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Ten Minute Guide to Working with Financial Advisors

Ten Minute Guide to Working with Financial Advisors
Author: Barbara Hetzer
Publisher:
Total Pages: 146
Release: 1997
Genre: Business & Economics
ISBN: 9780028615486

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In today's fast-paced world, everyone wants simple and quick solutions to workplace issues and problems at home. These distinctive guides offer easy-to-understand, helpful information on a variety. of business and personal finance topics. Each book is written by an expert in the respective field.Finding the right person to provide guidance on important financial decisions can be difficult. This book explains the differences between the various types of financial professionals and discusses how to find them and how to check their credentials and references.


10 Minute Guide to Motivating People

10 Minute Guide to Motivating People
Author: Marshall Cook
Publisher: Spectrum _
Total Pages: 148
Release: 1997
Genre: Business & Economics
ISBN: 9780028617381

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Managing and motivating people in the workplace means getting them to achieve goals, perform at their highest level and enjoy the work in a fear-free environment. The author provides the tools and techniques needed to achieve such an end.


101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!
Author: Daniel C. Finley
Publisher: Lulu.com
Total Pages: 475
Release: 2011-12
Genre: Business & Economics
ISBN: 1257837222

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101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.


10 Minute Guide to Negotiating

10 Minute Guide to Negotiating
Author: Neil Shister
Publisher: MacMillan Publishing Company
Total Pages: 132
Release: 1997
Genre: Business & Economics
ISBN: 9780028616155

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Every day, people in business are involved in some form of negotiation. This guide shows how to develop essential skills for negotiating in almost any setting. Includes tips and techniques for establishing goals, understanding options, creating a win-win environment, and more. Two-color. Illustrated.


10 Minute Guide to Household Budgeting

10 Minute Guide to Household Budgeting
Author: Tracey Longo
Publisher: Alpha Books
Total Pages: 146
Release: 1997
Genre: Business & Economics
ISBN: 9780028614427

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Figuring how to make dollars work longer and harder is a tough job for anyone, regardless of income. This book explains the basics of creating a budget and managing spending habits. Charts and graphics.


How to Hire (Or Fire) Your Financial Advisor

How to Hire (Or Fire) Your Financial Advisor
Author: Ivan M. Illán CFS
Publisher: iUniverse
Total Pages: 84
Release: 2015-09-03
Genre: Business & Economics
ISBN: 1491770171

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Youve worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions. Ivan M. Illn, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try. Once you know what type of responses are best, youll be able to uncover hidden conflicts of interest; determine what motivates an advisor; evaluate an advisors intelligence; and develop a method to evaluate performance. While there are many benefits to having an expert manage money, its essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.


The White Coat Investor

The White Coat Investor
Author: James M. Dahle
Publisher: White Coat Investor LLC the
Total Pages: 160
Release: 2014-01
Genre: Business & Economics
ISBN: 9780991433100

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Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!


What Your Financial Advisor Isn't Telling You

What Your Financial Advisor Isn't Telling You
Author: Liz Davidson
Publisher: HMH
Total Pages: 261
Release: 2016-01-05
Genre: Business & Economics
ISBN: 0544633342

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Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review


The Advisor Breakthrough

The Advisor Breakthrough
Author: Shawn Sparks
Publisher:
Total Pages:
Release: 2016-10-01
Genre:
ISBN: 9780997964004

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In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice.Based on the lessons Shawn has learned from working with the country's top financial advisors over the past ten years, you will discover the most important Top 1% Advisor lessons:How to set clear marketing goalsDuplicate your ideal clientDevelop an All-Star objection tool kitRetain staffPresent a personal story and motivation that resonates with clientsThe Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire.


The Miracle Morning (Updated and Expanded Edition)

The Miracle Morning (Updated and Expanded Edition)
Author: Hal Elrod
Publisher: BenBella Books
Total Pages: 305
Release: 2023-12-12
Genre: Self-Help
ISBN: 1637744358

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USA Today Bestseller Start waking up to your full potential every single day with the updated and expanded edition of the groundbreaking book with more than 2 million copies sold. Getting everything you want out of life isn’t about doing more. It’s about becoming more. Hal Elrod and The Miracle Morning have helped millions of people become the person they need to be to create the life they’ve always wanted. Now, it’s your turn. Hal’s revolutionary S.A.V.E.R.S. method is a simple, effective step-by-step process to transform your life in as little as six minutes per day: Silence: Reduce stress and improve mental clarity by beginning each day with peaceful, purposeful quiet Affirmations: Reprogram your mind to overcome any fears or beliefs that are limiting your potential or causing you to suffer Visualization: Experience the power of mentally rehearsing yourself showing up at your best each day Exercise: Boost your mental and physical energy in as little as 60 seconds Reading: Acquire knowledge and expand your abilities by learning from experts Scribing: Keep a journal to deepen gratitude, gain insights, track progress, and increase your productivity by getting clear on your top priorities This updated and expanded edition has more than 40 pages of new content, including: The Miracle Evening: Optimize your bedtime and sleep to wake up every day feeling refreshed and energized for your Miracle Morning The Miracle Life: Begin your path to inner freedom so you can truly be happy and learn to love the life you have while you create the life you want