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  • The Enduring Advisory Firm

    How to Serve Your Clients More Effectively and Operate More Efficiently

    Series series Bloomberg Financial
    A guide for financial advisors who are ready to embrace new opportunitiesThe Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial ... Leer más

    $53.00 USD

  • You've Been Framed

    How to Reframe Your Wealth Management Business and Renew Client Relationships

    de Ray Sclafani ...
    Reframe "wealth management" to achieve sustainable success in financial servicesYou've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe ... Leer más

    $25.00 USD

  • Practice Made Perfect

    The Discipline of Business Management for Financial Advisers

    When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject.The ... Leer más

    $42.99 USD

  • Practice Made (More) Perfect

    Transforming a Financial Advisory Practice Into a Business

    Series Libro 141 - Bloomberg Financial
    A revised and expanded look at how to thrive and prosper in the financial advisory businessA new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most ... Leer más

    $50.00 USD

  • How to Value, Buy, or Sell a Financial Advisory Practice

    A Manual on Mergers, Acquisitions, and Transition Planning

    Series Libro 58 - Bloomberg Financial
    Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice ... Leer más

    $69.00 USD

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  • Lessons from Private Equity Any Company Can Use

    Series series Memo to the CEO
    Private equity firms are snapping up brand-name companies and assembling portfolios that make them immense global conglomerates. They're often able to maximize investor value far more successfully than traditional public companies.How do PE firms become such powerhouses? Learn how, in Lessons from Private Equity Any Company Can Use. Bain chairman Orit Gadiesh and partner Hugh MacArthur use the ... Leer más

    $23.99 USD o gratis con Kobo Plus

  • Straight Talk for Startups

    100 Insider Rules for Beating the Odds--From Mastering the Fundamentals to Selecting Investors, Fundraising, Managing Boards, and Achieving Liquidity

    "Straight Talk for Startups memorializes age-old best practices and empowers both experienced and new investment professionals to beat the odds."—David Krane, CEO, Google Ventures"Straight Talk for Startups is filled with real, raw, and fact-based ‘rules of the road’ that you need to know when diving into our ultra-competitive startup world. A must read and a re-read!"—Tony Fadell, Coinventor of ... Leer más

    $9.99 USD

  • Getting a Job in Private Equity

    Behind the Scenes Insight into How Private Equity Funds Hire

    If you're seriously considering a career in private equity, you have to become familiar with how firms hire. With Getting a Job in Private Equity, you'll gain invaluable insights that will allow you to stay one step ahead of other individuals looking to secure a position in this field. Here, you'll discover what it takes to make it in PE from different entry points, what experience is needed to ... Leer más

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  • The CEO, Strategy, and Shareholder Value

    Making the Choices That Maximize Company Performance

    de Peter Kontes ...
    A new look at delivering effective shareholder value from Peter Kontes, a true leader in the world of strategic managementIn The CEO, Strategy, and Shareholder Value, Peter Kontes, a true leader in the strategic management field, outlines the key to creating and growing shareholder value. The proper focus, contends Kontes, is in using quantitative measurements as guideposts on the path to success. ... Leer más

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  • Beliefs, Behaviors, and Results

    The Chief Executive's Guide to Delivering Superior Shareholder Value

    For any CEO who wants to achieve and sustain superior shareholder value growth.All chief executives want to deliver superior returns for their shareholders, however only a few have been able to do so on a sustainable basis. Beliefs, Behaviors, and Results profiles how the best Fortune 200 CEOs have been able to outperform their peers and sustain superior shareholder returns by institutionalizing a ... Leer más

    $12.99 USD o gratis con Kobo Plus

  • How to Set Up A Family Budget and Finally Get Free

    Family Budgeting

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    Put simply, in “How to set up a Family Budget and Finally Get Free”, we focus in on how to empower families to set up better, more realistic budgets, stick to them and celebrate their successes and learn from their failures! Families eventually do have a monthly surplus, see their savings start to grow, consolidate their debt, set aside discretionary funds and personal allowances, build their ... Leer más

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  • Reporting on Sustainability - Exploring the TCFD Framework for ESG Disclosure

    Series series ESG series books
    "Reporting on Sustainability - Exploring the TCFD Framework for ESG Disclosure" is a comprehensive guide for companies and investors seeking to effectively disclose their environmental, social, and governance (ESG) performance through the Task Force on Climate-related Financial Disclosures (TCFD) framework.The book provides a detailed overview of the TCFD's recommendations, including governance ... Leer más

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