hampton
"The AMA Handbook of Financial Risk Management" provides readers with the tools they need for dealing with the most important areas of financial decision making. Filled with strategies, principles, and measurement techniques, the book shows readers how to: categorize financial risks; reduce risks from cash flow and budget exposures; analyze operating risks; understand assessments or risk and return; and, manage risks in capital investment decisions. This is a comprehensive guide that enables risk managers and anyone involved in the financial management of an organization to know what factors are at stake and how to protect their bottom line.
No Fear Finance: An Introduction To Finance And Investment For The Non-Finance Professional
"No Fear Finance" is an accessible guide to the essentials of the finance and investment sectors for individuals who may be approaching the subject for the first time, or who are coming to it from a nonfinance background. Covering the fundamentals of finance - including an overview of business finance, the basics of accountancy, financial risk and investment vehicles - the book removes much of the fear experienced by many people when confronted with complex financial issues, and enables them to gain a clear understanding of the basic principles of finance, to which more complicated financial models can then be applied.