Financial Practice

In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.

If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.

This is the book about money for people who don't even want to think about money, until the arrival of that inevitable day when we all realize we must come to terms with this thing called money. Everyone has pain and challenges, strengths, and dreams about money, and many of us mix profound shame into that relationship. In The Art of Money, Bari Tessler offers an integrative approach that creates the real possibility of "money healing", using our relationship with money as a gateway to self-awareness and a training ground for compassion, confidence, and self-worth.

In Million Dollar Habits, Tracy teaches listeners how to develop the habits of successful men and women so they too can think more effectively, make better decisions, and ultimately double or triple their income. Listeners will learn how to organize their finances, increase health and vitality, sustain loving relationships, build financial independence, and take a leadership role to turn visions into reality.

Whether you’re looking to deepen your knowledge of complex banking practices, better understand the history of international finance, or simply learn more about central banking as it relates to your everyday life, this book will give you a comprehensive introduction and solid foundation for future study.

You are no doubt a busy student with a lot of things going on! It can be challenging to find the time to read your textbook in preparation for the CFA Exam. However, the truth is that the CFA exam is a challenging test. Thorough preparation cannot be overlooked, therefore. That is why the author Travis Brody developed the CFA Study Guide!

Do you find yourself constantly buying things you don't need or can't afford? Does the thrill of shopping only provide temporary happiness, followed by feelings of guilt and shame? If you're ready to break free from the cycle of compulsive shopping, 30 Days to Stop Being a Shopaholic can help. This practical and insightful workbook offers a 30-day program designed to help you identify and address the root causes of your shopping addiction. Using mindfulness techniques, cognitive behavioral therapy, and other evidence-based approaches, this workbook will guide you through a process of self-...

The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model - Segmentation, Organization, Planning, Acquisition, and Leadership - provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.

Illicit Financial Flows & Worldwide Money Laundering Practices will help guide and protect your business from illegal activities by teaching you how to intervene before they can happen. You have probably read online or seen news reports about white and blue-collar crimes, corporate crimes, or anti-money laundering practices. and wish to learn more about what they mean and how to protect your business from similar illegal activities.

What if you could manifest money into your life using magic? Using social-media star Jessie DaSilva's viral combination of magic (yes, magic) and business savvy techniques comes a how-to-guide for living more abundant financial realities.

Unlock the secrets to a life of prosperity and fulfillment with The Law of Abundance. This comprehensive guide, four times the length of its predecessor, offers an in-depth exploration of the Law of Abundance, a transformative principle that can reshape your understanding of wealth and success.In this expanded edition, Ammanuel Santa Anna delves into the intricacies of aligning your thoughts, beliefs, and actions with the universe's infinite generosity. Through practical exercises, real-life success stories, and profound insights, you'll learn to harness the power of the Law of Attraction ...

In Think Differently, Wells covers insights for the ambitious financial professional. Can you envision improving your introduction-to-close ratio by 50 percent? Or increasing your case size by 50 percent? Every giant step forward starts with awareness and vision - and thinking differently. As you merely think about the insights, you will see a change in your perspective and a change in your effectiveness.

How to Not Pay Your Debt or How to Beat a Collection Lawsuit. This ebook comes with a severe DISCLAIMER. I really should not be telling you this information at all. I could be blacklisted or get excommunicated from the fraternal order of bloodsucking parasites known as collection attorneys. My purpose is to Enlighten you, about Collection attorneys that specialize in debt collections, this eBook comes with a serious very real DISCLAIMER. The information provided in this ebook does not, and is not intended to, constitute legal advice; instead, all information, content, and materials ...

Unlock the Future of Fair Credit: A Bold Vision to Transform the Financial Landscape! Are you tired of being defined by a credit score that feels unfair, opaque, and impossible to change? Do you dream of a world where your financial opportunities aren’t dictated by outdated systems designed to favor the privileged few? "Credit Revolution: Building a Fair and Just Financial System for All" is the groundbreaking manifesto for anyone ready to fight for a fairer, more inclusive financial future. In this engaging, authoritative, and solution-driven book, Dr. Benoit Tano, MD PhD, takes you on a...

All across America, doctors are being forced to close due to the steady decline of insurance reimbursements. Opt-Out is a prescription for struggling private practice owners who want to turn their business around without relying on insurance networks. Dr. TJ Ahn, a Korean-born podiatrist, enrolled in podiatry school, inspired by the “Golden Era” of private practice surgery.

In The Referral Magnet, Kelly Edwards shares the formula for generating more referrals than ever before, all without asking for them. Her proven approach has been used by successful advisors all over the country to become more referable and make small but impactful changes in how they operate.

Immerse yourself in the opulence of true abundance with "Luminous Prosperity: One With Everything," a sumptuous guide to redefining wealth for the discerning seeker. Within these gilded pages, renowned spiritual luminary Ammanuel Santa Anna unveils the secrets to a life of unparalleled richness—one that transcends mere financial gain to encompass the luxuries of purpose, fulfillment, and holistic well-being. Drawing from his vast expertise spanning finance, spirituality, and the arts, Santa Anna precision-engineers your path to holistic abundance, seamlessly blending timeless wisdom with ...

Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from "the best of the best" in the field.

Walk through this concisely written executive summary of how to manage the finances of your practice in just a few hours a month. Get up to speed on which financial reports to run, how to analyze them quickly, and how to be sure that your cash and other assets are safeguarded.

Financial professionals are seeing more financial abuse of aging clients than ever. Why? Elders are living longer, but not necessarily in great health. The pervasive problem of Alzheimer's disease and other dementias can steal a client's financial judgment and make the person much more vulnerable to manipulation. Even if an elder is still competent, she may be subject to the improper persuasion, called "undue influence" of a family member or other trusted person.