Download or read book Ineffective Habits of Financial Advisors and the Disciplines to Break Them written by Steve Moore and published by John Wiley & Sons. This book was released on 2010-10-05 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

Download or read book 101 Advisor Solutions A Financial Advisor s Guide to Strategies that Educate Motivate and Inspire written by Daniel C. Finley and published by Lulu.com. This book was released on 2011-12 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

Download or read book Someday Rich written by Timothy Noonan and published by John Wiley & Sons. This book was released on 2011-10-25 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.

Download or read book Bad Advisors written by Roccy DeFrancesco, JD, CWPP, CAPP, CMP and published by . This book was released on 2020-08-04 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt: Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why-with all the advice they receive from their advisors-have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years? Here's a SECRET: Many financial advisors are forbidden from giving you the best advice. Also, many financial advisors are either not properly trained to give you the best advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals. In this groundbreaking book, author and advanced planning expert, Roccy DeFrancesco, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. Roccy exposes insider secrets that you need to know to protect yourself and your family from bad advisors, advisors who could negatively affect your financial future. Roccy also gives you questions to ask your financial advisor that will help you determine if he or she is giving you bad advice. After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.

Download or read book Bad Advisors written by Roccy DeFrancesco and published by . This book was released on 2011-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why--with all the advice they receive from their advisors--have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years?Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice. Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic. In this controversial book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. In Bad Advisors, you will learn how to:-Eliminate the causes of doubt and fear of losing your assets-Remove stress while dramatically increasing your wealthRoccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors." Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about you and your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.

Download or read book The Million dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book The Distraction Proof Advisor written by Paul Kingsman and published by . This book was released on 2015-05-08 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get Equipped To Build the Financial Services Business You Want Frustrated with constantly lurching instead of confidently leading? Has your crystal-clear vision for your business become unfocused as demands and distractions grow? You're not alone. Most financial advisors feel they don't have control of their business. There is a way to break free from the frustrations and distractions that hold you back from having the clients you want, the money you need, and more time to do what you love. Read this book and learn to: Stop reacting and focus on what matters most Create crucial habits to get your priorities done Identify key activities to find and engage new prospects/ Develop compelling conversation skills that actually work Build conviction for your process and how you help your clients "Psst...Paul Kingsman is talking to you. Yes, I mean you! You don't have to be in business very long to habitually be distracted from accomplishing things that you know will make your business a success. Using his Olympic-winning strategies, Paul helps you focus on "your" goals, "your" future. Paul lays it out there for you. Isn't it time to work on what "you" want? Take the first step and buy this book. You won't regret it." - Deena Katz, CFP(r), Texas Tech University "Financial advising is a highly competitive field full of distractions. Who better to guide and motivate than Paul Kingsman, an Olympic medalist, a financial advisor, and now an advisor to advisors. You'll learn the habits that separate participants from achievers." - Mitch Anthony, Author, "StorySelling for Financial Advisors"

Download or read book The Million Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

Download or read book Practice Made Perfect written by Mark C. Tibergien and published by Bloomberg Press. This book was released on 2014-05-14 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: No matter their firm's size, structure, or concentration, financial advisers need to apply the principles of sound management to succeed. The business of providing financial advice depends on mastering the disciplines of strategy, financial management, human capital, sales and marketing, operations, and IT. Renowned industry gurus Mark Tibergien and Rebecca Pomering offer their considerable knowledge based on first-hand experience to advisers wishing to enhance their business.

Download or read book Success as a Financial Advisor For Dummies written by Ivan M. Illan and published by John Wiley & Sons. This book was released on 2018-11-13 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.

Download or read book I ve Never Made Anyone Rich written by Scott Brown and published by . This book was released on 2019-09-02 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every day of the week, millions of Americans rely on their attorneys to navigate wills and contracts, divorces and disputes. They see their doctors to treat their maladies, their accountants to do their taxes, and their financial advisors to guide them as they grow and manage their wealth. We need these professionals. We depend on their expertise. We look to them to help us understand an increasingly complex world.Which is why it's time to stop for a minute and ask: what are these people thinking about every day? What do the professionals with the deepest amount of expertise when it comes to our health, wealth, and legal problems have to say about our society, their chosen fields, and our misconceptions about all of the above? What would a lawyer actually tell you if the filter came off? What would a financial planner who has seen it all really say?In this book, a respected, successful, refreshingly irreverent and often hilarious financial advisor with thirty years of experience wrangling IRAs, 401(k)s and ETFs (oh my!) takes the time to tell you exactly what you need to know about Wall Street, about what an advisor can and cannot really do for you, and about how to rise above all the noise in the media-and within your own circle of often-misguided family and friends-to build real wealth.Read this book to find out why, for example, you DON'T want your company to offer you the cheapest 401(k) available. Read on to learn why it's time to turn off the news and put your focus somewhere else if you want to be an effective investor. Read on to learn why fees aren't killing you, your habits are. Trust me. It'll be fun."This book should be banned." Wall Street*"Read this book immediately and do not call me again until you've finished it." Your financial planner*"I wish I'd had this book forty years ago." Your father**No actual people were quoted in the writing of this book or this summary.

Download or read book Ernst Young s Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Download or read book Manage Your Money Like a F cking Grown Up written by Sam Beckbessinger and published by Robinson. This book was released on 2019-04-18 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: You're going to earn plenty of money over your lifetime. Are you going to waste it on stupid crap that doesn't make you happy, or let it buy your freedom and your most audacious dreams? We never get an instruction manual about how money works. Most of what we learn about money comes from advertising or from other people who know as little as we do. No wonder we make such basic mistakes. No wonder we feel disempowered and scared. No wonder so many of us just decide to stick our heads in the damn sand and never deal with it. In Manage Your Money Like a F*cking Grown Up, Sam Beckbessinger tells it to you straight: how to take control of your money to take control of your life. In this clear and engaging basic guide to managing your finances, you will learn: - How to trick your dumb brain into saving more, without giving up fun - How to make a bona fide grown-up budget - Why you need to forget what you've learned about credit - How to negotiate a raise - Why buying a house (probably) won't make you rich - The one super-simple investment you need With helpful exercises, informative illustrations (also: kittens) and straightforward advice, this book doesn't shy away from the psychology of money, and is empowering, humorous and helpful. The book you wish you'd had at 25, but is never too late to read.

Download or read book 5 Steps for Selecting the Best Financial Advisor written by Jack Waymire and published by Paladin Publishing. This book was released on 2018-03-28 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your financial future requires more than just good luck-it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That's because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection. After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They wrote this book to level the playing field between Wall Street and Main Street. Their book shows you how the internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor. 5 Steps for Selecting the Best Financial Advisor helps you use the internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don't have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this book.

Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.

Download or read book A Million Bucks by 30 written by Alan Corey and published by Ballantine Books. This book was released on 2007-12-26 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: At twenty-two, Alan Corey left his mom’s basement in Atlanta and moved to New York City with one goal in mind: to become a millionaire by the time he was thirty. His parents and friends laughed, but six years later they were all celebrating his prosperous accomplishment–at a bar Corey owned in one of Brooklyn’s hippest neighborhoods. No, Corey didn’t climb the corporate ladder to build his fortune. In fact, he worked the same entry-level 9-to-5 job for six years straight. But by pinching his pennies and making sound investments, he watched a pittance blossom into a seven-digit bank account. In A Million Bucks by 30, Corey recounts his rags-to-riches journey and shares his secrets to success. WARNING: DO NOT ATTEMPT TO USE THIS BOOK UNLESS YOU ARE PREPARED TO BECOME FILTHY RICH. “What a steal . . . For any entrepreneur the advice in these pages is worth more than a million bucks.” –Barbara Corcoran, founder, The Corcoran Group “This is the best personal finance book I’ve ever read. Part self-help, part brass-tacks money guide; Corey’s confessional tales of making it to the million dollar mark are as hilarious as they are helpful.” –John Reynolds, writer, The Late Late Show with Craig Ferguson

Download or read book The Million Dollar Financial Advisor written by David MULLEN and published by . This book was released on 2009 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.