Download or read book Values based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Download or read book Values and Planning written by Huw Thomas and published by Routledge. This book was released on 2017-09-29 with total page 183 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book brings together a group of distinguished international authors to analyze and comment upon the various roles of evaluation and valued ideas, in planning and education of planners. Topics covered include the nature of aesthetic judgement and of practical judgement, the implications for planning of various theories of environmental ethics, and the significance of key concepts such as heritage, justice, professional ethics and the public interest in orienting planning practice. Contributors relate their ideas about planning to a wide range of philosophical and social theories and debates, including feminist writings, discussions of post modernism, critical theory and the work of Anglo-American analytical philosophers. These essays will prove stimulating not only to planning theorists and practitioners, but to anyone interested in the way evaluations and key concepts contained in them can and should influence public policy.

Download or read book Values Based Estate Planning written by Scott C. Fithian and published by Wiley. This book was released on 2000-04-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group

Download or read book Managing By Values written by Kenneth H. Blanchard and published by Berrett-Koehler Publishers. This book was released on 2003-11-16 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Fortune 500 list, defined by size and volume, is the current measure of success in the corporate world. This timely book suggests instead a "Fortunate 500" list, based on the quality of service available to customers and the quality of life accessible to employees.

Download or read book Built on Values written by Ann Rhoades and published by John Wiley & Sons. This book was released on 2011-01-18 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most leaders know that a winning, engaged culture is the key to attracting top talent—and customers. Yet, it remains elusive how exactly to create this ideal workplace —one where everyone from the front lines to the board room knows the company’s values and feels comfortable and empowered to act on them. Based on Ann Rhoades’ years of experience with JetBlue, Southwest, and other companies known for their trailblazing corporate cultures, Built on Values reveals exactly how leaders can create winning environments that allow their employees and their companies to thrive. Companies that create or improve values-based cultures can become higher performers, both in customer and employee satisfaction and financial return, as proven by Rhoades’ work with JetBlue, Southwest Airlines, Disney, Loma Linda University Hospitals, Doubletree Hotels, Juniper Networks, and P.F. Chang’s China Bistros. Built on Values provides a clear blueprint for how to accomplish culture change, showing: How to exceed the expectations of employees and customers How to develop a Values Blueprint tailored to your organization’s goals and put it into action Why it's essential to hire, fire, and reward people based on values alone, and How to establish a discipline for sustaining a values-centric culture Built on Values helps companies get on the pathway to greatness by showing the exact steps for either curing an ailing company culture or creating a new one from scratch.

Download or read book College Success written by Amy Baldwin and published by . This book was released on 2020-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning for the Healthy Wealthy Family written by Stanley Neeleman and published by Simon and Schuster. This book was released on 2004-01-01 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.

Download or read book Strategic Planning For Dummies written by Erica Olsen and published by John Wiley & Sons. This book was released on 2011-03-03 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you’re starting a new business or planning your business’s future, there are plenty of things you should take into account. Strategic Planning For Dummies covers everything you need to know to develop a plan for building and maintaining a competitive advantage — no matter what business you’re in. Written by Erica Olsen, founder and President of a business development firm that helps entrepreneurial-minded businesses plan for a successful future, this handy guide covers all the basics, including: How a strategic plan is different than a business plan Establishing a step-based planning process Planning for and encouraging growth Taking a long-view of your organization Evaluating past performance Defining and refining your mission, values, and vision Sizing up your current situation Examining your industry landscape Setting your strategic priorities Planning for unknown contingencies If you’re in business, you have to plan for everything — especially if you intend your business to grow. Whether you’re planning for a small business, large conglomerate, nonprofit, or even a government agency, this book has the planning specifics you need for your organization. Step-by-step, you’ll learn how to lay the foundations for a plan, understand how your plan will affect your business, form planning teams, discover what your strengths are, see where you are, and, finally, plan where you’re going. And there’s much more: Learn to analyze business trends that will determine your business’s future Set measurable, realistic goals that you can plan for and achieve Make strategic planning a habitual part of the organization Prioritize multiple strategies that you can implement simultaneously Set a defining vision for the organization that guides all your planning and strategy This friendly, simple guide puts the power of strategic planning in the palm of your hand. For small businesses that can’t afford to hire strategic planning consultants, it’s even more imperative. Careful, constant planning is the only way to handle an uncertain business future. With this book, you’ll have all the step-by-step guidance you need to ensure you’re ready for anything that comes.

Download or read book Beyond Benefit Cost Analysis written by Domenico Patassini and published by Routledge. This book was released on 2017-11-30 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: Illustrated by case studies from Europe, North America and the Middle East, this book examines how non-market values can be identified, measured and incorporated into planning evaluation methodologies. The traditional means of assessing planning options, benefit-cost analysis, requires that all effects be expressed in monetary terms and this volume offers alternative approaches. It presents strategies for accomplishing the major purposes of planning evaluation - including the provision of an explicit, replicable basis for public assessment - in alternative ways. Growing demand for public involvement and for accountability in decision making requires better means for accommodating a broad range of concerns in planning evaluation. Methodologies examined include effectiveness-cost and multicriteria analysis, and the book explores how these have been applied in practice in developing special-issue plans, complex regional development strategies, and efforts to analyze the environmental justice implications of major infrastructure projects. Use of scenarios and problem structuring methods by stakeholder groups are also explored.

Download or read book Advances in Production Management Systems Value Networks Innovation Technologies and Management written by Jan Frick and published by Springer. This book was released on 2012-09-26 with total page 643 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book constitutes the thoroughly refereed post-conference proceedings of the International IFIP WG 5.7 Conference on Advances in Production Management Systems, APMS 2011, held in Stavanger, Norway, in September 2011. The 66 revised and extended full papers were carefully reviewed and selected from 124 papers presented at the conference. The papers are organized in 3 parts: production process, supply chain management, and strategy. They represent the breadth and complexity of topics in operations management, ranging from optimization and use of technology, management of organizations and networks, to sustainable production and globalization. The authors use a broad range of methodological approaches spanning from grounded theory and qualitative methods, via a broad set of statistical methods to modeling and simulation techniques.

Download or read book Being Boss written by Emily Thompson and published by Running Press Adult. This book was released on 2018-04-10 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the creators of the hit podcast comes an interactive self-help guide for creative entrepreneurs, where they share their best tools and tactics on "being boss" in both business and life. Kathleen Shannon and Emily Thompson are self-proclaimed "business besties" and hosts of the top-ranked podcast Being Boss, where they talk shop and share their combined expertise with other creative entrepreneurs. Now they take the best of their from-the- trenches advice, giving you targeted guidance on: The Boss Mindset: how to weed out distractions, cultivate confidence, and tackle "fraudy feelings" Boss Habits: including a tested method for visually mapping out goals with magical results Boss Money: how to stop freaking out about finances and sell yourself (without shame) With worksheets, checklists, and other real tools for achieving success, here's a guide that will truly help you "be boss" not only at growing your business, but creating a life you love.

Download or read book Cultural Values in Strategy and Organization written by T. K. Das and published by Information Age Publishing. This book was released on 2021 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: Ecological organizing: implications of evolving cultural values for organization and strategy / Peter J. Robertson and Joseph W. Harder -- Have you seen corporate cultural responsibility? Prospects of a new construct for corporations operating across communities / W. G. (Will) Zhao, Kyle Neabel, and Jingjing Du -- Managing cultural integration in mergers and acquisitions / José-Luis Rodríguez-Sánchez, Eva-María Mora-Valentín, and Marta Ortiz-de-Urbina-Criado -- Culture, paradoxical frames, and behavioral strategy / Joshua Keller and Erica Wen Chen -- Cultural values in the fair-trade market: examining producers' organizations / Mantiaba Coulibaly-Ballet, Zorana Jerinic, and Djamila Elidrissi -- National culture and legitimacy in international alliances / Rajesh Kumar and T. K. Das -- Are family businesses values-driven organizations? An exploratory research / Angela Dettori and Michela Floris -- The case of executives' cultural intelligence in behavioral strategy: an introductory essay and a research agenda / Arash Najmaei -- Building an alliance culture: lessons from Quintiles / Dave Luvison, Ard-Pieter De Man, and Jack Pearson -- Personal values of civil engineers and architects in the strategic decisions of construction companies / Atilla Damci, David Arditi, Gul Polat, and Harun Turkoglu -- Cultural characteristics of Chilean and Brazilian workforces and strategic human resource management: an integrative literature review / Francisca Álvarez-Figuer.

Download or read book Dare to Lead written by Brené Brown and published by Random House. This book was released on 2018-10-09 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: #1 NEW YORK TIMES BESTSELLER • Brené Brown has taught us what it means to dare greatly, rise strong, and brave the wilderness. Now, based on new research conducted with leaders, change makers, and culture shifters, she’s showing us how to put those ideas into practice so we can step up and lead. Don’t miss the five-part HBO Max docuseries Brené Brown: Atlas of the Heart! NAMED ONE OF THE BEST BOOKS OF THE YEAR BY BLOOMBERG Leadership is not about titles, status, and wielding power. A leader is anyone who takes responsibility for recognizing the potential in people and ideas, and has the courage to develop that potential. When we dare to lead, we don’t pretend to have the right answers; we stay curious and ask the right questions. We don’t see power as finite and hoard it; we know that power becomes infinite when we share it with others. We don’t avoid difficult conversations and situations; we lean into vulnerability when it’s necessary to do good work. But daring leadership in a culture defined by scarcity, fear, and uncertainty requires skill-building around traits that are deeply and uniquely human. The irony is that we’re choosing not to invest in developing the hearts and minds of leaders at the exact same time as we’re scrambling to figure out what we have to offer that machines and AI can’t do better and faster. What can we do better? Empathy, connection, and courage, to start. Four-time #1 New York Times bestselling author Brené Brown has spent the past two decades studying the emotions and experiences that give meaning to our lives, and the past seven years working with transformative leaders and teams spanning the globe. She found that leaders in organizations ranging from small entrepreneurial startups and family-owned businesses to nonprofits, civic organizations, and Fortune 50 companies all ask the same question: How do you cultivate braver, more daring leaders, and how do you embed the value of courage in your culture? In this new book, Brown uses research, stories, and examples to answer these questions in the no-BS style that millions of readers have come to expect and love. Brown writes, “One of the most important findings of my career is that daring leadership is a collection of four skill sets that are 100 percent teachable, observable, and measurable. It’s learning and unlearning that requires brave work, tough conversations, and showing up with your whole heart. Easy? No. Because choosing courage over comfort is not always our default. Worth it? Always. We want to be brave with our lives and our work. It’s why we’re here.” Whether you’ve read Daring Greatly and Rising Strong or you’re new to Brené Brown’s work, this book is for anyone who wants to step up and into brave leadership.

Download or read book Simplified Strategic Planning written by Robert W. Bradford and published by . This book was released on 2000 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Future success? or future shock? Only companies that plan ahead will survive the changes in business today--and tomorrow.

Download or read book Values in Heritage Management written by Erica Avrami and published by Getty Publications. This book was released on 2019-12-03 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bringing together leading conservation scholars and professionals from around the world, this volume offers a timely look at values-based approaches to heritage management. Over the last fifty years, conservation professionals have confronted increasingly complex political, economic, and cultural dynamics. This volume, with contributions by leading international practitioners and scholars, reviews how values-based methods have come to influence conservation, takes stock of emerging approaches to values in heritage practice and policy, identifies common challenges and related spheres of knowledge, and proposes specific areas in which the development of new approaches and future research may help advance the field.

Download or read book Values Based Goal Setting written by Stephanie Smith and published by . This book was released on 2020-07-27 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Traditional Goal Setting isn't working. It's time to move Beyond SMART goal setting and on to Goal Getting. Values Based Goal Setting takes the reader through five key steps to discovering their core values and providing them with strategies for living their best life ever.

Download or read book Setting Your Development Goals written by Center for Creative Leadership (CCL) and published by John Wiley & Sons. This book was released on 2011-09-07 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guidebook is about changing the way you think about setting goals. It is about identifying goals that are important and meaningful. Creating those kinds of goals means taking stock of your values—what you believe and how you act to carry out those beliefs—in five key areas of your life: career, self, family, community, and spirit. Once you’ve identified what’s really important you can create goals that will help you improve and carry out those values through your actions. The goals you create will be SMART: specific, measurable, attainable, realistic, and timed. Setting meaningful goals will reward you with real progress toward success in all areas of your life.