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Author: Leo J. Pusateri
Publisher: John Wiley & Sons
ISBN: 0870518747
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Learn how to stand out from other CPAs by showing clients that YOU are the value of your CPA firm. You Are the Value: Define Your Worth, Differentiate Your CPA Firm, Own Your Market provides you with practical strategies to build meaningful and lasting relationships with clients. Written specifically for CPAs, this new book guides you to discover what makes you valuable and different from other CPAs. While exploring the meaning of the word value and how it applies to you and your firm, you will examine the following seven questions about yourself to tap in to your personal value: Who Are You? What Do You Do? Why Do You Do What You Do? How Do You Do What You Do? Who Have You Done It For? What Makes You Different? Why Should I Do Business With You? (Real Value) Exploring these important questions prepares you to no longer “wing” client meetings, but knowledgably and confidently present yourself to clients in a unique way.
Author: Leo J. Pusateri
Publisher: John Wiley & Sons
ISBN: 0870518747
Category : Business & Economics
Languages : en
Pages : 208
Get Book Here
Book Description
Learn how to stand out from other CPAs by showing clients that YOU are the value of your CPA firm. You Are the Value: Define Your Worth, Differentiate Your CPA Firm, Own Your Market provides you with practical strategies to build meaningful and lasting relationships with clients. Written specifically for CPAs, this new book guides you to discover what makes you valuable and different from other CPAs. While exploring the meaning of the word value and how it applies to you and your firm, you will examine the following seven questions about yourself to tap in to your personal value: Who Are You? What Do You Do? Why Do You Do What You Do? How Do You Do What You Do? Who Have You Done It For? What Makes You Different? Why Should I Do Business With You? (Real Value) Exploring these important questions prepares you to no longer “wing” client meetings, but knowledgably and confidently present yourself to clients in a unique way.
Author: Leo J. Pusateri
Publisher:
ISBN: 9780971605602
Category : Success in business
Languages : en
Pages : 0
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Book Description
Author: Robert Fragasso
Publisher: John Wiley & Sons
ISBN: 1119723019
Category : Business & Economics
Languages : en
Pages : 226
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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: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 1118148800
Category : Business & Economics
Languages : en
Pages : 386
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Book Description
Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Author: Leo J. Pusateri
Publisher:
ISBN: 9780971605602
Category : Success in business
Languages : en
Pages : 231
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Book Description
Author: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 1118044959
Category : Business & Economics
Languages : en
Pages : 414
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Book Description
"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team
Author: David Leo
Publisher: AMACOM
ISBN: 0814439144
Category : Business & Economics
Languages : en
Pages : 308
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Book Description
Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.
Author: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 0470228296
Category : Business & Economics
Languages : en
Pages : 243
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Book Description
Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
Author: Mark Z. Danielewski
Publisher: Pantheon
ISBN: 0375420525
Category : Fiction
Languages : en
Pages : 738
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Book Description
THE MIND-BENDING CULT CLASSIC ABOUT A HOUSE THAT’S LARGER ON THE INSIDE THAN ON THE OUTSIDE • A masterpiece of horror and an astonishingly immersive, maze-like reading experience that redefines the boundaries of a novel. ''Simultaneously reads like a thriller and like a strange, dreamlike excursion into the subconscious." —Michiko Kakutani, The New York Times "Thrillingly alive, sublimely creepy, distressingly scary, breathtakingly intelligent—it renders most other fiction meaningless." —Bret Easton Ellis, bestselling author of American Psycho “This demonically brilliant book is impossible to ignore.” —Jonathan Lethem, award-winning author of Motherless Brooklyn One of The Atlantic’s Great American Novels of the Past 100 Years Years ago, when House of Leaves was first being passed around, it was nothing more than a badly bundled heap of paper, parts of which would occasionally surface on the Internet. No one could have anticipated the small but devoted following this terrifying story would soon command. Starting with an odd assortment of marginalized youth—musicians, tattoo artists, programmers, strippers, environmentalists, and adrenaline junkies—the book eventually made its way into the hands of older generations, who not only found themselves in those strangely arranged pages but also discovered a way back into the lives of their estranged children. Now made available in book form, complete with the original colored words, vertical footnotes, and second and third appendices, the story remains unchanged. Similarly, the cultural fascination with House of Leaves remains as fervent and as imaginative as ever. The novel has gone on to inspire doctorate-level courses and masters theses, cultural phenomena like the online urban legend of “the backrooms,” and incredible works of art in entirely unrealted mediums from music to video games. Neither Pulitzer Prize-winning photojournalist Will Navidson nor his companion Karen Green was prepared to face the consequences of the impossibility of their new home, until the day their two little children wandered off and their voices eerily began to return another story—of creature darkness, of an ever-growing abyss behind a closet door, and of that unholy growl which soon enough would tear through their walls and consume all their dreams.
Author: Gregory Maguire
Publisher: Harper Collins
ISBN: 006196056X
Category : Fiction
Languages : en
Pages : 306
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Book Description
The year is 1502, and seven-year-old Bianca de Nevada lives perched high above the rolling hills and valleys of Tuscany and Umbria at Montefiore, the farm of her beloved father, Don Vicente. One day a noble entourage makes its way up the winding slopes to the farm—and the world comes to Montefiore. In the presence of Cesare Borgia and his sister, the lovely and vain Lucrezia—decadent children of a wicked pope—no one can claim innocence for very long. When Borgia sends Don Vicente on a year's quest to reclaim a relic of the original Tree of Knowledge, he leaves Bianca under the care, so to speak, of Lucrezia. She plots a dire fate for the young girl in the woods below the farm, but in the dark forest there can be found salvation as well. . . . A lyrical work of stunning creative vision, Mirror Mirror gives fresh life to the classic story of Snow White—and has a truth and beauty all its own.
