You Are The Best Financial Advisor All The Other Financial Advisors Are Fake News Everyone Agrees Believe Me PDF Download

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You Are the Best Financial Advisor All the Other Financial Advisors Are Fake News. Everyone Agrees. Believe Me

You Are the Best Financial Advisor All the Other Financial Advisors Are Fake News. Everyone Agrees. Believe Me
Author: Rocket Publishing
Publisher:
Total Pages: 108
Release: 2019-12-09
Genre:
ISBN: 9781673404272
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6x9 notebook with 100 blank pages. This is the perfect and inexpensive birthday or appreciation gift for colleagues and coworkers to doodle, sketch, put stickers, write memories, organize schedules, or take notes in. Grab this amazing journal gift now!

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
Author: Steve Moore
Publisher: John Wiley & Sons
Total Pages: 256
Release: 2010-10-05
Genre: Business & Economics
ISBN: 0470930144
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A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

Who Can You Trust With Your Money?

Who Can You Trust With Your Money?
Author: Bonnie Kirchner
Publisher: Pearson Education
Total Pages: 264
Release: 2010-01-19
Genre: Business & Economics
ISBN: 0137033664
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Bonus content "Getting the Financial Help You Need" included in this digital edition. Is Your Financial Advisor Honest? Are You Sure? Learn how to: Choose an honest, qualified financial advisor and avoid the crooks Spot the warning signs that you’re being ripped off Empower and protect yourself, and get more help for your money Is your financial advisor the next Bernie Madoff? Can you afford not to know? Get this book, and find out! Read Bonnie Kirchner’s unforgettable personal story: Her sudden realization that she was married to one of the nation’s worst financial fraud artists. Then, follow Kirchner’s journey...learn what she learned about detecting financial scammers...discover the questions you must ask and the steps you must take so it never happens to you!

I've Never Made Anyone Rich

I've Never Made Anyone Rich
Author: Scott Brown
Publisher:
Total Pages: 222
Release: 2019-09-02
Genre:
ISBN: 9781980410225
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Every day of the week, millions of Americans rely on their attorneys to navigate wills and contracts, divorces and disputes. They see their doctors to treat their maladies, their accountants to do their taxes, and their financial advisors to guide them as they grow and manage their wealth. We need these professionals. We depend on their expertise. We look to them to help us understand an increasingly complex world.Which is why it's time to stop for a minute and ask: what are these people thinking about every day? What do the professionals with the deepest amount of expertise when it comes to our health, wealth, and legal problems have to say about our society, their chosen fields, and our misconceptions about all of the above? What would a lawyer actually tell you if the filter came off? What would a financial planner who has seen it all really say?In this book, a respected, successful, refreshingly irreverent and often hilarious financial advisor with thirty years of experience wrangling IRAs, 401(k)s and ETFs (oh my!) takes the time to tell you exactly what you need to know about Wall Street, about what an advisor can and cannot really do for you, and about how to rise above all the noise in the media-and within your own circle of often-misguided family and friends-to build real wealth.Read this book to find out why, for example, you DON'T want your company to offer you the cheapest 401(k) available. Read on to learn why it's time to turn off the news and put your focus somewhere else if you want to be an effective investor. Read on to learn why fees aren't killing you, your habits are. Trust me. It'll be fun."This book should be banned." Wall Street*"Read this book immediately and do not call me again until you've finished it." Your financial planner*"I wish I'd had this book forty years ago." Your father**No actual people were quoted in the writing of this book or this summary.

The Million-dollar Financial Advisor

The Million-dollar Financial Advisor
Author: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
Total Pages: 290
Release: 2010
Genre: Business & Economics
ISBN: 0814414729
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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, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. 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.

Who Can You Trust With Your Money?

Who Can You Trust With Your Money?
Author: MST Bonnie Kirchner -
Publisher:
Total Pages: 224
Release: 2010
Genre: Financial planners
ISBN:
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"Bonnie Kirchner is perhaps the only person in America who is qualified enough to write this book. She has the experience, the firsthand knowledge, and the credibility to help you find a personal financial advisor you can trust. In ways no other author could, she helps you navigate the oftentimes treacherous world of personal financial advice and helps you learn how to find someone you can trust with your money, your financial plan, and your life's goals."--Robert Powell, Editor, Retirement Weekly ; Retirement Columnist, MarketWatch.com/retirement " This book is a must read for those consumers thinking about hiring a financial advisor and for those who have one already. Bonnie shares her personal story so that you can be protected from the scammers and the thieves that seem to lurk in the shadows. 99% of financial advisors are the good guys that wear the white hats and really want to help their clients succeed. Bonnie can help you sift through the masses to weed out that bad seed." - Dee Lee, CFP®, Harvard Financial Educators and Personal Finance Editor, WBZ radio-CBS affiliate, Boston " The two biggest risks to your financial well-being are not the markets and the economy; they are fraud and bad advice. The author shares her personal story of how this can happen even with those we trust the most. More importantly, she gives you the knowledge of what financial planning is all about and then how to steer clear of potential fraud or just plain bad advisors!" - Dave Caruso, CFP®, Chairman and CEO, Coastal Capital Group Is Your Financial Advisor Stealing From You? If it could happen to Bernie Madoff's clients, it could happen to you. Make sure it doesn't. Bonnie Kirchner reveals the hidden signs that could mean you're getting ripped off-and what to do about it if you are. You'll also learn how to identify a truly reputable advisor and build a relationship that gives you your money's worth. Nobody's more qualified than Kirchner to write this book. She's a CERTIFIED FINANCIAL PLANNER"!professional who was one of New England's leading TV personal finance reporters. And, as the unwitting victim of her ex-husband, notorious Ponzi schemer Brad Bleidt, she found her own life ripped apart by one of the nation's biggest financial scandals. Since divorcing Bleidt, she's devoted herself to understanding exactly how financial scammers operate. This book shares everything she learned the hard way-so you won't have to! - Choose a capable advisor you can t ...

Getting Started in Finding a Financial Advisor

Getting Started in Finding a Financial Advisor
Author: Charles A. Jaffe
Publisher: John Wiley & Sons
Total Pages: 369
Release: 2010-03-18
Genre: Business & Economics
ISBN: 0470624779
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An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide Helps you determine the kind of advisor best-suited for your situation Provides interview questions, discusses what credentials really mean, and which are important Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

The Lies about Money

The Lies about Money
Author: Ric Edelman
Publisher:
Total Pages: 0
Release: 2007
Genre: Finance, Personal
ISBN: 9781416543114
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RIC EDELMANhas helped more people achieve financial success than any other practicing financial advisor. In 2007,Wealth Managermagazine listed his firm as the largest in terms of number of clients.Barron'sfour times named him among America's top 100 financial advisors in the country, and in 2004, Ric was inducted into the Financial Advisor Hall of Fame. His books have a million copies in print, including several foreign languages, and have topped theNew York Timesbestseller list. His national radio show, PBS television specials, syndicated newspaper column, and award-winning Web sites make him a house-hold name.Consumers love Ric's unconventional yet common-sense approach to investing and personal finance. He revealed how everyday Americans achieve financial security in the #1New York TimesbestsellerOrdinary People, Extraordinary Wealth. His first bestselling book, the personal financial classicThe Truth About Money, was named Book of the Year. Now, Ric reveals the deceptive and manipulative business practices occurring in your retail mutual funds -- practices that are causing you to suffer higher fees, greater risks, and lower returns than you realize. InThe Lies About Money, Ric's provocative new work, he offers you a detailed yet easy-to-follow plan that lets you take back control of your investments -- and your financial future.Ric's unparalleled ability to explain complex financial concepts in a fun and entertaining way resonates with readers. In this book -- his first in more than five years -- he shares his most valuable lessons gained through two decades of working directly with individuals and families. He reveals the lies that have infiltrated your retail mutual funds and retirement accounts, and teaches you how to invest your money in your employer retirement plan, how to save for college, and for those who are retired, how to generate more income without sacrificing security. He shows you that proper money management has nothing to do with "hot tips" and everything to do with scientific analysis, bolstered by solid academic research and historical data. Ric explains exactly how the mutual fund scandal has caused him to change the way he manages his own money and the money entrusted to his firm by thousands of clients nationwide. Along the way, Ric shows you the secrets to investment success -- a long-term focus, the importance of diversification, and the crucial need for (and methods of) portfolio rebalancing.And the book doesn't stop there -- it will actually help you build an investment portfolio, one designed specifically around your needs. The book features a 24-page color insert containing 43 portfolio models, each based on the Edelman Managed Asset Program, one of the largest and fastest-growing money management programs in the country. Ric's fun, interactive Guide to Portfolio Selection ̈ will lead you on a fascinating journey through the book's pages, taking you to the portfolio that's right for you!With insight and strategies that will change people's lives,The Lies About Moneyoffers the truth that everyone is looking for.

Bad Advisors

Bad Advisors
Author: Roccy DeFrancesco
Publisher:
Total Pages: 0
Release: 2011-04
Genre:
ISBN: 9780984230853
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Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why--with all the advice they receive from their advisors--have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years?Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice. Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic. In this controversial book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. In Bad Advisors, you will learn how to:-Eliminate the causes of doubt and fear of losing your assets-Remove stress while dramatically increasing your wealthRoccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors." Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about you and your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.

Is Your Financial Advisor Failing You? And How to Tell

Is Your Financial Advisor Failing You? And How to Tell
Author: Kevin S. Gallagher
Publisher: Outskirts Press
Total Pages: 78
Release: 2020-01-09
Genre: Business & Economics
ISBN: 9781977216533
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In today's environment of dizzying amounts of conflicting news and huge swings in the financial markets, more and more people are looking for personal guidance from Financial Advisors and Investment Managers. But how do you know if the one you're working with is truly competent and worth following? Author Kevin S. Gallagher is a former multi-million dollar stock exchange floor trader turned Financial Advisor who brings and insiders expertise to what to look for in choosing a Financial Advisor. Well beyond the all-to-familiar '5 questions you should ask a Financial Advisor', Mr. Gallagher tells it like it is and calls out the poor practices and salesmanship of today's Financial Salesmen. Simple to read and direct in its approach, 'Is Your Financial Advisor Failing You - And How To Tell' will arm you with everything you need to ensure that you work with only the best-of-the-best advisors, and of course, how to get away from the vast majority of advisors who are nothing short of just sales people. With the experience and belief that a competent Financial Advisor is absolutely worth their costs, Mr. Gallagher provides real life scenarios that will allow you to ferret out the worthy ones from those who you should be staying clear of. If you currently work with a Financial Advisor or Investment Manager - or if you are wondering if you should hire one - this book is a must read.