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Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver servic...
Michael Kay had been a successful financial advisor for years when he realized one day that his business was running his life. The quantitative approach no longer worked, for him or his clients. What he needed was an approach that would allow him to understand his clients, and himself, from the inside out. And that is just what he created.With this step-by-step guide, you too can create the life and the business you truly desire. You will learn how to examine your values, goals, dreams and priorities and create your ideal practice. By systematically working through the examples and exercises, you'll become adept at guiding your clients through the financial life planning process and creating financial plans that reflect their true needs, values and dreams.
Feeling rich is the difference between just existing and being gloriously, deeply, passionately alive, living the very best life you were born to lead. What does feeling rich have to do with actually being rich? Plenty, it turns out. Your beliefs and feelings about money drive how you see yourself and how you define "rich."
This volume brings together a series of papers that address the topic of reconstructing behavior in the primate fossil record. The literature devoted to reconstructing behavior in extinct species is ovelWhelming and very diverse. Sometimes, it seems as though behavioral reconstruction is done as an afterthought in the discussion section of papers, relegated to the status of informed speculation. But recent years have seen an explosion in studies of adaptation, functional anatomy, comparative sociobiology, and development. Powerful new comparative methods are now available on the internet. At the same time, we face a rapidly growing fossil record that offers more and more information on the m...
Structured around key excluded groups, such as the elderly, ethnic minorities, the disabled and rural communities, this book offers an assessment of sports policy in contemporary Britain.
Combining coverage of both XSLT 2.0 and XPath 2.0, this book is the definitive reference to the final recommendation status versions of both specifications. The authors start by covering the concepts in XSLT and XPath, and then delve into elements, operators, expressions with syntax, usage, and examples. Some of the specific topics covered include XSLT processing model, stylesheet structure, serialization, extensibility, and many others. In addition to online content that includes error codes, the book also has case studies you'll find applicable to your own challenges.