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Showing: 1-10 results of 472


David Mullen, Jr., whose financial advisor program at Merrill Lynch had a success rate twice the industry average, shows advisors how to effectively offer wealth and financial management services under one roof to better service clients. When exacting clients, high expectations, and the need to grow define your job, you need to be at the top of your game. That’s why more and more financial advisors are pooling resources to meet... more...

There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can savvy, well-educated consumers handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial... more...

Updated and revised for a new generation of couples, David Bach's classic money guide teaches couples how to build stable financial wealth that lasts. David Bach, nationally renowned financial advisor and author of the bestselling Smart Women Finish Rich, knows that it doesn't have to be this way. After years of first-hand experience working with couples young and old, David Bach reveals that through communication and partnership, planning your... more...



"The seminal guide to the new morality of personal money management" (Los Angeles Times(on the first edition)) In an age of great economic uncertainty when everyone is concerned about money and how they spend what they have, this new edition of the bestselling Your Money or Your Life is an essential read. With updated resources, an easy-to-use index, and anecdotes and examples particularly relevant today-it tells you how to:... more...

Sometimes, despite careful planning and the best of intentions, life works out differently than expected. In Best Intentions, authors Colleen Barney and Victoria Collins examine the impact of estate planning and share stories and letters from and about real people. These are people who, despite careful planning, did not pass on to their loved ones what they had intended-their own special life lessons, messages and financial inheritance. Most books... more...

"Most Americans are not free. They are chained to their paychecks............The women profiled herein will not tolerate such an existence. They are a different breed. They are free. They are cultivators of wealth and satisfied with life." Dr. Thomas J. Stanley first swept aside the mythical magic curtain of wealth with The Millionaire Next Door, revealing just who and how common the truly wealthy were in this country as well as the characteristics... more...

Zero to Zillionaire is a scale. We are all on that scale somewhere-some of us are drowning near Zero and some of us are riding the crest of the Zillionaire wave. Why is that? Why do some people sink to the bottom of the ocean, some people float to the peak at the top, and the majority tread water in the middle? After accident of birth places a person somewhere on the scale, what is it that makes some stay where they were born, and others rise on the... more...

Many people in advisory roles-financial services providers, attorneys, brokers, insurance representatives, even doctors-are at a crossroads. The old model of relating to customers isn’t working. "Closing" is not the way to start a relationship that is significant, sustaining, and reciprocal. From Selling to Serving offers another way. Much of what traditionally passes for sales training involves trying to imitate the success of others. But... more...