The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices, Knapp Robert D.
Автор: Doyle Kenneth O., Houk Larry K. Название: Peace of Mind for Your Aging Parents: A Financial, Legal, and Psychological Toolkit for Adult Children, Advisors, and Caregivers ISBN: 1440859310 ISBN-13(EAN): 9781440859311 Издательство: Bloomsbury Цена: 34650.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: Explains the most effective ways to discuss the legal and financial responsibilities that come with the end of life and tools for managing them-such as wills, trusts, estate planning, and cash management-in the context of financial psychology. Dying is complicated.
Автор: Desmarais Jeremiah D. Название: Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisors ISBN: 1683504410 ISBN-13(EAN): 9781683504412 Издательство: Неизвестно Цена: 18350.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: 201 Cutting edge tips, ideas and secrets to sell more insurance and financial services using the internet.
Автор: Sestina John E. Название: Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors ISBN: 1119069122 ISBN-13(EAN): 9781119069126 Издательство: Wiley Рейтинг: Цена: 28500.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their live
Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one who reviewed it remarked, it "deserves a place in every wealth advisor's reference library."
An easy to read the book, it "takes a complicated subject and makes it easy to digest." Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an "essential resource" for you providing the knowledge you need to help your clients maximize the benefits of life insurance.
As one industry expert said after reading the book..."there are other fine books on life insurance...but none as concise and readable."
For more information about the book and its author, you can visit MichaelBrohawn.com.
Author Bio:
Michael brings a unique perspective to the life insurance discussion. After a successful sales career developing life insurance strategies for high net worth clients, Michael, along with two partners started a company in 2007 that has evolved into the largest manager of in-force life insurance policies in the country.
Michael developed the prudent practices for trust-owned life insurance (TOLI) policy purchase and management that gave the firm its niche in that market becoming not only a guide but an educator, to trustees and fiduciaries nationwide.
Today, Michael works with advisors and policyholders - with his focus on one goal - maximizing the value of life insurance.
Автор: De Souza Bernie, Schreiter Tom Название: Getting Yes Decisions: What Insurance Agents and Financial Advisors Can Say to Clients. ISBN: 1892366819 ISBN-13(EAN): 9781892366818 Издательство: Неизвестно Рейтинг: Цена: 13790.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: In the new world of instant decisions, we need to master the words and phrases to successfully move our potential clients to lifelong clients. Easy, when we can read their minds and service their needs immediately. Can we master these new words, phrases, and five questions quickly? Of course we can, and this book shows us how.
Автор: Kochis Tim Название: Managing Concentrated Stock Wealth: An Advisor`s Guide to Building Customized Solutions ISBN: 1119131588 ISBN-13(EAN): 9781119131588 Издательство: Wiley Рейтинг: Цена: 60720.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser`s guide to skillfully managing the risk and opportunity presented by concentrated stock holdings.
Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law
Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals--whatever they may be. Whether you're recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here--just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all.
This new second edition has been updated to reflect President Trump's massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom.
Saving, budgeting, managing debt, minimizing taxes, and living within your means--all classic financial advice, but easier said than done, right? In this book, you'll find real, practical advice for actually doing it--to the extent that makes sense for you.
Understand the enormous changes taking place in the federal income tax code
Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of
Negotiate your way through the 10 Key Wealth Management Issues with expert advice
Find out if you have what it takes to reach financial independence by starting your own business
Follow a clear roadmap to financial independence, no matter how you define it
The goal is not perfection on all fronts, it's simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting--simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams.
Автор: Levinson Jay Conrad, Hicks Grant W. Название: Guerilla Marketing for Financial Advisors: Transforming Financial Professionals Through Practice Management ISBN: 163047813X ISBN-13(EAN): 9781630478131 Издательство: Неизвестно Цена: 22950.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: Based on the best selling " Guerrilla Marketing Series" with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level.
Автор: Flood Brian Название: Wealth Exposed: Insurance Planning for High Net Worth Individuals and Their Advisors ISBN: 1118810694 ISBN-13(EAN): 9781118810699 Издательство: Wiley Рейтинг: Цена: 50160.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: An indispensable survival guide for high-net-worth individuals and their advisors If you`re like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they`ve worked so hard to achieve.
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