Download or read book J K Lasser Pro Survival Skills in Financial Services written by Julian Lowenthal and published by John Wiley & Sons. This book was released on 2002-10-29 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry is constantly changing and you needto respond Change is a constant in the financial services industry (FSI). Thequestion is, "What should you do to survive?" Whether you work inor sell to the industry, you'll benefit from the in-depth insight,professional knowledge, and practical tools found in J.K. LasserPro Survival Skills in Financial Services. Advanced Praise for J.K. Lasser Pro Survival Skills in FinancialServices "The challenges of surviving and succeeding in the financialservices industry have never been greater. . . . J.K. Lasser ProSurvival Skills in Financial Services provides a practical guide todealing with the tough realities of change. The result is anenjoyable, down-to-earth, and interactive resource that providesthe knowledge, skills, and human understanding to deal with theforces of change." -Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank &Trust Company "This book will help my staff work through the most difficulttransition in the financial services industry. . . . Julian speaksin a nontechnical, light-handed style to every member of my staff.. . . He draws on his relationships with some of our industry'smost important leaders to reinforce his logical and practical viewson how to get through the day, the year, and the decades ahead. Hisbook is crisp, easy reading from cover to cover. But his sectiontitled 'Survival Skills Greatest Hits' must be committed to memory.It will be the core of my survival strategy for the rest of mycareer. I can't wait to put this book in the hands of my wholestaff." -John Adams Vaccaro, CFP, CLU, President, Westport ResourcesInvestment Services, Inc. Don't get left behind in the whirlwind of change impacting thefinancial services industry. Pick up J.K. Lasser Pro SurvivalSkills in Financial Services and take control of your professionallife within this dynamic and challenging business environment.

Download or read book J K Lasser Pro Survival Skills in Financial Services written by Julian Lowenthal and published by . This book was released on 2002 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry is constantly changing and you need to respond. Change is a constant in the financial services industry (FSI). The question is, 'What should you do to survive?' Whether you work in or sell to the industry, you'll benefit from the in-depth insight, professional knowledge, and practical tools found in J.K. Lasser Pro Survival Skills in Financial Services.

Download or read book J K Lasser Pro New Strategies for College Funding written by Raymond D. Loewe and published by Wiley. This book was released on 2002 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide with its companion CD-ROM will help you do just that. Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children's college education in the best way possible. Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you: Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals. Please visit our Web site at www.jklasser.com

Download or read book Keeping Clients for Life written by Karen Caplan Altfest and published by John Wiley & Sons. This book was released on 2001-07-02 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.

Download or read book The British National Bibliography written by Arthur James Wells and published by . This book was released on 2003 with total page 2248 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Forthcoming Books written by Rose Arny and published by . This book was released on 2003 with total page 1306 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book J K Lasser Pro Separate Account Management written by Larry Chambers and published by John Wiley & Sons. This book was released on 2003-06-03 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

Download or read book J K Lasser s Strategic Investing After 50 written by Julie Jason and published by Wiley. This book was released on 2001-08-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It will help people to start thinking about their money in terms of accumulation, rebalancing, and income production. And it will take in-depth looks at risk tolerance, transition strategies, needed resources and tools--even strategies for those who are investing for the first time

Download or read book Small Business Survival Book written by Barbara Weltman and published by John Wiley & Sons. This book was released on 2006-05-19 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: Owning a small business can be a fulfilling and financially rewarding experience, but to be successful, you must know what to do before starting a business; what to do while the business is up and running; and, most importantly, what to do when the business runs into trouble. With a combined fifty years of small business experience between them, authors Barbara Weltman and Jerry Silberman know what it takes to make it in this competitive environment, and in Small Business Survival Book, they show you how. In a clear and concise voice, Weltman and Silberman reveal twelve surefire ways to help your small business survive and thrive in today's market. With this book as your guide, you'll discover how to: * Delegate effectively * Monitor cash flow * Extend credit and stay on top of collections * Build and maintain credit and restructure your debt * Meet your tax obligations * Grow your business with successful marketing strategies * Use legal protections * Plan for catastrophe and disaster recovery Whether you're considering starting a new business or looking to improve your current venture, Small Business Survival Book has what you need to succeed.

Download or read book American Book Publishing Record written by and published by . This book was released on 2002 with total page 2068 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The REGTECH Book written by Janos Barberis and published by John Wiley & Sons. This book was released on 2019-08-06 with total page 1004 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Regulatory Technology Handbook The transformational potential of RegTech has been confirmed in recent years with US$1.2 billion invested in start-ups (2017) and an expected additional spending of US$100 billion by 2020. Regulatory technology will not only provide efficiency gains for compliance and reporting functions, it will radically change market structure and supervision. This book, the first of its kind, is providing a comprehensive and invaluable source of information aimed at corporates, regulators, compliance professionals, start-ups and policy makers. The REGTECH Book brings into a single volume the curated industry expertise delivered by subject matter experts. It serves as a single reference point to understand the RegTech eco-system and its impact on the industry. Readers will learn foundational notions such as: • The economic impact of digitization and datafication of regulation • How new technologies (Artificial Intelligence, Blockchain) are applied to compliance • Business use cases of RegTech for cost-reduction and new product origination • The future regulatory landscape affecting financial institutions, technology companies and other industries Edited by world-class academics and written by compliance professionals, regulators, entrepreneurs and business leaders, the RegTech Book represents an invaluable resource that paves the way for 21st century regulatory innovation.

Download or read book FinTech Innovation written by Paolo Sironi and published by John Wiley & Sons. This book was released on 2016-07-19 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: A survival guide for the FinTech era of banking FinTech Innovation examines the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are pushing toward a 'constrained offering' norm while private clients and independent advisors demand a more proactive role; practitioners need examine this banking evolution in detail to understand the mechanisms at work. This book presents analysis of the current shift and offers clear insight into what happens when established economic interests collide with social transformation. Business models are changing in profound ways, and the impact reaches further than many expect; the democratization of banking is revolutionizing the wealth management industry toward more efficient and client-centric advisory processes, and keeping pace with these changes has become a survival skill for financial advisors around the world. Social media, big data analytics and digital technology are disrupting the banking industry, which many have taken for granted as set in stone. This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come. Examine the depth and breadth of financial technology Learn how regulations are driving changing business models Discover why investors may become the price-makers Understand the forces at work behind the rise of FinTech Information asymmetry has dominated the banking industry for centuries, keeping the bank/investor liability neatly aligned—but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up.

Download or read book The Publishers Weekly written by and published by . This book was released on 1993 with total page 1416 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Handbook of Banking Technology written by Tim Walker and published by John Wiley & Sons. This book was released on 2021-05-24 with total page 403 pages. Available in PDF, EPUB and Kindle. Book excerpt: Competitive advantage in banking comes from effective use of technology The Handbook of Banking Technology provides a blueprint for the future of banking, with deep insight into the technologies at the heart of the industry. The rapid evolution of IT brings continual change and demand for investment — yet keeping pace with these changes has become an essential part of doing business. This book describes how banks can harness the power of current and upcoming technology to add business value and gain a competitive advantage; you'll learn how banks are using technology to drive business today, and which emerging trends are likely to drive the evolution of banking over the next decade. Regulation is playing an ever increasing role in banking and the impact of regulatory change on technology and the management of it are discussed — while mandatory changes put pressure on many of our high street banking brands, their ability to adapt and utilise technology will have a fundamental impact on their success in the rapidly changing marketplace. Technology costs can amount to 15 per cent or more of operational costs and bank leaders need to be able to make informed decisions about technology investments in light of the potential benefits. This book explores the depth and breadth of banking technology to help decision makers stay up to date and drive better business. Assess your current technology against the new banking paradigms Procure the systems needed to protect the bottom line Implement newer technology more efficiently and effectively Ensure compliance and drive value with appropriate technology management Technological change is driven by mass adoption of new channels, innovation from new entrants, and by banks themselves as a means of increasing revenue and reducing costs. The Handbook of Banking Technology offers a comprehensive look at the role of technology in banking, and the impact it will have in the coming years.

Download or read book The Trade Lifecycle written by Robert P. Baker and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 421 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drive profit and manage risk with expert guidance on trade processing The Trade Lifecycle catalogues and details the various types of trades, including the inherent cashflows and risk exposures of each. Now in its second edition, this comprehensive guide includes major new coverage of traded products, credit valuation adjustment, regulation, and the role of information technology. By reading this, you’ll dissect a trade into its component parts, track it from preconception to maturity, and learn how it affects each business function of a financial institution. You will become familiar with the full extent of legal, operational, liquidity, credit, and market risks to which it is exposed. Case studies of real projects cover topics like FX exotics, commodity counterparty risk, equity settlement, bond management, and global derivatives initiatives, while the companion website features additional video training on specific topics to help you build a strong background in this fundamental aspect of finance. Trade processing and settlement combined with control of risk has been thrust into the limelight with the recent near collapse of the global financial market. This book provides thorough, practical guidance toward processing the trade, and the risks and rewards it entails. Gain deep insight into emerging subject areas Understand each step of the trade process Examine the individual components of a trade Learn how each trade affects everything it touches Every person working in a bank is highly connected to the lifecycle of a trade. It is the glue by which all departments are bound, and the aggregated success or failure of each trade determines the entire organization's survival. The Trade Lifecycle explains the fundamentals of trade processing and gives you the knowledge you need to further your success in the market.

Download or read book Subject Guide to Books in Print written by and published by . This book was released on 2001 with total page 3054 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Vocational and Technical Resources for Community College Libraries written by Mary Ann Laun and published by Association of College & Research Libraries. This book was released on 1995 with total page 660 pages. Available in PDF, EPUB and Kindle. Book excerpt: