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Author: Timothy Noonan Publisher: John Wiley & Sons ISBN: 1118167511 Category : Business & Economics Languages : en Pages : 320
Book Description
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Author: Timothy Noonan Publisher: John Wiley & Sons ISBN: 1118167511 Category : Business & Economics Languages : en Pages : 320
Book Description
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Author: Thomas L Pauley Publisher: Penguin ISBN: 1101220724 Category : Self-Help Languages : en Pages : 225
Book Description
They were given a key that unlocked the door to riches beyond their imaginations. It came to them on wings of gold. Now father and daughter share their story. The simple system detailed in this book is so powerful it took their family from a second personal bankruptcy to a rich and happy life...practically overnight. Learn: • How to guarantee your success • One amazing secret that makes millionaires out of wage earners • The key to an immediate, large, permanent increase in your income • One secret formula the rich use to do less and have more • Why too much effort produces exactly the opposite result
Author: James Bryan Smith Publisher: InterVarsity Press ISBN: 1514007355 Category : Biography & Autobiography Languages : en Pages : 232
Book Description
Beloved Christian musician Rich Mullins lived his life with abandon for God. An accident cut his life short in 1997, but his songs and ragamuffin spirit continue to teach many. This twenty-fifth anniversary edition of his devotional biography shares reflections from friends and family and an afterword by Rich's brother David Mullins.
Author: Rainer Zitelmann Publisher: Cato Institute ISBN: 1948647680 Category : Social Science Languages : en Pages : 488
Book Description
What do people in the United States and Europe think about the rich? There are several thousand books and articles on stereotypes and prejudices directed at countless different social groups. In contrast, there has only been sporadic research into stereotypes about the rich and no published comprehensive, scientific study on the topic—until now. Negative prejudices and stereotypes have repeatedly been used to justify the exclusion, expulsion, persecution, and murder of minorities who have been scapegoated at times of social crises. The 20th century is full of examples of wealthy people, including capitalists, kulaks, and other groups, who were victims of deadly persecution. These were exceptional situations but, even in moderate forms, prejudice against social groups harms society as a whole—not just the rich—through economic or physical destruction and declining prosperity. In The Rich in Public Opinion: What We Think When We Think about Wealth, historian and sociologist Rainer Zitelmann examines attitudes about wealth and the wealthy in four industrialized Western countries: Germany, the United States, France, and Great Britain. Consisting of three parts, this book first surveys the literature about stereotypes and prejudices. Zitelmann then reports on never‐before‐seen data commissioned by the polling firm Ipsos MORI and from the Allensbach Institute, which conducted identical surveys of residents of the four countries regarding various aspects of their attitudes toward wealth. Lastly, The Rich in Public Opinion looks at the portrayal of the rich in media and film. People often admire the wealthy, but Zitelmann shows that people can also envy them—a sometimes toxic envy that can put lives at risk. This book aims to examine how we think about a minority that, while undeniably powerful, can still be the subject of scapegoating—often with dire effects for us all.
Author: Fern Michaels Publisher: Zebra Books ISBN: 9780821772348 Category : Fiction Languages : en Pages : 422
Book Description
Nealy Coleman Diamond, who left the SunStar thoroughbred horse farm years ago with her illegitimate daughter, returns a rich and powerful woman, changing the lives of everyone around her and confronting the greatest challenges of her life.
Author: Byron Lehman Publisher: Byron Lehman ISBN: Category : Fiction Languages : en Pages : 270
Book Description
Rich Larsen sails from the coast of Chile and into the islands of the Southseas. He is confronted with danger and adventure. He overcomes thieves, pirates, Soviet agents, and his own fears.
Author: Robert T. Kiyosaki Publisher: Business Plus ISBN: 0759514534 Category : Business & Economics Languages : en Pages : 232
Book Description
The tenth book in the series provides firsthand accounts of the author's startup companies, what he learned from his successes and failures, and other topics a reader needs to know in order to start a company and quickly develop it.
Author: Aaron Muller Publisher: Morgan James Publishing ISBN: 1683506502 Category : Business & Economics Languages : en Pages : 239
Book Description
A proven three-step guide to buying your own business, and adding more profit, free time & meaning to your life, by a #1 international-bestselling author. The Lifestyle Business Owner reveals how ordinary people can buy a small business in their community, earn a six-figure income, and make the business run without them. Aaron Muller, founder of Lifestyle Business Owner Academy, reveals the 3-step formula he utilized to go from a kid who didn’t attend college to the owner of eight companies that run without him. Now it’s your turn to discover the secrets to owning a business that gives you the financial freedom, lifestyle, and contribution you desire. Praise for The Lifestyle Business Owner “Aaron Muller cuts right to the chase on what you need to do to own a profitable business that runs without you.” —Marci Shimoff, #1 New York Times–bestselling author of Happy for No Reason and Chicken Soup for the Woman’s Soul “This practical book is full of proven strategies and techniques you can use immediately to increase your sales and profitability—from the first day.” —Brian Tracy, author of Now, Build a Great Business “A must-read for anyone who wants to be a business owner.” —Gino Wickman, creator of EOS and author of the award-winning, bestselling book, Traction “Aaron Muller opened my eyes to the world of buying and running a business (or two or more) as a way to express your values, have fun, be creative and make enough money to have everything you need…including a time for life’s non-material pleasures.” —Vicki Robin, co-author of Your Money or Your Life
Author: Rich Brott Publisher: Rich Brott ISBN: 9781601850126 Category : Business & Economics Languages : en Pages : 164
Book Description
Becoming successful at managing your money begins with a commitment to follow biblical principles. In doing so, certain areas of your life must be confronted in an honest, open and accurate manner. You must confront the following areas: A. spiritual B. attitudinal C. habitual D. practical E. personal Addressing only selective areas of your financial life will not bring you to a place of success. You must be willing to tackle each area and come face to face with the clear reality of your past decisions. This means developing a new determination to change past spiritual decisions and the adopting of new biblical attitudes toward the management of your money. Only you can make a difference in your financial life. You can be successful at managing your money if you will begin to follow these 30 biblical principles. Author Rich Brott shows you how.
Author: Steven McCann Publisher: Xlibris Corporation ISBN: 1669855473 Category : Fiction Languages : en Pages : 163
Book Description
‘The Richest Vein’ is a novel about romance, the romance of a young writer named Ben Tomison and his beautiful young girlfriend Eleanor, the fashion model. In a larger sense, it is a romance between Ben and New York City where the story takes place in the early 1970’s. But in the truest, deepest sense it is a romance of a young writer and his art, a romance that fills the life of any artist and the art form they love, struggle with, and remain loyal to throughout their lives, whether the world around them rewards their efforts or not. My novel attempts to capture the atmosphere of our great city at the beginning of that decade and the places the author loves; Central Park, the Met Museum where Ben works, the Shakespeare Festival and Upper Manhattan. Hopefully, it captures the warmth of our city, sometimes stifling and hazy, at other times infectiously fresh and breezy. My hero is twenty-three years old when the story takes place, but like all artists, his spirit lives throughout time.
Author: Timothy Noonan
Author: Timothy Noonan
Author: Thomas L Pauley
Author: James Bryan Smith
Author: Rainer Zitelmann
Author: Fern Michaels
Author: Byron Lehman
Author: Robert T. Kiyosaki
Author: Aaron Muller
Author: Rich Brott
Author: Steven McCann