Networking With The Affluent And Their Advisors

Author : Thomas J. Stanley
Publisher : Rosetta Books
Page : 361 pages
File Size : 50,7 Mb
Release : 2012-06-29
Category : Business & Economics
ISBN : 9780795325960

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Networking with the Affluent and their Advisors by Thomas J. Stanley Pdf

The New York Times bestselling author of The Millionaire Next Door reveals the secrets and strategies for building a network of wealthy clients. In Networking with the Affluent, business theorist Thomas J. Stanley shares effective tactics for developing relationships with wealthy individuals—as well as their advisors—and generating new business among this highly exclusive target market. Dr. Stanley provides a proven road map for building trust, securing interest, and forging profitable relationships with wealthy audiences—including tactics for boosting your credibility and assuring continued loyalty among wealthy customers. Networking with the Affluent covers: Cracking affluent groups Influencing opinion leaders of the affluent Gaining high-caliber endorsements Leveraging your contacts “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch

Author : Stanley
Publisher : McGraw-Hill
Page : 280 pages
File Size : 44,7 Mb
Release : 1997-09
Category : Business & Economics
ISBN : 0071831681

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Networking with the Affluent by Stanley Pdf

Author : Troy Waugh
Publisher : John Wiley & Sons
Page : 370 pages
File Size : 42,6 Mb
Release : 2005-01-21
Category : Business & Economics
ISBN : 9780471703587

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Power Up Your Profits by Troy Waugh Pdf

Expert guidance for CPAs who want to become marketing savvy, improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power of trust with the power of persuasion can help CPAs sell their services more effectively. Each chapter develops a key concept of marketing or selling that's easy to follow and shows how to apply the concepts to any CPA practice. Through a step-by-step approach to developing and mastering a stronger marketing and sales presence, this book focuses on how to dramatically enhance the reader's growth potential. It presents real-world examples from top CPA rainmakers and other marketing and management gurus, including Tom Peters. This updated second edition offers interviews covering Sarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO of The Rainmaker Academy, a comprehensive three-year leadership, client service, and practice development training program for CPAs.

Author : Thomas J. Stanley
Publisher : John Wiley & Sons
Page : 295 pages
File Size : 55,8 Mb
Release : 2011-07-12
Category : Business & Economics
ISBN : 9781118011577

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Stop Acting Rich by Thomas J. Stanley Pdf

The bestselling author of The Millionaire Next Door reveals easy ways to build real wealth With well over two million of his books sold, and huge praise from many media outlets, Dr. Thomas J. Stanley is a recognized and highly respected authority on how the wealthy act and think. Now, in Stop Acting Rich ? and Start Living Like a Millionaire, he details how the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite. Puts wealth in perspective and shows you how to live rich without spending more Details why we spend lavishly and how to stop this destructive cycle Discusses how being "rich" means more than just big houses and luxury cars A defensive strategy for tough times, Stop Acting Rich shows readers how to live a rich, happy life through accumulating more wealth and using it to achieve the type of financial freedom that will create true happiness and fulfillment.

Author : Stephen D. Gresham
Publisher : John Wiley & Sons
Page : 414 pages
File Size : 43,5 Mb
Release : 2011-01-06
Category : Business & Economics
ISBN : 9781118044957

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Advisor for Life by Stephen D. Gresham Pdf

"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

Author : Stephen D. Gresham,Arlen S. Oransky
Publisher : John Wiley & Sons
Page : 224 pages
File Size : 40,9 Mb
Release : 2008-01-18
Category : Business & Economics
ISBN : 0470228296

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The New Managed Account Solutions Handbook by Stephen D. Gresham,Arlen S. Oransky Pdf

Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media

Author : Peter Hupalo
Publisher : HCM Publishing
Page : 200 pages
File Size : 55,6 Mb
Release : 2005-04
Category : Business & Economics
ISBN : 0967162483

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Getting Rich In Your Underwear: How To Start And Run A Profitable Home-Based Business by Peter Hupalo Pdf

"Getting Rich In Your Underwear: How To Start And Run A Profitable Home-Based Business" shows entrepreneurs what they need to know to start a home-based business. Topics covered include: * Business Models And The Home Business * Distribution/Fulfillment of Your Product Or Service * Marketing And Sales * Personal Success Characteristics * Overcoming The Fear Of Starting A Business * Naming Your Business * Zoning And Insurance * Intellectual Capital: Copyrights, Trademarks, And Patents * Limited Liability Companies And S Corporations * Business Expenses And Accounting For Your Home Business * Home-Based Business Taxes (Including Sample Schedule C, Schedule SE, and Estimated Tax Payments) * Seven Home-Based Business Ideas * Fifteen Basic Steps In Starting A Home-Based Business * State Resources For Starting Your Business

Author : Thomas J. Stanley
Publisher : Rosetta Books
Page : 302 pages
File Size : 43,5 Mb
Release : 2012-06-29
Category : Business & Economics
ISBN : 9780795325939

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Marketing to the Affluent by Thomas J. Stanley Pdf

The New York Times bestselling author of The Millionaire Next Door shares proven strategies and expert advice on successfully entering the affluent market. No one knows the rich like the author and business theorist Thomas Stanley. In this book, Stanley explains what it takes to reach, persuade, and market to this highly targeted audience. Stanley discusses the unique perspectives of wealthy individuals, revealing the needs and desires any marketing campaign needs to address in order to be successful with them. Stanley then outlines several highly effective ways to meet those needs, including how to attract wealthy customers through word-of-mouth recommendations from their friends, family, and business associates. Marketing to the Affluent covers: Myths and realities about the affluent Understanding what the affluent want Finding “overlooked” millionaires Positioning yourself as an expert “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch

Author : David J. Mullen
Publisher : HarperChristian + ORM
Page : 283 pages
File Size : 48,6 Mb
Release : 2013-02-13
Category : Business & Economics
ISBN : 9780814431740

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The Million Dollar Financial Services Practice by David J. Mullen Pdf

If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.

Author : Thomas J. Stanley
Publisher : Rosetta Books
Page : 321 pages
File Size : 48,6 Mb
Release : 2010-12-03
Category : Business & Economics
ISBN : 9780795314834

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The Millionaire Mind by Thomas J. Stanley Pdf

The New York Times bestseller that gives “readers with an entrepreneurial turn of mind . . . road maps on how millionaires found their niches” (USA Today). The author of the blockbuster bestseller The Millionaire Next Door: The Surprising Secrets of America’s Wealthy shows how self-made millionaires have surmounted shortcomings such as average intelligence by carefully choosing their careers, taking calculated risks, and living balanced lifestyles while maintaining their integrity. Dr. Thomas J. Stanley also builds on his research from The Millionaire Next Door and takes us further into the psyche of the American millionaire. Stanley focuses in on the top one percent of households in America and tells us the motor behind the engine; what makes them tick. His findings on how these families reached such financial success are based on in-depth surveys and interviews with more than thirteen hundred millionaires. “A very good book that deserves to be well read.” —The Wall Street Journal “Worth every cent . . . It’s an inspiration for anyone who has ever been told that he wasn’t smart enough or good enough.” —Associated Press “A high IQ isn’t necessarily an indicator of financial success . . . Stanley tells us that the typical millionaire had an average GPA and frugal spending habits—but good interpersonal skills.” —Entertainment Weekly “Ideas bigger than the next buck.” —Orlando Sentinel

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 53,7 Mb
Release : 2020-11-05
Category : Business & Economics
ISBN : 9781119694090

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The Complete Family Office Handbook by Kirby Rosplock Pdf

Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

Author : Thomas J. Stanley, Ph.D.,Sarah Stanley Fallaw, Ph.D
Publisher : Rowman & Littlefield
Page : 272 pages
File Size : 52,9 Mb
Release : 2018-10-01
Category : Business & Economics
ISBN : 9781493035366

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The Next Millionaire Next Door by Thomas J. Stanley, Ph.D.,Sarah Stanley Fallaw, Ph.D Pdf

Is the millionaire next door still out there today? The latest research from Dr. Thomas J. Stanley and his daughter, Dr. Sarah Stanley Fallaw, confirms that, yes, the millionaire next door is alive and well. And he’s achieving his financial objectives much the same way he always has: by living below his means, being a contrarian in a maelstrom of hyper-consumption, and being disciplined in reaching his financial goals. The book examines wealth in America 20 years after Dr. Stanley’s groundbreaking work on self-made affluence. While a new generation of household financial managers are being inundated with the proliferation financial advice, The Next Millionaire Next Door provides readers with an analysis of what it takes to achieve wealth with data-based conclusions and evidence from those who have built wealth on their own over the last two decades. In this current work, the authors detail how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. Through case studies, survey research, and a careful examination of quantitative studies of wealth, the authors illustrate what it takes to achieve financial success today, regardless of market conditions or rising costs.

Author : Rick Crandall
Publisher : Internet Profit Kit
Page : 244 pages
File Size : 44,8 Mb
Release : 1999-03-05
Category : Business & Economics
ISBN : 1890777072

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Celebrate Marketing by Rick Crandall Pdf

Marketing is far more than just advertising and sales. In fact the most effective types of marketing often cost less, not more. Marketing is anything you do to get or keep a customer. "Celebrate Marketing" has chapters by different experts giving you advise on how to market successfully. Topics include developing your niche, getting more referrals, positioning, targeting your audience, internet marketing and more.

Author : Gerald A. Benjamin,Joel B. Margulis
Publisher : John Wiley & Sons
Page : 415 pages
File Size : 54,9 Mb
Release : 2005-02-18
Category : Business & Economics
ISBN : 9780471717409

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Angel Capital by Gerald A. Benjamin,Joel B. Margulis Pdf

Get the business insight that has raised millions in capital funding for over 50,000 entrepreneurs. If you're an entrepreneur or own a small, fast-growing businesses, Angel Capital provides a complete toolkit for raising capital in today's challenging economic landscape. The authors, who manage the largest angel network in the U.S., offer real-world advice on how to find investors and take control of the private placement process. Using revolutionary typology and unmatched proprietary research, they explain all stages of raising capital, from valuation to negotiation to due diligence. In addition, you'll find a comprehensive directory of alternative capital resources, based on research of over 2,000 organizations, and a legal appendix that serves as a short course in exempt offerings and provides the skills needed to have success with any early-stage business venture or investment. Order your copy today.

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 51,9 Mb
Release : 2014-01-28
Category : Business & Economics
ISBN : 9781118367308

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The Complete Family Office Handbook by Kirby Rosplock Pdf

Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.