Posts Tagged ‘Advisor’

The New Financial Advisor: Strategies for Successful Family Wealth Management

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

The Emotionally Intelligent Financial Advisor

Sunday, August 29th, 2010

Product Description
What makes a financial advisor a top producer? Research indicates that the answer is emotional intelligence: the ability to use your emotions, moods, and feelings—and those of others—to work for you. Emotionally intelligent financial advisors come to work each day with positive attitudes, ready to increase the bottom line. They find it easier to stay motivated in difficult times, bounce back quickly from setbacks, and increase their results-oriented behavior… More >>

The Emotionally Intelligent Financial Advisor

The New Financial Advisor

Monday, August 23rd, 2010

The New Financial Advisor

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Monday, August 16th, 2010

  • ISBN13: 9780814414729
  • 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 best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mil lion 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 book also features two complete case studie… More >>

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

5 Key Features of Financial Advisor

Thursday, November 5th, 2009

The dictionary meaning of the media consultant, an expert who gives advice. " It means that people who are experts in their field should provide advice and guidance, said to give the best possible way to make the task easier.

The counselor also known as consultants in this. There are many types of advisers or consultants for the service, and industry. They are usually appointed as professionals.

1. With the impending financial market increases the importance of consulting. The financial advisor is necessary because the client usually is busy with another task and have no time to see where to invest or how to save on income taxes.

2. The financial advisor take consulting fees for providing advice to clients. There are several types of financial advisers specializing in certain markets in stocks and mutual funds, while some specialize in other derivatives, such as banks and government investment vehicles. You must be clear about where to allocate the funds to get the benefits with a lower risk. Therefore, you must select the financial advisor.

3. You should take the financial advisor in good faith, because based on the experience of financial adviser was able to make an investment. However, some time, auto-advisor rightly suggests that something strange that your mind can not accept it. It is best to choose honest and frank counsel. As a customer that needs smart enough to make the decision.

4. Financial E 'Advisers duty to their customers happy by giving them proper advice. You can see that the honest and sincere consultants can help you grow your business easily as financial advisor to deflect and guide the client in a timely manner.

5. At present, about to become a financial advisor financial instruments of different companies to be paid in terms of points of sale of funds and other financial instruments. Now is the best interest of financial advisor, instead of thinking of customer benefits. So this type of error practice of self-interest can give a bad reputation in the market.

The honesty with the client or the client is the key to corporate finance advisory.