Posts Tagged ‘Guide’
Sunday, January 16th, 2011
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
Tags: Advisors, Financial, Guide, Microsoft, Office, Personal, System
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Friday, January 7th, 2011
Product Description
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
Tags: Advisors, Financial, Guide, Minute, Working
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Tuesday, January 4th, 2011
Product Description
A complete guide to home ownership offers sound advice on how to find the home to fit one’s lifestyle, determine how much one can afford, online real-estate purchases, dealing with discrimination, credit issues, financial opportunities, and more. … More >>
Your Dream Home: A Comprehensive Guide to Buying a House, Condo, or Co-op
Tags: Buying, Comprehensive, Condo, Coop, Dream, Guide, Home, House
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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
Tags: Advisors, Assets, Client, Financial, Guide, Investing, Management, Managing, Wealth
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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
Tags: Adviser, Clients, Essential, Financial, Getting, Guide, Keeping, Tomorrow's
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Monday, October 18th, 2010
Product Description
For the first time, a book exists that compiles all the information candidates need to apply for their first Financial Analysts and Personal Financial Advisors job, or to apply for a better job. What you’ll find especially helpful are the worksheets. It is so much easier to write about a work experience using these outlines. It ensures that the narrative will follow a logical structure and reminds you not to leave out the most important points. With this book, y… More >>
How to Land a Top-Paying Financial Analysts and Personal Financial Advisors Job: Your Complete Guide to Opportunities, Resumes and Cover Letters, Interviews, … What to Expect From Recruiters and More!
Tags: Advisors, Analysts, Complete, Cover, Expect, Financial, from, Guide, Interviews, Land, Letters, More, Opportunities, Personal, Recruiters, Resumes, TopPaying
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Friday, September 17th, 2010
Image taken on 2010-05-06 14:34:45 by carltonreid.
Tags: 'road, Daily, Guide, Mail, tax', wrong
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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 »