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55 results for "Financial Adviser"
Financial Adviser Marketing Ideas By Ehsan Zarei
Paperback: $16.65
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Did You Waste A Lot Of Time & Money On Nonsense Marketing ? Are You Looking For An Easy To Follow And Understand Marketing Book For Financial advisers ? Do You Want To Learn 50 Explosive... More > Marketing Secrets, Ideas, Tips & Tricks To Blow Your Sales Up ? Look Inside This Book Read The Free Preview To Find Out What These 50 Marketing Secrets, Ideas, Tips & Tricks Are And How They Can Help You Find More Customers If You Love Your Business Spend A Few Hours Only Read This Book, And See How It Will Take Your Entire Business To A New Level. THIS BOOK COMES WITH MONEY A BACK GUARANTEE, That's How Confident We Are About It, So What Are You Waiting For Give It Try There Is Nothing To Lose. This Book Is Publish By DMA4U, Publisher Of More Than 75 Marketing Related Books Visit www.dma4u.co.uk/marketing-books For More Info< Less
Advising in Mergers, Acquisitions, and Financial Restructuring Advising By Homework Help Classof1
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Investment banks are active in mergers and acquisitions (M&A), leveraged buyouts (LBOs), restructuring and recapitalization of companies, and reorganization of bankrupt and troubled companies.... More > They do so in one or more of the following ways: (1) identifying candidates for a merger or acquisition, M&A candidates; (2) advising the board of directors of acquiring companies or target companies regarding price and non-price terms for an exchange; (3) assisting companies that are the target of an acquisition to fend off an unfriendly takeover attempt; (4) helping acquiring companies to obtain the needed funds to complete an acquisition; and (5) providing a “fairness opinion” to the board of directors regarding a proposed merger, acquisition, or sale of assets.< Less
Bankrupcy Tips Advises By V. T.
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I know it's tough for you now, especially financially. You have several big decisions to make. Whether to file for bankruptcy, or struggle with your piling debts. This ebook is here to help you. It... More > contains tons of information about life after bankruptcy, how to file and what available options are there. If you are at total loss, I suggest you get this ebook and read it calmly, decide what's your choice and do it. It's tough, but you are strong. Get over it and start your life once more!< Less
Get the Adviser Advantage By Martin & Nick Bamford
Paperback: $20.81
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You might have noticed that things are changing. This is not your typical business book. It is aimed at a very specific audience - those financial advisers (independent, tied or otherwise) who want... More > to face up to the very real challenges on the horizon. We are publishing this book as a direct response to the publication of a Consultation Paper from the Financial Services Authority. You know the one we mean. This book is about a journey. It's about our journey. More specifically, this book is about a five year journey which started back in the summer of 2004 and has by no means ended yet. It covers everything you need to know about succeeding in retail financial services in the future, including getting your proposition right, segmenting your clients, bringing your services to market, how to price your fees, the technology you will need to support your business and much more.< Less
Get the Adviser Advantage By Martin & Nick Bamford
eBook (PDF): $9.77
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(1 Ratings)
You might have noticed that things are changing. This is not your typical business book. It is aimed at a very specific audience - those financial advisers (independent, tied or otherwise) who want... More > to face up to the very real challenges on the horizon. We are publishing this book as a direct response to the publication of a Consultation Paper from the Financial Services Authority. You know the one we mean. This book is about a journey. It's about our journey. More specifically, this book is about a five year journey which started back in the summer of 2004 and has by no means ended yet. It covers everything you need to know about succeeding in retail financial services in the future, including getting your proposition right, segmenting your clients, bringing your services to market, how to price your fees, the technology you will need to support your business and much more.< Less
Benchmarking: An Adviser's Guide to the Ultimate Client Engagement Model By Dean Lombardo
Paperback: $65.99
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Benchmarking is a cutting edge financial planning client engagement model and methodology delivering tangible value and accountability. Used by industry recognised and award winning financial... More > planning practices and advisers, Benchmarking transforms client relationships, increases profitability and above all increases the probability of successful client outcomes. By creating clear milestones and using key adult learning theory principles, Benchmarking enables both advisers and clients to have mutually successful outcomes and provides transparent measures of success. This in turn supports an ongoing fee for service proposition where value is clear and above all supports the client in their quest to achieve what's most important to them, including true peace of mind.< Less
Micron Associates: Advisers warned over land registry phishing scam By Jordan Tyson
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Source http://www.ftadviser.com/2013/09/03/ifa-industry/technology/advisers-warned-over-land-registry-phishing-scam-q79JcNimjcpjBcci32na8H/article.html An email message purporting to be from The... More > Land Registry may actually be a malicious fake and advisers or brokers that arrange mortgages could be particularly at risk, an IFA has warned. Neil Liversidge, managing director of West Riding Personal Financial Solutions, received an email claiming to be from The Land Registry telling him a direct debit of £208 would soon be taken from his account. The message went on to say details of what was to be paid could be viewed by opening an attached .zip file. Thinking something was amiss, Mr Liversidge called The Land Registry only to receive a recorded message warning against scam emails such as this.< Less
Financial Intelligence for Wealth Building By Steve Jones
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This book is not intended for use as a source of legal, business, accounting or financial advice. All readers are advised to seek services of competent professionals in legal, business, accounting,... More > and finance field.< Less
Personal Financial Planning By Chris Bryant, MBA, RFC®
Paperback: List Price: $20.78 $12.47 You Save: 40%
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Chris Bryant, MBA, RFC® is the founder and CEO of Bryant Wealth Management, Inc. - an institutional investor and state-registered investment adviser providing independent, fee-only, financial... More > planning services for individuals. In Personal Financial Planning, Chris guides you through the seven step financial planning process to establish the client-adviser relationship, gather important documents, prepare financial statements, set goals, make plans, implement strategies, and monitor progress. Whatever your current financial circumstances, from simple money matters to complex wealth management, Chris can help you.< Less
Financial Cataclysm NOW! By John Piper
eBook (PDF): $23.42
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(1 Ratings)
In May 2006 stock markets worldwide fell heavily, some by over 10%! This may be the start of a much bigger decline that will affect global stock prices and property. It may herald a recession, or... More > even a depression, that will affect you and your loved ones. You owe it to yourself to buy this book which will tell you what to look for and what to do. The book comes with a FREE news sheet giving you up-to-the-minute advise and tips on what to buy and sell. Written by pro trader John Piper, author of the best-selling THE WAY TO TRADE, this book is essential reading if you want to propsper while all around you suffer.< Less