Book Description
In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you.
This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.
Customer Reviews:
Excellent Book "Must Read".......2007-10-07
I have been investing over 18 years with a this concept. Love it, It pays, I sitting on a very nice nest egg. Trust, your values are the key to successful plan. I have many friends that think they can do this by themselves and are broke. All the trades online will take you down the drain. I have seen it. The book is on target. It is a quick read, to the point. After reading this one read the book Elephant in the Room.
My advice to you is...........2007-07-30
If you are an Advisor, read the book for the good of your clients. If you are a client, read the book for your benefit and the benefit for your Advisor. The main focus is on personal values, but the issue of the Client-Advisor relationship is explored as well. You may be a nightmare Advisor, or you may be a nightmare Client. Find out, and if so, fix it!
Give Credit Where Credit Is Due.......2006-06-16
As a financial professional who strives daily to help my clients make smart choices about their money, I am impressed by Bill's personalized approach to helping people take control of their lives by showing them ways to create and implement a viable foundation for their ideal financial future. There are many approaches of course, perhaps infinite, to planning wisely for your future. No one method or process is perfect. However, if you're truly serious about taking financial control over your future, whether you invest for yourself or work with a competent professional, then seek ideas and methods that are focused on helping YOU fulfill what's important to you in life. Bill's work talks directly about doing this and in beneficial ways that can help you make real progress towards achieving your lifetime goals and fulfilling your values.
Solid and broad-picture financial book for investors.......2005-05-26
Bachrach does a great job at helping investors identify their own personality type and recognize what is really important to them in investing. You wont find stock tips in this book but you will find the tools needed to create an overall roadmap and financial plan to help you meet your true root financial goals. This is the important part. One of my favorite points that Mr. Bachrach makes, one that I emphasize with people I advise is that there are certain things you can't hire someone to do for you: spending time with your family, exercise, travel etc. There are some things you can delegate- financial planning is one of them. Bill Bachrach also has a healthy and objective view about advice for investors who are not sure if they want to use the services of an advisor.
If you want the book with the hot trading tip of the day to add to your 500 book collection of investing books, this is not the book for you. If you are looking for an overall strategy to help meet your financial goals then this book is recommended.
Live your life following what's most important- Your Values.......2004-03-01
Bill Bachrach's book can help all investors, young and old, to reach all their financial goals so they can live the best possible life. Because everyone is different, that best life will be different for everyone.
Even the "do-it-yourself" investor can make better decisions by understanding that investing is not about getting the highest returns all the time, because no one can do that, but, it is about getting the returns they need to reach their financial goals without taking undue risks.
"Collaborators", those who like to get ideas from, and bounce ideas off, an investment salesperson, can make better decisions about where to invest their money.
Finally, "Delagators", those who want to spend their time on those things that are more important than money, such as their health, their important relationships, and their career or retirement, can have a way to find a "Trusted Advisor" who will help them reach their financial goals by preparing a proper investment, tax, and estate plan and coach them to implement the plan.
Inside, the reader will find a blank "Financial Road Map" to complete at home, or, with their advisor. There is also a valuable comparison of a "Trusted Advisor" and a "Salesperson" to help in the selection of someone to help implement the plan.
Bill Bachrach has developed this approach over the last fifteen years. Bill has been recognized as one of the most influencial people in the financial services industry in the U.S.A. He has coached hundreds of advisors in North America and around the world in his process. His stated goal is to help change the financial services industry to become more client oriented.
Customer Reviews:
What I expected.......2007-08-29
It helps to see budgets in black and white and be reminded how simple it is supposed to be for us.
A Must Read!.......2007-05-15
Dave Ramsey hits it on the head - I wish I had read it at 18 years old. Personal money management can be tough, but this book (as well as all the Dave Ramsey books) gives very clear, concise instruction on how to manage your life's fortune (or how to create a life's fortune).
He is hysterical and animated - It's easy, fun reading.
Helping me control my spending.......2007-05-08
The only reason I didn't give it 5 stars is because it is a little dated. I bought this book along with Financial Peace Revisited, and I found this one to be more helpful. It is just the basics/outline of the book, but he actually gives examples so you can build your budget worksheets, which i found really helpful.
Having said all that, I highly recommend the books to anyone that doesn't have a written budget. I thought I had one, albeit in my head, but it turned out that I had no idea where our money was going. I was in shock when I really started tracking our spending and found that we were overspending in areas we didn't need to. Now we use cash and our debit card, instead of our credit card and I feel I'm in much more control of our money. One of these days we'll be out of debt...
The Workbook that Works.......2007-05-07
You can not go wrong with Dave Ramsey's advice. With this Step by Step guide, as a companion to the Total Money Makeover, Dave puts you in control of your finances to achieve total freedom from Debt and build wealth. A must have if you want to be free - as Dave Says "Replace your BMW with a Paid Off Mortgage".(and all debts)!
The Financial Peace Planner: A step-by step guide to restoring your family's financial health.......2007-01-04
This is a must have tool for anyone wishing to better their financial position.
Book Description
Kapoor/Dlabay/Hughes' Personal Finance is the #1 market-leading Personal Finance text. It provides comprehensive coverage of personal financial planning in the areas of money management, career planning, taxes, consumer credit, housing and other consumer decisions, legal protection, insurance, investments, retirement planning, and estate planning. The goal of this text is to teach students the fundamentals of financial planning so they can make informed choices related to spending, saving, borrowing, and investing that lead to long-term financial security. Personal Finance, 7/e provides many financial planning tools using a step-by-step approach to help students identify and evaluate choices as well as understand the consequences of decisions in terms of opportunity costs.
Customer Reviews:
Helpful for CFP.......2007-06-29
I agree with a previous comment about the lack of editing and copyediting that was done with this book. There are quite a few mechanical errors. However, this book gives you the bare bones run done of what to expect in fundamentals for the Certified Financial Planner exam. My course used this book and I passed the exam on the first try. If you are interested in this book and becoming a CFP, I would also highly recommend the "Understanding Your Financial Calculator" workbook from BISYS.
perhaps the worst textbook I've ever read.......2006-09-26
***I would urge anyone considering taking a course in financial planning to avoid any class that uses this textbook -- it's THAT bad.***
I'm taking a financial planning class and this is the required textbook. I don't know why the instructors chose to use this book -- it's awful. Perhaps one of the worst textbooks I've ever seen. The instructors must be getting a kick-back from the publisher -- that's the only thing that would explain their selection.
At first glance, the book looks interesting and seems well put-together. Flip through and you'll find they have plenty of charts, graphs, and tables, and everything looks official and authoritative. However, once you actually start reading, you realize that the authors are *hacks* who don't know what they are talking about and have chosen to try to hide their own ignorance by being as evasive, wishy-washy and obscure as possible. Chapter 18 (on Ethics), consists entirely of legalese. There's no chance for a non-lawyer to make any sense of this section.
The other chapters are equally bad. Chapter 2 (a basic review of Econ 101) has references to the wrong figures, and many of the captions along the side of the page appear to have been accidentally cropped, so that they don't form a complete (or coherent) sentence. And it's clear the publishers didn't bother to hire an editor to do a basic mechanical check to make sure the document looked ok before sending it to print. I think they must have run a spell-check, because I'm not finding spelling errors, but I am finding that the spell-check didn't catch correctly-spelled words that are in the wrong place, thus creating sentences that make no sense. (A $10/hour editor would have caught this stuff.)
And the writing is also very poor. "Strunk & White's Elements of Style" is the bible that your high school English teacher probably gave you to help you avoid the basic pitfalls of composition. But it seems that these authors couldn't procure a copy because they violate just about every rule in the book.
- Passive voice? (yes!)
- over-use of jargon? (check!)
- long sentences that must be read many times before they make sense? (yes)
I'm looking to switch careers and get into financial planning. This course is required reading, thus I'm locked into 10 weeks with this awful book. That's about 800 pages of small print that I have to "master," Or about 80 hours of time devoted to this awful book. And I would gladly spend time reading something that was put together with care and concern, but these authors clearly have *no* respect for their audience.
I would urge anyone considering taking a course in financial planning to avoid any class that uses this textbook. I can't speak to the quality of the other books, but this one is absolutely awful. Being asked to read this book actually feels like an insult.
Product Description
If one were to own only one book on the subject of financial planning, Practicing Financial Planning for Professionals would be the one to have. The book is a complete text and reference book for the financial professional, the aspiring planner and for anyone truly interested in the financial planning process. This book is complete and unique, all areas of planning are discussed in an understandable and complete way. No one planner, no matter how long they have been in practice or no matter how educated can have complete mastery in all of the areas covered by this book.
Customer Reviews:
Keeps getting better!.......2005-12-01
If you are looking for a complete and easy to use "bible" for the financial planner or are a student of financial planning this book is probably my favorite. It is COMPLETE. I used this book years ago as an instructor and found that I kept it as a reference to use in my practice.
I recently received the latest edition as a gift to replace my shopworn copy and find to it to be up to date, easy to use and still the first book I grab when I need to reference something that I have forgotten over the years or simply don't know.
I appreciate the depth of this book and recommend it to my fellow planners as the best book to own for good, quick answers or to students who really want to know the subject matter in a complete way.
Before you order keep in mind this isn't a quick read, it's a BIG book and full of information.
The consumate book that covers all your financial planning questions .......2005-11-27
If you look at the information notated in the table of contents alone, you can see why I say this. The breadth of the financial planning topics covered is simply fantastic.
If you are already in the field or are working towards attaining your CFP, there is alot of information to try to retain to be an efficient advisor to your clients. This book will assist you in your endeavor to retain this knowledge and give you one place to find same.
I have had fellow CFP students that are already in related professions comment to me they have used this book on a few occassions with in weeks of getting it. I believe actual use is the best recommendation a book like this can get. This is why I am getting another copy of this book to give as a present, to a friend who is an agent for a major Illinois insurance company.
I have also had the good fortune to meet the lead author, Sid Mittra, in person and was impressed with his true personal passion and interest in assembling experts in areas to supplement his own knowledge to bring us the best book on Practicing Financial Planning he could.
Book Description
"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers."
-Thomas B. Gau, CPA, CFP
President and CEO of Million Dollar Producer
"Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor."
-Jim Cannon, President, SunAmerica Securities,
Sentra Securities Corporation, and Spelman & Co., Inc.
Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice.
Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers:
- Forming a planning advisory board
- Establishing a realistic chain of command
- Delegating responsibility
- Making technology work for you
- Charging clients appropriately
Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Download Description
The single definitive resource on the right way to practice professional financial planning This book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing. A definitive resource guide compiled by bestselling financial guru Jeffrey Rattiner, the Bible shows advisors who are running into dead ends how to reach the next milestone. It features invaluable tips and operating procedures; offers interviews with successful practitioners; provides all the necessary tools and action ideas for producing immediate results, including forms, worksheets, and other operating tools; and includes client checklists, financial plans, software resources, business plans, and marketing plans.
Customer Reviews:
More editing needed but has some worthwhile insights.......2005-07-10
At 253 pages the material would have better fit 150 though presumably the book would then be too short to market as a "Financial Planner's Bible". Rattiner is repetitious and shamelessly self promoting. The latter, in fairness, is probably common to the genre.
Rattiner, though, is clearly a smart guy. The chapter on using Form 1040 to uncover client financial planning opportunities was meaty and insightful. There were also quite a few other interesting tidbits buried amidst the clutter.
Valuable Tools for Experienced Advisors.......2002-10-31
This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.
Book Description
Everything you need to know to succeed in today's fastest growing sector of the consulting market.
Jim Ainsworth is an extremely successful financial planning professional with more than 30 years in the business. In How to Become a Successful Financial Consultant, he tells you everything you need to know to move into financial consulting. He familiarizes you with all the types of planning that financial consultants deal with, as well as the various investment vehicles. And, based on his own experiences and those of other successful financial consultants across the nation, he supplies you with a proven blueprint for success. You get expert advice, guidance, and insiders' tips on how to:
- Get the education, experience, and licensing you need to qualify.
- Get certified (and whether you need to).
- Develop a surefire success plan.
- Set up a practice and attract clients.
- Network, market, and sell your services.
- Set fees and collect other forms of compensation for your services.
- Avoid the 10 most common mistakes that beginners make.
- Get the most out of meetings and professional conferences.
Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people's money.
Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal withâincluding estate planning, retirement planning, and family financial planningâand the best investment vehicles currently available.
Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners' mistakes.
Throughout this book, Ainsworth advocates taking a holistic approach to financial planningâone that takes into consideration not just people's differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of "money personalities" in the financial world and shows you how to identify and successfully work with each type.
How to Become a Successful Financial Consultant is your complete guide to making it in today's fastest growing sector of the consulting market.
Customer Reviews:
Getting Started-*.......2001-07-01
*A good book of guidelines for the undecided about becoming a financial consultant, planner?
Starting out? READ THIS BOOK!.......2000-12-06
The author's background is a small town CPA, which may account for his no BS approach. Simple (not simplistic) straightforward solid advice for anyone wishing to start a financial advisory practice.
I'm have a CPA background and obtained my CFP several years ago, but never practiced financial planning, other than a brief foray working with an insurance company, which was an excercise in high pressure selling. Ugh! I wish I had this book back then!
A good book, except for the writing.......1999-12-06
Jim Ainsworth clearly demonstrates his extensive financial consulting experience throughout this book. Much of the information is valuable, and it covers the important beginners' range of knowledge effectively. However, his 'down to earth' style is not only irritating, it actually makes the book painful to read. Good written English is not always the same as good spoken English. Surely the man is a succesful financial consultant, but that doesn't make him a good writer. It just goes to show that in a hot, growing industry like financial consulting a book written by a 'qualified' author will sell even if it is poorly written.
A good book, except for the writing.......1999-12-06
Jim Ainsworth clearly demonstrates his extensive financial consulting experience throughout this book. Much of the information is valuable, and it covers the important beginners' range of knowledge effectively. However, his 'down to earth' style is not only irritating, it actually makes the book painful to read. Good written English is not always the same as good spoken English. Surely the man is a succesful financial consultant, but that doesn't make him a good writer. It just goes to show that in a hot, growing industry like financial consulting a book written by a 'qualified' author will sell even if it is poorly written.
Must read for all investigating a financial planning career........1999-11-03
You're in mid-career and you're investigating a switch to the new industry of financial services. You know a few people in the industry but are looking for some good sources of comprehensive information. This is it.
Jim Ainsworth lays it all out. If you want to know what to expect, this is it. Get the book, you won't regret it.
Product Description
Peter Montoya is the recognized leader in Personal Branding and The Brand Called You is the definitive work on Personal Branding. Want to make money with less work? Create a Personal Brand that tells customers how you're different from your competition and build your relationships with them daily. The Brand Called You is the ultimate resource for building your Personal Brand, one that sells you, not your product or company. With action plans, insight and case studies, The Brand Called You is your guidebook to getting the best customers, growing your business, and making more money.
Customer Reviews:
The Brand Called ME.......2007-10-23
This book is chock full of great ideas that are completely applicable for anyone who is willing to take some time and effort. It's an easy read and an easy follow. As I read through each chapter, I got more excited about the possibilities not only for me, but for others that I know. I will be recommending this book to everyone I know who is any kind of entrepreneur. My brain is cooking with opportunities and ideas. My husband is a realtor and I will definitely be giving him the book to read next. Of course, not everyone can use every idea, but overall, most of these ideas can be put into practice with just a little imagination and initiative. I particularly enjoyed the Case Studies at the end of each chapter giving real life examples of how to utilize what is discussed in that chapter.
Very Helpful!.......2007-01-19
Do you want to brand yourself? This book with provide you with ideas to improve your image to others.
Nuts and Bolts of Branding YOU.......2006-12-06
Peter and Tim have done a fantastic job documenting the nuts and bolts of building your personal brand. Tom Peter's in his ground breaking book Re-Imagine tells us that we need to become our own company and sell ourselves to the corporations and then move on. Peter's tells you the WHY, this book tells you the HOW. They have an excellent section at the end of each chapter that leads you through your own personal brainstorming and gives you tips on mistakes to avoid that can kill you. This book is an easy read and one you will want to keep close to refer to repeatedly as you develop your business.
Buy this book! Five stars out of Five.
Read an outline for this book and the best in business thought at [...]
Es la base para cualquiera interesado en Personal Branding.......2006-10-30
Yo he leido bastante material acerca de marketing para empresarios y para micro empresas, y ahora que leo este libro entiendo el por qué de las diversas recomendaciones que otros autores hacen. Yo creo que este libro es absolutamente necesario, para cualquier micro empresario o profesionista.
I had read a lot about marketing for professionals and micro business, and now I can understand the why of the other author's recommendations. I think this book is a necessity for professionals and micro entrepreneurs.
Kindred Spirit Found in the Power of Branding!.......2006-02-28
What a find! I have been searching for a kindred spirit in the power of branding. And now I have found a kindred spirit in Peter Montoya. Peter not only shares, he promotes the belief that people, not the products and services, produce effective branding! And Peter with Tim Vandehey have written a "world class" primer that I believe is a must read for business owners and professionals who want to realize the power of branding. I strongly recommend the purchase and reading of this book and then putting its advice to work to Brand YOU!
Reviewed by: J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. EBERSOLE ASSOCIATES and THE RENAISSANCE GROUP (tm), Lancaster, PA. and Author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" newsletter www.renaissanceman4u.com
Book Description
A CFP® Study Guide that delivers what you need to succeed!
This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:
- A highly logical and efficient format
- An in-depth outline of core essentials
- Explanations of all relevant exposures complete with solutions and practical examples
- Key points, exam tips, multiple choice, and mini—case study questions
- Mnemonic devices and study techniques to reinforce key points
- A format that directly parallels the CFP Board’s topic requirements
- and more!
Order your copy today!
Customer Reviews:
Summary with no meat.......2006-08-06
The book is simply a summary outline of the material for the CFP test, which can easily be obtained on the Board's website. Without sufficient detail, I can not imagine how it could be helpful.
Anthony
You get what you pay for..........2006-03-19
Just took the CFP exam yesterday. I'm a quick study, have been in the industry a while, am a CLU/ChFC, so I hoped I could find a condensed study guide that would serve to refresh my memory and allow me to skate through. I'm CHEAP too, so I was hoping I could save some $$$ by not enrolling in a review course.
Fortunate for me, a buddy that passed the exam last year and paid $1,200 for a BISYS review course heard I was taking the test and loaned me HIS books (all 2500 pages) as a supplement to this study guide. Those materials SAVED MY HIDE!!! I would have failed if I relied on this book. The tax data is all outdated and critical to the exam. Even if it were updated, there is still a HUGE amount of material missing that you need to know. Didn't even work for me as an outline. This is a hard test, so don't fool yourself like I did.
Great book!.......2006-03-10
I'm finding this book very useful and i'm happy that it was available at a much cheaper price. Thanks.
Please Don't Waste Your Money Like I Did !!!!!!!.......2005-10-25
I recently spent a bunch of money to take one of the several well established review courses. I purchased this book since it was relatively inexpensive and I thought I would check out the materials as a portable outline.
The book has not been updated since 2003. So much of the material is outdated!! Big problem!!! Need I say more!
Further, Amazon doesn't have a worthy return policy since I purchased this. I might change my review if the price were $5 because it isn't worth anymore.
Avoid Avoid Avoid
Overly brief.......2005-08-06
This book is too brief to be helpful. It is mainly an outline, with not much more detail than the CFP exam topics list. It doesn't serve as a very helpful reference resource because the Table of Contents is too simplistic, and has a very minimal index.
Product Description
Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible.
Customer Reviews:
Great read.......2007-09-02
I am just starting out as an Investment Advisor and I thought that this book was an excellent read. I really enjoy how it gives many real life examples and not just theory.
No Ideas...The other reviewers must be friends of the authors! I wish half a star was an option........2007-07-25
This book offers no marketing tactics. It stresses honesty and friends. THANKS GUYS...That helps. DO NOT BUY THIS BOOK. IT IS A WASTE OF MONEY! I can sum up the entire book in this next two sentences. "Our real marketing thoughts will be in our next book. This book is basically a teaser (like a movie preview), with no information and an exciting title."
Excellent Outside the Box Thinking.......2007-07-02
I have read numerous publications on building a successful financial planning practice. This is one of the better ones out there. This book is not only great at showing you creative and different ways to market your services, but also helps you put together a business plan and marketing plan that focuses on marketing. Some of the suggestions are brilliant and will definately help set you apart from the "typical" advisor. This is a great book to have close-by, and one that should definately be reviewed when creating your annual marketing plan.
A MUST READ for Financial Advisors.......2007-03-03
I have implemented several of the ideas in Grant's book and my practice is booming. I have prospects calling me! What more can I say?
Valuable advice for any profit-oriented business owner.......2003-11-14
Grant Hick's Guerrilla Marketing for Financial Advisors, should be considered "required reading" for just about anyone starting or expanding their business.
Grant does an outstanding job of synthesizing the basic beliefs and techniques of Guerrilla Marketing and brings them to life by showing how they apply to a specific occupation.
This an excellently "voiced" book. Grant's text is interrupted at numerous points by comments from Jay Conrad Levinson, the father of Guerrilla Marketing. These "back and forth" comments add an additional level of interest to the book, showing where Grant has advanced the knowledge-base of Guerrilla Marketing.
Whether you're a financial advisor, or the owner of any type of service-oriented business, you'll find Guerrilla Marketing for Financial Advisors to be a valuable and rewarding investment in your future--and your future profitability.
Books:
- World of Warcraft Dungeon Companion
- Your Complete Retirement Planning Road Map: The Leave-Nothing-to-Chance, Worry-Free, All-Systems-Go Guide
- Zap the Gaps! Target Higher Performance and Achieve It!
- Zolar's Book of Dreams, Numbers, and Lucky Days
- 25 Ways to Win with People: How to Make Others Feel Like a Million Bucks
- A Primer for Policy Analysis
- Aging Gracefully: Ideas to Improve Retirement Security in America
- All I Need to Know About Manufacturing I Learned in Joe's Garage: World Class Manufacturing Made Simple
- Atlas of Novel Tectonics
- Best Practices for 401(k) Plan Investment Committees
Books Index
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Public Finance
| Economics
| Business & Investing
| Subjects
| Books
Values-Based Selling : The Art of Building High-Trust Client Relationships
Effort-Less Marketing for Financial Advisors
Questions Great Financial Advisors Ask... and Investors Need to Know
Storyselling for Financial Advisors : How Top Producers Sell
Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice
