It Starts With Clients
Автор: Andrew Sobel
Год издания: 0000
Бизнесвумен, или Tomorrow starts at midnight
Автор: Vika V. Anni
Год издания:
«Бизнесвумен, или Tomorrow starts at midnight» остросюжетный, современный, откровенный и захватывающий роман о частной жизни московского высшего общества. Роман о судьбе четырех женщин, которые волею стремления или обстоятельств становятся бизнес-леди. Роман об интригующих взаимоотношениях, амбициозной, молодой женщины Алины и известного российского предпринимателя Андрея. Обывательское мнение о жизни олигарха не имеет ничего общего с жизненными ценностями Андрея. Он слишком любит и ценит жизнь, чтобы растрачивать ее попусту. Герои романа, выстраивают свое завтра таким, каким хотят его видеть сегодня, сейчас. У каждого – свой путь к личному счастью. Но после прочтения романа, деловые женщины во всем мире смогут задуматься о своем «завтра». А мужчины бизнесмены, на примере Андрея, сказать: «У меня есть все!», всего лишь переосмыслив значение двух слов.
Количество женщин делающих карьеру, желающих любить и быть любимыми, воспитывать детей и получать бизнес премии, растет год от года. Они живут в мире, целью, попасть в который ставят перед собой миллионы молодых девушек…
Так правда ли, что современные бизнес леди добиваются признания, власти, крупных банковских счетов, жертвуя личным счастьем?
The Enduring Advisory Firm. How to Serve Your Clients More Effectively and Operate More Efficiently
Автор: Mark Tibergien C.
Год издания:
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.
Book Yourself Solid. The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling
Автор: Michael Port
Год издания:
Kick off the cycle of success with serious self-promotion that works Book Yourself Solid is a handbook for self-promotion that translates into results. We tend to think of «busy» as the equivalent of «successful»—but that's not always the case. The key lies in what you're busy doing. Success means spending your time doing work that gets you closer to your goals, and the critical driving force behind that success is self-promotion. This book shows you how to promote more than just your skills—you need to sell your reputation, your service, your very self. It starts with laying a foundation so potential clients know you can give them what they want and need. How do people see you, and how does that diverge from what you would like them to think? Once you know where you are, you can map out a plan for getting where you need to be, and this book shows you how to build the reputation you need to be the go-to person in your field—and keep the business coming in long-term. Book Yourself Solid has been one of the most popular marketing books in the world for service-based businesses since its initial release in 2006. This new third edition includes updated and expanded strategies, techniques, and skills to help you get more clients and increase your take-home profits. Build a solid foundation for a stellar public image Enhance your reputation for trust and credibility Perfect your pitch and pricing to attract higher-caliber clients Adopt the six core strategies that will keep you booked solid Spending just a small amount of time on self-promotion is an investment. You build a reputation that attracts high-quality clients, which boosts your profits, your track record, and your reputation, which in turn attracts even more high-quality clients. Book Yourself Solid shows you how to kick off this cycle of success, and maintain it for the long term.
Advising Ultra-Affluent Clients and Family Offices
Автор: Michael Pompian M.
Год издания:
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with «soft» issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.
Protecting Clients from Fraud, Incompetence and Scams
Автор: Lance Wallach
Год издания:
Protect your clients – and yourself – from all kinds of financial chicanery and stupidity with this vital new book It doesn't matter if a financial error was made because of malice or ignorance – the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers Shows how a team approach to asset management can ward off financial predators Offers practical strategies and tools to combat client risk for Risk and Asset Management Offering insightful information to protect your clients from all sorts of frauds and incompetence, this essential guide equips you with tips and techniques to spot the red flags of fraud and prevent it before it starts.