Delivering Massive Value PDF Download
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| Author | : Matthew Jarvis |
| Publisher | : Perfect Ria, LLC |
| Total Pages | : 0 |
| Release | : 2022-11-10 |
| Genre | : |
| ISBN | : |
Download Delivering Massive Value Book in PDF, ePub and Kindle
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.
| Author | : Ira A. Jackson |
| Publisher | : Broadway Business |
| Total Pages | : 402 |
| Release | : 2004 |
| Genre | : Business & Economics |
| ISBN | : 0385501633 |
Download Profits With Principles Book in PDF, ePub and Kindle
Draws on detailed case studies from more than fifty top companies to demonstrate how engaging in ethical practices can enable businesses to gain a competitive advantage, improve a brand image, secure consumer loyalty, and foster greater employee satisfaction.
| Author | : Alex Edmans |
| Publisher | : Cambridge University Press |
| Total Pages | : 541 |
| Release | : 2021-11-11 |
| Genre | : Business & Economics |
| ISBN | : 1009062719 |
Download Grow the Pie Book in PDF, ePub and Kindle
Should companies be run for profit or purpose? This book shows how they can deliver both-based on rigorous evidence and an actionable framework. This edition, updated to include the pandemic and latest research, explains how managers, investors and citizens can put purpose into practice-and overcome the difficult trade-offs that hold them back.
| Author | : Carl Richards |
| Publisher | : Portfolio |
| Total Pages | : 226 |
| Release | : 2015-03-31 |
| Genre | : Business & Economics |
| ISBN | : 1591847559 |
Download The One-Page Financial Plan Book in PDF, ePub and Kindle
Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
| Author | : Mitch Anthony |
| Publisher | : John Wiley & Sons |
| Total Pages | : 248 |
| Release | : 2020-11-03 |
| Genre | : Business & Economics |
| ISBN | : 1119709091 |
Download Life Centered Financial Planning Book in PDF, ePub and Kindle
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
| Author | : Mo Bunnell |
| Publisher | : PublicAffairs |
| Total Pages | : 304 |
| Release | : 2018-09-11 |
| Genre | : Business & Economics |
| ISBN | : 1610399595 |
Download The Snowball System Book in PDF, ePub and Kindle
Mo Bunnell's comprehensive system will help you win more clients, build stronger relationships, and bring in more business. If you're good at doing something, and you need to connect with paying clients in order to keep doing it, this book is for you. There are more of us out there than you might think--from professionals like lawyers and consultants to big company account managers and freelancers of all stripes. And this book will teach you how to sell yourself without selling your soul. In The Snowball System, Mo Bunnell offers powerful and proven tools for business development. Whether you are gregarious or introverted, whether you are a part of a small startup or a massive multinational, Bunnell's science-based system is effective and efficient, and easily adapted into your day-to-day work. With The Snowball System, you will not only succeed at growing your business, you'll learn to enjoy doing the activities that drive that growth. You'll be happier, and so will your clients.
| Author | : Moira Somers |
| Publisher | : Practical Inspiration Publishing |
| Total Pages | : 224 |
| Release | : 2018-02-28 |
| Genre | : Business & Economics |
| ISBN | : 1788600215 |
Download Advice That Sticks Book in PDF, ePub and Kindle
The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.
| Author | : Terri L. Sjodin |
| Publisher | : Penguin |
| Total Pages | : 258 |
| Release | : 2016 |
| Genre | : Business & Economics |
| ISBN | : 1591848350 |
Download Scrappy Book in PDF, ePub and Kindle
For those times when hard work and persistence just aren't enough, Terri Sjodin offers an inspiring guide to getting scrappy and beating the odds. Terri Sjodin loves scrappy people -- those who beat the odds with a blend of cleverness and fighting spirit. People who see big problems and come up with big solutions. People like the clever Girl Scout who sold 117 boxes of cookies in two hours outside a medical marijuana dispensary, or the entrepreneur who turned his home into an indoor jungle to sell investors on the Rainforest Cafe Restaurant chain. It can seem like these successes are just one-off acts of ingenuity or isolated flashes of brilliance. But today it takes more than just creativity, more than just persistence, more than just a dream to reach big goals -- it takes a mindset and a strategy. Sjodin explains the common elements behind every successful scrappy effort.
| Author | : John Hagel |
| Publisher | : |
| Total Pages | : 298 |
| Release | : 2012-12-04 |
| Genre | : Business & Economics |
| ISBN | : 0465028764 |
Download The Power of Pull Book in PDF, ePub and Kindle
How we can effectively address our most pressing challenges in a rapidly changing and increasingly interdependent world.
| Author | : John Sviokla |
| Publisher | : Penguin UK |
| Total Pages | : 233 |
| Release | : 2015-01-01 |
| Genre | : Business & Economics |
| ISBN | : 0241971519 |
Download The Self-Made Billionaire Effect Book in PDF, ePub and Kindle
Discover and cultivate the secret traits of self-made billionaires with THE SELF-MADE BILLIONAIRE EFFECT by John Sviokla and Mitch Cohen Imagine what Atari might have achieved if Steve Jobs had stayed there. Or what Steve Case could have done for Pepsi if he hadn't left for a start-up that eventually became AOL. Scores of billionaires worked for established corporations before they struck out on their own. People like Michael Bloomberg and Mark Cuban went on to build iconic household brands. Why didn't their former employers hang onto to these people? And why are most big companies unable to create as much value as the world's 800 self-made billionaires? Billionaires aren't necessarily luckier, smarter or harder working than the rest of us - and they rarely build something brand-new. The key difference is their mindset. They redefine what's possible - and they are critical to any company looking to create massive value. The Self-Made Billionaire Effect breaks down the five critical habits of massive value-creators, so you can learn how to identify, encourage, and retain them - and even become one yourself. It will forever change the way you think about talent and business value. John J. Sviokla is the head of Global Thought Leadership with PricewaterhouseCoopers. He is a frequent speaker on innovation, growth, and customer behavior. In addition to working with clients, John serves on PwC's Advisory Leadership Group and Global Thought Leadership Council. He was on the faculty of the Harvard Business School for ten years and has written for Harvard Business Review, The Wall Street Journal, Financial Times, and Sloan Management Review. Mitch Cohen is PwC's Vice Chairman. During his 33 years at the firm and 20 years as a partner, Cohen has held a variety of leadership roles and served numerous Fortune 500 clients.
