Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

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The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Ha

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Crowdfunding in der Filmproduktion - Finanzierung 2.0 für Spiel- und Dokumentarfilm (German Edition)

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Studienarbeit aus dem Jahr 2012 im Fachbereich BWL - Unternehmensführung, Management, Organisation, einseitig bedruckt, Note: 1,0, -, Sprache: Deutsch, Abstract: Crowdfunding ist in aller Munde. Die Einen sehen diese innovative Finanzierungsstrategie als wichtigen Schrilt "zur Demokratisierung der Kulturlandschaft" (Lindner 2011) und möglicherweise als "das Modell der Zukunft für Kinoproduktionen" (Hübner 2011). Andere erkennen Crowdfunding als "nach wie vor [ ... ] unterbelichtete[n] Bereich [ ... ]. Es steckt noch in den Kinderschuhen und muss sich erst etablieren." (Röhr 2011 zil. n. Klee 2011). Auch Sebastian Dresel, Beauftragter für Kultur- und Kreativwirtschaften der Stadt Mannheim, stellt fest "Wir befinden uns mit dem Thema Crowdfunding hinsichtlich der Wahrnehmung dort, wo Social Networks 2007 waren!" (Lindner 2011). Eben diese Wahmehmung befindet sich allerdings seit mindestens einem Jahr im Wandel. Nicht nur die Medien wurden durch verschiedene Leuchtturm-Projekte, wie

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The Richest Man in Babylon

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Our prosperity as a nation depends upon the personal financial prosperity of each of us as individuals. This book deals with the personal successes of each of us. Success means accomplishments as the result of our own efforts and abilities. Proper preparation is the key to our success. Our acts can be no wiser than our thoughts. Our thinking can be no wiser than our understanding. This book of cures for lean purses has been termed a guide to financial understanding. That, indeed, is its purpose: to offer those who are ambitious for financial success an insight which will aid them to acquire money, to keep money and to make their surpluses earn more money. In the pages which follow, we are taken back to Babylon, the cradle in which was nurtured the basic principles of finance now recognized and used the world over. To new readers the author is happy to extend the wish that its pages may contain for them the same inspiration for growing bank accounts, greater financial successes and

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Bolsa de Valores: Investidores de Primeira Viagem (Portuguese Edition)

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O livro possui como objetivo apresentar aos novos investidores as diferentes formas de realizar investimentos na Bolsa de Valores através do mercado de Ações, Clubes de Investimentos, Fundos de Investimentos e Fundos de Investimentos Imobiliários. Uma característica marcante deste livro é a transparência que o autor nos traz a respeito dos riscos que são omitidos por muitos profissionais do mercado financeiro. Esta obra é indicada principalmente para as pessoas que nunca possuíram contato com a Bolsa de Valores.

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Fundamentals of Corporate Finance

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Fundamentals of Corporate Finance, 3rd Edition by Robert Parrino, David Kidwell, and Thomas Bates develops the fundamental concepts underlying corporate finance in an intuitive manner while maintaining a strong emphasis on developing computational skills. The authors believe that students who understand the intuition underlying the basic concepts of finance are better able to develop the critical judgments necessary to apply financial tools in real decision-making situations. The Third Edition offers a level of rigor that is appropriate for both business and finance majors and presents the content in a manner that all students find accessible and engaging.

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Bank Management

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Closely examine the impact of today's changing, competitive environment on commercial banks and banking services, as well as the entire financial services industry, with Koch/MacDonald's BANK MANAGEMENT, 8E. This new edition reflects the latest changes and developments, from complete regulatory updates to details of the many programs evolving amidst today's financial crises. The book's unique approach to understanding bank management focuses on decision-making in today's financial world. Whether you are a practicing or future professional, the book clearly demonstrates how certain factors influence credit, investment, funding, and pricing decisions. The book's solid framework provides an appreciation and understanding of the trade-offs between return and risk. You gain a better understanding of the most important issues confronting financial and banking managers today as the book discusses basic financial models used to formulate decisions and analyzes the strengths and weaknesses of

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Jay-Z (Library of Hip-Hop Biographies (Paperback))

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Brief biography about Shawn Carter, the hip-hop artist and producer known as Jay-Z.

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