Values-based Financial Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Values-based Financial Planning write by Bill Bachrach. This book was released on 2000. Values-based Financial Planning available in PDF, EPUB and Kindle. 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 ...
Comprehensive Financial Planning Strategies for Doctors and Advisors
Comprehensive Financial Planning Strategies for Doctors and Advisors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Comprehensive Financial Planning Strategies for Doctors and Advisors write by David Edward Marcinko. This book was released on 2014-12-09. Comprehensive Financial Planning Strategies for Doctors and Advisors available in PDF, EPUB and Kindle. 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
Communication Essentials for Financial Planners
Communication Essentials for Financial Planners - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Communication Essentials for Financial Planners write by John E. Grable. This book was released on 2017-02-02. Communication Essentials for Financial Planners available in PDF, EPUB and Kindle. 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.
Expert Financial Planning
Expert Financial Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Expert Financial Planning write by Robert C. Arffa. This book was released on 2001-03-09. Expert Financial Planning available in PDF, EPUB and Kindle. Praise for J.K. Lasser Pro Expert Financial Planning "A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to: * Set and prioritize goals * Assess your current financial status * Make projections for each goal * Devise a strategy that includes spending, saving, and investing * Review risk management * Track your financial progress * Evaluate the tax consequences of investment decisions * Select life and disability insurance . . . all with the help of leaders in their fields, including John C. Bogle * Richard Driehaus * Peter Katt * Weston Wellington * Gregory D. Curtis * Jay Mueller, CFA, and many more . . .
Joy of Financial Planning
Joy of Financial Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Joy of Financial Planning write by Jason Howell. This book was released on 2019-12-03. Joy of Financial Planning available in PDF, EPUB and Kindle. 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.
