Delivering Massive Value

Delivering Massive Value PDF Author: Matthew Jarvis
Publisher: Perfect Ria, LLC
ISBN:
Category :
Languages : en
Pages : 0

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Book Description
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.

Delivering Massive Value

Delivering Massive Value PDF Author: Matthew Jarvis
Publisher: Perfect Ria, LLC
ISBN:
Category :
Languages : en
Pages : 0

Get Book

Book Description
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.

Values-based Financial Planning

Values-based Financial Planning PDF Author: Bill Bachrach
Publisher:
ISBN: 9781887006033
Category : Business & Economics
Languages : en
Pages : 174

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Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Profits With Principles

Profits With Principles PDF Author: Ira A. Jackson
Publisher: Broadway Business
ISBN: 0385501633
Category : Business & Economics
Languages : en
Pages : 402

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Book Description
Draws on detailed case studies from more than fifty top companies to demonstrate how engaging in ethical practices can enable businesses to gain a competitive advantage, improve a brand image, secure consumer loyalty, and foster greater employee satisfaction.

The One-Page Financial Plan

The One-Page Financial Plan PDF Author: Carl Richards
Publisher: Portfolio
ISBN: 1591847559
Category : Business & Economics
Languages : en
Pages : 226

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Book Description
Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Set for Life

Set for Life PDF Author: Scott Trench
Publisher: Financial Freedom
ISBN: 9780997584714
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Set yourself up for life as early as possible, and enjoy life on your terms By layering philosophy with practical knowledge, Set for Life gives young professionals the fiscal confidence they need to conquer financial goals early in life. Are you tied to a nine-to-five workweek? Would you like to "retire" from wage-paying work within ten years? Are you in your 20s or 30s and would like to be financially free―the sort of free that ensures you spend the best part of your day and week, and the best years of your life, doing what you want? Building wealth is always possible, even while working full-time, earning a median income, and making up for a negative net worth. Accumulating a lifetime of wealth in a short period of time involves working harder and smarter than the average person, and Scott Trench--investor, entrepreneur, and CEO of BiggerPockets.com--demonstrates how to do just that. Even starting with zero savings, he demonstrates how to work your way to five figures, then to six figures, and finally to the ultimate goal of financial freedom. Wealth isn't just about a nest egg, setting aside money for a "rainy day" or accumulating an emergency fund. True wealth is about building out a Financial Runway―creating enough readily accessible wealth that you can survive without work for a year. Then five years. Then for life. Readers will learn how to: Save more income--50+ percent of it, while still having fun Double or triple your income in three to five years Track your financial progress in order to achieve the greatest results Build frugal and efficient habits to make the most of your lifestyle Secure "real" assets and avoid "false" ones that destroy wealth

The Excellent Investment Advisor

The Excellent Investment Advisor PDF Author: Nick Murray
Publisher: Nick Murray Company Incorporated
ISBN: 9780965516105
Category : Investment advisors.
Languages : en
Pages : 405

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Book Description


Obtaining Value from Big Data for Service Delivery

Obtaining Value from Big Data for Service Delivery PDF Author: Stephen H. Kaisler
Publisher: Business Expert Press
ISBN: 1631572237
Category : Business & Economics
Languages : en
Pages : 174

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Book Description
Big data is an emerging phenomenon that has enormous implications and impacts upon business strategy, profitability, and process improvements. All service systems generate big data these days, especially human-centered service systems. It has been characterized as the collection, analysis and use of data characterized by the five Vs: volume, velocity, variety, veracity, and value (of data). This booklet will help middle, senior, and executive managers to understand what big data is; how to recognize, collect, process, and analyze it; how to store and manage it; how to obtain useful information from it; and how to assess its contribution to operational, tactical, and strategic decision-making in service-oriented organizations.

Top Dog

Top Dog PDF Author: Andy Bounds
Publisher: John Wiley & Sons
ISBN: 085708609X
Category : Business & Economics
Languages : en
Pages : 176

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Book Description
Get the results you want and come out as the Top Dog in every conversation Fancy being the ‘Top Dog’ in all your dealings? Fed up of feeling like the underdog? So many of us regularly ‘lose’ in conversations before we’ve even opened our mouths. Often without realising it, we don’t see ourselves as a peer of the other person. And we transmit this in what we do and say (“I’ll fit round you. I know you’re really busy.”) The other person picks up on this. And, without doing a thing, they’re suddenly in charge! Top Dog will teach you how to lead in all your interactions, so you can get more of what you want, more often. Together, Andy Bounds and Richard Ruttle are experts at helping people achieve more from their conversations with others. Their techniques work in every type of interaction—conversations, socialising, dating, interviews, sales, marketing, and networking. Basically, anytime you want to impress and persuade others. Top Dog: • Details the skill set needed to gain competitive advantage from the outset • Provides instructive and thought-provoking content, relevant to both beginners, and seasoned professionals • Contains insights from working with some of the world’s largest companies • Addresses how to achieve more from interactions in business and social arenas

Millionaire Success Habits

Millionaire Success Habits PDF Author: Dean Graziosi
Publisher: Hay House, Inc
ISBN: 1401975763
Category : Business & Economics
Languages : en
Pages : 289

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Book Description
Now in paperback: Legendary business coach and entrepreneur Dean Graziosi takes you from where you are in life to where you want to be, using simple tools to reshape daily routines and open new doors to prosperity--whether you're a fellow entrepreneur, an employee or executive, or a new grad in your first job. “In this book there are amazing recipes to get the life you want faster, easier, and with less stress. Read it and live rich!” — David Bach, nine-time New York Times best-selling author and financial expert Millionaire Success Habits is a book designed with one purpose in mind: to take you from where you are in life to where you want to be by incorporating easy-to-implement “Success Habits” into your daily routine. Legendary business coach Dean Graziosi has broken down the walls of complexity around success and created simple strategies that you can quickly put to use to reach the level of wealth and abundance you desire. This book is not about adding more time to your day. It is about replacing those things that are not serving your future with success habits designed specifically to assist you on your journey to a better you. In these pages, you’ll: Drill down deep to identify your “why”—the true purpose that drives you and the real reason you want to prosper Expose and overcome the “villain within” that’s holding you back Unlock the single biggest secret to being productive (it’s probably not what you think) Believe in your own massive potential—so you can make it a reality Use Dean’s 30-day Better Life Challenge to catapult you into your new life Now in paperback, Millionaire Success Habits gives you the tools you need to radically reshape your daily routine and open new doors to prosperity.

Driven by Demand

Driven by Demand PDF Author: Jimmy Y. Jia
Publisher: Cambridge University Press
ISBN: 1316381323
Category : Business & Economics
Languages : en
Pages : 403

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Book Description
Energy plays a central role in shaping our society and infrastructure, making it increasingly important for today's leaders to understand the impact of energy decisions. Discussions about energy often neglect important historical lessons about previous energy transformations and provide inadequate consideration of context - Driven by Demand takes a fresh approach by exploring the emergence of energy systems, outcomes and priorities. It outlines select historical and current events, challenges, and developing energy trends using a range of case studies. Readers will gain foundational knowledge about energy flows and end-uses, helping them to become more conversant about energy outcomes and priorities. This accessible book paves the way for broader discussions about societal resilience, privacy, and security concerns associated with the move towards 'smart' infrastructure. This is a must-read for business executives, policymakers and students working in energy policy, energy management and sustainable business.