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Author: Richard Dobson Publisher: Sound Wisdom ISBN: 1640954201 Category : Business & Economics Languages : en Pages : 125
Book Description
Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, it’s time to unleash your superpower… SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about sound financial planning that leverages the best practice—the superpower—of simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: Build rapport with current and prospective clients Understand clients’ needs and desires Translate complex financial concepts into digestible bits of information Present the relevant facts in a clear, concise way Support clients in taking control of their long-term financial success Simplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trust—and how financial advisors can instead put clients and prospects at ease.
Author: Richard Dobson Publisher: Sound Wisdom ISBN: 1640954201 Category : Business & Economics Languages : en Pages : 125
Book Description
Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, it’s time to unleash your superpower… SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about sound financial planning that leverages the best practice—the superpower—of simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: Build rapport with current and prospective clients Understand clients’ needs and desires Translate complex financial concepts into digestible bits of information Present the relevant facts in a clear, concise way Support clients in taking control of their long-term financial success Simplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trust—and how financial advisors can instead put clients and prospects at ease.
Author: James M. Dahle Publisher: White Coat Investor LLC the ISBN: 9780991433100 Category : Business & Economics Languages : en Pages : 160
Book Description
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author: Suze Orman Publisher: Random House ISBN: 0812982134 Category : Business & Economics Languages : en Pages : 322
Book Description
The #1 New York Times bestseller, now revised and updated, filled with tools and advice that can take you from a place of financial fear to a place of financial security. WHAT WILL YOU LEARN IN THE MONEY CLASS? How to find the courage to stand in your truth and why it is a place of power. What daily actions will restore the word “hope” to your vocabulary. Everything you need to know about taking care of your family, your home, your career, and planning for retirement—no matter where you are in your life or where the economy is heading. In nine electrifying, empowering classes, Suze Orman teaches us how to navigate these unprecedented financial times. With her trademark directness, she shows us how to tackle the complicated mix of money and family, how to avoid making costly mistakes in real estate, and how to get traction in your career or rebuild after a professional setback. And in what is the most comprehensive retirement resource available today, Suze presents an attainable strategy, for every reader, at every age. In The Money Class you will learn what you need to know in order to feel hopeful, once again, about your future.
Author: Zaneilia Harris Publisher: Dog Ear Publishing ISBN: 1457541572 Category : Business & Economics Languages : en Pages : 108
Book Description
No matter where you are in life personally, Finance ’n Stilettos is written for you. Zaneilia strives to show women how to effectively manage their finances with class and a touch of flair. As well-heeled women, we know that shoes are an essential component to a stylish and sophisticated wardrobe. Finance is just as important to our daily lives as the red peep toe stiletto pump is to a perfectly tailored black pinstripe suit. They both are valuable to a woman’s confidence and inner feeling of being well put together. Throughout this book, Zaneilia intertwines her personal stories while highlighting financial tips for women going through the various phases of life. She shares how smart successful women can avoid and recover from money mishaps that can potentially derail their financial progress. The first step to bouncing back with grace and dignity is acknowledgement of the mistake. If you never admit it, you can’t fix it. Instead of dwelling on past financial missteps, she wants to motivate women to learn effective strategies that can help them navigate through the runway of life.
Author: Peter Zeihan Publisher: ISBN: 9780998505206 Category : Political Science Languages : en Pages : 422
Book Description
In 2014's The Accidental Superpower, geopolitical strategist Peter Zeihan made the case that geographic, demographic and energy trends were unravelling the global system. Zeihan takes the story a step further in The Absent Superpower, mapping out the threats and opportunities as the world descends into Disorder.
Author: Dr. Creflo Dollar Publisher: FaithWords ISBN: 145557726X Category : Religion Languages : en Pages : 138
Book Description
Most people are cautious about any advice they receive concerning their finances. But what if that advice were to come from the Holy Spirit, the third person of the Trinity? In The Holy Spirit, Your Financial Advisor, Dr. Creflo Dollar investigates what the Bible has to say about the role of the Holy Spirit in the area of making and keeping money and discovers some surprising truths. In this book, readers will discover that the Holy Spirit will help them . . . Know what God's word says about the person and work of the Holy Spirit Hear and obey the guidance provided by the Holy Spirit Access supernatural power to manage money Apply practical knowledge to take control of finances Tap into the wisdom of total life prosperity Change a poverty mindset Discover God's system of seedtime and harvest Practice true success Practical application questions and activities at the end of each chapter provide the reader with further helpful strategies for obtaining financial freedom.
Author: Ivan M. Illan Publisher: John Wiley & Sons ISBN: 1119504104 Category : Business & Economics Languages : en Pages : 384
Book Description
A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
Author: Jessica Irvine Publisher: John Wiley & Sons ISBN: 1394208731 Category : Business & Economics Languages : en Pages : 251
Book Description
Have you tried to set budgets, but failed? Do you struggle to save regularly? Do you lack clarity around your financial goals? Then this is the diary for you. Join economist and multi-award-winning personal finance expert Jessica Irvine as she teaches you the unique system she uses to track her own money. The Money Diary is an opportunity to get a complete picture of your personal finances and plan for your future with confidence. It is, of course, a calendar you can use to organise your life and see where your money goes. But it’s more than that: you can use this book — starting at any time — as a tool to reboot your spending so that it better aligns with your true goals and values. We’d all love to have more money. But it’s not enough to simply keep boosting your income. If you fail to get a real handle on your spending habits, you will never be financially secure — no matter how high your income. That’s because money finds a way to slip through our fingers if we don’t have a process to manage it. The Money Diary is a fun, easy way for you to kickstart that process. Track your spending and radically transform the way you think about your money Complete worksheets and exercises to check your financial wellness and identify your underlying money beliefs, emotions, and values Set monthly goals and fill out simple tracking and budgeting sheets (all you need is a pen and highlighters!) Take your money before-and-after pictures and reflect on your spending to see your wins and fails, progresses and successes Review an entire year of spending to see what brings you joy and help you plan for emergencies and retirement with confidence. With The Money Diary, you’ll see how life-changing it can be to truly take control of your money. Commit to using this diary every month, for one year, and you will turbocharge your ability to create long-lasting wealth and happiness. You’ll see: it’s easier than you think to create a better, more secure financial future. It starts one day at a time, with The Money Diary.
Author: Robert M Donovan MBA Publisher: Christian Faith Publishing, Inc. ISBN: Category : Business & Economics Languages : en Pages : 97
Book Description
It doesn't matter what you make, it matters what you keep... Many people think they need a lot of money to invest, save, or get out of debt--and that financial planning is only for the rich. Rob Donovan wants to change that mentality. He merges over two decades of experience in the business and finance world with biblical principles--breaking down the walls of these misconceptions. In this book, you will discover how leaning on God will help turn your budget into blessings. Rob teaches easy-to-understand concepts that anyone--in any stage--can implement into their lives. He explains why your future doesn't depend on how you were raised or the decisions you made in the past. Creating a new mindset today can lead to positive impacts tomorrow. Rob incorporates his own humorous, real-life stories and experiences--demonstrating how small decisions can create huge financial gains. Get ready to laugh, learn, and gain the tools needed for financial freedom. This book should be required reading for everyone, but for young adults especially! I wish I would have known and applied this simple, yet life-changing information from a young age. --Lisa Johnson
Author: Richard Dobson
Author: Richard Dobson
Author: James M. Dahle
Author: Suze Orman
Author: Zaneilia Harris
Author: Peter Zeihan
Author: Dr. Creflo Dollar
Author: Ivan M. Illan
Author: Dave Ramsey
Author: Jessica Irvine
Author: Robert M Donovan MBA