Delivering Massive Value PDF Download

Author: Matthew Jarvis
Publisher: Perfect Ria, LLC
ISBN:
Category :
Languages : en
Pages : 0

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Book Description
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.

Author: Ira A. Jackson
Publisher: Broadway Business
ISBN: 0385501633
Category : Business & Economics
Languages : en
Pages : 402

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Book Description
Draws on detailed case studies from more than fifty top companies to demonstrate how engaging in ethical practices can enable businesses to gain a competitive advantage, improve a brand image, secure consumer loyalty, and foster greater employee satisfaction.

Author: David Van Adelsberg
Publisher: Berrett-Koehler Publishers
ISBN: 1605096407
Category : Business & Economics
Languages : en
Pages : 238

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Book Description
Many of today's business leaders champion learning as essential to business success, backing their belief with massive investments in Training and Development (T&D). In fact, T&D investments reach $56 billion per year in the U.S. alone. In this era of unprecedented opportunity, the time is right for T&D to become a full-fledged "player" in the world of business. At issue, the authors contend, is T&D's inability to seize this opportunity and deliver unmistakable value to its most influential customers-the exectuvies who pay for trainiing services but are unable to see clear business value being returned on their companies' training investments. The authors also contend that T&D must alter the traditional precepts that keep it "separate form the business" and "out of the loop" strategically. Van Adelsberg and Trolley suggest that the key to delivering unmistakable business value lies in transforming T&D-in spirit and in practice-from a funciton to a business. The authors draw on their experiences working inside Moore Corporation, DuPont, Mellon Bank, Kaiser Permanente, Texas Instruments, and other top businesses to illustrate how "Running Training Like a Business": 1. Eliminates the many hidden costs of training; 2. Re-focuses T&D from delivering training content to addressing business issues; 3. Makes T&D a full stategic partner in business decision making; 4. Ensures that training measurement is "baked in, not bolted on"; 5. Improves the effectiveness and efficiency of internal and/or external T&D organizations. Trolley and van Adelsberg lead the reader through a proven four-step process for transforming traditional training organizations into training enterprises capable of delivering unmistakable value, quarter after quarter and year after year.

Author: Jane Bryant Quinn
Publisher: Simon and Schuster
ISBN: 1416553525
Category : Business & Economics
Languages : en
Pages : 1266

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Book Description
Named the best personal finance book on the market by Consumers Union, Jane Bryant Quinn's bestseller Making the Most of Your Money has been completely revised and updated to provide a guide to financial recovery, independence, and success in the new economy. Getting your financial life on track and keeping it there -- nothing is more important to your family and you. This proven, comprehensive guidebook steers you around the risks and helps you make smart and profitable decisions at every stage of your life. Are you single, married, or divorced? A parent with a paycheck or a parent at home? Getting your first job or well along in your career? Helping your kids in college or your parents in their older age? Planning for retirement? Already retired and worried about how to make your money last? You'll find ideas to help you build your financial security here. Jane Bryant Quinn answers more questions more completely than any other personal-finance author on the market today. You'll reach for this book again and again as your life changes and new financial decisions arise. Here are just a few of the important subjects she examines: • Setting priorities during and after a financial setback, and bouncing back • Getting the most out of a bank while avoiding fees • Credit card and debit card secrets that will save you money • Family matters -- talking money before marriage and mediating claims during divorce • Cutting the cost of student debt, and finding schools that will offer big "merit" scholarships to your child • The simplest ways of pulling yourself out of debt • Why it's so important to jump on the automatic-savings bandwagon • Buying a house, selling one, or trying to rent your home when buyers aren't around • Why credit scores are more important than ever, plus tips on keeping yours in the range most attractive to lenders • Investing made easy -- mutual funds that are tailor-made for your future retirement • What every investor needs to know about building wealth • How an "investment policy" helps you make wise decisions in any market • The essential tax-deferred retirement plans, from 401(k)s to Individual Retirement Accounts -- and how to manage them • How to invest in real estate at a bargain price (and how to spot something that looks like a bargain but isn't) • Eleven ways of keeping a steady income while you're retired, even after a stock market crash • Financial planning -- what it means, how you do it, and where to find good planners Page by page, Quinn leads you through the pros and cons of every decision, to help you make the choice that will suit you best. This is the single personal-finance book that no family should be without.

Author: Tom Wheelwright
Publisher: RDA Press, LLC
ISBN: 1937832406
Category : Business & Economics
Languages : en
Pages : 174

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Book Description
Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.

Author: Moira Somers
Publisher: Practical Inspiration Publishing
ISBN: 1788600215
Category : Business & Economics
Languages : en
Pages : 224

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Book Description
The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.

Author: Terri L. Sjodin
Publisher: Penguin
ISBN: 1591848350
Category : Business & Economics
Languages : en
Pages : 258

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Book Description
For those times when hard work and persistence just aren't enough, Terri Sjodin offers an inspiring guide to getting scrappy and beating the odds. Terri Sjodin loves scrappy people -- those who beat the odds with a blend of cleverness and fighting spirit. People who see big problems and come up with big solutions. People like the clever Girl Scout who sold 117 boxes of cookies in two hours outside a medical marijuana dispensary, or the entrepreneur who turned his home into an indoor jungle to sell investors on the Rainforest Cafe Restaurant chain. It can seem like these successes are just one-off acts of ingenuity or isolated flashes of brilliance. But today it takes more than just creativity, more than just persistence, more than just a dream to reach big goals -- it takes a mindset and a strategy. Sjodin explains the common elements behind every successful scrappy effort.

Author: ap John Llewellyn-Davies
Publisher: M-Y Books Limited
ISBN: 1908691387
Category : Business & Economics
Languages : en
Pages : 289

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Book Description
This book is not a one-time read. It will be your compass and constant companion as your business evolves. Unlike most books on strategy, this is highly engaging, as it combines theory with case studies and is filled with images and practical exercises. It asks incisive questions to help you get to the heart of what your business is about and where you are headed. It ensures that you align with your values (a common source of problems in finding the right people both in terms of staff and customers), and it holds you accountable.

Author: John Sviokla
Publisher: Penguin UK
ISBN: 0241971519
Category : Business & Economics
Languages : en
Pages : 233

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Book Description
Discover and cultivate the secret traits of self-made billionaires with THE SELF-MADE BILLIONAIRE EFFECT by John Sviokla and Mitch Cohen Imagine what Atari might have achieved if Steve Jobs had stayed there. Or what Steve Case could have done for Pepsi if he hadn't left for a start-up that eventually became AOL. Scores of billionaires worked for established corporations before they struck out on their own. People like Michael Bloomberg and Mark Cuban went on to build iconic household brands. Why didn't their former employers hang onto to these people? And why are most big companies unable to create as much value as the world's 800 self-made billionaires? Billionaires aren't necessarily luckier, smarter or harder working than the rest of us - and they rarely build something brand-new. The key difference is their mindset. They redefine what's possible - and they are critical to any company looking to create massive value. The Self-Made Billionaire Effect breaks down the five critical habits of massive value-creators, so you can learn how to identify, encourage, and retain them - and even become one yourself. It will forever change the way you think about talent and business value. John J. Sviokla is the head of Global Thought Leadership with PricewaterhouseCoopers. He is a frequent speaker on innovation, growth, and customer behavior. In addition to working with clients, John serves on PwC's Advisory Leadership Group and Global Thought Leadership Council. He was on the faculty of the Harvard Business School for ten years and has written for Harvard Business Review, The Wall Street Journal, Financial Times, and Sloan Management Review. Mitch Cohen is PwC's Vice Chairman. During his 33 years at the firm and 20 years as a partner, Cohen has held a variety of leadership roles and served numerous Fortune 500 clients.

Author: James Rickards
Publisher: Penguin
ISBN: 1591848083
Category : Business & Economics
Languages : en
Pages : 354

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Book Description
The bestselling author of The Death of Money and Currency Wars reveals the global elites' dark effort to hide a coming catastrophe from investors in The Road to Ruin, now a National Bestseller. A drumbeat is sounding among the global elites. The signs of a worldwide financial meltdown are unmistakable. This time, the elites have an audacious plan to protect themselves from the fallout: hoarding cash now and locking down the global financial system when a crisis hits. Since 2014, international monetary agencies have been issuing warnings to a small group of finance ministers, banks, and private equity funds: the U.S. government’s cowardly choices not to prosecute J.P. Morgan and its ilk, and to bloat the economy with a $4 trillion injection of easy credit, are driving us headlong toward a cliff. As Rickards shows in this frightening, meticulously researched book, governments around the world have no compunction about conspiring against their citizens. They will have stockpiled hard assets when stock exchanges are closed, ATMs shut down, money market funds frozen, asset managers instructed not to sell securities, negative interest rates imposed, and cash withdrawals denied. If you want to plan for the risks ahead, you will need Rickards’s cutting-edge synthesis of behavioral economics, history, and complexity theory. It’s a guidebook to thinking smarter, acting faster, and living with the comfort­ing knowledge that your wealth is secure. The global elites don’t want this book to exist. Their plan to herd us like sheep to the slaughter when a global crisis erupts—and, of course, to maintain their wealth—works only if we remain complacent and unaware. Thanks to The Road to Ruin, we don’t need to be. "If you are curious about what the financial Götterdämmerung might look like you’ve certainly come to the right place... Rickards believes -- and provides tantalizing snippets of private conversations with those who dwell in the very eye-in-the-pyramid -- that the current world monetary and financial system is on the verge of insolvency and that the world financial elites already have a successor system for which they are laying the groundwork." --Ralph Benko, Forbes