Archive for September, 2010
Wednesday, September 29th, 2010
- ISBN13: 9780470112335
- Condition: New
- Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed
Product Description
“The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors–if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book.”
–Ken Dychtwald, PhD, founder and CEO… More >>
Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families
Tags: Advisor, Affluent, Become, Families, Financial, Indispensable, Life
Posted in Financial Advisor | 5 Comments »
Sunday, September 26th, 2010
Image taken on 2009-01-04 20:33:55 by Alaskan Dude.
Tags: broker, IMG_0893a, power, Rivkah
Posted in Financial Advisor | No Comments »
Thursday, September 23rd, 2010
Image taken on 2007-04-04 07:29:12 by mclgreenville / memorymotel.
Tags: Deal, Good
Posted in Financial Advisor | No Comments »
Monday, September 20th, 2010
Image taken on 2009-11-02 14:19:42 by joanneteh_32(busy and away!!).
Tags: Edie, Factory, Girl, Miller, Sedgwick, Sienna
Posted in Financial Advisor | No Comments »
Friday, September 17th, 2010
Image taken on 2010-05-06 14:34:45 by carltonreid.
Tags: 'road, Daily, Guide, Mail, tax', wrong
Posted in Financial Advisor | No Comments »
Monday, September 13th, 2010
Product Description
In this new edition, Lloyd Williams presents the material covered in his popular 2-day workshops conducted in over fifty financial service firms across the U.S. and Canada. He begins with the importance of advocacy-based marketing in contrast to solicitation. Next, he walks you through the all-important First Conversation, which establishes the trust necessary to build deep relationships. Finally, he delivers the scripts, presentations, and tools required to build a… More >>
Attract Clients: A Financial Advisor’s Guide to Building and Running a Practice: 2nd Edition
Tags: Advisors, Attract, Building, Clients, Edition, Financial, Guide, Practice, Running
Posted in Financial Advisor | 4 Comments »
Friday, September 10th, 2010
Image taken on 2009-03-10 10:08:55 by Raelene G.
Tags: Advisor, Financial
Posted in Financial Advisor | No Comments »
Tuesday, September 7th, 2010
Product Description
Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices… More >>
Best Practices for Financial Advisors
Tags: Advisors, Best, Financial, Practices
Posted in Financial Advisor | 5 Comments »
Saturday, September 4th, 2010
Product Description
Praise for The New Financial Advisor “For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory–helping families achieve life outcomes. Budge’s book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise.”
–Dirk Junge, Chairman and CEO, Pitcairn … More >>
The New Financial Advisor: Strategies for Successful Family Wealth Management
Tags: Advisor, Family, Financial, Management, Strategies, Successful, Wealth
Posted in Financial Advisor | 3 Comments »
Wednesday, September 1st, 2010
Image taken on 2008-09-26 00:34:40 by publik16.
Tags: bites, immobile, mortgage, stress, Upwardly
Posted in Financial Advisor | No Comments »