Financial Planning Strategies

Author : Bill Bachrach
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.36/5 ( download)

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Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 ...

Author : David Edward Marcinko
Publisher : CRC Press
ISBN 13 : 1482240289
Total Pages : 748 pages
Book Rating : 4.83/5 ( download)

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Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 748 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Author : John E. Grable
Publisher : John Wiley & Sons
ISBN 13 : 1119350778
Total Pages : 240 pages
Book Rating : 4.74/5 ( download)

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Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Author : Jason Howell
Publisher : Mascot Books
ISBN 13 : 9781645430599
Total Pages : 400 pages
Book Rating : 4.96/5 ( download)

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Download or read book Joy of Financial Planning written by Jason Howell and published by Mascot Books. This book was released on 2019-12-03 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: Can you still achieve the American Dream? You don't have a pension. Social Security and Medicare may not be there when you need it. You pay much more for housing, even adjusted for inflation, than your parents ever did. College education prices have skyrocketed. You may have gone to a good school; you may make good money (even saved some of it) but this is not the life you imagined. You are stressed, you are too "busy," and most days, you feel really tired. What happened to your big dreams? Blending his career in finance and background in politics, Jason Howell has outlined 7 financial strategies to help you reclaim your American Dream. Joy of Financial Planning shows this generation how to overcome the challenges of a highly competitive, politicized economy. The good news is you can still make an impact on a world desperately in need of your financial success.

Author : Darlene Smith
Publisher : John Wiley & Sons
ISBN 13 : 9780471333531
Total Pages : 250 pages
Book Rating : 4.30/5 ( download)

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Download or read book Advising the 60+ Investor written by Darlene Smith and published by John Wiley & Sons. This book was released on 1999-06-09 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

Author : David Edward Marcinko
Publisher : CRC Press
ISBN 13 : 1482240297
Total Pages : 726 pages
Book Rating : 4.90/5 ( download)

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Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 726 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

Author : Daniel C. Finley
Publisher : Lulu.com
ISBN 13 : 1257837222
Total Pages : 475 pages
Book Rating : 4.29/5 ( download)

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Download or read book 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! written by Daniel C. Finley and published by Lulu.com. This book was released on 2011-12 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

Author : Sharon Finch O Maley
Publisher :
ISBN 13 : 9781478711094
Total Pages : 216 pages
Book Rating : 4.94/5 ( download)

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Download or read book Financial Planning Strategies written by Sharon Finch O Maley and published by . This book was released on 2013-04-01 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: No matter where you are in the life cycle, stretching the penny will always get you closer to your financial goals than the traditional pinch and squeeze. Financial Planning Strategies is all about learning how to plan a strategy early in life, sticking with the plan as well as giving yourself room to modify and revise. Planning for your childs college will not be stressful if you start at birth. Starting early with a strategy for a retirement you can live with, will mean laying back small amounts monthly rather than a crash course at age 50.

Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 944 pages
Book Rating : 4.82/5 ( download)

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Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 944 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

Author : Robyn Crane
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781511421225
Total Pages : 0 pages
Book Rating : 4.23/5 ( download)

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Download or read book MIND Over MONEY MANAGEMENT written by Robyn Crane and published by Createspace Independent Publishing Platform. This book was released on 2015-03-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: What if everything you learned about personal finance was wrong?Most financial advisors help you invest money you've already saved. But if you're like most people, knowing how to save money, is just as big of a problem as knowing how to manage money. Traditional financial planning and retirement planning don't help much when you're struggling to pay the bills or racking your brain to figure out how to get out of debt.It's not that your financial advisor is purposely keeping things from you, it's just that financial planning and money management has so much to do with your beliefs and behaviors, and tragically this is just not taught in traditional financial planning.In this entertaining and practical book, Robyn takes a new approach to help you attract more money and stop sabotaging your success.Through a proven system and fun process, Robyn teaches you: -How to make money work for you -How to manage your money -How to relieve stress about money, and; -How to make financial planning simpleThis book will both entertain you, and help you establish and/or improve your money habits so you can have financial security and financial freedom.