Posted by admin on 20 Jun 2009 at 11:07 pm under Business
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 [...]
Posted by admin on 01 May 2009 at 3:16 am under Recommended
Editorial Reviews
Review
“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 [...]
Posted by admin on 10 Mar 2009 at 9:31 am under Recommended
Editorial Reviews
In “42 Rules for Sensible Investing”, Leon Shirman shares his practical insights on personal investment strategies and philosophies, and on picking winning stocks. These views are heavily influenced by successful long-term approaches used by modern investing legends, such as Benjamin Graham, Warren Buffett and Peter Lynch. The book provides a checklist [...]
Posted by admin on 09 Mar 2009 at 9:19 am under Recommended
Editorial Reviews
From Publishers Weekly
Wealth: those who have it want to keep it, but what’s the best way to ensure it doesn’t run dry? Lucas is ideally suited to answer the question. A Harvard Business School graduate who’s worked at wealth management firms, and a fourth-generation heir [...]
Posted by admin on 21 Jan 2009 at 8:59 pm under Recommended
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The [...]
Posted by admin on 14 Nov 2008 at 8:11 am under Recommended
Editorial Reviews
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. [...]
Posted by admin on 05 Nov 2008 at 10:20 am under Recommended
Editorial Reviews
From Publishers Weekly
Sandwiched between the rich and the middle class are 8.4 million American households with a net worth between $1 million and $10 million. Prince and Schiff present intriguing statistical nuggets from their survey of 586 middle-class millionaire households. Although these people may be rich [...]
Posted by admin on 23 Oct 2008 at 10:33 pm under Recommended
Editorial Reviews
From Publishers Weekly
Wealth: those who have it want to keep it, but what’s the best way to ensure it doesn’t run dry? Lucas is ideally suited to answer the question. A Harvard Business School graduate who’s worked at wealth management firms, and a fourth-generation heir of [...]
Posted by admin on 27 Sep 2008 at 11:13 pm under Recommended
Editorial Reviews
From Publishers Weekly
Wealth: those who have it want to keep it, but what’s the best way to ensure it doesn’t run dry? Lucas is ideally suited to answer the question. A Harvard Business School graduate who’s worked at wealth management firms, and a fourth-generation heir of [...]
Posted by admin on 25 Sep 2008 at 7:23 am under Recommended
Editorial Reviews
Product Description
Industry experts share their insight and tell you why:
Unified managed accounts represent the future of the managed
money industry.
“No other platform offers so many options and can be customized to meet the needs of [...]
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