Author: Richard Dobson
Publisher: Sound Wisdom
ISBN: 1640954201
Category : Business & Economics
Languages : en
Pages : 125

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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: Shinobu Hindert
Publisher: Lioncrest Publishing
ISBN: 9781544519500
Category :
Languages : en
Pages : 250

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Book Description
Investing isn't just for men. It's for anyone who wants to thrive financially. There is a cultural shift happening today. Right now. More and more women are investing in the stock market and claiming their financial freedom. But it's hard to know where to start. School never taught you how to invest, and trying to research personal finance options on your own can be overwhelming-especially when the information you need is buried in financial jargon. Investing Is Your Superpower will change your life. Warmly relatable and powerfully insightful, this groundbreaking book from Shinobu Hindert, CFP(R) and creator of Empowered Planning, offers a proven step-by-step process for building wealth and confidently making investment decisions. Stop waiting and take charge of your financial future. Create the lifestyle you've always wanted but thought you couldn't afford.

Author: Bari Tessler
Publisher: Parallax Press
ISBN: 1941529216
Category : Business & Economics
Languages : en
Pages : 298

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Book Description
MEET YOUR FINANCIAL THERAPIST: Improve your financial literary and heal your relationship with money using this 3-part framework combining mindfulness, radical self-love, and body awareness. “An exciting, important voice to the money conversation . . . at once spiritual and practical, this is the education we've been waiting for.” —Lynne Twist, author of The Soul of Money For many of us, the most challenging and upsetting relationship in our lives is with our finances—and it often brings feelings of shame or powerlessness. Enter Bari Tessler, your new financial therapist and money-savvy best friend. Her “Art of Money” program gives you the tools you need to improve your financial literary and heal your money anxiety in 3 phases: • Money Healing: Heal money shame through body-based check-ins, transformative money rituals, and by reframing your “money story”. • Money Practices: Learn to approach money as a self-care practice—with advice on values-based bookkeeping, finding financial support, and setting up helpful tracking systems. • Money Maps: Designed to evolve with you over time, the 3-Tier Money Map helps you make good money decisions and affirm your money legacy. Bari Tessler’s gentle techniques weave together mindfulness, emotional depth, big-picture visioning, and refreshingly accessible money practices. A feminine and empowering guide, The Art of Money will help you transform your relationship with money—and in doing so, transform your life. Check out The Art of Money Workbook for more insights and teachings.

Author: Karina Schulz
Publisher: Dorrance Publishing
ISBN:
Category : Self-Help
Languages : en
Pages : 131

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Book Description
About the Book In My Unexpected Superpower, discover how Karina Schulz offers a new perspective on living with bipolarity that emphasizes acceptance, understanding and leveraging symptoms as a way to deal with situations and achieve personal and professional goals, above expectations. This book is not only meant for people with bipolarity, but rather for anyone who wishes to make slight changes in his or her mentality in order to take steps to improve his or herself each day. About the Author Karina Schulz is a young, first-generation American; she is half-European (mother’s side) and half-Latin American (father’s side). After conversations with people locally and internationally, Schulz realized others would frequently ask her similar questions about her lifestyle. Based on these questions and a will to share her mentality, Schulz was motivated to publish a book that details how she and anyone else can turn adversity into a unique asset. Schulz does not shy away from difficult topics. She dives straight in, sharing her experiences from her perspective. Afterwards she details her mentality, lessons learned and tips for others down the line.

Author: Peter Zeihan
Publisher:
ISBN: 9780998505206
Category : Political Science
Languages : en
Pages : 422

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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: Colette London
Publisher: Kensington Cozies
ISBN: 1496710657
Category : Fiction
Languages : en
Pages : 283

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Book Description
“An incredibly lively and intricately plotted mystery series full of clever banter and sparkly dialogue . . . a treat perfect for any time of the year.” —Kings River Life Magazine Includes Recipes! It’s beginning to look like a merry Christmas for Hayden Mundy Moore. On vacation from providing her sought-after expertise in all things chocolate, Hayden heads to snowy New England with her friend and financial advisor, Travis, for the opening of his pal’s highly-touted holiday musical. But when the show’s producer is murdered, Hayden trades sampling Chocolate Santas for finding the killer—especially since this time, Travis is the one asking for her help . . . Soon Hayden discovers there’s more to Travis’s chic hometown than mulled wine and cocoa cookies. But that’s just the beginning. Almost no one, including Travis, is quite what they seem. Did the show’s lead have more savage motives than stardom? Could the dead producer’s husband have felt a murderous envy for his successful wife? Getting behind the mistletoe and jingle bells will take all of Hayden’s savvy—along with some super caffeinated Peppermint Mochas—if she hopes to catch a killer with a heart more bitter than the darkest truffle . . . “Soon I was enthralled in the murder and suspect list . . . I know many of the cozy settings seem the same but this one was extra magical for the holiday season. So if you are looking for a read that has the perfect holiday setting here it is!” —Bibliophile.reviews “The murder itself is intriguing, and the suspects are credible . . . a fun read.” —The Cozy Review

Author: Aaron McHugh
Publisher: Post Hill Press
ISBN: 1642930814
Category : Business & Economics
Languages : en
Pages : 197

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Book Description
Fire Your Boss is the disruptive alternative blueprint for charting a new life-giving career path that gives you control, allowing you to set your own rules for your work life. Provocative, liberating, and universally appealing, Fire Your Boss seeks to help readers resolve the deepest root of workplace unrest—namely, fear and self-preservation. This book upgrades readers’ core belief systems, demonstrates how to liberate their careers forever, and ultimately, join a heretical uprising without becoming an entrepreneur, changing jobs, or simply white-knuckling their way to retirement. Aaron McHugh maps out how to make philosophical, emotional, tactical, and heart-centered shifts at every intersection on the career journey. Firing your boss does not require you to leave to your job. Firing your boss does not require you to start a new business. Firing your boss becomes the life-altering daily mantra that transforms the disengaged into hopeful leaders. Discover how to plot a new course of career freedom and independence, empowerment, and self-reliance. Find your smile again, rekindle your mojo, recapture the art of your work, and start enjoying your work every single day.

Author: Paco de Leon
Publisher: Penguin
ISBN: 0143136259
Category : Business & Economics
Languages : en
Pages : 385

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Book Description
An illustrated, practical guide to navigating your financial life, no matter your financial situation "a potent mix of deeply practical and wonderfully empathetic" —Erin Lowry, author of Broke Millennial "one of the most approachable financial books I've ever read." —Refinery 29 We are all weird about money. Whether you have a lot or a little, your feelings and beliefs about money have been shaped by a combination of silence (or even shame) around talking about money, personal experiences, family and societal expectations, and a whole big complex system rigged against many of us from the start. Begin with that baseline premise and it’s no surprise so many of us find it so difficult to save enough money (but way too easy to get trapped in ballooning credit card debt), emotionally draining to deal with student loans, and nearly impossible to understand the esoteric world of investing. Unlike most personal finance books that focus on skills and behaviors, FINANCE FOR THE PEOPLE asks you to examine your beliefs and experiences around money—blending extremely practical exercises with mindfulness, and including more than 50 illustrations and diagrams to make the concepts accessible (and even fun). With deep insider expertise from years spent in many different corners of the financial industry, Paco de Leon is a friendly, approachable, and wise guide who invites readers to change their relationship with money. With her holistic approach you’ll learn how to: • root out your unconscious beliefs about money • untangle the mental and emotional burden of student loans to pay them off • use a gratitude practice to help you think differently about spending • break out of the debt cycle and begin building wealth This book is for anyone who feels unseen, ignored, or bored to death by the way personal finances are approached and taught, and is ready to go on a journey of self-discovery and step into their financial power.

Author: Jill Chang
Publisher: Berrett-Koehler Publishers
ISBN: 1523088478
Category : Business & Economics
Languages : en
Pages : 169

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Book Description
“A must-have book for today's quiet warriors.” —Susan Cain, New York Times bestselling author of Quiet and Quiet Power and cofounder of Quiet Revolution How does a self-described "extreme introvert" thrive in a world where extroverts are rewarded and social institutions are set up in their favor? Using her extraordinary personal story as a "case study of one," author Jill Chang shows that introverts hold tremendous untapped potential for success. Chang describes how she succeeded internationally in fields that are filled with extroverts, including as an agent for Major League Baseball players, a manager of a team across more than twenty countries, and a leading figure in international philanthropy. Instead of changing herself to fit an extroverted mold, she learned to embrace her introversion, turning it from a disadvantage to the reason she was able to accomplish great goals and excel in tasks that her extroverted peers missed. She offers advice on the best jobs for introverts, overcoming the additional difficulties language and cultural barriers can present, thriving at social events and business presentations, leveraging the special leadership traits of introverts, and much more. Part memoir and part career guide, this book gives introverts the tools to understand how they can form relationships, advance in the career path, excel in cross-cultural workplaces, and navigate extroverted settings without compromising comfort or personality.

Author: Barbara Robles
Publisher: The New Press
ISBN: 1595585621
Category : Business & Economics
Languages : en
Pages : 337

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Book Description
For every dollar owned by the average white family in the United States, the average family of color has less than a dime. Why do people of color have so little wealth? The Color of Wealth lays bare a dirty secret: for centuries, people of color have been barred by laws and by discrimination from participating in government wealth-building programs that benefit white Americans. This accessible book—published in conjunction with one of the country's leading economics education organizations—makes the case that until government policy tackles disparities in wealth, not just income, the United States will never have racial or economic justice. Written by five leading experts on the racial wealth divide who recount the asset-building histories of Native Americans, Latinos, African Americans, Asian Americans, and European Americans, this book is a uniquely comprehensive multicultural history of American wealth. With its focus on public policies—how, for example, many post–World War II GI Bill programs helped whites only—The Color of Wealth is the first book to demonstrate the decisive influence of government on Americans' net worth.