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Author: John J. De Goey
Publisher:
ISBN: 9781554831739
Category : Financial planners
Languages : en
Pages : 0
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Book Description
After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. Investors are finally becoming empowered to make informed decisions about whom they work with. This book will help them avoid the industry's bad apples. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.
Author: John J. De Goey
Publisher:
ISBN: 9781554831739
Category : Financial planners
Languages : en
Pages : 0
Get Book
Book Description
After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. Investors are finally becoming empowered to make informed decisions about whom they work with. This book will help them avoid the industry's bad apples. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.
Author: Robert Fragasso
Publisher: John Wiley & Sons
ISBN: 1119723000
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.
Author: R. J. Shook
Publisher:
ISBN: 9780972162210
Category : Business & Economics
Languages : en
Pages : 346
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Book Description
A team of America's most successful financial advisors offer their advice to private investors and financial professionals in this insightful guide. These advisors, who typically reserve their advice for elite and institutional investors, share their private wealth management and investing strategy secrets, including how they provide extraordinary advice and service, how they have built their businesses, which direction their businesses are taking for the future, and how they have set themselves apart from the vast majority of Wall Street professionals. Providing ideas and guidance for a variety of financial situations, this guide is an answer to securing prosperity for the future.
Author: John J. De Goey
Publisher: Insomniac Press
ISBN: 1554830966
Category : Financial planners
Languages : en
Pages : 324
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Book Description
Author: William F. Cole
Publisher: Trafford on Demand Pub
ISBN: 9781412081030
Category : Business & Economics
Languages : en
Pages : 175
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Book Description
The Complete Financial Advisor- Creating Exceptional Careers for Financial Advisors! The 7 Steps to Becoming a Complete Financial Advisor in Today's marketplace are the cornerstone to this book. This is a "how to" career book for someone considering a career as a financial advisor, someone having just begun their career as an advisor, or an advisor struggling to build a successful career and become a million dollar producer! This book can help you become a better advisor today! The book discusses the 3 primary steps in building a million dollar practice-the advisor, the client, and the practice-and the keys to gaining the rewards a career as an advisor can bring. As an advisor you need to be in the right channel for your personality and selling style; when prospecting, you need to know what type of client to look for, where they are, and what attracts them to an advisor, and then you need to build the office/practice environment that the high net worth client expects- "The Concierge Level practice"! The book also discusses marketing strategies, referral strategies, and professional designations. Get "in the zone", revitalize and reenergize your career, and look forward to getting to work each and every day! Don't be part of the more than 80% of advisors that fail after 4 years and start being part of the top 20% that succeed! Get the rewards from life that you deserve with a successful career as a Complete Financial Advisor! Business franchises succeed and go it alone small business fail because of one factor- they have a business plan and they "don't wing it!" This book gives today's advisor a business plan for success! Stop "winging it" and become a Complete Financial Advisor today!
Author: David J. Mullen, Jr.
Publisher: AMACOM
ISBN: 0814439217
Category : Business & Economics
Languages : en
Pages : 305
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Book Description
Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Author: Ivan M. Illan
Publisher: John Wiley & Sons
ISBN: 1119504139
Category : Business & Economics
Languages : en
Pages : 384
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Book Description
A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
Author: Mark C. Tibergien
Publisher: John Wiley and Sons
ISBN: 0470884983
Category : Business & Economics
Languages : en
Pages : 355
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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: John J. De Goey
Publisher:
ISBN: 9781897178294
Category : Business & Economics
Languages : en
Pages : 360
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Book Description
Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives. John J De Goey argues that financial advisers need to change the way they do business. Instead of earning commissions for placing products, they need to begin charging fees for rendering services. In the process, advisors will be putting the interests of their clients ahead of the interests of their employers and product suppliers for the first time. In essence, De Goey is calling for the professionalisation of the financial services industry. This new edition is updated to keep you on top of recent changes in the industry and is written in a more accessible manner. Whether you work in the financial services industry or are currently an investor, De Goey's book should be required reading. He makes complex issues understandable for consumers, and at the same time, encourages advisors to "do the right thing".
Author: Jack Waymire
Publisher: John Wiley & Sons
ISBN: 0471565784
Category : Business & Economics
Languages : en
Pages : 258
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Book Description
Praise for Who's Watching Your Money? "The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer." -Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com Don't let blind trust determine your financial future. Read Who's Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor. Who's Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who's Watching Your Money? outlines "The 17 Paladin Principles." These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future. Knowledge is power, and after reading Who's Watching Your Money?, you'll be empowered to take control of your financial future before you run out of time.
