Make Money Myself

Editorial Reviews

<DIV>The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive [...]

Editorial Reviews
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“A ‘must read’ for new sales professionals and a ‘you better read’ for seasoned sales professionals.” — Albert J.
“Provides the next generation of producers and leaders the tools they need to be successful in this ever-changing industry.” — David Stertzer, Executive Vice President, Association for [...]

Editorial Reviews

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are [...]

Editorial Reviews
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“Presents the basic investment vehicles available to investors…From traditional investments…To more original investments such as diamonds, wine and bloodstock horses.” EFMA Magazine “Covers the basics of investment and examines less conventional assets on [...]

Editorial Reviews
From Library Journal
As is common with financial planners, this one, written by staff at one of the Big Six accounting firms, covers such things as determining net worth, setting up and following a budget, accumulating assets (most importantly by developing the savings habit), and stocks, [...]

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“It’s an invaluable reference… Now in it’s 9th edition…it has become an institution.” — Harold Evensky, CFP, 2005
“Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan. Nothing is missing. This is a ‘ must have’ book.” [...]

Editorial Reviews
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“Every financial planner should read this book. The chapter ‘concierge service’ is worth many times the price on its own.” — David S. Norton, CFP, President , Institute of Financial Planning
“Gives insights on how to make a practice more successful–and it also gives some real perspective [...]

Editorial Reviews
Product Description
“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 [...]

Editorial Reviews
Product Description
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients’ best interests and build heathly—and financially successful—practices at the same time.
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Editorial Reviews
Product Description
Revolutionize your financial advisory business by quickly forging an unbreakable bond with your clients or prospects to become an advisor who is trusted with 100 percent of their assets. Most clients invest only about 30 percent of their assets with a financial advisor, but some [...]