Rec­om­mended Re­sources

Insurance - - CONTENTS -

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.

Credit In­sur­ance

Paul Be­cue.

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

Jonathan Reu­vid

"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

Guy Fraser-Samp­son

"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.

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