Product Description
Transform your financial services business, one valuable tip at a time. This handy book will help you attract and retain the best clients… again and again…. More >>
Archive for the ‘Financial Advisor’ Category
85 Million Dollar Tips for Financial Advisors
Sunday, December 26th, 2010Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets
Wednesday, December 22nd, 2010
Product Description
“Harold’s diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor’s reading list.”–Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky’s effective, optimal asset allocation policy that is designed to account for each client’s … More >>
Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets
Wall Street Quotes – Men’s Silk Necktie
Sunday, December 19th, 2010
- Hand-crafted in pure silk.
- Length of 57″, Width of 3 3/4″.
- Understated, whimsical, design.
- Cleverly packaged in a cool gift tube.
Product Description
Have a quick glance at the market at any time. Stock quotes subtly adorn this silk necktie. Perfect for anyone who loves to make (or lose) money. 100% silk. Hand finished in the USA…. More >>
Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Thursday, December 16th, 2010
Product Description
Tired of spending more time with your filing cabinets than with your clients? Is overhead eating up your margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a non-technical trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying with SEC record-keeping requirements. The … More >>
The Good Financial Advisor
Monday, December 13th, 2010
Product Description
The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethica… More >>
Personalized Name Print – Financial Planner or Accountant – Male or Female
Friday, December 10th, 2010
- Personalize your own custom print with names in the banner and on the door.
- Print ships with matte and clear protective wrapper.
- Matte colors available: Light Blue, Dark Blue, Black, Red, Green, Pink, Yellow, & Burgundy.
- Send an e-mail through Amazon Messages specifying your matte color choice, personalization information, Male/ Female version, and light or dark skin tone after ordering your print.
Product Description
This print is a perfect way to show your appreciation for your accountant. Customize the print with the accountant’s name and you’ve created a unique gift without spending a fortune!… More >>
Personalized Name Print – Financial Planner or Accountant – Male or Female
Call to Your Financial Advisor Ring Tone
Tuesday, December 7th, 2010
Getting Clients, Keeping Clients: The Essential Guide for Tomorrow’s Financial Adviser
Saturday, December 4th, 2010
Product Description
Finally a book covering the unique career challenges of financial pros getting-and maintaining-client relationships. Position yourself as the type of financial adviser clients want by applying 3 critical elements that can take your practice to a higher level. You’ll keep clients by providing value, listening and seeking feedback. Examples, illustrations, and lists – to put it all to work…. More >>
Getting Clients, Keeping Clients: The Essential Guide for Tomorrow’s Financial Adviser
Santa’s Financial Advisor – Greeting Cards – Holiday Cards – Christmas Cards
Wednesday, December 1st, 2010
Product Description
Santa’s financial advisor is trying his best to give good advice but you know Santa won’t change! And we’re glad to hear it! This colorful card is a fun way to send seasonal greetings to those you and your business value this year. Show your clients that their business is appreciated by remembering them with this happy card this holiday season…. More >>
Santa’s Financial Advisor – Greeting Cards – Holiday Cards – Christmas Cards
Merrion Square – Michael Collins
Wednesday, November 24th, 2010
Image taken on 2010-05-01 15:09:18 by infomatique.