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: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 0470222786
Category : Business & Economics
Languages : en
Pages : 240
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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: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 111814872X
Category : Business & Economics
Languages : en
Pages : 389
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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: Erick Simpson
Publisher: Intelligent Enterprise
ISBN: 9780978894306
Category : Computers
Languages : en
Pages : 324
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Book Description
The Guide to a Successful Managed Services Practice applies some of the most innovative and highly effective Managed Services techniques ever developed, and proven to increase long-term predictable revenue, thereby increasing an IT Organization's value. Leverage MSP University's successful Managed Services concepts - 3 Killer Managed Services deliverables - A Unique Managed Services Sales Process so successful that Clients can't resist signing your Agreements - Pricing your Managed Services deliverables for Maximum Profit - What to do after your Client is sold - Advanced Annuity-Based revenue philosophies. The Guide to a Successful Managed Services Practice includes everything you'll need to: - Transition to a successful, Annuity-Based Managed Services model and Evaluate your existing Clients and calculate what they'll be worth on a Monthly and Yearly basis when converted to Managed Services - Successfully market and sell Managed Services to new Clients - Increase your organization's overall value by transitioning to an Annuity-based Service Delivery model. *Includes nearly 30 downloadable Managed Services Business, Technical, Sales and Marketing Tools, Forms and Collateral! *Bonus: 4 Business-Winning PowerPoint Presentations! *Extra Special Bonus: Recorded Managed Services Webcast download included!
Author: Maria K. Todd
Publisher: CRC Press
ISBN: 1439866570
Category : Business & Economics
Languages : en
Pages : 334
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Book Description
Managed care contracting is a process that frustrates even the best administrators. However, to ignore this complexity is to do so at your own expense. You don‘t necessarily need to bear the cost of overpriced legal advice, but you do need to know what questions to ask, what clauses to avoid, what contingencies to cover ... and when to ask a lawyer
Author: Daniel Cassidy
Publisher: John Wiley & Sons
ISBN: 0470039221
Category : Business & Economics
Languages : en
Pages : 290
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Book Description
"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success." --Josh Gordon, author of Presentations That Change Minds and Selling 2.0 Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide to Strategic Retirement Plan Management focuses on current best practices regarding company-sponsored retirement plans within the United States. Filled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities--whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner--ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom. Covering everything from administrative issues to financial and legal responsibilities, A Manager's Guide to Strategic Retirement Plan Management will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs.
Author: Daniel C. Finley
Publisher: Lulu.com
ISBN: 1257837222
Category : Business & Economics
Languages : en
Pages : 475
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Book Description
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.
Author: Dana C. Ackley
Publisher: Guilford Press
ISBN: 9781572305243
Category : Psychology
Languages : en
Pages : 340
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Book Description
Providing therapists practical solutions to managed care's erosion of their freedom to practice, this book presents a working blueprint for a private-pay psychotherapy practice. Dana C. Ackley casts out the distortions that have crept into many clinicians' thinking as a result of reliance on third-party reimbursement. Based on his own experience, he shows how you can serve clients--and yourself--better by developing real alternatives to the pressures and bureaucracy of managed care. In clear step-by-step detail, including practical exercises and checklists, sample marketing materials, and payment plans, the volume shows you how to: *Rediscover the economic and clinical value of your work *Discard assumptions that might block your progress *Educate yourself about the needs of potential clients *Market and sell your services effectively *Learn ethical, reasonable business-of-practice skills *Diversify into the rewarding area of psychological consultation to businesses. No matter what your clinical style, theoretical orientation, or practice history, you will benefit from the hard-won lessons Dr. Ackley shares in this book.
Author: Ben Curry
Publisher: Pearson Education
ISBN: 0672336987
Category : Computers
Languages : en
Pages : 696
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Book Description
This is your most concise, practical reference to deploying, configuring, and running SharePoint 2013. Perfect for admins at all levels, it covers both technical topics and business solutions. SharePoint MVP Ben Curry focuses on the crucial step-by-step information for performing day-to-day tasks quickly, reliably, and well. No obscure settings, abstract theory, or hype...just help you can really trust--and really use! Install SharePoint Server 2013 Configure farms and databases Create and extend web applications Set up and scale service applications Deploy and manage sites/collections Implement BI solutions Integrate Excel Services and PowerPivot Configure enterprise content types and metadata Deploy Enterprise Search Manage documents and web content Brand your site Deliver social tools, including microblogging Back up and restore
Author: William Panek
Publisher: John Wiley & Sons
ISBN: 1119784328
Category : Computers
Languages : en
Pages : 384
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Book Description
Virtual, hands-on learning labs allow you to apply your technical skills using live hardware and software hosted in the cloud. So Sybex has bundled Exam MD-101: Managing Modern Desktops labs from Practice Labs, the IT Competency Hub, with our popular MCA Modern Desktop Administrator Study Guide: Exam MD-101. Working in these labs gives you the same experience you need to prepare for the MD-101 exam that you would face in a real-life setting. Used in addition to the book, the labs are a proven way to prepare for the certification and for work in the Windows administration field. Microsoft’s Modern Desktop integrates Windows 10, Office 365, and advanced security capabilities. Microsoft 365 Certified Associate (MCA) Modern Desktop certification candidates need to be familiar with Microsoft 365 workloads and demonstrate proficiency in deploying, configuring, and maintaining Windows 10 and non-Windows devices and technologies. The new Exam MD-101: Managing Modern Desktops measures candidate’s ability to deploy and update operating systems, manage policies and profiles, manage and protect devices, and manage apps and data. Candidates are required to know how to perform a range of tasks to pass the exam and earn certification. The MCA Modern Desktop Administrator Study Guide: Exam MD-101 provides in-depth examination of the complexities of Microsoft 365. Focusing on the job role of IT administrators, this clear, authoritative guide covers 100% of the new exam objectives. Real-world examples, detailed explanations, practical exercises, and challenging review questions help readers fully prepare for the exam. Sybex's comprehensive online learning environment—in which candidates can access an assessment test, electronic flash cards, a searchable glossary, and bonus practice exams—is included to provide comprehensive exam preparation. Topics include: Planning and implementing Windows 10 using dynamic deployment and Windows Autopilot Upgrading devices to Windows 10 and managing updates and device authentication Managing access polices, compliance policies, and device and user profiles Implementing and managing Windows Defender and Intune device enrollment Deploying and updating applications and implementing Mobile Application Management (MAM) The move to Windows 10 has greatly increased the demand for qualified and certified desktop administrators in corporate and enterprise settings. MCA Modern Desktop Administrator Study Guide: Exam MD-101: Managing Modern Desktops is an invaluable resource for IT professionals seeking MCA certification. And with this edition you also get Practice Labs virtual labs that run from your browser. The registration code is included with the book and gives you 6 months unlimited access to Practice Labs Exam MD-101: Managing Modern Desktops Labs with 29 unique lab modules to practice your skills. NOTE: The title requires an active Microsoft 365 subscription. This subscription will be needed to complete specific tasks in the labs. A free 30-day trial account can be created at the Microsoft 365 website.
