Books tagged: financial advisor

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Found 9 results

How to Find a Good Financial Planner
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Price: $2.99 USD. Words: 5,270. Language: English. Published: July 8, 2010. Category: Nonfiction » Business & Economics » Personal finance
The 67 million Baby Boomers start to turn 62 in 2008. Most of these Boomers will need financial planning help to determine when they can retire. They will also need help in establishing a cash stream to support them during retirement. Most Boomers will need estate planning assistance as well. This short story thoroughly explores and determines how you can find a good financial planner.
The Thinking Man's Mortgage
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Price: $4.95 USD. Words: 18,310. Language: English. Published: December 20, 2010. Category: Nonfiction » Education and Study Guides » Study guides - Economics
The purpose of this book is to provide advice that will help you to pay off your mortgage more quickly. It’s as simple as that! This is not advice on how to get rich quick; it is not about property investment or property development; it is definitely not a dubious scheme to buy into, nor is it an alternative investment idea, and it is not pyramid selling.
5 Mistakes Your Financial Advisor Is Making and the Questions They Dread Having You Ask
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Price: $5.95 USD. Words: 19,600. Language: English. Published: October 31, 2011. Category: Nonfiction » Business & Economics » Personal finance
An overwhelming number of retirees experience huge disappointments and, more importantly, they usually realize it when it’s all but too late to do anything about it. This book dispels five personal finance myths and gives you specific questions to take to YOUR financial advisor so that you can be sure you are receiving the best suggestions, solutions, and service.
Investment Writing Top Tips 2012
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Price: $9.99 USD. Words: 8,100. Language: English. Published: April 6, 2012. Category: Nonfiction » Business & Economics » Marketing
Your communications with clients and prospects are essential to the success of your investment, wealth management, or financial planning firm. Investment Writing Top Tips 2012 gives you information you can use to boost the effectiveness of your marketing, social media, and writing.
The Advisor Century: Value Creation in an Entrepreneurial Society
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Price: $12.95 USD. Words: 64,300. Language: English. Published: October 28, 2012 by Strategic Coach. Category: Nonfiction » Business & Economics » Small business and entrepreneurship
The financial services industry is on the cusp of a major transformation. Financial advisors are becoming "life integrators" for millions of people, helping them transform their futures and lead more fulfilling lives. By taking a journey into The Advisor Century, you'll be energized about the future of your profession, and have both the confidence and the means to make that future a reality.
The Truth Helps - Financial Planning - Your Guide To A Successful Experience
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Price: $7.95 USD. Words: 31,450. Language: English. Published: December 19, 2012. Category: Nonfiction » Business & Economics » Personal finance / retirement planning
The Truth Helps- Your Guide to a Successful Financial Planning Experience -offers priceless information as you take one of the most important journeys you will ever take in your life- the one toward your financial security. This path is unfortunately littered with barriers, pitfalls, and many other dangers. Knowing how to navigate through them or avoid them completely is vital to your success!
The White Coat Investor: A Doctor's Guide to Personal Finance and Investing
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Price: $9.99 USD. Words: 48,600. Language: English. Published: February 17, 2014. Category: Nonfiction » Business & Economics » Personal finance / investing
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. Straight talk and clear explanations allow the book to be easily digested by a novice yet the book also contains advanced physician-specific concepts.
Game Changers: 7 Things Every Financial Advisor Needs to Know
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Price: $5.99 USD. Words: 14,500. Language: English. Published: April 9, 2014. Category: Nonfiction » Business & Economics » Personal finance
Tired of wasting your time on prospects who never buy from you? Or do you have so many clients to service that you find yourself unable to find time to go after the big fish? In "Game Changers: 7 Things Every Financial Advisor Needs to Know", author Thomas H. Miller reveals the strategies and principles financial advisors need to master to compete for top clients.
Personal Finance Under One Hour
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Price: $4.99 USD. Words: 23,880. Language: American English. Published: October 20, 2014. Category: Nonfiction » Business & Economics » Public finance
Personal Finance Under One Hour does not encompass everything there is to learn about personal finance, but instead is designed to give you a basic overview in only an hour. Let’s be honest, most people do not have the time to read a 300 page book on any topic, but many people can spare an hour.