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Author: Gary LaRosa Publisher: Jones & Bartlett Learning ISBN: 1284145840 Category : Transportation Languages : en Pages : 221
Book Description
In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.
Author: Gary LaRosa Publisher: Jones & Bartlett Learning ISBN: 1284145840 Category : Transportation Languages : en Pages : 221
Book Description
In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.
Author: Gary LaRosa Publisher: Jones & Bartlett Learning ISBN: 1284195015 Category : Transportation Languages : en Pages : 221
Book Description
In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.
Author: Bill Crager Publisher: John Wiley & Sons ISBN: 1119260620 Category : Business & Economics Languages : en Pages : 223
Book Description
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 transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.
Author: Lynda Bourne Publisher: CRC Press ISBN: 1317184963 Category : Business & Economics Languages : en Pages : 339
Book Description
Much has been written about leadership and team building, but there are still major gaps in thinking and research about how to engage senior stakeholders in support of an organisation's projects. The central role of stakeholders in the successful delivery of organisational strategy is becoming increasingly recognised, as is the importance of developing a sponsor culture to support more collaborative practices within the organisation. Building, and managing, relationships with senior (upwards) stakeholders is essential for success. Advising Upwards brings together the ideas of experts in fields related to engaging senior stakeholders, such as risk management, decision-making, understanding cultural considerations, effective communication and other disciplines that may enhance the sustainable engagement of senior stakeholders. The starting point is an examination of the difficulties that senior managers face as they move through the ranks of an organisation from middle management to executive levels. Senior managers usually move up through the organisation on the basis of command and control management. Once in the executive ranks they must develop a more collaborative approach and adopt the principles of emotional intelligence (EQ) to succeed. Awareness of difficulties that senior stakeholders may face drives effective approaches for communication between the team and sponsors. Case studies and stories from experts illustrate practical, structured approaches that enable the teams to develop robust relationships with senior stakeholders will result in teams 'being heard', and support their 'being extraordinary' through innovative approaches to advising upwards.
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: Mark C. Tibergien Publisher: John Wiley and Sons ISBN: 0470884983 Category : Business & Economics Languages : en Pages : 355
Book Description
Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Author: Steve Moore Publisher: John Wiley & Sons ISBN: 0470930144 Category : Business & Economics Languages : en Pages : 256
Book Description
A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
Author: Chris Collins Publisher: ISBN: 9781733394529 Category : Business & Economics Languages : en Pages : 136
Book Description
Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.
Author: Dr. Shuchi Gautam Publisher: Academic Guru Publishing House ISBN: 8119843274 Category : Study Aids Languages : en Pages : 257
Book Description
The importance of banks and other financial services firms cannot be overstated in today's dynamic global financial market. Understanding the complexities, difficulties, and prospects of this industry at a nuanced level is necessary due to its dynamic nature. The goal of "Management of Banks and Financial Services" aims to provide readers a helpful guide through the complicated banking and financial services business by providing a thorough examination of its many facets. This book is a compilation of the knowledge and experience of seasoned specialists in the subject, as well as the outcomes of their rigorous investigation. Its goal is to provide readers with a comprehensive grasp of modern banking management by connecting theory with experience. To provide readers a complete picture of the changes and developments influencing the financial world, the chapters cover important topics like as risk management, laws and regulations, technical advancements, and strategic planning. Additionally, this book is created for both professionals wishing to hone their skills in the ever-evolving financial landscape and students majoring in banking and finance. This book should help students, educators, and practitioners understand bank and financial services strategic management. This book provides valuable insights into the changing role of banks, the effects of digitization, and the significance of adaptive management techniques. It is a timely handbook that is relevant as the financial sector is going through dramatic transitions.
Author: Cheryl S. McWatters Publisher: Routledge ISBN: 1135039380 Category : Business & Economics Languages : en Pages : 773
Book Description
Whether students pursue a professional career in accounting or in other areas of management, they will interact with accounting systems. In all organizations, managers rely on management accounting systems to provide information to deal with changes in their operating environment. This book provides students and managers with an understanding and appreciation of the strengths and limitations of an organization’s accounting system, and enables them to be intelligent and critical users of the system. The text highlights the role of management accounting as an integral part of the organization’s strategy and not merely a set of individual concepts and computations. An analytical framework for organizational change is used throughout the book to underscore how organizations must adapt to create customer and organizational value. This framework provides a way to examine and analyze the organization’s accounting system, and as a basis for evaluating proposed changes to the system. With international examples that bring the current business environment to the forefront, problems and cases to promote critical thinking, and online support for students and instructors, Management Accounting in a Dynamic Environment is no mere introductory textbook. It prepares readers to use accounting systems intelligently to achieve organizational success. The authors have identified several cases to accompany each chapter in the textbook. These are available through Ivey Publishing: https://www.iveycases.com/CaseMateBookDetail.aspx?id=434
Author: Gary LaRosa
Author: Gary LaRosa
Author: Gary LaRosa
Author: Bill Crager
Author: Lynda Bourne
Author: James M. Dahle
Author: Mark C. Tibergien
Author: Steve Moore
Author: Chris Collins
Author: Dr. Shuchi Gautam
Author: Cheryl S. McWatters