The legendary investor shows how to identify and master the cycles that govern the markets. We all know markets rise and fall, but when should you pull out, and when should you stay in?
Interview with Steven D. Lockshin, author of Get Wise to Your Advisor | Daniel H. Pink
The answer is never black or white, but is best reached through a keen understanding of the reasons behind the rhythm of cycles. Confidence about where we are in a cycle comes when you learn the patterns of ups and downs that influence not just economics, markets and companies, but also human psychology and the investing behaviors that result. The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons.
Each is explained step-by-step for immediate application by veteran and new financial professionals alike. Much has changed since the original The Art of Selling to the Affluent was published.
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The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on The Oechli Institute's latest comprehensive research.
In today's unsettled financial markets, where most pension plans died out with the 20th century and where no one's certain of the future of Social Security, hardworking people turn to financial advisors to guide them to a worry-free financial lifestyle. But do you really know how to find a legitimate financial advisor?
Do you understand the jargon advisors use to explain your investments? And, most important, do you know the answers to the most critical questions that will affect your financial future: How much are advisors' fees, and just how safe are the investment choices they make on your behalf? This guide will explain how the Internet, by giving you access to vast amounts of public data for selecting the right advisor, is a game changer. The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors.
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- Interview with Steven D. Lockshin, author of Get Wise to Your Advisor.
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- Love Advice for The Dog of Action and Other Funny Stories. (Lunch Break Funnies, Humor Books Series Book 9).
This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry labeled as the Trifecta of Research , the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.
Is IQ destiny? Not nearly as much as we think. This fascinating and persuasive program argues that our view of human intelligence is far too narrow, ignoring a crucial range of abilities - emotional intelligence - that matter immensely in terms of how we do in life. Everyone knows that timing is everything. But we don't know much about timing itself. Our lives are a never-ending stream of "when" decisions: when to start a business, schedule a class, get serious about a person. Yet we make those decisions based on intuition and guesswork.
Timing, it's often assumed, is an art. We're here to help. In case you can't find the book you're looking for on Biblio.
Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off
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No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify.
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The book will help readers with the following:. This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
Steven D. Lockshin is the founder and former CEO of Convergent Wealth Advisors, one of the nation's leading wealth management firms, providing investors with objective advice, flexible investment solutions, and transparency.