Get Wise To Your Advisor Download Ebook PDF Epub Online

Author : Steven D. Lockshin
Publisher : John Wiley & Sons
Release : 2013-09-03
Page : 272
Category : Business & Economics
ISBN 13 : 1118700732
Description :


Describes how technology is ushering in an automated approach to investing and explains the tools necessary to understand your current investments, plan for long-term goals, reduce debt and allocate assets all without paying a broker or advisor.


Author : Jean L. P. Brunel
Publisher : John Wiley & Sons
Release : 2015-02-20
Page : 272
Category : Business & Economics
ISBN 13 : 1118995953
Description :


Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.


Author : Sarah Panter
Publisher : Walter de Gruyter GmbH & Co KG
Release : 2015-12-14
Page : 181
Category : History
ISBN 13 : 3110423936
Description :


The subject of transnational lives has only recently gained importance in historical research. With its transnational approach to “mobility and biography,” this volume brings together research on aspects of mobility and biography across different times and spaces to open up new interdisciplinary perspectives. Networks, movements and the capacity to become socially or spatially mobile in and across Europe are not only analysed as structural factors, but rather seen as connected to concrete practices of mobility among different groups in the spheres of business, politics and the arts: from Jewish merchants via legal and financial advisors all the way to musicians.


Author : Brian Livingston
Publisher : BenBella Books
Release : 2018-10-09
Page : 448
Category : Business & Economics
ISBN 13 : 1946885630
Description :


Muscular Portfolios is here to change the investing game — and help you leave stress behind with a stronger, smarter approach to investing. For decades, the financial services industry has sold risky investments, claiming that this was the only path to large gains. But this strategy is highly vulnerable to big losses that can devastate your portfolio. Today, there's a better approach. It combines the latest academic research in finance with the new ultra-low-cost index funds (exchange-traded funds). The result is an approach that provides market-like returns with dramatically smaller losses and requires only 15 minutes a month or less. Muscular Portfolios lays out the basic principles of this kind of investing so you can manage your own money successfully — without turning it into your second job. Investigative journalist Brian Livingston takes you behind the curtain of Wall Street and lays out a game-changing approach to investing: Muscular Portfolios, which are easy-to-use financial strategies you can set up yourself, even if you have no investment experience at all. Filled with helpful illustrations, compelling evidence, and simple, no-nonsense instructions, Muscular Portfolios is a resource, not a sales pitch. There are no financial products to buy, no secret formula to pay for. Everything is fully disclosed in bite-sized steps — and on a totally free website — that you can start using today to grow your wealth. Driven by cutting-edge investment research and backed by extensive market testing, Muscular Portfolios will revolutionize investing for families and individual investors.


Author : Jeswald W. Salacuse
Publisher : Greenwood Publishing Group
Release : 2000
Page : 133
Category : Psychology
ISBN 13 : 9780275967253
Description :


Gives practical advice on the process of counseling and consulting.


Author : Ron Carson
Publisher : Harriman House Limited
Release : 2020-05-12
Page : 240
Category : Business & Economics
ISBN 13 : 085719805X
Description :


The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: • Understanding Investor Behavior • Blueprinting Your Life and Your Business • Attracting Talent by Growing Your Own • Putting Process Behind Your People • Building a Brand that Connects and Converts • Wealth Planning and What It Takes to Revive Advisor Value • Creating a Compelling Client Experience • Evaluating Partnerships • Attracting New Clients and the Art of Ethical Persuasion • Plotting Your Succession • Making the Shift from Advisor to CEO


Author : Michael T. Carpenter
Publisher : John Wiley & Sons
Release : 2009-09-28
Page : 254
Category : Business & Economics
ISBN 13 : 9780470478837
Description :


User-friendly risk management tools, tips, and techniques for aless certain world Though a very high level of investor uncertainty, anxiety, andconcern about risk now exists, the vast majority of investors donot genuinely understand investment risk-let alone how toeffectively manage it. The "Risk-Wise" Investor offers a totallynew, user-friendly, non-technical way to help you better understandand manage uncertainty and risk. This practical guide will helpinvestors avoid many common pitfalls and make well informed,knowledge-based decisions when facing uncertainty and risk. It alsoshows how to implement a personalized, systematic risk managementplanning process that will allow you to manage the risks you facemore effectively and improve the likelihood of achieving specificinvestment goals. Though traditional investment advice is based ontaking the long view and diversifying portfolios, the informationhere shows how to incorporate additional risk managementconsiderations into your plans. It also provides innovativeinsights that will help investors and their advisors betterunderstand how to Gain a practical, user-friendly, knowledge based understandingof risk and risk management Better understand and manage financial uncertainty and rapidchange Release life-risk management skills in the world ofinvestments Become less anxious, more knowledgeable, realistic, andpotentially more successful investors Learn a new "empowering" definition of risk to more effectivelyaddress risk and uncertainty Help reduce the likelihood and potential impact of negativesurprises


Author : National Academy of Engineering
National Academy of Sciences
Publisher : National Academies Press
Release : 1997-08-30
Page : 96
Category : Education
ISBN 13 : 0309063639
Description :


This guide offers helpful advice on how teachers, administrators, and career advisers in science and engineering can become better mentors to their students. It starts with the premise that a successful mentor guides students in a variety of ways: by helping them get the most from their educational experience, by introducing them to and making them comfortable with a specific disciplinary culture, and by offering assistance with the search for suitable employment. Other topics covered in the guide include career planning, time management, writing development, and responsible scientific conduct. Also included is a valuable list of bibliographical and Internet resources on mentoring and related topics.


Author : RAJESH TAGORE
Publisher : Leader Factory
Release :
Page : 394
Category : Business & Economics
ISBN 13 : 9352121503
Description :


Mastering the art and science of getting right people


Author : Russell E. Holcombe
Publisher : Greenleaf Book Group
Release : 2012-01-01
Page : 165
Category : Business & Economics
ISBN 13 : 1937110141
Description :


Wealth is a rare opportunity that rarely comes with instructions. This book will nudge you to think differently about your money. After reading you will ask better questions of your financial advisor. You will develop instincts to avoid toxic advice. The humbling reality is this; financial planning is guessing. It is optimistic guessing at that. A stock broker will never show you a projection that goes down. The wealthy person must approach every investment with this understanding in mind. The stories in this book represent my journey to understand why so many intelligent, successful people fall for wealth management trickery. This is my contribution to illuminating a better way for you, your family, and your future. Simply put, this book is designed to keep you wealthy.


Author : Michael T. Carpenter
Publisher : John Wiley & Sons
Release : 2009-08-13
Page : 288
Category : Business & Economics
ISBN 13 : 9780470530948
Description :


User-friendly risk management tools, tips, and techniques for a less certain world Though a very high level of investor uncertainty, anxiety, and concern about risk now exists, the vast majority of investors do not genuinely understand investment risk-let alone how to effectively manage it. The "Risk-Wise" Investor offers a totally new, user-friendly, non-technical way to help you better understand and manage uncertainty and risk. This practical guide will help investors avoid many common pitfalls and make well informed, knowledge-based decisions when facing uncertainty and risk. It also shows how to implement a personalized, systematic risk management planning process that will allow you to manage the risks you face more effectively and improve the likelihood of achieving specific investment goals. Though traditional investment advice is based on taking the long view and diversifying portfolios, the information here shows how to incorporate additional risk management considerations into your plans. It also provides innovative insights that will help investors and their advisors better understand how to Gain a practical, user-friendly, knowledge based understanding of risk and risk management Better understand and manage financial uncertainty and rapid change Release life-risk management skills in the world of investments Become less anxious, more knowledgeable, realistic, and potentially more successful investors Learn a new "empowering" definition of risk to more effectively address risk and uncertainty Help reduce the likelihood and potential impact of negative surprises


Author : Charles A. Lowenhaupt
Publisher : ABC-CLIO
Release : 2018-09-07
Page : 152
Category : Business & Economics
ISBN 13 : 1440865531
Description :


Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. • Helps wealth inheritors to better manage the challenges that come with the significant wealth they have now or will receive in their lifetime • Gives wealth inheritors the understanding and vocabulary to address wealth challenges and the capacity to openly communicate about them with parents, grandparents, and others • Provides the wealth inheritor's parents and grandparents with an appreciation of the struggles many wealth inheritors face, ones that they may have forgotten themselves • Identifies 10 specific challenges facing young, wealthy people today and advises them on how to deal with these challenges successfully


Author : A. Michael Lipper
Douglas R. Sease
Publisher : St. Martin's Press
Release : 2008-09-02
Page : 288
Category : Business & Economics
ISBN 13 : 1429933364
Description :


Financial advisers, newspapers, television, and radio reports often qualify information about mutual funds and other investments as "according to Lipper." They all mean the various Lipper Fund Indices developed by Mike Lipper. Now you can learn, as he has learned, the lessons of creating, managing, and preserving wealth. These lessons are vital for the newly wealthy, the would-be wealthy, the second and third generations of wealth, investment advisers and other wealth managers, and charities and other nonprofits. They come straight from Mike's own fifty years of experience as an investor and as a member of a family that has spent four generations on Wall Street. Mike's ideas have direct application to you: - How to measure your wealth. - You as a balance sheet. - You as the single biggest contributor to your satisfaction as an investor. - What kind or kinds of investor personalities describe you. - When and how to use unconventional thinking. - When you should use multiple portfolios. - How to share your wealth with others. There are millions of millionaires in the United States. If you've gotten there, or want to get there, this book will help you answer the question: What now? From the New York Society of Security Analysts Michael Lipper's book is very timely, especially considering the current turbulence in the financial markets. So often these days, many of us get questions about money management from family, friends, and customers. Often these questions come from people who need an analytical structure to respond to what is hitting them with shocking speed. Two of Michael Lipper's statements really hit home. First, is the dangerous failure to think about the "consequences of being wrong." Second, is "if you do not understand the game, do not play." This comes from his experience of avoiding Enron after reading its annual report, and being unable to figure out how they got such big earnings out of their balance sheet." These and other lessons come from a long career in the financial business. Money Wise is filled with explanations and lessons on essential topics such as risk, your personal balance sheet, picking money managers, the dangers in trading, investor psychology, hedge funds, private equity, and investing in new trends. Read this book and give it to those asking questions on how to create and keep wealth.—William A. Hayes


Author : Alexander Green
Publisher : Wiley
Release : 2008-09-09
Page : 256
Category : Business & Economics
ISBN 13 : 9780470112670
Description :


A timeless investment guide that reveals how to consistently earn market-beating returns while reducing risk What every investor needs is a battle-tested strategy that embraces the uncertainty of financial markets-and life in general. One that will yield market-beating portfolio returns in both good times and bad. The Gone Fishin' Portfolio shows you what that strategy is, how it works, and why you should begin using it immediately. The innovative approach outlined throughout these pages will help investors enjoy a notably high probability of success by using an investment strategy based on the notion that nobody knows what the market is likely to do next, which, in effect, allows investors to capitalize on uncertainty. Details one of the safest and simplest ways to reach your long-term financial goals, and explores the financial and psychological challenges you're likely to face in the years ahead The "Gone Fishin' Portfolio" is based on a Nobel Prize-winning investment strategy that takes just twenty minutes to implement Discusses the relationship between risk and reward in financial markets, and reveals how the investment industry really works The Gone Fishin' Portfolio will allow you to reach your most important investment goals, beat Wall Street at its own game, and achieve the financial independence you deserve.


Author : Action for Independent Maturity
Publisher :
Release : 1981
Page : 32
Category : Government publications
ISBN 13 :
Description :



Author : Karen Kelsky
Publisher : Crown
Release : 2015-08-04
Page : 448
Category : Education
ISBN 13 : 0553419439
Description :


The definitive career guide for grad students, adjuncts, post-docs and anyone else eager to get tenure or turn their Ph.D. into their ideal job Each year tens of thousands of students will, after years of hard work and enormous amounts of money, earn their Ph.D. And each year only a small percentage of them will land a job that justifies and rewards their investment. For every comfortably tenured professor or well-paid former academic, there are countless underpaid and overworked adjuncts, and many more who simply give up in frustration. Those who do make it share an important asset that separates them from the pack: they have a plan. They understand exactly what they need to do to set themselves up for success. They know what really moves the needle in academic job searches, how to avoid the all-too-common mistakes that sink so many of their peers, and how to decide when to point their Ph.D. toward other, non-academic options. Karen Kelsky has made it her mission to help readers join the select few who get the most out of their Ph.D. As a former tenured professor and department head who oversaw numerous academic job searches, she knows from experience exactly what gets an academic applicant a job. And as the creator of the popular and widely respected advice site The Professor is In, she has helped countless Ph.D.’s turn themselves into stronger applicants and land their dream careers. Now, for the first time ever, Karen has poured all her best advice into a single handy guide that addresses the most important issues facing any Ph.D., including: -When, where, and what to publish -Writing a foolproof grant application -Cultivating references and crafting the perfect CV -Acing the job talk and campus interview -Avoiding the adjunct trap -Making the leap to nonacademic work, when the time is right The Professor Is In addresses all of these issues, and many more.


Author : Steven Drozdeck
Lyn Fisher Fisher
Publisher :
Release : 2003-08
Page :
Category :
ISBN 13 : 9780974517520
Description :



Author : Derrick Kinney
Publisher : John Wiley & Sons
Release : 2004-09-27
Page : 256
Category : Business & Economics
ISBN 13 : 9780471482567
Description :


Praise for Master the Media to Attract Your Ideal Clients "This book is a marketing masterpiece. It should be required reading for all financial professionals." -Janine Wertheim, Chief Marketing Officer Securities America, Inc. "Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more-Derrick Kinney delivers on his promise to help you 'master the media.'" -Harold Evensky, CFP author, Wealth Management "This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!" -Brian Tracy, President, Brian Tracy International author, Create Your Own Future "Kinney offers an easy and effective 'how-to' approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there." -Gail S. Waisanen, CLU, Editor, Life Insurance Selling "Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients." -John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning


Author : Gregory M. Colón Semenza
Publisher : Springer
Release : 2005-10-06
Page : 319
Category : Science
ISBN 13 : 1403979340
Description :


Many graduate students continue to be regarded as 'apprentices' despite the fact that they are expected to design and teach their own classes, serve on university committees, and conference and publish regularly. The Chronicle of Higher Education reports that the attrition rate for American Ph.D. programmes is at an all-time high, between 40% and 50% (higher for women and minorities). Of those who finish, only one in three will secure tenure-track jobs. These statistics highlight waste: of millions of dollars by universities and of time and energy by students. Rather than teaching graduate students how to be graduate students, then, the guide prepares them for what they really seek: a successful academic career.


Author : Jerome De Lavenere Lussan
Publisher : FT Press
Release : 2012
Page : 225
Category : Business & Economics
ISBN 13 : 0273732854
Description :


Build wealth and protect your assets! A world-class investor shows how to carefully evaluate any fund, identify winners, and avoid losers! * *Uncover the real risks associated with any fund or other investment--including secrets the prospectus won't tell you. *Discover what questions to ask investment fund managers, and how to ask them. *Identify successful, stable funds that consistently deliver higher returns. *Expert, insider advice from a leading hedge fund manager. In today's treacherous financial markets, millions of fund investors are seeking better ways to identify profitable investments and avoid unacceptable risks. In this book, leading hedge fund manager Jérôme de Lavenère Lussan tells them exactly how to do so. FT Guide to Investing in Funds tells investors at all levels of experience how to: * *Cut through marketing language to understand how risky a fund or company's strategy may be. *Ask the right questions of investment funds and their managers, and identify critical warning flags. *Identify stable, successful investments capable of delivering consistently superior returns. *Generate more wealth with fewer sleepless nights!