Author: Stephen D. Gresham
Publisher: Wiley
Keywords: advisor, families, affluent, indispensable, life, financial
Number of Pages: 384
Published: 2007-04-06
List price: $34.95
ISBN-10: 0470112336
ISBN-13: 9780470112335

"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 strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Hand

Author: Jeffrey H. Rattiner
Publisher: Wiley
Keywords: advisor, bible, planner, financial, rattiner
Number of Pages: 304
Published: 2002-08-16
List price: $50.00
ISBN-10: 0471220345
ISBN-13: 9780471220343

"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’s easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a

Author: Diana Mercer
Publisher: Fireside
Keywords: advisor, divorce
Published: 2001
List price: unknow
ISBN-10: 0743218566
ISBN-13: 9780743218566

Author: Dennis Mori
Publisher: Dog Ear Publishing, LLC
Keywords: advisor, financial
Number of Pages: 348
Published: 2008-08-11
List price: $24.95
ISBN-10: 1598586262
ISBN-13: 9781598586268

The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethical professional, a person I call the Good Financial Advisor, who can be your guide on the journey. This book is written for those who wa

Author: Tom, Adams
Publisher: Alert Media
Keywords: fifth, advisor, bond, savings
Number of Pages: 208
Published: 2007-01-01
List price: $24.95
ISBN-10: 0976064537
ISBN-13: 9780976064534

Savings Bond Advisor will introduce you to the Cinderella of investments, the U.S. Savings Bond. Financial pundits have neglected the Savings Bond for a generation. Meanwhile, millions of Americans have invested significant portions of their money in Savings Bonds. Savings Bonds have been dressing for the ball since the U.S. Treasury introduced the inflation-protected Series I Bond and online accounts at Treasury Direct. After a weekend reading Savings Bond Advisor, you’ll understand how Savings Bonds work, how to open an account at Treasury Direct, the history of inflation, and why the

Author: Dr. Miles T. Bryant
Publisher: Corwin Press
Keywords: advisor, dissertation, portable
Number of Pages: 208
Published: 2003-11-21
List price: $33.95
ISBN-10: 0761946969
ISBN-13: 9780761946960

Written for the doctoral graduate student, this book gives you the vital support you need to write your dissertation when you can’t be on campus full-time!

Author: Charles A. Jaffe
Publisher: Wiley
Keywords: advisor, financial, finding, started, getting
Number of Pages: 272
Published: 1970-01-01
List price: $19.95
ISBN-10: 0470538783
ISBN-13: 9780470538784

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid r