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The Keys to the Ladies' Room
The Keys to your future success! Women are a goldmine of opportunity for any financial advisor looking to accelerate business growth. The key is knowing what women want and how to apply that knowledge to attract more female clients and generate more referrals. This book is your personal roadmap to making that shift. With the Keys to the Ladies Room you will discover how easy it can be to: Understand the difference in how men and women relate to money and convert that knowledge to create a more purpose driven business model. Develop your personal story which inspires more trust and confidence with both prospects and clients faster Share what you do in a way that leaves the listener sitting up...
Beyond Foundations
Sharpen advising expertise by exploring critical issues affecting the field Beyond Foundations, a core resource for experienced academic advisors, gives practitioners insight into important issues affecting academic advising. In addition to gaining understanding of foundational concepts and pressing concerns, master advisors engage with case studies to clarify their roles as educators of students, as thought leaders in institutions, and as advocates for the profession. Pillar documents—the NACADA Core Values, NACADA Concept of Academic Advising, and CAS Standards—serve as sources of both information and inspiration for those seeking to improve advising. New strategies inform advisors hel...
The New Advisor Guidebook
This is an exciting time to be an academic advisor—a time in which global recognition of the importance of advising is growing, research affirms the critical role advising plays in student success, and institutions of higher education increasingly view advising as integral to their missions and essential for improving the quality of students' educational experiences. It is essential that advisors provide knowledgeable, realistic counsel to the students in their charge. The New Advisor Guidebook helps advisors meet this challenge. The first and final chapters of the book identify the knowledge and skills advisors must master. These chapters present frameworks for setting and benchmarking se...
Seminars for the Financial Advisor
Seminar industry veteran Miller-Heckman reveals her step-by-step process for creating events that produce results and convert attendees into satisfied clients.
The Ultimate Seminar Program for the Financial Advisor
While most advisors recognize the impact and marketing value of seminars, they struggle to find a reliable formula that will convert their seminar efforts into new business. Adri Miller-Heckman has that formula. Adri not only built her business strictly through seminars, she has taught thousands of Financial Advisors how to implement a seminar program that works. In her book Adri walks you through 10 steps to a program that will produce the results you want. Isn't it time you received the training you need to make your seminar program work
TradeStream Your Way to Profits
An innovative guide to using social networking for successful investing There is no doubt that the emergence of social media has taken over the Internet landscape. The remarkable growth of Facebook and Twitter has forced everyone-including investors-to take notice. This book explains how to use social marketing to pick and evaluate stocks. Author Zack Miller embodies the nexus between asset management, equity research, and new Internet distribution technologies. As an asset manager, he writes extensively about the changes and opportunities in online finance for investors, financial advisors, and investor relations professionals-and with this new book, he'll show you how to use social media t...
Academic Advising Approaches
Strong academic advising has been found to be a key contributor to student persistence (Center for Public Education, 2012), and many are expected to play an advising role, including academic, career, and faculty advisors; counselors; tutors; and student affairs staff. Yet there is little training on how to do so. Various advising strategies exist, each of which has its own proponents. To serve increasingly complex higher education institutions around the world and their diverse student cohorts, academic advisors must understand multiple advising approaches and adroitly adapt them to their own student populations. Academic Advising Approaches outlines a wide variety of proven advising practic...
Words Investors Trust
How often have you been blocked by prospect and client responses such as... I'm fully invested * I already have an advisor * I'm staying on the sidelines * I'll think about it * The market's too high * I'll talk with my CPA * Are you a Fiduciary?... just to name a few?Here's a book of key questions, openers, statements and responses to help you stop being "lost for words," winging your way through conversations, losing control and leaving outcomes to chance... build credibility with today's cautious and better informed investors... avoid wasting time with poor prospects... guide clients through your advisory process with greater ease... and distance yourself from "loose talk" advisors and brokers.Hundreds of examples that you can adapt to your own style have been gathered from veteran advisors, wholesalers and the author's experience as a broker, financial advisor and lead marketing writer with a major wirehouse. Whether you're a new financial advisor, seasoned veteran or someplace between, you're bound to benefit from this guide.
The Man Who Beats the S&P
Learn value investing through the strategies and techniques of the Investment Portfolio Manager of the decade In the only value investing book focused on value investor Bill Miller, the manager of the $11.6 billion Legg Mason Value Trust, Janet Lowe examines the techniques that have earned Miller celebrity status among investors and his peers. By taking the classic concept of value investing and catapulting it into the twenty-first century, Bill Miller has become a role model for those who wish to learn how to recognize value in today's new and emerging markets. Readers will be introduced to Miller's belief that "the value of any equity depends on the future, not the past." This idea has mad...
Handbook of Research on Developing Competencies for Pre-Health Professional Students, Advisors, and Programs
Today, there is a significant need for healthcare professionals across disciplines and sectors as the world faces unprecedented health challenges and adopts innovative healthcare technologies. Despite this demand for a competent and eager healthcare workforce, the education and processes to becoming a qualified healthcare professional are complex and intricate, which may turn people away from this path due to confusion, fear, or doubt. In order to encourage and support those involved in medical education, further study on the best practices and challenges of developing confident and capable health professionals is required. The Handbook of Research on Developing Competencies for Pre-Health P...
