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 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 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 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 The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-05-03 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 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 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

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 Effective Project Management written by Robert K. Wysocki and published by John Wiley & Sons. This book was released on 2013-12-02 with total page 768 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular guide to the project management body of knowledge, now fully updated Now in its seventh edition, this comprehensive guide to project management has long been considered the standard for both professionals and academics. With more than 32,000 copies sold in the last three editions, it has now been fully updated to cover the new PMBOK® Guide. Well-known expert Robert Wysocki has added more than 100 pages of new content based on instructor feedback, enhancing the coverage of best-of-breed methods and tools for ensuring project management success. With enriched case studies, accompanying exercises and solutions on the companion website, and PowerPoint slides for all figures and tables, the book is ideal for instructors and students as well as active project managers. Serves as a comprehensive guide to project management for both educators and project management professionals Completely updated to cover the new PMBOK® Guide Examines traditional, agile, and extreme project management techniques; the Enterprise Project Management Model; and Kanban and Scrumban methodologies Includes a companion website with exercises and solutions and well as PowerPoint slides for all the figures and tables used Written by well-known project management expert Robert Wysocki Effective Project Management, Seventh Edition remains the comprehensive resource for project management practitioners, instructors, and students. (PMBOK is a registered mark of the Project Management Institute, Inc.)

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 Behavior Gap written by Carl Richards and published by Penguin. This book was released on 2012-01-03 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational." -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: "We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough."

Download or read book You Never Really Know written by John Hunt and published by Penguin Random House South Africa. This book was released on 2021-02-01 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Meet our hero Cappuccino – barista to the President – who’s never lived anywhere other than in the big man’s compound. Left in the care of Maria-I’m-not-your-mother when his real mom died, Cappuccino spent his boyhood in the laundry room before receiving his true calling. From behind his impressive chrome coffee machine, Cappuccino is a fly on a very important wall. And, more importantly, he is in love with the captivating Naomi, an assistant to the President. But life is about to serve Cappuccino a bitter cup when he finds the Minister without Portfolio – and moral compass to The Boss – dead in the presidential home. Filled with warm humour, John Hunt’s novel serves up a double shot of pathos as it moves from playful satire to true tragedy whilst examining the inner workings of power.

Download or read book The People s Common Sense Medical Advisor in Plain English Or Medicine Simplified written by Ray Vaughn Pierce and published by . This book was released on 1895 with total page 1024 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Cafeteria Management written by and published by . This book was released on 1921 with total page 970 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The People s Common Sense Medical Advisor in Plain English written by Ray Vaughn Pierce and published by . This book was released on 1888 with total page 1038 pages. Available in PDF, EPUB and Kindle. Book excerpt:

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.