The Financial Coaching Playbook

The Financial Coaching Playbook
Author: Kelsa Dickey
Publisher:
Total Pages: 252
Release: 2020-03-30
Genre: Business & Economics
ISBN: 9780578602325

Your step-by-step guide to launching your financial coaching business. From learning which clients you want to work with and how to build an experience that best supports their needs, to marketing and business administration basics for entrepreneurs, this workbook is your one-stop-shop for getting your business started today!

The Financial Anxiety Solution

The Financial Anxiety Solution
Author: Lindsay Bryan-Podvin
Publisher: Ulysses Press
Total Pages: 165
Release: 2020-02-18
Genre: Business & Economics
ISBN: 1646040074

Discover how to overcome money stress, make smarter money moves, and find financial freedom with this life-changing interactive guide! Most adults today experience some degree of anxiety. In the United States alone, 51% of adults report feeling anxious. And what is one of the top causes of this chronic anxiety? Money. Financial anxiety is ranked #2 in terms of what is stressing Americans out. And the more anxious a person is about money, the less likely they are to take action toward improving their financial health. Hitting a little close to home? Now that your heart rate is up, here’s the good news—anxiety is treatable and financial literacy is easier than you think. The Financial Anxiety Solution will show you how to conquer money-related stress and take control of your financial life. Inside, you’ll find: Cognitive behavioral therapy (CBT) techniques for developing anxiety coping skills Interactive quizzes to help identify “pain points” of stress Journal prompts to help work through money-related thoughts and feelings Mindfulness exercises to help calm a worried mind Popular money-management techniques that can help turn the page on financial anxiety The Financial Anxiety Solution takes you step by step through helpful exercises and strategies to understand the sources of anxiety, apply coping skills to address anxiety symptoms, and prepare to tackle your financial worries.

The Advisor Playbook

The Advisor Playbook
Author: Duncan MacPherson
Publisher:
Total Pages: 0
Release: 2015-10-21
Genre: Business & Economics
ISBN: 9780968440186

How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.

The Winning Playbook

The Winning Playbook
Author: Jonathan Ray Scott
Publisher: Simon and Schuster
Total Pages: 120
Release: 2022-08-16
Genre: Business & Economics
ISBN: 1950906981

"...a must-read for athletes and entrepreneurs alike." — Mike Magolnick 5x Author, CEO, Influencer "A well-written, practical personal finance book..." — Kirkus Reviews It’s time to take your financial game to the next level. A must-have for athletes, entrepreneurs, and anyone determined to take control of their financial and personal well-being, The Winning Playbook is the essential guide to transforming your career into a money-making machine and becoming the CEO of your own legacy. We’ve all heard the stories—a professional athlete signs for $2 million a year and the next thing we know he’s working in the off-season to make ends meet. Financial empowerment expert Rob Welsh and former NFL offensive tackle Jonathan R. Scott have dedicated themselves to successfully coaching athletes of all levels to make their money work for them. Yet, professional athletes aren’t alone in their financial trials—too few of us understand how to make the most of the rewards of our hard work and what we must know to get what we want from life. For the first time in The Winning Playbook, Rob Welsh and Jonathan R. Scott reveal the keys to unlocking your ability to learn and steer the direction of your own life, including how to: · Understand Your Paycheck and How to Keep It · Become Financially Empowered · Hone a Business Mindset · Win When Life Happens · Build Your Team · Learn the Rules of Money · Access Hidden Tax and Financial Strategies · How to Guide Student-Athletes to Prepare for their Financial Future Find your purpose beyond the playing field or office and set yourself up for a rewarding personal and financial future. “...should be required reading for all athletes and families transitioning to professional sports.”— Mack Brown, Head Football Coach of The University of North Carolina, College Football Hall of Fame Inductee

The Sales Leaders Playbook

The Sales Leaders Playbook
Author: Nathan Jamail
Publisher: eBookIt.com
Total Pages: 150
Release: 2011-09-12
Genre: Business & Economics
ISBN: 1456605135

Winning is not a 'some of the time' activity it is an 'all of the time' activity. Success in sales takes talent, skills, discipline, practice, and most importantly honesty with a genuine concern for the client. Most sales leaders know what to do - they just do not know how to make it real for their organization. This barrier keeps them mediocre at best. Experienced sales professional and entrepreneur, Nathan Jamail has developed a playbook of techniques and best practices, which have allowed hundreds of sales teams to find success in their selling. From creating an organizational belief system to taking the bullet for those you lead, The Sales Leaders Playbook focuses on how to build a winning team. Nothing in this book is theory - it is based on personal experiences learned throughout Nathan Jamail's extensive sales career. The Sale Leaders Playbook is a book written for sales leader by a sales leader - designed to be straightforward, easy to read, and simple to understand. The ability to execute the skills and programs outlined requires effort. It takes a sales leader who is willing to hold a team accountable and more importantly hold themselves accountable. Mastering these sales leadership skills will: * Increase team morale * Improve skills and abilities * Improve communications * Increase sales and profits

The Total Money Makeover: Classic Edition

The Total Money Makeover: Classic Edition
Author: Dave Ramsey
Publisher: Thomas Nelson
Total Pages: 266
Release: 2013-09-17
Genre: Business & Economics
ISBN: 1595555285

Do you want to build a budget that actually works for you? Are you ready to transform your relationship with money? This New York Times bestseller has already helped millions of people just like you learn how to develop everyday money-saving habits with the help of America's favorite personal finance expert, Dave Ramsey. By now, you've already heard all of the nutty get-rich-quick schemes and the fiscal diet fads that leave you with a lot of quirky ideas but not a penny in your pocket. If you're tired of the lies and sick of the false promises, Dave is here to provide practical, long-term help. The Total Money Makeover is the simplest, most straightforward game plan for completely changing your finances. And, best of all, these principles are based on results, not pie-in-the-sky fantasies. This is the financial reset you've been looking for. The Total Money Makeover: Classic Edition will give you the tools and the encouragement you need to: Design a sure-fire plan for paying off all debt--from your cars to your home and everything in between using the debt snowball method Break bad habits and make lasting changes when it comes to your relationship with money Recognize the 10 most dangerous money myths Secure a healthy nest egg for emergencies and set yourself up for retirement Become financially healthy for life Live like no one else, so later you can LIVE (and GIVE) like no one else! This edition of The Total Money Makeover includes new, expanded "Dave Rants" that tackle marriage conflict, college debt, and so much more. The Total Money Makeover: Classic Edition also includes brand new back-of-the-book resources to help you make The Total Money Makeover your new reality.

The Leadership Playbook

The Leadership Playbook
Author: Nathan Jamail
Publisher: Penguin
Total Pages: 223
Release: 2014-07-31
Genre: Business & Economics
ISBN: 0698157028

The successful self-published author of The Sales Leaders Playbook writes his first mainstream leadership book There are enormous differences between managing and coaching. Yet many companies and organizations encourage their leaders to coach teams without ever teaching them how and without creating a culture that supports coaching. Nathan Jamail—a leading consultant, professional speaker, and the president of his own group of businesses—trains coaches at several Fortune 500 companies and learned that it takes not only different skills to achieve success, but a truly effective coach needs an organizational culture that creates and multiplies the success of every motivated team member. The Leadership Playbook shows leaders the skills necessary to be an effective coach and to build effective teams by: Fostering employees’ belief in the culture of a company Resolving issues proactively rather than reactively and creating an involvement that constantly pushes employees to be their best Focusing on the more humane principles of leadership—gratitude, positivity, and recognition—that keep morale high Holding teams and individuals accountable Constantly recruiting talent ("building the bench") rather than filling positions only when they are empty Combining research, interviews, and inspiring stories with the lessons that have earned Jamail the respect of the world’s foremost corporations including CISCO, FedEx, Sprint, the U.S. Army, and State Farm; The Leadership Playbook will dominate the category for years to come.

Financial Counseling

Financial Counseling
Author: Dorothy B. Durband
Publisher: Springer
Total Pages: 244
Release: 2018-10-16
Genre: Social Science
ISBN: 3319725866

"This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability." -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices.

The Career Playbook

The Career Playbook
Author: James M. Citrin
Publisher: Crown Currency
Total Pages: 258
Release: 2015-04-21
Genre: Business & Economics
ISBN: 0553446975

Are you about to graduate and begin your job search? Or are you a young professional trying to choose the right field or looking for that perfect position that will catapult your career? Figuring out a career and getting a great job has never been more difficult. On top of that, today’s graduates are looking for not only good jobs but positions that will help them launch careers in which they can grow and prosper. But knowing what to look for and how to actually land a great job is exceptionally challenging when you’re trying to get an interview, make enough money, and position yourself for advancement. Based on an in-depth survey of thousands of graduates and young professionals, and hundreds of interviews with the world’s top business and nonprofit leaders—not to mention James Citrin’s decades of experience as a senior partner at the premier executive search firm Spencer Stuart—The Career Playbook offers recent graduates and aspiring young professionals actionable advice for excelling. From his practical tips on generating valuable introductions, nailing interviews, and negotiating compensation to strategic advice on the arc of a career, the importance of relationships, how to cultivate a mentor, and knowing when to change jobs or industries, Citrin provides an invaluable guide to the most urgent questions that are at the heart of every person’s career deliberations. Packed with first-person advice from graduates and young professionals themselves, as well as the perspectives of seasoned CEOs, entrepreneurs, leaders, and experts, such as Virgin’s Sir Richard Branson, Facebook’s Sheryl Sandberg, Third Point Advisors’ Daniel Loeb, author Malcolm Gladwell, and US Navy SEALs’ Admiral Eric Olson, The Career Playbook is an essential resource for landing, launching, and thriving in your career.

Coach Yourself to Success

Coach Yourself to Success
Author: Joe Moglia
Publisher: John Wiley & Sons
Total Pages: 223
Release: 2005-04-08
Genre: Business & Economics
ISBN: 0471732842

Praise for Coach Yourself to Success "Knowing how to make money and hold onto your money has never been easy. Joe's strategies are clear, accessible, and performance based. Joe, thanks for taking the mystery out of investing." --Maria Bartiromo, host and managing editor of the nationally syndicated program the Wall Street Journal Report with Maria Bartiromo and CNBC's Closing Bell. "Leave it to Joe to look out for the rest of us Joes and Joannes. Practical. Useful. Meaningful. The man who democratized trading has now leveled the playing field." --Neil Cavuto, Vice President of FOX News Channel, host of Your World with Neil Cavuto and author of the New York Times bestseller, More than Money "Joe Moglia has provided a coach's playbook for everyone. This is an invaluable tool for executing the right investing moves to win the game!" --Bill Bolster, former CEO CNBC, CNBC Intl. "If there is a parallel between football and investing, it is that to be successful you have to stick to the fundamentals. 'Coach' Joe Moglia lays out the fundamentals for you in a concise, straightforward manner. Read it and win." --Vince Lombardi, Jr. "Coach Joe Moglia knows the game and knows it well. His clearly written book is indispensable for the novice and great fun for the knowledgeable." --Bob Kerrey, President, New School University "As the president of Ameritrade, Joe Moglia revolutionized online trading, making individual investors successful as never before. In Coach Yourself to Success, Moglia's insights give individual investors a new and powerful tool to achieve their financial objectives." --Roger McNamee, cofounder of Elevation Partners, Silver Lake Partners, and Integral Capital Partners, and author of The New Normal