Download or read book The Napkin Advisor written by Jeff Kerns and published by . This book was released on 2017-10-06 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you ever imagined what it would be like if you could easily explain any concept to any prospect or client? And, explain it in such a way that it would be etched in their mind for months to come?For years, salespeople have used the back of a napkin to illustrate concepts and ideas. The reason? Using the back of the napkin requires making the even the most complex ideas easy to understand.Since the overwhelming majority of people have little understanding of either need for income protection or the products that provide the solutions, it is critical that agents, planners and advisors have a simple and effective way to communicate not only the importance of income protection, but also how the various products work.In this book, Jeff Kerns and Chris Carlson will reveal 50 ways you can use the back of a napkin to have a robust income protection conversation with an individual, a business owner or a corporate decision maker. If you become proficient in only one or two of these concepts, presenting income protection products will become so easy and your sales and commissions will skyrocket!

Download or read book Dr Chase s New Receipt Book and Medical Advisor written by Alvin Wood Chase and published by . This book was released on 1927 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The New Financial Advisor written by G. Scott Budge and published by John Wiley & Sons. This book was released on 2008-12-03 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for The New Financial Advisor "For 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, Pitcairn "At 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 Generations "The 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 Investors "Scott 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, LLC "Scott 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

Download or read book Soldier Geek An Army Science Advisor s Journal of the War in Afghanistan written by Glenn Dean and published by SoldierGeek. This book was released on 2012-02-26 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Back of the Napkin written by Dan Roam and published by Marshall Cavendish International (Asia) Pte Limited. This book was released on 2012-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Roam's "The Back of the Napkin," a "Business Week" bestseller, teaches readers the power of brainstorming and communicating with pictures. This expanded edition presents more exciting ways for solving all kinds of business problems.

Download or read book Back of the Napkin written by Alicia Locheed Goodrow and published by Archway Publishing. This book was released on 2021-11-15 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contracts are built on relationships—not documents and not handshakes. If you start with a form document, the form will shape your relationships before you define your priorities and goals. You must take the time now—at the beginning—to figure out, as a team, where you stand and to clarify in writing the expectations and roles of each player. That means making sure you understand the core contracts that shape and protect your rights. Alicia Goodrow, a trusted lawyer, explores how to save money in legal fees, headaches, and conflicts as you move from idea to enterprise in this business guide. Learn how to: • begin with the end in mind; • surround yourself with the right team members to accomplish your goals; • determine who you want to join you at the “founders table;” • identify your leadership paradigm; and • know the legal basics for handling IP, leases, customers, suppliers, and employees. The author also highlights various organizational models, tackling complex decisions, ways to court angel investors, and how to begin with the end in mind. Packed with tips for individuals building companies, this startup guide will help you achieve entrepreneurial success.

Download or read book Boot Camp for Financial Advisors written by David Clemenko and published by Xlibris Corporation. This book was released on 2011-05-02 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: During David Clemenko’s 11 eventful years with the world’s largest financial firm. he visited more than 350 Merrill Lynch offices across the country—coaching, motivating and turning more than 10,000 Financial Advisors into better marketers, tougher competitors, and unbeatable relationship-builders. Now this former U.S. Marine Drill Instructor puts his unique combination of tough love and market savvy to work to help remake you into a lean, mean selling machine that spells success in the new financial environment. Endorsements: "Leaders come in all shapes and sizes and utilize different techniques, but there is one inescapable commonality that binds them all, they lead from the front, motivate those around them and continuously set the example for others to follow. David’s discipline and passion for excellence are infectious. His peers are drawn to him by his leadership, personality and honest concern for others. These traits set the foundation for success in anything he does whether it’s making Marines in Parris Island, coaching Financial Advisors or his devotion to community service, you would be hard pressed to fi nd another coach for your business with similar attributes". ~Major General James E. Livingston USMC (Ret) , Medal of Honor Recipient “David inspires people to discover and understand their potential and what’s uniquely possible for them. He has a very clear understanding of the current market environment and also where the business is heading to prepare you for what lies ahead. David provides a disciplined process that lets you not only have dreams, but realize them. David can make a difference in your business and in your life.” ~Gregory Mech Former Merril Lynch Managing Director and Market President for Bank of America. There is a sea of motivational speakers and coaches that flood this industry. David Clemenko is not like the rest. When you meet David, you cannot help but be inspired by his stories, his determination, his attitude and his energy. David’s process challenges the norms in this business. He challenges you to be better at meeting the needs of your clients but truly getting to know your clients. His brand of coaching is more than telling you what you know. David does not just give you ideas, he gives you the tools and the coaching to take the idea from the concept stage to the execution stage. Most coaches and motivators will get you to the concept, but fall short in the execution. David makes you answer the toughest question, “How?” Once you have that answer, he works with you to implement your plan. Meeting David transformed by business into a true “advisory” business – where most advisors will never go. Randall B. Cohen Vice President Investments, Merrill Lynch, Charleston, SC

Download or read book The Financial Advisor s Estate Planning Desk Reference How to deepen your relationships with your clients provide even better service to them and increase their whole family s loyalty towards you written by Daniel E. McKenzie Esq and published by Lulu.com. This book was released on 2019-07-03 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

Download or read book Malware Data Science written by Joshua Saxe and published by No Starch Press. This book was released on 2018-09-25 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: Malware Data Science explains how to identify, analyze, and classify large-scale malware using machine learning and data visualization. Security has become a "big data" problem. The growth rate of malware has accelerated to tens of millions of new files per year while our networks generate an ever-larger flood of security-relevant data each day. In order to defend against these advanced attacks, you'll need to know how to think like a data scientist. In Malware Data Science, security data scientist Joshua Saxe introduces machine learning, statistics, social network analysis, and data visualization, and shows you how to apply these methods to malware detection and analysis. You'll learn how to: - Analyze malware using static analysis - Observe malware behavior using dynamic analysis - Identify adversary groups through shared code analysis - Catch 0-day vulnerabilities by building your own machine learning detector - Measure malware detector accuracy - Identify malware campaigns, trends, and relationships through data visualization Whether you're a malware analyst looking to add skills to your existing arsenal, or a data scientist interested in attack detection and threat intelligence, Malware Data Science will help you stay ahead of the curve.

Download or read book The Cruising Woman s Advisor How to Prepare for the Voyaging Life written by Diana Jessie and published by McGraw Hill Professional. This book was released on 1997-04-22 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: For a woman considering the cruising lifestyle, the questions are endless. What is cruising really like? Can I do it? Will I like it? will it be horrible, or wonderful? Longtime sailor and circumnavigator Diana Jessie provides advice to women contemplating short-term cruising or long-term voyaging. She gives unique insights into a plethora of women's concerns, including: Why We Go . . . Cruising Roles and Relationships . . . The Right Boat . . . What Do I Need to Learn? . . . If My Partner Falls Overboard, How Do I Rescue Him? . . . Learning for Independence . . . Fearing the Weather Ahead . . . Isn't It Dangerous Out There? . . . Medical Preparation and Planning . . . Children On Board . . . Family Issues and Events . . . Staying in Touch . . . Career Planning and Employment . . . Bathing, Hair Care, Skin Care, Clothing . . . Sex at Sea . . . Provisioning for Cruising To provide a broad perspective, Diana Jessie includes the opinions of noted women cruisers, including: Barbara Merritt, contributing editor of Cruising World magazine; Lin Pardey, longtime cruiser and author of several cruising books; Dawn Riley, noted America's Cup and Whitbread sailor; Patience Wales, two-time circumnavigator and editor of SAIL magazine; plus seventeen other women, from novices to world-renowned sailors.

Download or read book Ferri s Clinical Advisor 2023 written by Fred F. Ferri and published by Elsevier Health Sciences. This book was released on 2022-06-21 with total page 4950 pages. Available in PDF, EPUB and Kindle. Book excerpt: For 25 years, Ferri’s Clinical Advisor has provided immediate answers on the myriad medical diseases and disorders you’re likely to encounter in a unique, easy-to-use format. A bestselling title year after year, this popular "5 books in 1" reference delivers vast amounts of information in a user-friendly manner. It is updated annually to provide current and clinically relevant answers on over 1,000 common medical conditions, including diseases and disorders, differential diagnoses, clinical algorithms, laboratory tests, and clinical practice guidelines?all carefully reviewed by experts in key clinical fields. Extensive algorithms, along with hundreds of high-quality photographs, illustrations, diagrams, and tables, ensure that you stay current with today's medical practice. Contains significant updates throughout all 5 sections, covering all aspects of diagnosis and treatment. Features 27 all-new topics including coronary artery dissection, perimandibular abscess, retinal vein occlusion, performance enhancing hormones, aphasia, hemorrhagic ovarian cyst, pelvic fracture, lung transplant, penile cancer and obsessive rumination syndrome, among others. Includes useful appendices covering care of the transgender patient, palliative care, preoperative evaluation, nutrition, poison management, commonly used herbal products in integrated medicine, and much more. Offers online access to Patient Teaching Guides in both English and Spanish.

Download or read book The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-03-29 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

Download or read book Ferri s Clinical Advisor 2022 written by Fred F. Ferri and published by Elsevier Health Sciences. This book was released on 2021-06-09 with total page 4916 pages. Available in PDF, EPUB and Kindle. Book excerpt: Access immediate answers on the medical conditions you’re likely to see with this unique, bestselling resource! Ferri’s Clinical Advisor 2022 uses the popular "5 books in 1" format to deliver vast amounts of information in a clinically relevant, user-friendly manner. This practical reference is updated annually to provide easy access to answers on over 1,000 common medical conditions, including diseases and disorders, differential diagnoses, clinical algorithms, laboratory tests, and clinical practice guidelines—all carefully reviewed by experts in key clinical fields. Extensive algorithms, along with hundreds of clear photographs, illustrations, diagrams, and tables, ensure that you stay current with today's medical practice. Contains significant updates throughout, covering all aspects of current diagnosis and treatment. Features 30 all-new topics including Covid-19 disease, anal cancer, electronic cigarette or vaping–associated lung injury (EVALI), gaming disorder, early pregnancy loss, smoke inhalation injury, and subjective cognitive decline, among others. Includes useful appendices covering common herbs in integrated medicine and herbal activities against pain and chronic diseases; care of the transgender patient, palliative care; preoperative evaluation, and more. Offers online access to Patient Teaching Guides in both English and Spanish.

Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.

Download or read book AARP The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-12-20 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Many of us spend a lifetime building wealth and accumulating assets, but fail to properly plan how all of this will be passed on once we are gone. And while dealing with complex financial issues such as inheritance and estate taxes forces us to face our own mortality, making these difficult decisions is something we all need to do. Living trust attorney and bestselling author Jeffrey Condon is extremely familiar with these types of situations and understands the importance of a living trust in an increasingly uncertain world. Now, with The Living Trust Advisor, he skillfully discusses the various aspects of this document and details how it can provide a seamless transfer of assets to your spouse, children, and other beneficiaries after you are gone. Written in a straightforward and accessible style—and peppered with Condon's trademark humor—The Living Trust Advisor puts the living trust in perspective and walks you through the four life phases associated with it. Page by page, this practical guide will help you: Address the numerous issues that should be considered before first meeting with a living trust lawyer and other key players in this arena Establish and manage your living trust over the course of your life as well as prepare it to carry out your financial wishes once you and your spouse have passed on Identify potential inheritance problems now, so you can build solutions into your living trust before it's too late Distribute living trust assets to future generations and protect those assets once the transfer is complete And much more Throughout the book, Condon provides you with real-world examples that illustrate key points or clarify particular concepts. While many of these examples are drawn from Condon's professional relationship with clients, some anecdotes are associated with his personal experiences in this field. If you've picked up this book, then you're probably thinking about putting together a living trust. Or, perhaps you already have a living trust and you're looking to revisit it. Whatever your reasons, this reliable resource contains the straightforward advice and practical insights you need to create and maintain a living trust that will ensure your final financial wishes are carried out in full.

Download or read book Re Writing the Center written by Susan Lawrence and published by University Press of Colorado. This book was released on 2019-03-15 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Re/Writing the Center illuminates how core writing center pedagogies and institutional arrangements are complicated by the need to create intentional, targeted support for advanced graduate writers. Most writing center tutors are undergraduates, whose lack of familiarity with the genres, preparatory knowledge, and research processes integral to graduate-level writing can leave them underprepared to assist graduate students. Complicating the issue is that many of the graduate students who take advantage of writing center support are international students. The essays in this volume show how to navigate the divide between traditional writing center theory and practices, developed to support undergraduate writers, and the growing demand for writing centers to meet the needs of advanced graduate writers. Contributors address core assumptions of writing center pedagogy, such as the concept of peers and peer tutoring, the emphasis on one-to-one tutorials, the positioning of tutors as generalists rather than specialists, and even the notion of the writing center as the primary location or center of the tutoring process. Re/Writing the Center offers an imaginative perspective on the benefits writing centers can offer to graduate students and on the new possibilities for inquiry and practice graduate students can inspire in the writing center. Contributors: Laura Brady, Michelle Cox, Thomas Deans, Paula Gillespie​, Mary Glavan, Marilyn Gray​, James Holsinger​, Elena Kallestinova, Tika Lamsal​, Patrick S. Lawrence, Elizabeth Lenaghan, Michael A. Pemberton​, Sherry Wynn Perdue​, Doug Phillips, Juliann Reineke​, Adam Robinson​, Steve Simpson, Nathalie Singh-Corcoran​, Ashly Bender Smith, Sarah Summers​, Molly Tetreault​, Joan Turner, Bronwyn T. Williams, Joanna Wolfe

Download or read book Housing Wealth written by Don Graves and published by Housing Wealth Institute. This book was released on 2018-02-27 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the current retirement income crisis facing baby boomers and existing retirees, today's asset mangers, insurance agents and hybrid advisors need every viable resource to help their clients and sustain their practice. In Housing Wealth, American College instructor and reverse mortgage expert, Don Graves, distills more than 20,000 advisor/client engagements over two decades into practical, back-of-the-napkin, common sense strategies. Through simple case studies and easily applied concepts, the advisor will learn how today's reverse mortgage can: Increase Clients' Cash Flow and Preserve Assets from Premature Erosion Reduce the Most Common Risks to Retirement Income Optimize Retirement Outcomes for the Mass Affluent Improve Liquidity and Add New Dollars to Retirement Savings Help Advisors Create More Planning Opportunities from Existing Clients and Gain Access to New Ones Manage Tax Brackets and Keep Clients within Lower Adjusted Gross Income Boundaries Housing Wealth serves as the companion guide for The Certified Housing Wealth Advisor (CHWA) Curriculum. Learn more at www.HousingWealthInstitute.com