Financial Advisor Practice
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 Attract Clients: A Financial Advisor's Guide to Building and Running a Practice: 2nd Edition List Price: Sale Price: $15.25 You save: $3.70 (20%)  Eligible for free shipping!Availability: Usually ships in 1-2 business days See Reviews For This Product DescriptionIn this new edition, Lloyd Williams presents the material covered in his popular 2-day workshops conducted in over fifty financial service firms across the U.S. and Canada. He begins with the importance of advocacy-based marketing in contrast to solicitation...  |
 The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer List Price: See Reviews For This Product DescriptionIn "The Million-Dollar Financial Services Practice", author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry... |
 The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers List Price: Sale Price: $18.57 You save: $11.43 (38%) Eligible for free shipping!Availability: Usually ships in 1-2 business days See Reviews For This Product DescriptionThe best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mil lion dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons... |
 The Big Investment Lie: What Your Financial Advisor Doesn't Want You to Know List Price: See Reviews For This Product DescriptionThe investment advice and management industry is built on fraud: the idea that professional advisors can predictably and consistently help you get a better rate of return on your investments. The industry sells us on this lie using manipulative tactics that are studied, refined, Wall Street minted, and Madison Avenue packaged... |
 The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer List Price: Sale Price: $17.68 You save: $12.32 (41%) Eligible for free shipping!Availability: Usually ships in 24 hours See Reviews For This Product DescriptionIn "The Million-Dollar Financial Services Practice", author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry... |
 How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning (Bloomberg Financial) List Price: See Reviews For This Product DescriptionFinancial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large... |
 Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice List Price: Sale Price: $18.74 You save: $16.26 (46%) Eligible for free shipping!Availability: Usually ships in 1-2 business days See Reviews For This Product DescriptionBuild a great financial services practice, AND a great life filled with passion, purpose and enthusiasm.With more than one million financial services practitioners in the United States and Canada, competition for clients can be intense... |
 The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions List Price: See Reviews For This Product DescriptionIndustry experts share their insight and tell you why:Unified managed accounts represent the future of the managedmoney industry."No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers... |
 Effort-Less Marketing for Financial Advisors List Price: Sale Price: $38.51 You save: $6.44 (14%) Eligible for free shipping!Availability: Usually ships in 1-2 business days See Reviews For This Product DescriptionUse a 5-Step Process to Transform Your Business--and Your Life! If you've ever yearned for a business that would energize rather than drain you, if you've ever known and admired someone who made financial services look easy and fun, then you're ready to learn a new way to market... |
 Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial) List Price: See Reviews For This Product DescriptionDeena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice... |
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11/8/2011 : Zurich, Switzerland Dr. Marvin Goodfriend on Global Economic and Financial Conditions (Carnegie Mellon)
You are invited to a special alumni reception and discussion with
internationally known Tepper School economist, Dr. Marvin Goodfriend on
Tuesday, November 8, 2011 at Zunfthaus zur Zimmerleuten, Limmatquai 40, 8001
in Zurich. A much sought after speaker, Dr. Goodfriend will offer his insights
on "Global Economic and Financial Conditions." We will begin with an apero at
6:00 p.m. followed by Dr. Goodfriend's talk and dinner. Dr. Goodfriend is
Professor of Economics at the Tepper School of Business and Chairman of the
Gailliot Center for Public Policy. He will be in New York in July as a special
advisor to the Federal Reserve Bank of New York. Dr. Goodfriend was Director
of Research and Senior Vice President and Policy Advisor at the Federal
Reserve Bank of Richmond, regularly attending meetings of the Federal Open
Market Committee at the Board of Governors of the Federal Reserve System
(1993-2005). Dr. Goodfriend served as a senior staff economist for the Council
of Economic Advisors at the While House (1984-85) and was a visiting economist
at the Board of Governors of the Federal Reserve System (1983-84). He was a
visiting professor of business economics at the Graduate School ...
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