Search Results: 'advisors practice management'


12 results for "advisors practice management"
DIY Financial Advisor By Wesley R. Gray, Jack R. Vogel, David P. Foulke
eBook (ePub): $16.99
DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group... More > of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy.< Less
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! By Finley Daniel C.
eBook (ePub): $9.99
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world... More > solutions to conquering common challenges! This book is designed to help you build a better solution at a time.< Less
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! By Daniel C. Finley
Hardcover: List Price: $42.84 $29.99 | You Save: 30%
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101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world... More > solutions to conquering common challenges! This book is designed to help you build a better solution at a time.< Less
Cluster Development in Practice By Ifor Ffowcs-Williams
eBook (ePub): $4.99
Cluster development is a common framework for engagement within regional economies, addressing business growth, competitiveness and innovation. This booklet guides the design of clustering... More > initiatives, activities of cluster organisations and identifies the role and characteristics of the cluster manager. Ifor Ffowcs-Williams’ cluster development experience extends to over fifty countries. He has been described as ‘one of the most influential cluster practitioners in the world’. Ifor is a Founder, Past President and a Member of the Board of Advisors of The Competitiveness Institute (Barcelona, Spain), the global network for practitioners, policy makers and business leaders working on regional competitiveness. He has served on the Advisory Boards of the Danish Cluster Academy, the European Cluster Observatory, the Indian Institute for Competitiveness and the Pan African Competitiveness Council. At home in New Zealand, Ifor is a Trustee of the Nelson Regional Economic Development Agency.< Less
The Insurance Professional's Practical Guide to Workers' Compensation By Chris Boggs
Paperback: $34.00
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This is not your ordinary workers' compensation book. Workers' compensation coverage is relatively easy to understand. It's the legal, procedural and contractual issues surrounding workers'... More > compensation that are complicated. In “The Insurance Professional’s Practical Guide to Workers’ Compensation,” Boggs addresses in clear, jargon-free English many of the concepts, policies and practices in workers compensation that brokers, risk advisors, and corporate risk managers need to know. The chapters, such as on which injuries and which workers are covered, free the reader from having to wade through dense legal and regulatory treatises. Boggs explains to non-lawyers legal aspects of workers compensation. If you need to use the book as little as one time a year, get it, because you'll probably need it much more often.< Less
Financial Planner's Guide to Goal Setting By Mark Laing
eBook (PDF): $0.00
This FREE 31 page PDF Guide was written by a business coach for Financial Planners based on two decades of coaching Practice Principals in setting and achieving goals. This guide explains: How to... More > set goals. How to have a "goal focused" business. Common mistakes to avoid. Assessing how goal focused your business is now. How to set strategic objectives and a clear direction for your business. How to set operational goals. How to use goals as part of the performance management process for employees. Implementing actions to achieve each type of goal. This Guide has practical actions to make your practice more successful through goal setting. It provides the background actions for implementing the strategies in the Financial Planner's Guide to Completing a Business Planning SWOT Analysis.< Less
Forget the Casserole By Dan Casey
Paperback: $9.99
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Sorrow, fear, confusion, loneliness, well-meaning friends and family... How will you cope with the death of your husband and all that it brings? If you are uncertain of what to do next,... More > "Forget the Casserole: Help me deal, heal, and live!" can help. In his unique book, author Dan Casey takes a holistic approach to helping widows deal with the death of their husbands, begin a sustainable healing process, and implement a personal plan for protecting their quality of life. The book takes you on a journey with two widows, one who has tried to manage everything on her own and another who has had the benefit of working through The Vision Confidence Program, created by Casey. As the two widows share their experiences, you learn many innovative strategies and new ideas. The book is full of common sense advice and practical tools to help you manage one of the most difficult and significant events of your life.< Less
The Entrepreneurial Way By Paul Breen
eBook (ePub): $7.32
Serial entrepreneur and innovator {Paul Breen reveals 92 success secrets and shortcuts in this experiential journey into the mind, behaviours and practices of successful entrepreneurs. Drawing on... More > his own experiences he explains how entrepreneurs think and act differently to the conventional business manager. How they identify and create opportunities. How they manage risks. How they build and manage teams. And how they turn an idea into a market-leading business. For anyone in business who aspires to be the best they can be, this is an indispensable handbook. Paul Breen is now a sought-after advisor, speaker and business coach.< Less
Executive Sales Efficiency By Henrik Nigro Kristensen
Paperback: $23.67
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In this book, Henrik Nigro Kristensen presents his innovative model which ensures successful sales throughout the company value chain, driven by the top management. Based on Henrik Nigro... More > Kristensen's extensive knowledge of practical sales, management and strategy work, he has spent five years in Copenhagen, London and Dubai while writing this book. The described groundbreaking ESE Model will change how top management work with sales in the future. Author info: Henrik Nigro Kristensen commenced his career with 10 years as a hardcore salesman and sales manager, followed by 10 years of top management in the advertising business and advisor at Embassies in the Foreign Service. He has worked with over 300 companies in more than 10 different countries, amongst them several top world brands. Guest lectured at the University of Copenhagen, chaired an international Advisory Board with high profiled business people and obtained an Executive MBA in Strategic Management as well as a Top Governance Board Education.< Less
Landlord & Tenant Student Guide By Andrew Myerson
Hardcover: $37.21
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Aspiring Legal Executives, Licensed Conveyancers, Letting Agents, Property Managers, Estate Agents, and Managing Agents are given key subject summaries on all the essential points of law and... More > procedure: Protection for tenants in Short Leases. Rights and duties of a Long Leasehold. Business Tenancies. Farming Tenancy provisions. Case precedent and statutory authority. Leases and Licences. Covenants. Clear guidance is given for confused and daunted students. Landlord & Tenant regulations and practice are confusing, but are rendered impenetrable by the complexity of other text books. Andrew Myerson is a highly qualified experienced Solicitor and University Lecturer and an advisor and tutor to The Council for Licensed Conveyancers. He also teaches law to legal executives and in business management, has a proven track record of excellent student results as Personal Tutor and an extensive background in practice in this area of the law.< Less