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Author: Jim H. Ainsworth
Publisher: John Wiley & Sons
ISBN: 9780471155614
Category : Business & Economics
Languages : en
Pages : 258
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Book Description
Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.
Author: Jim H. Ainsworth
Publisher: John Wiley & Sons
ISBN: 9780471155614
Category : Business & Economics
Languages : en
Pages : 258
Get Book Here
Book Description
Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.
Author: D. J. D. Stanley
Publisher: Rowman & Littlefield
ISBN: 1493035363
Category : Business & Economics
Languages : en
Pages : 273
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Book Description
Over the past 40 years, Tom Stanley and his daughter Sarah Stanley Fallaw have been involved in research examining how self-made, economically successful Americans became that way. Despite the publication of The Millionaire Next Door, The Millionaire Mind, and others, myths about wealth in American still abound. Government officials, journalists, and many American still tend to confuse income with wealth. A new generation of household financial managers are hearing from so-called experts in personal financial management due to the proliferation of the cottage industry of financial blogs, podcasts, and the like. In many cases, these outlets are simply experiences shared without science, case studies without data based on broader populations. Therefore, the authors decided to take another look at millionaires in the United States to examine what changes could be seen 20 years after the original publication of The Millionaire Next Door. In this book the authors highlight how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. They include results from quantitative studies of wealth as well as case studies of individuals who have been successful in building wealth. They discuss general paths to building wealth on your own, focusing specifically on careers and lifestyles associated with each path, and what it takes to be successful in each.
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: Dave Ramsey
Publisher: Lampo
ISBN: 9780963571236
Category : Business & Economics
Languages : en
Pages : 268
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Book Description
Dave Ramsey explains those scriptural guidelines for handling money.
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: Peter Mallouk
Publisher: John Wiley & Sons
ISBN: 1118929004
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author: Michael S. Nichols
Publisher: Dog Ear Publishing
ISBN: 9781457517174
Category : Business & Economics
Languages : en
Pages : 104
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Book Description
Being a successful financial advisor is one of the greatest jobs you could ever imagine. You are your own boss. You can tailor the job to your interests. You can make a lot of money. You can see the results of your work almost immediately. If you structure your business correctly, you can control your work schedule to achieve a balanced lifestyle. And the financial marketplace is constantly changing, so no matter how long you work as a financial advisor, the job is never boring. The questions that new financial advisors have are not new, but are often not addressed by any formal training program. I hope this book provides you with the perspective required to be a better decision maker and to avoid some of the most common pitfalls of financial advising. Armed with this knowledge, you can hit the ground running, fortified with the survival techniques necessary to enhance your chances of building a successful career as a financial advisor.
Author: Charlie Jewett
Publisher: Createspace Independent Publishing Platform
ISBN: 9781533562487
Category :
Languages : en
Pages : 58
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Book Description
The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book.
Author: Ernst & Young LLP
Publisher: John Wiley & Sons
ISBN: 9780471697459
Category : Business & Economics
Languages : en
Pages : 544
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Book Description
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
Author: John E. Sestina
Publisher: John Wiley & Sons
ISBN: 0471436704
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.
