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Life Centered Financial Planning
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
The 7 Habits of Highly Successful Financial Planners
This book helps Financial Advisers, Financial Planners and Wealth Managers adopt a profitable client focused service proposition.
Values-based Financial Planning
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Enough?
How much money do you really need for the rest of your life?Research shows that the majority of people have no idea where they are heading financially, or if they going to run out of money? Or die with too much? What we all need to know is: "How much is ENOUGH?" This book helps you discover how much is enough - for YOU."
The Client-centred Financial Adviser
Are you ready to discover the secret to thriving in today’s fee-based financial services environment? The old transactional, sales-based approach is fast becoming defunct. The real key to outstanding success as a financial adviser is helping your clients get more of what they really want from life. John Dashfield shares a revolutionary new paradigm in psychology that clearly demonstrates that your state of mind is the most significant factor in creating a growing, prosperous and sustainable ‘Client-centred’ practice. This book will help you build exceptionally strong, high-trust and mutually profitable client relationships; conduct powerful client conversations; become comfortable and effective when discussing fees; effectively engage new clients and re-engage existing ones; eliminate stress and increase your everyday enjoyment and fulfilment.
Essentials of Personal Financial Planning
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities...
Two Billion Trees and Counting
Short-listed for the 2012 Speaker’s Book Award Edmund Zavitz (1875–1968) rescued Ontario from the ravages of increasingly more powerful floods, erosion, and deadly fires. Wastelands were talking over many hectares of once-flourishing farmlands and towns. Sites like the Oak Ridges Moraine were well on their way to becoming a dust bowl and all because of extensive deforestation. Zavitz held the positions of chief forester of Ontario, deputy minister of forests, and director of reforestation. His first pilot reforestation project was in 1905, and since then Zavitz has educated the public and politicians about the need to protect Ontario forests. By the mid-1940s, conservation authorities, provincial nurseries, forestry stations, and bylaws protecting trees were in place. Land was being restored. Just a month before his death, the one billionth tree was planted by Premier John Robarts. Some two billion more would follow. As a result of Zavitz’s work, the Niagara Escarpment, once a wasteland, is now a UNESCO World Biosphere. Recognition of the ongoing need to plant trees to protect our future continues as the legacy of Edmund Zavitz.
THE MEANINGFUL MONEY HANDBOOK
In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed a...
Enough
John Bogle puts our obsession with financial success in perspective Throughout his legendary career, John C. Bogle-founder of the Vanguard Mutual Fund Group and creator of the first index mutual fund-has helped investors build wealth the right way and led a tireless campaign to restore common sense to the investment world. Along the way, he's seen how destructive an obsession with financial success can be. Now, with Enough., he puts this dilemma in perspective. Inspired in large measure by the hundreds of lectures Bogle has delivered to professional groups and college students in recent years, Enough. seeks, paraphrasing Kurt Vonnegut, "to poison our minds with a little humanity." Page by pa...
The Number
Backed by imaginative reporting and insights, Eisenberg urges people to assume control and responsibility for their standard of living, and take greater aim on their long-term aspirations. Not an investment guide, this is a revealing look at common financial and emotional conflicts and how to control them.
