Marketing Financial Advisor

0

Posted by admin | Posted in Uncategorized | Posted on 26-04-2011

Tags: , , , , , , , , ,

marketing financial advisor
Would a financial advisor ever tell you to pull out of the market?

i’ve got some cash invested in mutual funds. The market’s been down like 20% this year. But all the magazines tell you to stay in if you’re in it for the long-term. So do financial advisors – anyone in the business of investing. If they tell you to bail out, it would be bad for them.

Are investment gurus being completely frank 100% of the time….they would never tell anyone to bail out under any circumstances, would they?

Or is it that it is always stupid to bail out (if you are young and investing long-term)…so they are hence right?

Your advisor is steering you correctly if you are young and in it for the long haul.

Financial Planner Marketing


Sage Peachtree Complete Accounting 2011 [OLD VERSION]


Sage Peachtree Complete Accounting 2011 [OLD VERSION]


$19.99


Sage Peachtree Complete Accounting 2011 helps you work more easily and efficiently with robust core accounting and added features like job costing time and billing in-depth inventory capabilities and analysis tools. Its multi-user option* helps improve productivity while providing screen-level security and a clear audit trail. Save time with simplified dashboards management centers integration wit…

Storyselling for Financial Advisors :  How Top Producers Sell


Storyselling for Financial Advisors : How Top Producers Sell


$12.88


Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest …

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer


The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer


$17.64


In “The Million-Dollar Financial Services Practice”, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Conta…

Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice


Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice


$18.74


Build a great financial services practice, AND a great life filled with passion, purpose and enthusiasm.With more than one million financial services practitioners in the United States and Canada, competition for clients can be intense. While some professionals believe that working furiously around the clock at the expense of a personal life is the route to success, top-producing industry veterans…

The New Financial Advisor- St...


The New Financial Advisor- St…


$309


The New Financial Advisor- St…

Financial Advisor by Bonnice, Sherry Edition ILL, 0


Financial Advisor by Bonnice, Sherry Edition ILL, 0


$11.49


Financial Advisor. Bonnice, Sherry

The Million-Dollar Financial Advisor by Mullen Jr., David J. Edition , 0


The Million-Dollar Financial Advisor by Mullen Jr., David J. Edition , 0


$24.49


The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million 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 lessons cover: • Building and focusing on client relationships • Having a top advisor mindset • Developing a long-term approach • Specialization • Marketing • And much more The book also features two complete case studies. First there is the “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Financial Advisor


Financial Advisor


$21.8


This book is in New – Excellent condition

Storyselling for Financial Advisor


Storyselling for Financial Advisor


$30.2


This book is in New – Excellent condition

The Emotionally Intelligent Financial Advisor


The Emotionally Intelligent Financial Advisor


$16.5


This book is in New – Excellent condition

The Working Woman Financial Advisor


The Working Woman Financial Advisor


$2.95


This book is in Good Used condition

Getting Started in Finding a Financial Advisor by Jaffe, Charles A. Edition , 1


Getting Started in Finding a Financial Advisor by Jaffe, Charles A. Edition , 1


$20.49


An accessible guide that contains the tools needed to find trustworthy financial assistanceGiven the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances.Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guideHelps you determine the kind of advisor best-suited for your situationProvides interview questions, discusses what credentials really mean, and which are importantExplains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your sideMost people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

Financial Services Marketing by Ennew, Christine; Waite, Nigel Edition ILL, 1


Financial Services Marketing by Ennew, Christine; Waite, Nigel Edition ILL, 1


$24.49


Financial Services Marketing by Ennew, Christine; Waite, Nigel

The New Financial Advisor by Budge, G. Scott Edition ILL, 1


The New Financial Advisor by Budge, G. Scott Edition ILL, 1


$32.99


Praise for The New Financial AdvisorFor 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, PitcairnAt the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge’s defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come.–James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among GenerationsThe modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge’s many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families.–Charlotte B. Beyer,founder and CEO, Institute for Private InvestorsScott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of ‘Most Trusted Advisor.’ I know I’ll be consulting it often.–Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLCScott has rightly perceived that today’s financial advisors can play a different role–helping their clients navigate their family relationships around wealth. The New Financial Advisor’s theory and practices provides examples to achieve this goal.–Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families

The Emotionally Intelligent Financial Advisor by Weisinger, Hendrie Edition , 0


The Emotionally Intelligent Financial Advisor by Weisinger, Hendrie Edition , 0


$15.99


The Emotionally Intelligent Financial Advisor is based on groundbreaking work by a leading authority from the financial services industry. 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. While others struggle to keep clients, emotionally intelligent financial advisors enhance and develop client relationships by communicating their ideas effectively. They leave work feeling energized and productive, with lots of positive anticipation for the next day, regardless of how the market performed. For the first time ever, Dr. Hendrie Weisinger, the financial services industry’s leading authority on emotional intelligence, has outlined the essential emotional intelligence tasks he has helped thousands of financial advisors master. In The Emotionally Intelligent Financial Advisor, financial advisors will learn how to: Quickly gain the trust of prospects and clients. Stay focused and manage anxiety in turbulent times. Deal effectively with emotionally reactive clients. Respond positively to clients’ criticism in order to increase client trust. Turn setbacks into comebacks. Enhance office relationships. Stay motivated for the long haul. The Emotionally Intelligent Financial Advisor is clear, concise, practical, filled with industry examples, and includes a personal assessment tool. It contains everything a financial advisor will need to gain an emotionally intelligent edge.

The Professional Financial Advisor by De Goey, John Edition ILL, 0


The Professional Financial Advisor by De Goey, John Edition ILL, 0


$13.99


Sweeping changes have hit the financial services industry at the same time as more and more Canadians are investing their money professionally. Consolidation means that boundaries are becoming blurred between those who manufacture financial products and those who sell them.

The New Advisor for Life by Gresham, Stephen D. Edition ILL, 1


The New Advisor for Life by Gresham, Stephen D. Edition ILL, 1


$29.99


Expert advice on building an unshakable foundation as a financial advisor to the eliteThe revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending.What today’s investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream mediaCovers the basics, from setting a client’s investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needsSteve Gresham presents a 19-point checklist for financial advisors to offer their clients life adviceKeeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country’s top firms.

The Professional's Guide to Financial Services Marketing by Nagdeman, Jay Edition , 1


The Professional’s Guide to Financial Services Marketing by Nagdeman, Jay Edition , 1


$26.49


The Professional’s Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.

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


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


$11


This book is in New – Excellent condition

Marketing


Marketing


$539


Marketing

Marketing Financial Services, by Pezzullo


Marketing Financial Services, by Pezzullo


$1.95


This book is in Good Used condition

Marketing for Financial Services


Marketing for Financial Services


$98.61


This book is in Good Used condition

Financial Services Marketing


Financial Services Marketing


$49.35


This book is in New – Excellent condition

 Bringing Your Product To Market


Bringing Your Product To Market


$90


Build an empire step by stepDon’t risk a small fortune trying to make a big one. Let acclaimed consultant Don Debelak show you how to get your exciting new product off the drawing board and into the marketplace—without losing your shirt! In this book, you’ll learn what every inventor and entrepreneur needs to know about manufacturing techniques, product design, distribution channels, patents, licensing, and cash flow. You’ll also discover how to handle some very tricky issues that are crucial to your success, including Knowing when your product is market ready Creating a step-by-step product-to-market strategy Adjusting your strategy to changing market conditions Finding financial help from investors, manufacturers, and distributors Having manufacturers pay development costs prior to licensingAlso available from the Entrepreneur Magazine library: The Entrepreneur Magazine Small Business Advisor The Entrepreneur Magazine Small Business Answer Book Guide to Integrated Marketing Human Resources for Small Businesses Making Money with Your Personal Computer Small Business Legal Guide Starting a Home-Based Business Starting an Import/Export Business Successful Advertising for Small BusinessesSPECIAL OFFERS!FREE issue of Entrepreneur Magazine 50% discount on Entrepreneur Magazine subscription 1/2 price admission to any Entrepreneur Magazine Small Business Expo Discount on American Entrepreneurs Association membershipSee details and coupons in back of book.

 Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors


Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors


$24


Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors’ insights gleaned from their personal experiences, analysis, and consultation with the nation’s most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale™, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1. A team-based (not star-based) business 2. Strategic planning 3. Fiscal and asset management 4. A marketing system 5. Operations 6. Highly effective support staff 7. A defined sales system (the No-Sell Sale™ system) 8. Solid compliance systems <I>Building Your Multi-Million-Dollar Practice</i> delivers breakthrough thinking on practice management, making it the essential tool for every advisor’s office.

 Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors


Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors


$16.77


Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors' insights gleaned from their personal experiences, analysis, and consultation with the nation's most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale™, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1. A team-based (not star-based) business 2. Strategic planning 3. Fiscal and asset management 4. A marketing system 5. Operations 6. Highly effective support staff 7. A defined sales system (the No-Sell Sale™ system) 8. Solid compliance systems Building Your Multi-Million-Dollar Practice delivers breakthrough thinking on practice management, making it the essential tool for every advisor's office.

 Building Your Multi-million Dollar Practice


Building Your Multi-million Dollar Practice


$12.44


Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors’ insights gleaned from their personal experiences, analysis, and consultation with the nation’s most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1.A team-based (not star-based) business 2.Strategic planning 3.Fiscal and asset management 4.A marketing system 5.Operations 6.Highly effective support staff 7.A defined sales system (the No-Sell Sale system) 8.Solid compliance systems Building Your Multi-Million-Dollar Practice delivers breakthrough thinking on practice management, making it the essential tool for every advisor’s office.

 Building the IT Consulting Practice


Building the IT Consulting Practice


$47


It takes more than technical expertise to be an information technology (IT) consultant! That simple premise has been the foundation of Rick Freedman’s previous books, The IT Consultant and The eConsultant. In his books, columns, and his consulting practice, international expert and advisor Rick Freedman has coached thousands of IT experts in the behaviors and best practices of the consulting profession. His books and columns have achieved worldwide readership and established Freedman as a leading expert in the area of IT services and consulting. Now, Freedman turns his focus to the managers and entrepreneurs who build and direct IT professional services firms. In this comprehensive volume, Freedman shows that it takes more than consulting skills to be a successful IT entrepreneur or manager! Building the IT Consulting Practice addresses the full range of issues that IT service firms face every day, from recruiting and retaining talented consultants, to marketing and selling complex solutions, to managing the financial metrics of utilization, rate, and profit.Based on his twenty years of experience as an IT consultant and firm manager, and his exposure to the good and bad of IT practice through his consulting engagements with leading IT firms worldwide, Freedman helps IT entrepreneurs and managers navigate the complex challenges of succeeding in the crowded and competitive IT services arena. Full of real-world stories and case histories, as well as the “tips and tricks” of an experienced coach and mentor, Building the IT Consulting Practice is the essential first step in the path towards success as an IT services firm entrepreneur, manager, or consultant.

 Business of Private Medical Practice


Business of Private Medical Practice


$57.75


Private medical practice is an attractive option for career development. In the United Kingdom it forms a significant industry, yet little has been done to assist medical consultants in managing their businesses. This book gives clear advice to all medical practitioners on both business management and performance. It outlines ways to improve financial performance and economic efficiency in a constantly changing market. It reveals some of the ‘secrets’ of the successful business professional, and relates business management theories and techniques to real day-to-day problems. Written by a practising accountant and business advisor, this book provides help with finance, banking, taxation, staffing, marketing, medical insurance companies, and business planning, and considers future developments. It is essential for all those contemplating or currently working in private medical practice, and valuable to business, legal and financial professionals servicing this field.

 Dynamic Economic Decision Making: Strategies for Financial Risk, Capital Markets, and Monetary Policy


Dynamic Economic Decision Making: Strategies for Financial Risk, Capital Markets, and Monetary Policy


$70


“John’s book emphasizes the importance of understanding the dynamic nature of the decision process with insightful applications to issues of innovation, growth, and fiscal and monetary policy. This book should be required reading for any decision maker who wishes to understand the framework for decisions and the biases that we all have that may influence our choices.”—Arthur B. Laffer, former advisor to President Reagan, coauthor of Return to Prosperity: How America Can Regain Its Economic Superpower Status”While everywhere based on solid theory, this book is loaded with straightforward heuristics, or rules of thumb, for effective decision making that sweep away the academic gobbledygook that too often clouds forecasting and strategic decision making. In a refreshing commingling of economic principles with real-world business scenarios, Dr. Silvia unravels both the distorting biases and fallacies to which decision makers unwittingly fall prey. For practitioners interested in improving their decision-making skills and for students desiring to acquire them, this book should be a welcome companion.”—Edward W. McLaughlin, Robert G. Tobin Professor of Marketing and Director, Undergraduate Program, Charles H. Dyson School of Applied Economics and Management, Cornell University”With the experience of the Great Recession still fresh in our minds, it’s easy to see how most economic problems are the result of intertwined systems. As John Silvia’s Dynamic Economic Decision Making makes clear, successful decision making is a process, not an event. While most business texts are filled with complex formulas and abstract theories, what we have here is a balanced explanation that facilitates real-world analysis.”—Kermit Baker, PhD, Senior Research Fellow, Joint Center for Housing Studies, Harvard University”John Silvia’s observations about the changes in the economy of the past fifty years are thought-provoking and challenge run-of-the-mill

 Dynamic Economic Decision Making: Strategies for Financial Risk, Capital Markets, and Monetary Policy


Dynamic Economic Decision Making: Strategies for Financial Risk, Capital Markets, and Monetary Policy


$70


“John’s book emphasizes the importance of understanding the dynamic nature of the decision process with insightful applications to issues of innovation, growth, and fiscal and monetary policy. This book should be required reading for any decision maker who wishes to understand the framework for decisions and the biases that we all have that may influence our choices.”—Arthur B. Laffer, former advisor to President Reagan, coauthor of Return to Prosperity: How America Can Regain Its Economic Superpower Status”While everywhere based on solid theory, this book is loaded with straightforward heuristics, or rules of thumb, for effective decision making that sweep away the academic gobbledygook that too often clouds forecasting and strategic decision making. In a refreshing commingling of economic principles with real-world business scenarios, Dr. Silvia unravels both the distorting biases and fallacies to which decision makers unwittingly fall prey. For practitioners interested in improving their decision-making skills and for students desiring to acquire them, this book should be a welcome companion.”—Edward W. McLaughlin, Robert G. Tobin Professor of Marketing and Director, Undergraduate Program, Charles H. Dyson School of Applied Economics and Management, Cornell University”With the experience of the Great Recession still fresh in our minds, it’s easy to see how most economic problems are the result of intertwined systems. As John Silvia’s Dynamic Economic Decision Making makes clear, successful decision making is a process, not an event. While most business texts are filled with complex formulas and abstract theories, what we have here is a balanced explanation that facilitates real-world analysis.”—Kermit Baker, PhD, Senior Research Fellow, Joint Center for Housing Studies, Harvard University”John Silvia’s observations about the changes in the economy of the past fifty years are thought-provoking and challenge run-of-the-mill

 Entrepreneur Magazine: Making Money with Your Personal Computer


Entrepreneur Magazine: Making Money with Your Personal Computer


$150


Let your keyboard unlock the door to financial independence. Do you dream about being your own boss, breaking free of the 9-to-5 grind, working hard to make yourself rich instead of a company you just work for? If you have a computer (or if you have as little as $1,000 to invest in one) you may already be halfway to your dream. The small-business experts at Entrepreneur Magazine have pulled together everything you need to know to start and run a business built around your personal computer. Inside you’ll find business basics, such as how to set up your office, choosing the right legal form for your company, creating a business plan, marketing your products or services, and keeping accurate records. To help you learn the ins, outs and special requirements of computer-based businesses, there is a terrific series of appendices, lists of business resources, technical support phone numbers, specialized software vendors, on-line services, publications, and more. But that’s not all! You’ll also get the low-down on two dozen of the hottest computer-based businesses, including: Business consulting. Electronic clipping services. Sports forecasting. Mail order. Newsletter publishing. Word processing. And many more. You’ll find detailed information on the hardware and software you’ll need, likely start-up costs, and the current market for each of these businesses. You’ll discover businesses that allow you to exploit your special skills and others for which hard work and determination are the only requirements. Now you can stop dreaming and start to make your dreams come true, knowing that America’s leading experts on small business are there to guide you every step of the way. Alsoavailable from the Entrepreneur Magazine library: Starting an Import/Export Business, The Entrepreneur Magazine Small Business Advisor.

 Fear Selling For Financial Advisors


Fear Selling For Financial Advisors


$45.16


Top financial advisors earn big bucks and so have the luxury of hiring staff and investing in sales and marketing systems that keep them winning clients with little effort. But you know if you are starting up as a financial advisor that the going can be rough at first. Recent turnover statistics show that up to 68% of new financial advisors fail within their first year. Why do they fail? Well, whether you are working for a large financial institution or if you are an independent advisor, you basically are running your own small business. You have to brand yourself, market yourself, and sell yourself. Unfortunately, many financial advisors whom we train don’t understand that they are in business for themselves. They have little formal sales training and limited marketing knowledge. They don’t know how to set up their own sales and marketing systems – but that’s exactly what they have to do if they want to survive in today’s cut-throat financial services arena. This book includes all the information from the 2nd edition of FEAR Selling plus newly developed strategies, tactics and techniques specially designed for Financial Advisors. FEAR Selling For Financial Advisors covers everything you need to know to be a top producer. Find out how to: keep a steady stream of prospects calling you, target wealthy investor segments, set up a highly leveragable referral system, cold call with confidence, position yourself effectively through your 30-Second Commercial, get your prospects curious enough to invite you in to sell them more, bond quickly through proven trust-building techniques, ask the right questions at the right times to the right people, and tailor your offerings to your prospects so that they buy now.For more information, go to www.FEARSelling.com.

 Guerrilla Marketing for Financial Advisors


Guerrilla Marketing for Financial Advisors


$35.88


Used – Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible

 Guerrilla Marketing for Financial Advisors


Guerrilla Marketing for Financial Advisors


$50.58


Used – Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible

 Guerrilla Marketing for Financial Advisors


Guerrilla Marketing for Financial Advisors


$48.92


New – Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible

 Guerrilla Marketing for Financial Advisors


Guerrilla Marketing for Financial Advisors


$70.95


New – Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible

 Handbook of financial public relations


Handbook of financial public relations


$10.99


Used – The role of financial public relations has been transformed during the last decade. Whereas initially the activities of public relations departments were viewed by senior management as peripheral to marketing and advertising, now a majority of British corporations include financial public relations in their corporate strategy, and the role of the public relations advisor has been elevated and placed alongside other vital boardroom personnel, such as brokers and lawyers. This introductory

 Handbook of financial public relations


Handbook of financial public relations


$0.61


Used – The role of financial public relations has been transformed during the last decade. Whereas initially the activities of public relations departments were viewed by senior management as peripheral to marketing and advertising, now a majority of British corporations include financial public relations in their corporate strategy, and the role of the public relations advisor has been elevated and placed alongside other vital boardroom personnel, such as brokers and lawyers. This introductory

 International Finance in Korea


International Finance in Korea


$107.35


International Finance in Korea is a practical guide for foreigners about the Korean financial system and the Korean law on international finance. The author, former General Counsel of Asian Development Bank and now serving as senior advisor for Kim & Chang, has extensive experience in international finance and legal writing. The book is written in a very concise and informative manner concentrating on matters of particular interest to foreigners. The first chapter of the book reviews the Korean legal system and the Korean governmental structures. The second and third chapters of the book examine relevant provisions in the Civil Code and the Commercial Code of Korea, the two primary basic laws on civil and commercial matters. The fourth chapter of the book takes up the Korean financial system and elaborates on the business scopes and functions of different financial institutions in Korea and their interrelationships. The fifth chapter of the book addresses major international finance-related transactions in relation to Korean law including participation, financial derivatives transactions, infrastructure financing, aircraft financing, foreign investment, disclosure of securities ownership, public offering of securities, tender offer, securities lending, marketing and sale of foreign securities to Korean residents, prohibited securities trading activities, bills of exchange and promissory notes. The remaining chapters discuss other subject matters of relevance to international finance such as foreign exchange regulations, insolvency proceedings, enforcement of rights, conflict of laws, taxation, and legal opinions. The foreign exchange regulations of Korea affect all cross-bordertransactions and, therefore, must be dealt with adequately in any transactions between foreign parties and Korean parties. Insolvency laws have become increasingly important for the sufficient protection of credit-providing institutions. The chapters on enforcement of rights and conflict of l

 Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


$136.17


Used

 Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


$209.99


New

 Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


$136.17


New

 Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a We


$209.99


Used

 Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a Website, Google, Facebook, YouTube, Angie's List, LinkedIn, Search Engine Optimization, and More!


Internet Marketing for Financial Planners: Advertising Your Financial Advisor Firm Online Using a Website, Google, Facebook, YouTube, Angie’s List, LinkedIn, Search Engine Optimization, and More!


$55.65


Nick Holliday,Paperback, English-language edition,Pub by CreateSpace

 Live it Up without Outliving Your Money!: Getting theMost from Your Investments in Retirement


Live it Up without Outliving Your Money!: Getting theMost from Your Investments in Retirement


$24.95


The way we retire has changed significantly over the years, but it’s just as true as ever that retirement is still about money. If you save and invest wisely today, you’ll have more to spend tomorrow. While this idea may sound simple, actually executing it can be challenging, especially if you’re unprepared.For more than forty years, author Paul Merriman has helped thousands of investors achieve their long-term financial goals. Working as a hands-on money manager, he’s made important investment decisions and created well-rounded financial retirement plans for investors just like you. Now, in this completely revised and updated edition of Live It Up Without Outliving Your Money!, Merriman shares the knowledge he’s gained during his time “in the trenches” and reveals what it takes to create a portfolio that will fulfill your unique retirement needs.Based on Merriman’s professional experience and his popular retirement workshops, this reliable resource clearly puts the financial aspects of retirement in perspective. This book shows you what assets have the highest probability of giving you the returns you need, as well as how to control taxes and expenses. The simple strategies outlined in these pages will put you and your retirement portfolio on the road to success.Filled with real-world stories and practical advice, as well as updated charts, graphs, tables, and recommendations, this accessible guide will:Motivate you to make better decisions about your retirement needsShow you new ways to make your retirement savings work for youTeach you how to determine your personal risk tolerance and use that information to avoid devastating losses Expose the marketing tricks perpetrated by Wall Street and the financial mediaExamine numerous options for withdrawing money after you’ve retiredHelp you find a financial advisor whose interests are in line with yoursAnd much moreMany

 Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan


Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan


$39.95


The definitive guide to marketingyour way to growth and profits“This book will yield the greatest return to those financial advisors whoare ‘long’ on investment experience, but ‘short’ on marketing savvy.”—Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research“Marketing for Financial Advisors demystifies marketing jargon and providespractical, concrete tools that time-constrained advisors can use tonot only maximize ROI but, more importantly, develop a client-centricmarketing orientation that can better meet client needs.”—Stephen Horan, Ph.D., Head of Professional EducationContent and Private Wealth, CFA Institute“Every financial advisor should read this book, especially if he or shethinks the competition will. I have never seen a marketing treatment ason-target for financial advisors interested in managing their practiceswell for both their and their clients’ well-being.”—Christopher C. Geczy, Ph.D., Academic Director, Wharton Wealth ManagementInitiative, and Adjunct Associate Professor of Finance, the Wharton School“The authors have provided the framework for financial advisors toinstitutionalize the best practices of more than 800 top advisors.”—Eva Vitale, Learning Executive, Insurance IndustryEric T. Bradlow is the K.P. Chao Professor of Marketing,Statistics, and Education at the WhartonSchool. Keith E. Niedermeier is the Director of theUndergraduate Marketing Program at the WhartonSchool.Patti Williams is an Associate Professor ofMarketing at the Wharton School.

 Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan


Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan


$39.95


The definitive guide to marketingyour way to growth and profits“This book will yield the greatest return to those financial advisors whoare ‘long’ on investment experience, but ‘short’ on marketing savvy.”—Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research“Marketing for Financial Advisors demystifies marketing jargon and providespractical, concrete tools that time-constrained advisors can use tonot only maximize ROI but, more importantly, develop a client-centricmarketing orientation that can better meet client needs.”—Stephen Horan, Ph.D., Head of Professional EducationContent and Private Wealth, CFA Institute“Every financial advisor should read this book, especially if he or shethinks the competition will. I have never seen a marketing treatment ason-target for financial advisors interested in managing their practiceswell for both their and their clients’ well-being.”—Christopher C. Geczy, Ph.D., Academic Director, Wharton Wealth ManagementInitiative, and Adjunct Associate Professor of Finance, the Wharton School“The authors have provided the framework for financial advisors toinstitutionalize the best practices of more than 800 top advisors.”—Eva Vitale, Learning Executive, Insurance IndustryEric T. Bradlow is the K.P. Chao Professor of Marketing,Statistics, and Education at the WhartonSchool. Keith E. Niedermeier is the Director of theUndergraduate Marketing Program at the WhartonSchool.Patti Williams is an Associate Professor ofMarketing at the Wharton School.

 Master The Media P


Master The Media P


$19.95


Praise for Master the Media to Attract Your Ideal Clients”This book is a marketing masterpiece. It should be required reading for all financial professionals.”—Janine Wertheim, Chief Marketing Officer Securities America, Inc.”Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more—Derrick Kinney delivers on his promise to help you ‘master the media.’”—Harold Evensky, CFP author, Wealth Management”This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!”—Brian Tracy, President, Brian Tracy International author, Create Your Own Future”Kinney offers an easy and effective ‘how-to’ approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there.”—Gail S. Waisanen, CLU, Editor, Life Insurance Selling”Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients.”—John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning

 Motivate Like a CEO: Communicate Your Strategic Vision and Inspire People to Act!


Motivate Like a CEO: Communicate Your Strategic Vision and Inspire People to Act!


$22.95


COMMUNICATE YOUR VISION—AND INSPIRE ACTION!“How do you increase the forward momentum of your company? How do you get your people excited about helping you implement your vision? Learn how to Motivate Like a CEO. Suzanne Bates will help you discover how you can be the catalyst for your organization’s future success. What a great book.”-Ken Blanchard, coauthor of The One Minute Manager® and The One Minute Entrepreneur”Motivate Like a CEO tells you why, then how to motivate an organization. It is well written, clear and motivating both for the experienced CEO and the new leader.” -Robert Chappell, CEO, Penn Mutual Life Insurance Company”If you’re a leader who wants a high performance team, make this book your ‘bible!’”-Christine Comaford, Business Accelerator, Mighty Ventures and New York Times bestselling author of Rules for Renegades“Suzanne Bates insightfully goes against the current models of business, based mainly on financial stimulus and behavioral response, and illustrates the importance of people rather than institutions. In a nutshell, this book is important, because it’s about people connecting.”-Charles H. Green, co-author of The Trusted Advisor“Motivate like a CEO is chock full of great ideas and strategies. Suzanne Bates has written a valuable guide that will not only help leaders to inspire others but also will help them get their own batteries recharged.”-Diane Hessan, CEO, Communispace Corporation”A ‘must-read’ for anyone who is, or aspires to be in a position of high leadership.”-Chuck Wright, former Senior Executive Vice President, Chief Agency and Marketing Officer, State Farm Insurance CompaniesSuzanne Bates is an executive coach, author, speaker, entrepreneur, and former award-winning television news anchor. As president and CEO of Bates Communications, she shows leaders how to

 Motivate Like a CEO: Communicate Your Strategic Vision and Inspire People to Act!


Motivate Like a CEO: Communicate Your Strategic Vision and Inspire People to Act!


$22.95


COMMUNICATE YOUR VISION—AND INSPIRE ACTION!“How do you increase the forward momentum of your company? How do you get your people excited about helping you implement your vision? Learn how to Motivate Like a CEO. Suzanne Bates will help you discover how you can be the catalyst for your organization’s future success. What a great book.”-Ken Blanchard, coauthor of The One Minute Manager® and The One Minute Entrepreneur”Motivate Like a CEO tells you why, then how to motivate an organization. It is well written, clear and motivating both for the experienced CEO and the new leader.” -Robert Chappell, CEO, Penn Mutual Life Insurance Company”If you’re a leader who wants a high performance team, make this book your ‘bible!’”-Christine Comaford, Business Accelerator, Mighty Ventures and New York Times bestselling author of Rules for Renegades“Suzanne Bates insightfully goes against the current models of business, based mainly on financial stimulus and behavioral response, and illustrates the importance of people rather than institutions. In a nutshell, this book is important, because it’s about people connecting.”-Charles H. Green, co-author of The Trusted Advisor“Motivate like a CEO is chock full of great ideas and strategies. Suzanne Bates has written a valuable guide that will not only help leaders to inspire others but also will help them get their own batteries recharged.”-Diane Hessan, CEO, Communispace Corporation”A ‘must-read’ for anyone who is, or aspires to be in a position of high leadership.”-Chuck Wright, former Senior Executive Vice President, Chief Agency and Marketing Officer, State Farm Insurance CompaniesSuzanne Bates is an executive coach, author, speaker, entrepreneur, and former award-winning television news anchor. As president and CEO of Bates Communications, she shows leaders how to

 Rattiner's Financial Planner's Bible: The Advisor's Advisor


Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor


$71.7


New – “Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers.”-Thomas B. Gau, CPA, CFPPresident and CEO of Million Dollar Producer “Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’s easy-to-read style provides the best in marketing and practice management ideas. This book will

 Rattiner's Financial Planner's Bible: The Advisor's Advisor


Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor


$107


New – “Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers.”-Thomas B. Gau, CPA, CFPPresident and CEO of Million Dollar Producer “Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’s easy-to-read style provides the best in marketing and practice management ideas. This book will

Comments are closed.