-
Transitioning Clients and the Retirement Exit Decision
- Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
- Narrado por: Christine Timms
- Duración: 2 h y 49 m
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Resumen del Editor
The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model. This handbook contains three interrelated topics:
- Part one: "Seeking Group Referrals from Another Advisor"
- Part two: "Transitioning Your Clientele to Your Successor"
- Part three: "The Retirement Exit Decision"
The key to a successful transition of clients is compatibility between the successor, the referring advisor, and the clientele being referred. I believe this compatibility is more likely to be achieved when the successor and the referring advisor understand each other’s positions and business models. Hearing all three topics will provide the listener with needed insight and understanding in addition to providing step-by-step processes and tools for choosing successors and completing the transition.
christinetimms.com provides further description of books and related templates.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.
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The Landlord Entrepreneur
- Double Your Profits with Real Estate Property Management
- De: Bryan M. Chavis
- Narrado por: Tom Perkins
- Duración: 7 h y 40 m
- Versión completa
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General4.5 out of 5 stars 62
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Narración:4.5 out of 5 stars 52
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Historia4.5 out of 5 stars 52
The Landlord Entrepreneur shifts the focus from dealing exclusively with residential real estate to building a dynamic property management business. By following the step-by-step instructions in this new guide, anyone can create a fully functioning, professional property management company in only 10 days. With Chavis's modern take on real estate, you will learn the five phases of property management and the skills needed to successfully move through them - as well as the hacks and tricks to build your profitable business from the ground up.
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3 out of 5 stars
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Good general guide but gineric information.
- De Daniel Gutierrez en 10-14-17
De: Bryan M. Chavis
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Angel Investing
- The Gust Guide to Making Money and Having Fun Investing in Startups
- De: David S. Rose
- Narrado por: David S. Rose
- Duración: 6 h y 42 m
- Versión completa
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General4.5 out of 5 stars 177
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Narración:4.5 out of 5 stars 147
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Historia4.5 out of 5 stars 144
From building your reputation as a smart investor, to negotiating fair deals, adding value to your portfolio companies and helping them implement smart exit strategies, David provides both the fundamental strategies and the specific tools you need to take full advantage of this rapidly growing asset class.
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5 out of 5 stars
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Very enlightening
- De Keith L. en 04-06-15
De: David S. Rose
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The Essential HR Handbook, 10th Anniversary Edition
- A Quick and Handy Resource for Any Manager or HR Professional
- De: Sharon Armstrong, Barbara Mitchell
- Narrado por: Robin Miles
- Duración: 6 h y 8 m
- Versión completa
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General4.5 out of 5 stars 33
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Narración:4.5 out of 5 stars 27
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Historia4.5 out of 5 stars 27
Whether you're a small business owner, a manager in a business without an HR department, or even a seasoned HR professional, The Essential HR Handbook will help you handle any personnel problem - from onboarding to outplacement - quickly and easily. This fully updated 10th anniversary edition is packed with information, tools, checklists, sample forms, and timely tips to guide you through the maze of personnel issues in today's complex business environment.
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4 out of 5 stars
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Good technical HR resource
- De Amazon Customer en 02-02-24
De: Sharon Armstrong, y otros