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Author: Timothy Noonan
Publisher: John Wiley & Sons
ISBN: 1118167511
Category : Business & Economics
Languages : en
Pages : 320
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Book Description
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Author: Timothy Noonan
Publisher: John Wiley & Sons
ISBN: 1118167511
Category : Business & Economics
Languages : en
Pages : 320
Get Book Here
Book Description
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Author: Marla Morris
Publisher: iUniverse
ISBN: 0595001874
Category :
Languages : en
Pages : 246
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Book Description
It's been over four years since the ill-fated marriage between R.C. Wetheringon and Alyssa McKenzie ended with an annulment. Alyssa never expects to see R.C. again. However, he is obsessed with finding her and renewing their relationship. There is no obstacle that will thwart him. The detective hired to locate Alyssa stumbles onto a fact that threatens to reopen wounds and topple the orderly world Alyssa has carved out for herself. Alyssa's future is tied to that of advertising giant, F. Grayson Coulter. The tie that binds them is much deeper than their professions. They are united by a secret that Alyssa must never tell, a secret that R.C. must never discover. Grayson is drawn into a web of deceit that threatens to destroy this life. Alyssa will do whatever it takes to keep the secret. R.C. will do whatever it takes to reunite with Alyssa. The journey is long and laden with pain. While the conclusion is bittersweet, the future is filled with promise. The plot is unforgettable and heartwarming.
Author: M. Lee Prescott
Publisher: M. Lee Prescott
ISBN: 1733021752
Category : Fiction
Languages : en
Pages : 243
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Book Description
Rich Morgan runs Morgan Enterprises the same way he lives his life – with steadiness and competence. That is until sizzling, sweet Karen Miller comes along and their white hot love affair turns his world upside down. As they support, nurture and love one another, their budding relationship weathers illness and former lovers’ interference. Then, tragically fate intervenes when Karen is injured. Left paralyzed, she refuses to allow the man she loves to saddle himself with someone who will never again run into his arms, whirl around a dance floor, or splash into the ocean holding his hand. When she tells Rich it’s over, his quiet, predictable existence is shattered along with his heart. Will these lovers discover their way back to each other? Grab a copy of Rich’s Dilemma, book 4 of Morgan Fire to find out!
Author: Chris Lehmann
Publisher: Haymarket Books
ISBN: 1608461521
Category : Political Science
Languages : en
Pages : 258
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Book Description
"Social criticism at its scorching-hot best."--Barbara Ehrenreich "Think H.L. Mencken crossed with Jon Stewart."--The Phoenix In Rich People Things, Chris Lehmann lays bare the various dogmas and delusions that prop up plutocratic rule in the post-meltdown age. It's a humorous and harrowing tale of warped populism, phony reform, and blind deference to the nation's financial elite. As the author explains, American class privilege is very much like the idea of sex in a Catholic school--it's not supposed to exist in the first place, but once it presents itself in your mind's eye, you realize that it's everywhere. A concise and easy-to-use guide, Rich People Things catalogs the fortifications that shelter the opulent from the resentments of the hoi polloi. From ideological stanchions such as the Free Market through the castellation of media including The New York Times and Wired magazine, to gatekeepers such as David Brooks, Steve Forbes, and Alan Greenspan, Lehmann covers the vast array of comforting and comprehensive protections that allow the über-privileged to maintain their iron grip on almost half of America's wealth. With chapters on Malcolm Gladwell, the Supreme Court, the memoir, and more, no one is spared from Lehmann's pointed prose. Chris Lehmann is employed, ever precariously, as an editor for Yahoo! News, Bookforum, and The Baffler, while dissecting the excesses of his social betters for his column Rich People Things at TheAwl.com. He lives in Washington, DC, with his wife Ana Marie Cox and a quartet of excellent pets.
Author: Byron Lehman
Publisher: Byron Lehman
ISBN:
Category : Fiction
Languages : en
Pages : 175
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Book Description
Belle Île en Mer is a placid jewel off the French coast in the Bay of Biscay. Its rocky shores are said to be at times brutal yet surrounded by a brushed blue sea and a clear blue celestial canopy overhead. The sandy beaches adorn it like sequins dashed along the fringes of a majestic robe. It is neither costumed in opulence nor shrouded in poverty. It is gentle and inviting. It is a secret place and a place for privacy. It is an island that listens and never speaks. Its secrets are carried far by the winds and scattered among the swells beyond. It is more than the common humble farms, modest homes, tranquil green pastures, gentle sloops, and rounded hilltops. It is not the small clusters of houses huddled into bergs and villages quietly existing for the sake of trust, fidelity, and friendship. It is all things in concert. Like the face of beauty, grace, and elegance. It is a confident smile amid the sea. Some say the best things in life are the things not planned and the randomly unexpected. Rich Larsen never knew of Belle Île en Mer’s existence until a few months before his arrival. It is there he resides for the next year of his life. That year will be like no year he will ever experience again. It is far beyond the adventures of the past or the unseen ahead. His heart will remain there forever.
Author:
Publisher: Baker's Plays
ISBN:
Category :
Languages : en
Pages : 68
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Book Description
Author: JL ANDREWS
Publisher: Xlibris Corporation
ISBN: 1462853749
Category : Fiction
Languages : en
Pages : 186
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Book Description
In TO KISS MY BELOVED GOOD-BYE Jessica Davidson tells her beautiful love story; as she takes you back to her childhood and meeting her best friend, Jean and the first time she laid her eyes upon Richard Parker, the love of her life. This is a story of a childhood crush which blossoms into young love. She shares the joys and heartaches of their journey to find happily-ever-after. She tells of the joy they shared, raising three very special children. It only when they are parted by death that you will understand the true depth of their devotion.
Author: William Dettloff
Publisher: McFarland
ISBN: 1476619476
Category : Biography & Autobiography
Languages : en
Pages : 232
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Book Description
Greatness is often overlooked in its own time. For Ezzard Charles--one of boxing's most skilled practitioners, with a record of 93-25-1 (52 KO)--recognition took decades. Named by The Ring magazine as the greatest light heavyweight of all time, Charles was frustrated in his attempts to get a shot at the 175-pound title, and as World Heavyweight Champion (1949-1951) struggled to win the respect of boxing fans captivated by Joe Louis' power and charisma. This first-ever biography of "The Cincinnati Cobra" covers his early life in a small country town and his career in the glamorously dirty business of prizefighting in the 1950s, one of the sport's Golden Ages. Charles' fights with Louis, Jersey Joe Walcott, Rocky Marciano and his three wins over the legendary Archie Moore are detailed.
Author: Aaron Muller
Publisher: Morgan James Publishing
ISBN: 1683506502
Category : Business & Economics
Languages : en
Pages : 239
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Book Description
A proven three-step guide to buying your own business, and adding more profit, free time & meaning to your life, by a #1 international-bestselling author. The Lifestyle Business Owner reveals how ordinary people can buy a small business in their community, earn a six-figure income, and make the business run without them. Aaron Muller, founder of Lifestyle Business Owner Academy, reveals the 3-step formula he utilized to go from a kid who didn’t attend college to the owner of eight companies that run without him. Now it’s your turn to discover the secrets to owning a business that gives you the financial freedom, lifestyle, and contribution you desire. Praise for The Lifestyle Business Owner “Aaron Muller cuts right to the chase on what you need to do to own a profitable business that runs without you.” —Marci Shimoff, #1 New York Times–bestselling author of Happy for No Reason and Chicken Soup for the Woman’s Soul “This practical book is full of proven strategies and techniques you can use immediately to increase your sales and profitability—from the first day.” —Brian Tracy, author of Now, Build a Great Business “A must-read for anyone who wants to be a business owner.” —Gino Wickman, creator of EOS and author of the award-winning, bestselling book, Traction “Aaron Muller opened my eyes to the world of buying and running a business (or two or more) as a way to express your values, have fun, be creative and make enough money to have everything you need…including a time for life’s non-material pleasures.” —Vicki Robin, co-author of Your Money or Your Life
Author: Maury Klein
Publisher: Times Books
ISBN: 1466879742
Category : Business & Economics
Languages : en
Pages : 337
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Book Description
From one of America's foremost business historians, a penetrating and engaging look at the qualities that create great entrepreneurs Entrepreneurs, even more than inventors, are essential to American business. While inventors produce ideas, entrepreneurs get things done, build the markets, make ideas reality. But what creative talents do the legendary American entrepreneurs share, and what can you learn from them about business success? Using lively character sketches and company stories, University of Rhode Island professor and author Maury Klein analyzes how innovators from Andrew Carnegie to Bill Gates triumphed over perennial challenges in planning and strategy, production, operations, staffing, and sales--and transformed entire industries. Comparing the retailing acumen of J.C. Penney and Wal-Mart's Sam Walton, the organizational ingenuity of Standard Oil's John D. Rockefeller and Citigroup's Sandy Weill, the imaginative marketing of General Motors' Alfred Sloan and MacDonald's Ray Kroc, Klein reveals the art and archetype of successful entrepreneurialism. Moving beyond the clichés, he describes the artistry of great businessmen who build empires and dreams as well as fortunes, in The Change Makers.
