The Excellent Investment Advisor - 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 The Excellent Investment Advisor write by Nick Murray. This book was released on 1996. The Excellent Investment Advisor available in PDF, EPUB and Kindle.
Simple Wealth, Inevitable Wealth
Simple Wealth, Inevitable Wealth - 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 Simple Wealth, Inevitable Wealth write by Nick Murray. This book was released on 1999. Simple Wealth, Inevitable Wealth available in PDF, EPUB and Kindle.
Serious Money
Serious Money - 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 Serious Money write by Nick Murray. This book was released on 1991. Serious Money available in PDF, EPUB and Kindle.
The Financial Advisor M&A Guidebook
The Financial Advisor M&A Guidebook - 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 The Financial Advisor M&A Guidebook write by Greg Friedman. This book was released on 2018-12-19. The Financial Advisor M&A Guidebook available in PDF, EPUB and Kindle. With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.
The Million-dollar Financial Advisor
The Million-dollar Financial Advisor - 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 The Million-dollar Financial Advisor write by David J. Mullen (Jr.). This book was released on 2010. The Million-dollar Financial Advisor available in PDF, EPUB and Kindle. The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
