Advising Seniors about Their Money
Author | : United States. Congress. Senate. Special Committee on Aging |
Publisher | : |
Total Pages | : 236 |
Release | : 2008 |
Genre | : Electronic government information |
ISBN | : |
Download Advising Seniors About Their Money full books in PDF, epub, and Kindle. Read online free Advising Seniors About Their Money ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!
Author | : United States. Congress. Senate. Special Committee on Aging |
Publisher | : |
Total Pages | : 236 |
Release | : 2008 |
Genre | : Electronic government information |
ISBN | : |
Author | : United States. Congress |
Publisher | : Createspace Independent Publishing Platform |
Total Pages | : 236 |
Release | : 2018-01-23 |
Genre | : |
ISBN | : 9781984128294 |
Advising seniors about their money : who is qualified, and who is not : hearing before the Special Committee on Aging, United States Senate, One Hundred Tenth Congress, first session, Washington, DC, September 5, 2007.
Author | : United States Senate |
Publisher | : |
Total Pages | : 236 |
Release | : 2019-10-23 |
Genre | : |
ISBN | : 9781701922792 |
Advising seniors about their money: who is qualified, and who is not
Author | : United States. Congress. Senate. Special Committee on Aging |
Publisher | : |
Total Pages | : 231 |
Release | : 2008 |
Genre | : Fraud |
ISBN | : |
Author | : Mikol Davis |
Publisher | : Aginginvestor.com |
Total Pages | : 204 |
Release | : 2016-04-25 |
Genre | : |
ISBN | : 9780692702505 |
Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.
Author | : Stephen D. Gresham |
Publisher | : John Wiley & Sons |
Total Pages | : 386 |
Release | : 2011-09-19 |
Genre | : Business & Economics |
ISBN | : 1118148800 |
Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Author | : Eric D. Brotman, CFP® |
Publisher | : Author House |
Total Pages | : 209 |
Release | : 2014-06-26 |
Genre | : Business & Economics |
ISBN | : 1496911245 |
In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)
Author | : Wienke Seeger |
Publisher | : Vernon Press |
Total Pages | : 300 |
Release | : 2019-11-04 |
Genre | : Business & Economics |
ISBN | : 1622735900 |
How do senior executives, such as CEOs and CFOs, interact, select and appoint professional advisors? Based on a successful PhD project, the research in this book explores the interactions between advisors of large professional service firms and senior executive clients on an evidence-based academic level. The research journey and the author’s reflections are charted step-by-step, providing an example of how to analyse unstructured qualitative data, reach theoretical saturation and capture emerging substantive theories. Moreover, by taking a unique holistic and inductive approach, this study offers a series of practical insights on how to combine and apply Kathy Charmaz’ constructivist grounded theory with an auto-ethnographic stance. Divided into eight chapters, the author uses empirical data and rigorous analysis to uncover two distinct decision-making processes, namely (a) the client’s decision to develop and maintain a relationship with the advisor and (b) to select and appoint the advisor for a particular project or services. Mapping these to one common conceptual framework a second complementary model emerges - a type of decision-making matrix with the foci ’competitiveness, skills and merit’, ‘continuity and embeddedness’, ‘control and manage’ and ‘trust and empathy’ - which offers the reader an alternative perspective of client decision-making. This book will be useful for practitioners and researchers alike who have an interest in understanding either naturalistic decision-making processes, the complexities of relationship development and procurement dynamics, as well as applied qualitative research methods.
Author | : Michael J. Metrinko |
Publisher | : Lulu.com |
Total Pages | : 98 |
Release | : 2012-05-28 |
Genre | : Reference |
ISBN | : 1105810771 |
Although the role of the military advisor to senior foreign officials is honored in political history, it became almost a forgotten art when it was needed in Afghanistan and Iraq. American military services are now fully engaged in nation-building in the Iraqi and Afghan conflict zones, and the advisory responsibility seems certain to be needed elsewhere. Advisors have become an invaluable part of the nation-building process, and whether they are assigned to counsel and work with governors, generals, or Cabinet Ministers, their role has an impact on America's overall political and military strategy. This guidebook draws on the experiences of diplomats and military officers who have served in such roles, and whose work with senior foreign officials was carried out in conflict zones at critical times. Although examples are drawn from life in the Islamic world, the precepts have widespread application, and the examples will be an important part of any future advisor's preparation.