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Charlotte Beyer B. Wealth Management Unwrapped, Revised and Expanded. Unwrap What You Need to Know and Enjoy the Present
You are the CEO of My Wealth, Inc. – so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Successfully implement a blended learning program with this step-by-step guide! The Blended Workbook: Learning to Design the Schools of Our Future is the practical companion to Blended: Using Disruptive Innovation to Improve Schools. Through real-world implementation exercises it will help you get the most out of the text. From understanding the basics of blended learning to fine-tuning your current program, this workbook gives you hands-on practice that will expand your knowledge base and help you develop a plan for your own classroom or school to create a student-centered education design that personalizes for all students. Key points drawn from over 50 case studies illustrate what works, what doesn't, and how to build a successful blended-learning program. This workbook's organizational structure allows you to jump in at any point to access field-tested exercises that will deepen your understanding of the design process. Blended learning is inspiring K–12 educators with an improved student experience that includes the best of face-to-face and online learning formats to personalize learning and deepen engagement. This workbook provides hands-on training exercises that help you design and implement an effective program with practical guidance from the experts. You will: Examine case studies that illustrate blended learning Solidify your understanding of effective blended-learning design Complete illustrative exercises to further your implementation expertise Evaluate the many paths blended learning can take, and implement what works best for your students Blended learning is a proven, highly rewarding learning strategy. However, the success of your program relies on proper design and implementation. As a companion to Blended this hands-on workbook helps you reap the benefits and strengthen your expertise.
What You Need to Know About Project Management Project Management is all about getting things done without spending too much or taking too long. But when you start hearing things like man-days, PSOs and stakeholders, it just makes it difficult to understand. So what do you really need to know about project management? Find out: Why setting clear goals matters How to estimate absolutely everything. How to get things back on track after they’ve gone wrong How to track big projects Why work/life balance matters when you’re running a big project This clear and simple approach will mean you’ll never panic when faced with a big project again. Read More in the Want You Need to Know Series and Get to Speed on the Essentials… Fast.
Business is big. Actually, it's often small and medium-sized too. But the point is that it matters – a lot. This book is designed to answer all those confusing questions that flit through your mind when you get to the business pages of the paper, and stop you being embarrassed in job interviews. It explains the things you really need to know about business, and will tell you: What the point of business is How what happens in the economy affects real businesses What the law means for business Finance, accounting, shares, bonds etc and other big numbers How companies grow and why the merge (even though most mergers fail) What HR departments actually do all day Time management, motivation, leadership, communication skills and all the other skills you'll need if you want to know what the view's like from the CEO's office After reading it, you'll smile knowingly whenever the advantages of outsourcing, balanced scorecards or Porter's 5 Ps come up in polite conversation.
George Buckley & Sumeet Desai: What You Need To Know About Economics Economics Matters. But with confusing things like GDP and interest rates, it’s often hard to get you head around. So What do you really need to know about economics? Find out: What economic growth is and why it matters How inflation happens How jobs are created and lost How the property market works What central banks do and how it affects the rest of us The impact of government spending on the economy What You Need to Know About Economics cuts through the theory to help you to do your job and understand the world around you better. Read More in the What You Need to Know Series and Ger Up to Speed on The Essentials… Fast.
What You Need to Know About Leadership Business Needs Leaders. Every day, good and bad leaders make and break organizations. If you want to get anywhere in your career, showing leadership is crucial. So what do you really need to know about leadership? Find out: What it’s all about Why vision matters How you can build a great team Why leaders need to motivate and inspire the people around them How to lead when the going gets tough What You Need to Know about Leadership is the book you need to get to the corner office. Read More in the What You Need to Know Series and Get up to Speed on the Essentials…Fast.
Ross Levin Implementing the Wealth Management Index. Tools to Build Your Practice and Measure Client Success
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a «landmark opus,» this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like «Did you use all reasonable means to reduce your taxes?» and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
In any career in business, chances are that the time will come when someone will ask you to do a strategy for something. Too often, this will be a cue for stress at work and sleepless nights. What You Need to Know about Strategy shows that it doesn’t have to be like this. Taking you step-by-step through the basics of what you need to know to come up with a great strategy, it shows: That getting the right answers depends on asking the right questions Why priorities matter How to map out your internal and external situation How to deal with uncertainty How to make tough choices What your brain does while you’re doing strategy By cutting out the theory, and focusing on the things you need to know and do to come up with a killer strategy, this book means that you never need to panic again.
Jimmy Prince B. Building Wealth and Loving It. A Down-to-Earth Guide to Personal Finance and Investing
The rich know all about money – they know how to make it, invest it, spend it and enjoy it. And now, with the help of this book, it's possible for you to unlock the secrets of the wealthy and start making your own dreams a reality. Building Wealth & Loving It provides you with a simple, proven formula for financial success. Expert author Jimmy B. Prince will help you sort out your budget, choose the right assets and develop an investment plan that works for you. Packed with handy tips, amusing anecdotes and practical case studies, this book will give you the confidence and know-how to take stock of your finances and start investing wisely – while enjoying the ride!
Nick Smith The Social Media Management Handbook. Everything You Need To Know To Get Social Media Working In Your Business
How do organizations manage social media effectively? Every organization wants to implement social media, but it is difficult to create processes and mange employees to make this happen. Most social media books focus on strategies for communicating with customers, but they fail to address the internal process that takes place within a business before those strategies can be implemented. This book is geared toward helping you manage every step of the process required to use social media for business. The Social Media Management Handbook provides a complete toolbox for defining and practicing a coherent social media strategy. It is a comprehensive resource for bringing together such disparate areas as IT, customer service, sales, communications, and more to meet social media goals. Wollan and Smith and their Accenture team explain policies, procedures, roles and responsibilities, metrics, strategies, incentives, and legal issues that may arise. You will learn how to: Empower employees and teams to utilize social media effectively throughout the organization Measure the ROI of social media investments and ensure appropriate business value is achieved over time Make smarter decisions, make them more quickly, and make them stick Get the most out of your social media investment and fully leverage its benefits at your company with The Social Media Management Handbook.
The challenge with most companies' talent intelligence is that it is just not that intelligent. Having good talent intelligence—an accurate understanding of the skills, expertise, and qualities of people—is essential for the people decisions that all businesses make. Yet despite its vital importance, most organizations appear to be failing at this critical task. The reason lies in talent measurement: how companies produce their talent intelligence and then use it. Written by Nik Kinley and Shlomo Ben-Hur—two experts in the field—this book draws on the latest research to show how businesses can transform the value and impact of their talent intelligence to make sure they get the right people in the right roles. When that happens, all their talent management and development activities are built on an accurate understanding of the talent available to them. Filled with illustrative examples, the book shows how to overcome the stumbling blocks that stand in the way of successful talent intelligence and reveals step-by-step what organizations need to measure, how they can best do so, and how they can successfully implement measurement and use the results. As the authors explain, knowing what methods and tools to use is just part of the challenge: the bigger issue for many firms is ensuring they know how to use them and make the best use of the intelligence they provide.
An indispensable survival guide for high-net-worth individuals and their advisors If you're like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they’ve worked so hard to achieve. Don't risk it all for lack of basic knowledge. Read Wealth Exposed and get the practical guidance and real-world solutions you need to protect your hard-earned assets. Written by a leading national risk management expert with extensive experience advising high-net-worth individuals, Wealth Exposed alerts you to the full range of risks to which high-net-worth individuals are exposed, while schooling you in your risk management ABCs. Designed for high-net-worth individuals, their CPAs, attorneys, family office managers, and others, Wealth Exposed arms you with the knowledge and tools you need to protect yourself, or your clients, from mayhem. Provides a framework for creating a comprehensive personal risk management strategy Contains numerous real-life anecdotes and case studies drawn from the author's case files Discusses insurance solutions for property, cars, jewelry, aircraft, watercraft, wine, cars, and more Read Wealth Exposed and find out what you need to know to protect your assets from risk and secure your peace of mind.
Make sense of college admissions and prepare a successful application Admission Matters offers comprehensive, expert, and practical advice for parents and students to guide them through the college admissions process. From building a college list, to understanding standardized tests, to obtaining financial aid, to crafting personal statements, to making a final decision, this book guides you every step of the way with clear, sensible advice and practical tips. This new fourth edition has been completely updated to reflect the latest changes in college admissions. including new developments in standardized testing, applications, financial aid and more. Questionnaires, interactive forms, checklists, and other tools help you stay focused and organized throughout the process.. With the answers you need and a down-to-earth perspective, this book provides an invaluable resource for stressed-out students and parents everywhere. Applying to college can be competitive and complex. Admission Matters offers real-world expert advice for all students, whether you're aiming an Ivy or the state school close to home. It also includes much needed guidance for students with special circumstances, including students with disabilities, international students, and transfer students. In addition, athletes, artists and performers, and homeschoolers will find valuable guidance as they plan for and apply to college. Understand how the admissions process works and what you can and cannot control Learn how to build a strong list of good-fit colleges Craft a strong application package with a compelling personal statement Get expert advice on early admissions, financial aid, standardized testing, and much more Make a final decision that is the right one for you Whether you think you've got applying to college under control or don't even know where to begin, Admission Matters is your expert guide throughout the college admissions process.
This encyclopedic view of our planet, revised and updated for the 7th edition, sets new standards in cartographic excellence. Created using the latest digital techniques and satellite data, high-definition maps for the whole world are complemented by superb photographs, diagrams, and topic maps.
Ray Sclafani You've Been Framed. How to Reframe Your Wealth Management Business and Renew Client Relationships
Reframe «wealth management» to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you—leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services. Transform your role from «directive advisor» to «trusted advocate.» Completely shift the paradigm, and make yourself the de facto solution to your clients' wealth management issues. Whether it's the firm with which you're affiliated or the types of products and services you offer, you've been «framed.» As a wealth management advisor, your clients have little understanding of what you do or why you do it. Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocate If you haven't effectively led discussions to co-create what your business stands for—and what differentiates it from competitors—you're losing talent, prospects, and business. You've Been Framed™ gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.
Gary Grabel Wealth Opportunities in Commercial Real Estate. Management, Financing and Marketing of Investment Properties