Product Description
A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry’s best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and a… More >>

Beyond the 401: How Financial Advisors Can Grow Their Businesses with Cash Balance Plans

Product Description
The Microsoft® Office System is the most popular desktop suite of personal productivity tools and technologies. Because the Microsoft Office suite of tools is so comprehensive, it can be challenging for people in certain professions to understand how to use Office to perform tasks specific to their job. This book focuses on the tasks a personal financial advisor performs every day—rather than the all too common software-centric approach that many other technology… More >>

The Personal Financial Advisor’s Guide to the Microsoft Office System

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No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we’re doing with our money. In It’s Not So Funny When It’s Your Money, financial advisor Stuart Horowitz draws on a career’s worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time —and are glad to have now. Whether yo… More >>

It’s Not So Funny When It’s Your Money: A Lighthearted Look at Some Typical Financial Behavior from a Financial Advisor’s Perspective

Estate Planning for Financial Advisors Fifth Edition

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Finding the right person to provide guidance on important financial decisions can be difficult. This book explains the differences between the various types of financial professionals and discusses how to find them and how to check their credentials and references…. More >>

10 Minute Guide to Working With Financial Advisors

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In 1894, in the teeth of America’s second worst depression, a young Minneapolis lawyer feared for the ability of ordinary men and women to survive in a collapsing economy. John Elliott Tappan did something about it: he founded Investors Syndicate, the financial pioneer that later became American Express. This is the story of an unlikely man and the role that he played in the great sea of change in American life. A reserved Republican, Tappan was one of America’s gre… More >>

Investing for Middle America: John Elliott Tappan and the Origins of American Express Financial Advisors

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Many financial advisers run their business as if acquiring more clients will solve most of their problems. It won’t. For advisory practices without a strategic plan, having more clients leads to more demands and less time to meet them. Translating revenues into profits, cash flow, and transferable value can’t happen without active financial management and a solid understanding of what truly makes a business thrive. Practice Made Perfect can help you make it happe… More >>

Practice Made Perfect: The Discipline of Business Management for Financial Advisors

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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 >>

85 Million Dollar Tips for Financial Advisors

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“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

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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 >>

Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours