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.

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.

Are you tired of insurance hassles, low reimbursement rates, and working harder while earning less? The Private Pay Practitioners Playbook gives you everything you need to build a thriving practice that serves your ideal clients while creating the financial freedom you deserve. Private pay isn't a dream. It's a decision. Written by D.J. Burr, LMHC, LPC—founder of the 15,000+ member Private Pay Practitioners community—this isn't theoretical advice. It's battle-tested strategies from someone who's built a successful private pay practice and helped hundreds of therapists do the same.

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.

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.

With "White Magic for Financial Abundance" as your guide, embark on an extraordinary journey to financial prosperity! Delve deep into the mystical realm of white magic and uncover the secrets to wealth and abundance. This comprehensive guide combines ancient wisdom with modern practices, empowering you to achieve financial fulfillment. Explore the mysterious art of white magic and discover how to manifest abundance in every aspect of life. From creating potent wealth altars to harnessing the energy of crystals and herbs, from summoning benevolent spirits to mastering 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.

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.

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.

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!

This small book provides a primer on starting a private practice. It promotes entrepreneurship as the fundamental orientation that is needed for a successful practice. Although it is informal in its presentation, it gives the practical details that is needed for recent university graduates to launch their independent practice.

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.

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.

Discover the Secrets to the lucrative world of Cryptocurrency Investing and build Long-Term Wealth—even if you've never made an investment before Curiosity often drives us to explore new horizons, yet when it comes to cryptocurrency, the vast array of information can leave many potential investors like you feeling overwhelmed. Have you ever wondered how you could securely diversify your investments to include digital assets without losing sleep? Or perhaps you’re intrigued by the potential of crypto to enhance your lifestyle and security. Do you crave structured, actionable strategies ...

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.

Introducing "Growing Green", the ultimate guide to starting and thriving in your very own greenhouse business! This comprehensive eBook is your one-stop-shop for turning your passion for fresh, organic produce into a lucrative and sustainable venture. Are you ready to capitalize on the skyrocketing demand for locally-sourced, natural foods? Dive into this treasure trove of expert advice and practical strategies that spans everything from niche selection to optimizing your greenhouse business with technology. Begin by exploring various greenhouse niches and learning the ins and outs of ...

Jeremy Dunston, a wealthy and sophisticated 66 year old widowed Canadian attorney, loses his fortune and his reputation in the blink of an eye when he is swindled by his young law partner. Jeremy moves to Las Vegas to avoid the humiliation back home and finds a menial job slinging burgers. Does romance forsake a man who has lost it all? ABOUT THE AUTHOR: Donald W. Desaulniers is a retired real estate lawyer from Belleville, Ontario, Canada who operated a one-man law firm in that beautiful city from 1973 until 2009. Still residing in Belleville with his lovely English wife, Jane and their ...

Running a Small Business is hard work. There are no shortcuts. Your livelihood, as well as the livelihood of your employees, depends on the success or failure of your business. Every day brings new challenges and obstacles that you as a Small Business owner need to overcome. The goal of this book is not to help eliminate those financial headwinds, but rather to provide you with the foundational financial knowledge to help you understand their cause and how to work towards mitigating them. By having this foundational knowledge not only can you speak the lingo when it comes to finance, but ...

The Dance to Independence is a powerful guide for financial advisors who feel the call to step beyond the limits of traditional firms and design a practice that truly reflects who they are. Going independent isn’t about starting from scratch—it’s about returning to your core, reclaiming your voice, and building with courage, intention, and clarity. Drawing on years of consulting with advisors across the country, Tricia Brady takes you behind the scenes of the independence journey. From navigating platforms, compliance, and technology to designing client experiences and growth ...

Bitcoin and cryptocurrencies are fast becoming an area of interest for retail and institutional clients. Is your practice ready? Do you has a system in place to build-out a digital asset offering in your practice? If you are a financial advisor, you can't afford to miss this... The Financial Advisor's Digital Asset Practice Guide provides a step-by-step guide you can use to build-out a digital asset practice. This is a one-stop solution to help you grow your business. Here is what you will learn: The top five reasons you need to talk with clients and prospects about cryptocurrencies Learn ...