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 with—including estate planning, retirement planning, and family financial planning—and 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 planning—one 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.
Book Description
Since 9/11, business and industry has paid close attention to security within their own organizations. In fact, no other time in modern history has business and industry been more concerned with security issues. A new concern for security measures to combat potential terrorism, sabotage, theft and disruption- which could bring any business to it's knees- has swept the nation. This has opened up a huge opportunity for private investigators and security professionals as consultants. Many retiring law enforcement and security management professionals look to enter the private security consulting market. Security consulting often involves conducting in depth security surveys so businesses will know exactly where security holes are present and where they need improvement to limit their exposure to various threats. The Third Edition of Security Consulting introduces security and law enforcement professionals to the career and business of security consulting. It provides new and potential consultants with the practical guidelines needed to start up and maintain a successful independent practice. This new edition includes updated and expanded information on marketing, fees and expenses, forensic consulting, the use of computers, and the need for professional growth. The useful sample forms will be updated in addition to the new promotion opportunities and keys to conducting research on the Web.
- The only book of its kind dedicated to a ground-up approach to beginning a security consulting practice
- Proven, practical methods to establish and run a security consulting business
- New coverage of utilizing the power of the Internet.
Download Description
Since 9/11, business and industry has paid close attention to security within their own organizations. In fact, no other time in modern history has business and industry been more concerned with security issues. A new concern for security measures to combat potential terrorism, sabotage, theft and disruption- which could bring any business to it's knees- has swept the nation. This has opened up a huge opportunity for private investigators and security professionals as consultants. Many retiring law enforcement and security management professionals look to enter the private security consulting market. Security consulting often involves conducting in depth security surveys so businesses will know exactly where security holes are present and where they need improvement to limit their exposure to various threats. The Third Edition of Security Consulting introduces security and law enforcement professionals to the career and business of security consulting.
Customer Reviews:
Security Consulting by Charles Sennewald.......2006-08-30
Charles Sennewald is an excellent writer and security consultant with lots of years of private security experience. In preparation for my Certified Protection Professional (CPP) examination, I was required to study several books written by the same author. All of them were very informative. As I am getting ready to retire after almost 30 years of public law enforcement and security, my next book to re-read is Security Consulting as I getting ready to start my own security consulting business: Contreras Associates International in Yuma, Arizona.
Miguel Angel Contreras, PhD,CPP,CFE
www.contrerasassociates.com
Genereic AND specilised, at the same time.......2003-08-31
One of few books about security consulting. It is also a very general walk-through of some of the more practical aspects of starting a consulting business.
Recommended, as it is written in a very straight-talking way, without any mumbo-jumbo or great theories, just pure experience.
Excellent Intro to the Security Business.......2002-10-16
For the individual considering starting a security consulting business, this book is a must have. Sennewald lays out the basic questions facing the new consultant including, pricing your services, billing, relations with customers, etc. His entire text is not only highly readable, it is to the point and clear. This slim volume is packed with useful information and is one that will remain on my professional book shelf.
Product Description
An invaluable educational tool, The New Family Office: Innovative Strategies for Consulting to the Affluent provides investment and wealth management consultants with the skills and knowledge to exploit the new environment in private wealth management.
Book Description
Comprehensive Coverage
Completely Up-to-date!
A detailed road map for getting started as an independent financial consultant
Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations. If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you.
How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? How do I find clients and build lasting relationships with them? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning:
* Acquiring and honing key skills, including the all-important "people" skills
* Organizing and structuring your business
* Indispensable software tools
* Services you can offer clients and why you should specialize
* Marketing your services, targeting clients, and building a solid core clientele
* Why you should become certified and how to go about it
* Profiling clients and drawing up formal financial plans
* Dealing with state and federal regulations
* Contracts and key legal considerations
* Surviving in a down market
Customer Reviews:
Pick another book to "Get Started with".......2006-06-25
The author Edward Stone did nothing for this book but interview a bunch of different financial consultants then write this book. Shouldn't an author of a book know what he is writing about? Find a book written by a financial consultant. The writing style was incredibly boring and I had a hard time finishing this book. This book did very little to educate me on getting ready to be a financial consultant.
Way outdated.......2006-04-05
I borrowed this book from my local library back in 2001 when I was getting into the financial planning business, and it gave me some basic information. It was easy to read, but I never felt I could trust what the book said, because it all sounded "too easy." But it was an eye-opener, hence the 3 stars.
But, this book is now six years old, so it's of very little value to someone wanting to get started. The only book on this topic that's been updated is Jeffrey Rattiner's "Getting Started" book, but that's more toward starting an FP business. Another expensive book by an author named Nancy something offers too little for the $55 price; besides you cannot trust that book's reviews on Amazon because all the positive ones seemed planted by the same person. So check out Rattiner's book (2005 edition) to see if it's right for you.
Excellent for Newbies.......2003-12-20
As a new person to the world of financial consulting, I was searching for a way to make sense of all the different certifications available, how to go about getting them, which would be the right certification for me, etc. This book gave me 100% of what I was looking for and more. In addition to certification information, the author discusses, in a highly readable manner, other nuts-and-bolts beginner's topics, such as legal/regulatory issues, marketing, and different services one could offer a client. I highly recommend this book to anyone starting out in the field, or to someone just wanting to explore whether financial planning might be for them.
Good stuff but bad writing style.......2003-10-09
Instead of filtering information and writing it appropriately, the author keeps quoting financial planners and their opinions about different topics. These opinions are often not well fundamented, repetitive, biased by self-experience or contradicting each other, in a way that it makes reading very difficult and boaring. It took me weeks to finish the book. It has useful (although basic) information for people thinking of starting in financial planning, but contend could be condensed in 20% of the pages.
Excellent Overview.......2003-04-26
Great overview of the industry and how to enter into the Financial Planning profession. Highly recommended this book for those who want an insight into the job functions and roles of a typical FP.
Book Description
Global human resources consulting firm Watson Wyatt has conducted a large body of research on 25 human capital management practices showing, for the first time, how these practices can raise or lower the stock price of a company and by how much. This research, cited in the Wall Street Journal, the New York Times, and Forbes, is the foundation of the Human Capital Edge, and brings a new level of financial measurement-based precision to the too-often fuzzy world of management books.
Customer Reviews:
One of the Best Books Ever Written on Strategic HR..........2003-06-21
The people at Watson Wyatt never stop amazing me. Recently, I purchased a copy of the Gallup Organization's "Follow This Path." Having read it, I was convinced that there was nothing left to say. Wrong. Pfau and Kay have written an amazing book that documents the correlation between Strategic HR practices and Shareholder Value growth. Well done. One reviewer complains that the book isn't comprehensive enough. I'm not sure this is a fair critisism. After all, the book details 21 HR practices and their impact on TSR (Total Shareholder Return). Certainly, one book cannot possibly provide a comprehensive treatment of all 21 HR practices. However, since when has any professional relied upon a single business book in any subject as their sole resource? This is a fantastic book. I strongly recommend that any senior executive (including CEO, COO, and board memebers) pick up a copy. I also recommend "Follow this Path," Gubman's "The Talent Solution," Risher's "Aligning Pay and Results," and Lawler's "Treat People Right." Overall grade: AAA+++
Finally!.......2002-06-15
Having been in human resources for 20 years, I can finally report, with confidence, HR's direct link to the bottom line. Too many executives still think it is "touchy-feely" and this fact-based information proves otherwise.
"The Human Capital Edge" shows the measurable value of implementing solid HR practices! Great stuff!!
Good numbers, weak advice.......2002-04-05
This book makes a valuable contribution to the growing body of evidence that human resources practices have a positive influence on business results. It gives solid numbers showing the relationship between 21 human capital practices and market value. It also provides evidence that these practices are a leading indicator of value creation. That's great stuff!
Then things fall apart quickly. The reason is because the authors over-reach by offering their suggestions for implementing the HR practices they identify as creating market value. That scope is simply much too large for a book of this size, resulting in shallow solutions. As an example, the authors show that "linking rewards to performance" is associated with a nine percent higher market value. They then share all of nine pages on how to implement pay-for-performance systems. That's hardly adequate, given there are a multitude of full-length books on that subject alone.
Some vexing findings are given short shrift, like the counterintuitive results that training and 360 degree feedback actually reduce market value. The authors waffle on the findings by suggesting the negative impact can be explained simply because these programs typically are ineffective. That kind of logic doesn't work since executing the other HR practices poorly would also have a negative impact on value creation.
In sum, this book does an excellent job demonstrating the relationship between human capital practices and market value. However, if you need help implementing those practices, you should look elsewhere.
Practical, readable and comprehensive.......2002-03-25
This book is the best overview available of the current state of the art in human resource management practices and their relationship to business results. It is one of the few books on this subject that will be appreciated by both the line manager as well as the human resource professional because it is readable, practical and business focused. It connects all the major HR trends in a critical but objective way to questions about their true impact and worth in driving "human capital".
An excellent, comprehensive source that you could give to your CEO!
a management must !.......2002-02-27
This work combines solid and proprietary research with practical advice for managers seeking to maximize the value of any company's most valuable asset-its workforce.In an age in which intellectual property has replaced hard assets as the coin of the business realm,the techniques developed by the authors for dealing with human capital issues are an invaluable aid to thouhtful senior managers everywhere.
Book Description
Designed specifically for IT professionals working in any type of consulting organization, here is a practical, real-world guide for delivering successful engagements to clients. Ready-to-use sample forms, tables, checklists, and charts are in the text and available free for download.
Customer Reviews:
Good for who are new in the high-tech IT consulting.......2004-08-23
I found useful many parts of the book for who are starting an IT consulting business. Obviously it is not a magic recipe. You need to work each point, to custom it for your company, your kind of projects, your culture.
Not a High-Value Reference.......2003-12-03
Although this book has a great deal of useful information, there are a number of areas where it misses the mark. Often the obvious is stated as important. In many respects the book takes a 35,000 foot view of the IT consulting practice and addresses issues faced primarily on very large projects with large consulting practices. With limited resources to acquire and read books on IT consulting, this is a book to skip - there are so many others that are quicker to read and have more valuable information (for example Alan Weiss general consulting and Janet Ruhl for IT).
There is the suggestion that payment terms should be negotiated after the contract is signed, but before actual work begins.
The pipeline, backlog and sales hit ratio sections don't mention the typical discrete steps in the sales cycle.
At one point, the authors write "It is said with tongue-in-cheek that any consulting firm that cannot operate its photocopier as a profit center probably also cannot do a decent client engagement." A couple paragraphs later in the same section the reader is instructed how to arrive at a price for a given markup using the formula Price = Cost/(1-Markup). Any large IT consulting firm that can't calculate markup without help cannot do a decent job consulting.
Elsewhere, the authors point out that switching from First Class to Coach travel, reducing out of town allowances, and reducing social/entertaing expenses are not good for employee morale but lower costs.
Must Have Consulting Playbook.......2003-05-03
Purba and Delaney offer a powerful playbook for creating and delivering customer solutions that exceed customer expectations and result in outstanding customer satisfaction.
An excellent resource!.......2003-04-11
This book is a must for anyone working in IT. Full of practical advice and information, the book is also an engaging read. I plan to apply the valuable information I obtained from "High-Value IT Consulting" to my business.
IT Consulting Excellence.......2003-03-27
Having worked as an IT consultant and on the other side, frequently purchasing consultant services, I can attest to the difficulty in successfully managing such a complex business. The authors' new book goes a long way to helping create order. It is a comprehensive and thoughtful approach to helping IT Consultants get a solid perspective on how to establish or improve their consulting practice. Excellence in managing a professional services practice requires a systematic approach to achieve balance between the big picture and the minutiae of details. This book provides the reader with both.
I believe the authors are right in their declaration that excellence in this field depends upon focus and determination, and a commitment to continually demonstrate how your consulting organization adds value lest you suffer the fate of obsolescence. I encourage practice managers to read this book. It is an important contribution to best practice and should be a part of their consulting toolkit.
Average customer rating:
|
Financial Services without Borders: How to Succeed in Professional Financial Services
Greenwich Associates , and
Charles D. Ellis
Manufacturer: John Wiley & Sons
ProductGroup: Book
Binding: Hardcover
 General
| Popular Economics
| Business & Investing
| Subjects
| Books
General
| Business & Investing
| Subjects
| Books
Banks & Banking
| Industries & Professions
| Business & Investing
| Subjects
| Books
Consulting
| Industries & Professions
| Business & Investing
| Subjects
| Books
Investing
| Business & Investing
| Subjects
| Books
| Bonds
| Commodities
| Futures
| General
| Introduction
| Mutual Funds
| Options
| Real Estate
| Stocks
General
| Finance
| Accounting & Finance
| Professional & Technical
| Subjects
| Books
General
| Business & Finance
| New & Used Textbooks
| Stores
| Books
Banks & Banking
| Finance
| Business & Finance
| New & Used Textbooks
| Stores
| Books
Investing
| Finance
| Business & Finance
| New & Used Textbooks
| Stores
| Books
ASIN: 047132647X |
Book Description
Lessons from the leading financial consulting firm
What is good financial service? Being knowledgeable. Keeping in touch. Knowing your client's needs. For the past twenty-five years, senior executives of professional financial services firms have relied on the experience of Greenwich Associates in establishing their strategy to attract and keep a committed client base-the core of financial services consulting. Based on work they have done at virtually all of the world's leading professional financial services organization, this book shares the techniques developed and lessons learned in the Greenwich Associates' proprietary research and experience consulting for over a quarter of a century.
Average customer rating:
|
Outsourcing Security: A Guide for Contracting Services
John Stees
Manufacturer: Butterworth-Heinemann
ProductGroup: Book
Binding: Hardcover
General
| Business & Investing
| Subjects
| Books
Consulting
| Industries & Professions
| Business & Investing
| Subjects
| Books
General
| Industries & Professions
| Business & Investing
| Subjects
| Books
Management
| Management & Leadership
| Business & Investing
| Subjects
| Books
Social Services & Welfare
| Poverty
| Current Events
| Nonfiction
| Subjects
| Books
Sociology
| Social Sciences
| Nonfiction
| Subjects
| Books
| AIDS
| Abuse
| Adults
| Aging
| Children
| Class
| Communities
| Culture
| Death
| General
| History
| Leisure
| Marriage & Family
| Medicine
| Men
| Occupational
| Race Relations
| Religion
| Research & Measurement
| Rural
| Social Groups
| Social Situations
| Social Theory
| Suburban
| Urban
| Women
General
| Law
| Subjects
| Books
Law Enforcement
| Criminal Law
| Law
| Subjects
| Books
Law Enforcement
| Criminal Law
| Law
| Professional & Technical
| Subjects
| Books
All Amazon Upgrade
| Amazon Upgrade
| Stores
| Books
Business & Investing
| Amazon Upgrade
| Stores
| Books
Law
| Amazon Upgrade
| Stores
| Books
Nonfiction
| Amazon Upgrade
| Stores
| Books
Professional & Technical
| Amazon Upgrade
| Stores
| Books
ASIN: 0750670231 |
Book Description
Outsourcing Security provides a complete management guide for contracting support services, particularly those associated with protective organizations. It helps security and facility managers through the quagmire of conceptual planning, proposal evaluation and contract negotiation, and helps them to realize cost savings, improve productivity, and elevate the quality level of the contracted service.
Outsourcing Security provides a complete management guide for contracting support services, particularly those associated with protective organizations. It helps security and facility managers through the quagmire of conceptual planning, proposal evaluation and contract negotiation, and helps them to realize cost savings, improve productivity, and elevate the quality level of the contracted service. This book:
-Defines successful methods to improve business efficiency and effectiveness through outsourcing,
-Helps managers achieve cost savings and enhance quality contract performance
-Emphasizes team concepts when evaluating outsourcing services
Defines successful methods to improve business efficiency and effectiveness through outsourcing,
Helps managers achieve cost savings and enhance quality contract performance
Emphasizes team concepts when evaluating outsourcing services
Book Description
In reaction to the continually changing business climate companies develop many business strategies to increase their competitiveness and improve profitability. Companies regularly reshape themselves continually exploring new markets and developing new products. When they can't expand into new markets or develop new products on their own, they seek alternatives. These alternatives include merging with or acquiring other companies to create a single more capable company. Companies acquire other companies for a wide variety of reasons. In some cases company survival may actually be the reason. What does this condition mean to the security professional? In the course of mergers and acquisitions, security plays a vital role in helping to make the endeavor successful. There are numerous titles on the business aspects of M&A such as the ones listed below. However, this unique book focuses on the role security plays in helping to make a merger, acquisition or divestiture successful. It addresses the fundamental security elements that are required to support the effort. In addition, it provides an integrated "how to" approach to implementing M&A security complete with methods and processes that have been quickly and cost-effectively implemented.
- First book available that focuses on the role of the Security Manager in M&A
- Case studies that highlight the role of the security manager; cases include both best practices as well as illustrations of nightmare examples of what NOT to do
- Lead author is an expert that has participated in/managed security for more than 20 high-profile and large-scale acquisitions
- Model processes, procedures, checklists, charts and sample forms all serve to ease immediate analysis and implementation in a merger or acquisition
Customer Reviews:
Mergers and Acquistions Security.......2005-06-03
To contemporary security and executive managers faced with rapid change in technology, intricate and sophisticated methods of theft, fraud, and manipulation of corporate assets, and insidious transfer of trade secrets, this book provides timely and functional guidelines and procedures necessary to successfully accomplish their responsibilities as members of the merger and acquisition team during all stages of corporate mergers and acquisition. It provides an in depth insight to security problems, presents checklists and forms to perform analysis of potential risks, and affords practical methods to forecast and minimize loss. It is an outstanding and must read book for those involved in or interested in modern corporate security.
Realistic Security for Business.......2005-05-19
This is an excellent book which addresses a number of issues that are present in any modern business. In an increasingly dynamic business environment where mergers, demergers and acquisitions are some of the ways in which corporations adapt to a changing environment, an understanding of the security implications and potential problems that will be encountered is essential. Any failure to understand how to protect information during the period leading up to an acquisition could be, at the very least, expensive, or in the worst case disasterous. Once an acquisition has been made, how do you integrate the security of two separate organisations in a way that causes the least impact and disruption to the business? This book has examined these issues and provides good, pragmatic advice on how to achieve this. The authors clearly have a great deal of experience in the area and the way that the book is written clearly comes from their practical knowledge in the area. This is a must have book for the security staff in any commercial organisation.
Books:
- International Economics (2nd Edition)
- Introduction to Financial Technology (Complete Technology Guides for Financial Services)
- Islamic Finance: Law, Economics, and Practice
- Kiss, Bow, or Shake Hands: The Bestselling Guide to Doing Business in More Than 60 Countries (Kiss, Bow, or Shake Hands: The Bestselling Guide to Doing Business in More Than 60)
- Legal Analysis and Writing, 2E (The West Legal Studies Series)
- Managing a Consumer Lending Business
- Managing Enterprise Content: A Unified Content Strategy
- Managing Risk in the Foreign Exchange, Money and Derivative Markets
- Mapping Security: The Corporate Security Sourcebook for Today's Global Economy (Symantec Press)
- Mastering the Trade (McGraw-Hill Trader's Edge)
Books Index
Books Home
Recommended Books
- Debunking 9/11 Myths: Why Conspiracy Theories Can't Stand Up to the Facts
- Stand into Danger
- Fungal Populations and Species
- History: Fiction or Science
- Making Your Move to One of America's Best Small Towns: How to Find a Great Little Place as Your Next
- The New American Workplace
- Southern Discomfort
- Gehry Draws
- Let's Ask Michael : 100 Practical Solutions for Interior Design Challenges
- Kino Missins of the Pimeria Alta, Book 3: Facing the Missions
Getting Started as a Financial Planner: Revised and Updated Edition
Getting Started in Financial Consulting
So You Want to Be a Financial Planner 3rd Edition
In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners
Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
