Kategoria BISAC: Business & Economics >> Industries - Financial Services

The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover:

- Building and focusing on client relationships

- Having a top advisor mindset

- Developing a long-term approach

-...

On March 14, 2012, more than three million people read Greg Smith's bombshell Op-Ed in the New York Times titled "Why I Am Leaving Goldman Sachs." The column immediately went viral, became a worldwide trending topic on Twitter, and drew passionate responses from former Fed chairman Paul Volcker, legendary General Electric CEO Jack Welch, and New York City mayor Mike Bloomberg. Mostly, though, it hit a nerve among the general public who question the role of Wall Street in society -- and the callous "take-the-money-and-run" mentality that brought the world economy to its knees a few short...

How do you get financially ready for marriage? If you don t know where to begin, or are afraid to talk about money, this book is for you This easy to read, straightforward book will help couples get talking about money and planning their finances in a meaningful and fun way. No one wants to get married and find out afterward that their partner isn t on the same financial page as they are. This book tells you about the signs to be aware of that could derail you financially after entering into a committed relationship. You don t know, what you don t know, and this book will help you make...

Lessons in innovation from key FinTech trends and successes

Creating Strategic Value through Financial Technology explores the growing Financial Technology (FinTech) industry to provide insight on how traditional financial institutions and FinTech companies can boost innovation and enhance valuation in a complex regulatory environment. In plumbing the depth and breadth of several niches within in the FinTech sector, author Jay Wilson uncovers key themes that have contributed to the industry's success; in this book, he maps them together to provide useful guideposts for...

Technological innovations are altering the traditional value chain in securities trading. Hitherto the order handling, i.e. the appropriate implementation of a general trading decision into particular orders, has been a core competence of brokers. Labeled as Algorithmic Trading, the automation of this task recently found its way both into the brokers' portfolio of service offerings as well as to their customers' trading desks. The software performing the order handling thereby constantly monitors the market(s) in real-time and further evaluates historical data to dynamically determine...

In Conceptions of Professionalism, Ken Bruce and Abdullahi Ahmed present the results of research into understanding what professionalism means to individuals who are CERTIFIED FINANCIAL PLANNERa" professionals and how they conceive of acting professionally. Financial planning is establishing itself as a relatively new, emerging profession and an understanding of how its members experience professionalism provides insights that will help those responsible across the international financial planning community to establish relevant, accurate and meaningful professional standards for financial...

Sense, Sensex and Sentiments is a compelling story of seemingly unrelated aspects that drive global as well as Indian economics today - a global regime that allows proliferation of tax havens, national economic policies that are simultaneously the cause and effect of corruption, corruption that eventually results in money laundering, money laundering which, in turn, sustains the economics of tax havens, reverse flow of money from tax havens that causes the boom and doom of markets across continents, exaggeration of boom and exacerbation of doom of the markets being aided and abetted by...

Have you ever noticed that most financial advisors' marketing material looks the same? If all financial advisors look the same to a prospective client, than there is no real reason why a prospective client should choose one advisor over any other. This book will give you the blueprint to help you identify the clients that you want, and position yourself differently from the rest of the financial advisors out there so that you become the go-to financial advisor in your area. Some of the ideas contained in this book may seem foreign, or even counter intuitive to you. You think to yourself,...

Inside This Book You Will Discover:
- How to beat the credit card processing salesman at his game. - How to take the confusion out of your monthly statement. - The history behind credit card processing fees. - How to save money on fees particular to your industry. - How to recognize the scams that can cost you big bucks and aggravation.
"I had 3 different processors before I found Electronic Money Company. The other processors never did what they said they were going to do. They took out a bunch of hidden fees they hadn't told me about. EMC always did what they said. They were...

Have you ever wanted to know what an investment bank is? Have you ever wondered how the broker dealer fits into an investment bank and what it does? Have you ever wanted to know more about stocks and the products related to stocks that broker dealers offer to clients and why clients buy these products? If so this book is what you need. Written for the investing public, people new to the investment banking industry, as well as for those working in the industry; this book covers the following: It opens with a general explanation of what investment banks are and what they do. Then it covers the...

Since the passage of the Fair Credit Reporting Act (FCRA) in 1970, our Nation's consumer credit markets have relied on the data compiled in a consumer's credit report. These reports serve as a comprehensive historical view of a consumer's financial decisions and actions. Depending on their credit history, a consumer's credit report can have a very real impact on their ability to access credit. One of the foundations of the Fair Credit Reporting Act is ensuring the accuracy of the data that appears on a consumer credit report. According to the Federal Trade Commission (FTC), nearly 20 percent...

A front-line industry insider's look at the financial technology explosion

The FINTECH Book is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein. Written by prominent thought leaders in the global fintech investment space, this book aggregates diverse industry expertise into a single informative volume to provide entrepreneurs, bankers and investors with the answers they need to capitalize on this lucrative market. Key industry developments are explained in detail, and critical insights from cutting-edge...

The Authoritative M&A Guide for Financial Advisors

Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns.

From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of...

Practice management is often misunderstood. The Advisor Playbook will take the mystery away.

Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.

Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it...

Leverage the financial services evolution to maximize your firm's value

The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the...

Open Innovation: A Multifaceted Perspective unveils research on open innovation from multidisciplinary perspectives and with practical insights from leaders and policy-makers. The first section addresses the links between open innovation and various disciplines, methods, concepts and policy instruments.

Bringing together leading researchers from around the world, Finance and Investment considers the causes for the persistently low level of investment in Europe, examining the extent to which the financial system is a contributory factor and identifying possible remedies.