Posts Tagged ‘Management’

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

Wednesday, December 29th, 2010

Product Description
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

Wealth 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

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