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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: 0470228296
Category : Business & Economics
Languages : en
Pages : 243
Get Book Here
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
Get Book Here
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: Daniel Cassidy
Publisher: John Wiley & Sons
ISBN: 0471771732
Category : Business & Economics
Languages : en
Pages : 288
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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: Realtimepublishers.com
Publisher: Realtimepublishers.com
ISBN: 1935581090
Category : Computers
Languages : en
Pages : 80
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Book Description
Author: Sjoukje Zaal
Publisher: Packt Publishing Ltd
ISBN: 1788993527
Category : Computers
Languages : en
Pages : 409
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Book Description
Get certified as an Azure architect by acing the 70-535 Architecting Microsoft Solutions (70-535) exam using this comprehensive guide with full coverage of the exam objectives Key Features Learn to successfully design and architect powerful solutions on the Azure Cloud platform Enhance your skills with mock tests and practice questions A detailed certification guide that will help you ace the 70-535 exam with confidence Book Description Architecting Microsoft Azure Solutions: Exam Guide 70-535 will get Azure architects and developers up-to-date with the latest updates on Azure from an architecture and design perspective. The book includes all the topics that are still relevant from the previous 70-534 exam, and is updated with latest topics covered, including Artificial Intelligence, IoT, and architecture styles. This exam guide is divided into six parts, where the first part will give you a good understanding of how to design a compute infrastructure. It also dives into designing networking and data implementations. You will learn about designing solutions for Platform Service and operations. Next, you will be able to secure your resources and data, as well as design a mechanism for governance and policies. You will also understand the objective of designing solutions for Platform Services, by covering Artificial Intelligence, IoT, media services, and messaging solution concepts. Finally, you will cover the designing for operations objective. This objective covers application and platform monitoring, as well as designing alerting strategies and operations automation strategies. By the end of the book, you’ll have met all of the exam objectives, and will have all the information you need to ace the 70-535 exam. You will also have become an expert in designing solutions on Microsoft Azure. What you will learn Use Azure Virtual Machines to design effective VM deployments Implement architecture styles, like serverless computing and microservices Secure your data using different security features and design effective security strategies Design Azure storage solutions using various storage features Create identity management solutions for your applications and resources Architect state-of-the-art solutions using Artificial Intelligence, IoT, and Azure Media Services Use different automation solutions that are incorporated in the Azure platform Who this book is for This book is for architects and experienced developers, who are gearing up for the 70-535 exam. Technical architects interested in learning more about designing Cloud solutions will also find this book useful.
Author: Charlotte Brooks
Publisher: IBM Redbooks
ISBN: 0738489727
Category : Computers
Languages : en
Pages : 540
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Book Description
This IBM Redbooks publication is a companion to IBM System Storage Business Continuity: Part 1 Planning Guide, SG24-6547 . We assume that the reader of this book has understood the concepts of Business Continuity planning described in that book. In this book we explore IBM System Storage solutions for Business Continuity, within the three segments of Continuous Availability, Rapid Recovery, and Backup and Restore. We position these solutions within the Business Continuity tiers. We describe, in general, the solutions available in each segment, then present some more detail on many of the products. In each case, the reader is pointed to sources of more information.
Author: Sachin Sahgal
Publisher: Packt Publishing Ltd
ISBN: 1803244003
Category : Computers
Languages : en
Pages : 302
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Book Description
Drive digital transformation by increasing efficiency and ROI for your organization as a robotic process automation (RPA) solution architect Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn architectural design and analysis of enterprise-wide RPA systems with real-world use cases Explore tips and best practices to deliver scalable business outcomes through RPA implementation Overcome challenges in intelligent automation, data, and security while building RPA solutions Book Description RPA solution architects play an important role in the automation journey and initiatives within the organization. However, the implementation process is quite complex and daunting at times. RPA Solution Architect's Handbook is a playbook for solution architects looking to build well-designed and scalable RPA solutions. You'll begin by understanding the different roles, responsibilities, and interactions between cross-functional teams. Then, you'll learn about the pillars of a good design: stability, maintainability, scalability, and resilience, helping you develop a process design document, solution design document, SIT/UAT scripts, and wireframes. You'll also learn how to design reusable components for faster, cheaper, and better RPA implementation, and design and develop best practices for module decoupling, handling garbage collection, and exception handling. At the end of the book, you'll explore the concepts of privacy, security, reporting automated processes, analytics, and taking preventive action to keep the bots healthy. By the end of this book, you'll be well equipped to undertake a complete RPA process from design to implementation efficiently. What you will learn Understand the architectural considerations for stability, maintainability, and resilience for effective RPA solution design Interact with cross-functional teams for seamless RPA implementation Write effective RPA documentation, non-functional requirements, and effective UAT scripts Demo RPA solutions, receive feedback, and triage additional requirements based on complexity, time, and cost Design considerations for intelligent automation and learn about RPA as a service Explore best practices for decoupling, handling garbage collection, and exception handling Who this book is for This book is for RPA developers, RPA Sr. developers, or RPA analysts looking to become RPA solution architects. If you are an RPA solution architect, then this book can help you advance your understanding and become more efficient. Familiarity with RPA documentation like SDD, and PDD along with hands-on experience with either one or more RPA tools will be helpful but is not mandatory.
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.
