You Are the Best Financial Advisor All the Other Financial Advisors Are Fake News. Everyone Agrees. Believe Me PDF Download

Author: Rocket Publishing
Publisher:
ISBN: 9781673404272
Category :
Languages : en
Pages : 108

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Book Description
6x9 notebook with 100 blank pages. This is the perfect and inexpensive birthday or appreciation gift for colleagues and coworkers to doodle, sketch, put stickers, write memories, organize schedules, or take notes in. Grab this amazing journal gift now!

Author: Bonnie Kirchner
Publisher: Pearson Education
ISBN: 0137033664
Category : Business & Economics
Languages : en
Pages : 264

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Book Description
Bonus content "Getting the Financial Help You Need" included in this digital edition. Is Your Financial Advisor Honest? Are You Sure? Learn how to: Choose an honest, qualified financial advisor and avoid the crooks Spot the warning signs that you’re being ripped off Empower and protect yourself, and get more help for your money Is your financial advisor the next Bernie Madoff? Can you afford not to know? Get this book, and find out! Read Bonnie Kirchner’s unforgettable personal story: Her sudden realization that she was married to one of the nation’s worst financial fraud artists. Then, follow Kirchner’s journey...learn what she learned about detecting financial scammers...discover the questions you must ask and the steps you must take so it never happens to you!

Author: Scott Brown
Publisher:
ISBN: 9781980410225
Category :
Languages : en
Pages : 222

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Book Description
Every day of the week, millions of Americans rely on their attorneys to navigate wills and contracts, divorces and disputes. They see their doctors to treat their maladies, their accountants to do their taxes, and their financial advisors to guide them as they grow and manage their wealth. We need these professionals. We depend on their expertise. We look to them to help us understand an increasingly complex world.Which is why it's time to stop for a minute and ask: what are these people thinking about every day? What do the professionals with the deepest amount of expertise when it comes to our health, wealth, and legal problems have to say about our society, their chosen fields, and our misconceptions about all of the above? What would a lawyer actually tell you if the filter came off? What would a financial planner who has seen it all really say?In this book, a respected, successful, refreshingly irreverent and often hilarious financial advisor with thirty years of experience wrangling IRAs, 401(k)s and ETFs (oh my!) takes the time to tell you exactly what you need to know about Wall Street, about what an advisor can and cannot really do for you, and about how to rise above all the noise in the media-and within your own circle of often-misguided family and friends-to build real wealth.Read this book to find out why, for example, you DON'T want your company to offer you the cheapest 401(k) available. Read on to learn why it's time to turn off the news and put your focus somewhere else if you want to be an effective investor. Read on to learn why fees aren't killing you, your habits are. Trust me. It'll be fun."This book should be banned." Wall Street*"Read this book immediately and do not call me again until you've finished it." Your financial planner*"I wish I'd had this book forty years ago." Your father**No actual people were quoted in the writing of this book or this summary.

Author: MST Bonnie Kirchner -
Publisher:
ISBN:
Category : Financial planners
Languages : en
Pages : 224

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Book Description
"Bonnie Kirchner is perhaps the only person in America who is qualified enough to write this book. She has the experience, the firsthand knowledge, and the credibility to help you find a personal financial advisor you can trust. In ways no other author could, she helps you navigate the oftentimes treacherous world of personal financial advice and helps you learn how to find someone you can trust with your money, your financial plan, and your life's goals."--Robert Powell, Editor, Retirement Weekly ; Retirement Columnist, MarketWatch.com/retirement " This book is a must read for those consumers thinking about hiring a financial advisor and for those who have one already. Bonnie shares her personal story so that you can be protected from the scammers and the thieves that seem to lurk in the shadows. 99% of financial advisors are the good guys that wear the white hats and really want to help their clients succeed. Bonnie can help you sift through the masses to weed out that bad seed." - Dee Lee, CFP®, Harvard Financial Educators and Personal Finance Editor, WBZ radio-CBS affiliate, Boston " The two biggest risks to your financial well-being are not the markets and the economy; they are fraud and bad advice. The author shares her personal story of how this can happen even with those we trust the most. More importantly, she gives you the knowledge of what financial planning is all about and then how to steer clear of potential fraud or just plain bad advisors!" - Dave Caruso, CFP®, Chairman and CEO, Coastal Capital Group Is Your Financial Advisor Stealing From You? If it could happen to Bernie Madoff's clients, it could happen to you. Make sure it doesn't. Bonnie Kirchner reveals the hidden signs that could mean you're getting ripped off-and what to do about it if you are. You'll also learn how to identify a truly reputable advisor and build a relationship that gives you your money's worth. Nobody's more qualified than Kirchner to write this book. She's a CERTIFIED FINANCIAL PLANNER"!professional who was one of New England's leading TV personal finance reporters. And, as the unwitting victim of her ex-husband, notorious Ponzi schemer Brad Bleidt, she found her own life ripped apart by one of the nation's biggest financial scandals. Since divorcing Bleidt, she's devoted herself to understanding exactly how financial scammers operate. This book shares everything she learned the hard way-so you won't have to! - Choose a capable advisor you can t ...

Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160

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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: Steve Moore
Publisher: John Wiley & Sons
ISBN: 0470930144
Category : Business & Economics
Languages : en
Pages : 256

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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: Helaine Olen
Publisher: Penguin
ISBN: 0698186656
Category : Business & Economics
Languages : en
Pages : 163

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Book Description
“The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an off­hand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.

Author: Alison Green
Publisher: Ballantine Books
ISBN: 0399181822
Category : Business & Economics
Languages : en
Pages : 306

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Book Description
From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together

Author: Liz Davidson
Publisher: HMH
ISBN: 0544633342
Category : Business & Economics
Languages : en
Pages : 261

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Book Description
Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

Author: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
ISBN: 0814414729
Category : Business & Economics
Languages : en
Pages : 290

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Book Description
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.