Networking with the Affluent and Their Advisors

Networking with the Affluent and Their Advisors PDF Author: Thomas J. Stanley
Publisher: Irwin Professional Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 286

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Book Description
Night Sessions is based primarily on David S. Cho's life experiences as a Chicago-born and raised child of Korean immigrants to America in the early 70s

Networking with the Affluent and Their Advisors

Networking with the Affluent and Their Advisors PDF Author: Thomas J. Stanley
Publisher: Irwin Professional Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 286

Get Book Here

Book Description
Night Sessions is based primarily on David S. Cho's life experiences as a Chicago-born and raised child of Korean immigrants to America in the early 70s

Networking with the Affluent and their Advisors

Networking with the Affluent and their Advisors PDF Author: Thomas J. Stanley
Publisher: Rosetta Books
ISBN: 0795325967
Category : Business & Economics
Languages : en
Pages : 361

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Book Description
The New York Times bestselling author of The Millionaire Next Door reveals the secrets and strategies for building a network of wealthy clients. In Networking with the Affluent, business theorist Thomas J. Stanley shares effective tactics for developing relationships with wealthy individuals—as well as their advisors—and generating new business among this highly exclusive target market. Dr. Stanley provides a proven road map for building trust, securing interest, and forging profitable relationships with wealthy audiences—including tactics for boosting your credibility and assuring continued loyalty among wealthy customers. Networking with the Affluent covers: Cracking affluent groups Influencing opinion leaders of the affluent Gaining high-caliber endorsements Leveraging your contacts “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch

The Millionaire Mind

The Millionaire Mind PDF Author: Thomas J. Stanley
Publisher: Rosetta Books
ISBN: 0795314833
Category : Business & Economics
Languages : en
Pages : 321

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Book Description
The New York Times bestseller that gives “readers with an entrepreneurial turn of mind . . . road maps on how millionaires found their niches” (USA Today). The author of the blockbuster bestseller The Millionaire Next Door: The Surprising Secrets of America’s Wealthy shows how self-made millionaires have surmounted shortcomings such as average intelligence by carefully choosing their careers, taking calculated risks, and living balanced lifestyles while maintaining their integrity. Dr. Thomas J. Stanley also builds on his research from The Millionaire Next Door and takes us further into the psyche of the American millionaire. Stanley focuses in on the top one percent of households in America and tells us the motor behind the engine; what makes them tick. His findings on how these families reached such financial success are based on in-depth surveys and interviews with more than thirteen hundred millionaires. “A very good book that deserves to be well read.” —The Wall Street Journal “Worth every cent . . . It’s an inspiration for anyone who has ever been told that he wasn’t smart enough or good enough.” —Associated Press “A high IQ isn’t necessarily an indicator of financial success . . . Stanley tells us that the typical millionaire had an average GPA and frugal spending habits—but good interpersonal skills.” —Entertainment Weekly “Ideas bigger than the next buck.” —Orlando Sentinel

The Complete Family Office Handbook

The Complete Family Office Handbook PDF Author: Kirby Rosplock
Publisher: John Wiley & Sons
ISBN: 1119694000
Category : Business & Economics
Languages : en
Pages : 487

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Book Description
Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

Marketing to the Affluent

Marketing to the Affluent PDF Author: Thomas J. Stanley
Publisher: Rosetta Books
ISBN: 0795325932
Category : Business & Economics
Languages : en
Pages : 302

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Book Description
The New York Times bestselling author of The Millionaire Next Door shares proven strategies and expert advice on successfully entering the affluent market. No one knows the rich like the author and business theorist Thomas Stanley. In this book, Stanley explains what it takes to reach, persuade, and market to this highly targeted audience. Stanley discusses the unique perspectives of wealthy individuals, revealing the needs and desires any marketing campaign needs to address in order to be successful with them. Stanley then outlines several highly effective ways to meet those needs, including how to attract wealthy customers through word-of-mouth recommendations from their friends, family, and business associates. Marketing to the Affluent covers: Myths and realities about the affluent Understanding what the affluent want Finding “overlooked” millionaires Positioning yourself as an expert “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch

The Family Office Book

The Family Office Book PDF Author: Richard C. Wilson
Publisher: John Wiley & Sons
ISBN: 1118233263
Category : Business & Economics
Languages : en
Pages : 342

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Book Description
Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

Stop Acting Rich

Stop Acting Rich PDF Author: Thomas J. Stanley
Publisher: John Wiley & Sons
ISBN: 1118011570
Category : Business & Economics
Languages : en
Pages : 295

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Book Description
The bestselling author of The Millionaire Next Door reveals easy ways to build real wealth With well over two million of his books sold, and huge praise from many media outlets, Dr. Thomas J. Stanley is a recognized and highly respected authority on how the wealthy act and think. Now, in Stop Acting Rich ? and Start Living Like a Millionaire, he details how the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite. Puts wealth in perspective and shows you how to live rich without spending more Details why we spend lavishly and how to stop this destructive cycle Discusses how being "rich" means more than just big houses and luxury cars A defensive strategy for tough times, Stop Acting Rich shows readers how to live a rich, happy life through accumulating more wealth and using it to achieve the type of financial freedom that will create true happiness and fulfillment.

Advising Ultra-Affluent Clients and Family Offices

Advising Ultra-Affluent Clients and Family Offices PDF Author: Michael M. Pompian
Publisher: John Wiley and Sons
ISBN: 0470483504
Category : Business & Economics
Languages : en
Pages : 422

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Book Description
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.

Power Up Your Profits

Power Up Your Profits PDF Author: Troy Waugh
Publisher: John Wiley & Sons
ISBN: 0471703583
Category : Business & Economics
Languages : en
Pages : 370

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Book Description
Expert guidance for CPAs who want to become marketing savvy, improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power of trust with the power of persuasion can help CPAs sell their services more effectively. Each chapter develops a key concept of marketing or selling that's easy to follow and shows how to apply the concepts to any CPA practice. Through a step-by-step approach to developing and mastering a stronger marketing and sales presence, this book focuses on how to dramatically enhance the reader's growth potential. It presents real-world examples from top CPA rainmakers and other marketing and management gurus, including Tom Peters. This updated second edition offers interviews covering Sarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO of The Rainmaker Academy, a comprehensive three-year leadership, client service, and practice development training program for CPAs.

The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom

The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom PDF Author: Justin Donald
Publisher: Sristhi Publishers & Distributors
ISBN: 9390441358
Category : Self-Help
Languages : en
Pages : 280

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Book Description
We all want to make more money, that too with minimum effort and without too much hassle. Ever wondered what life would be like if we had a simple, proven system to create cash flow and generate real wealth with little risk or complexity? This book helps you: • Manage your finances better, by directing you to a well-structured plan • Reduce investment-related risks • Create a sturdy cash flow • Streamline passive cash flow to multiply your wealth Get set to live life on your own terms, and fulfil all that you aimed to achieve. "Warren Buffett of Lifestyle Investing." – Entrepreneur Magazine