The Online Business Guide To Financial Services
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| Author | : Mark J. Kohler |
| Publisher | : Entrepreneur Press |
| Total Pages | : 282 |
| Release | : 2017-11-14 |
| Genre | : Business & Economics |
| ISBN | : 1613083750 |
TAKE CONTROL OF YOUR FINANCIAL FUTURETailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. Learn how to: Pinpoint the dollar value of your business with a step-by-step formula Eliminate and avoid bad debt while leveraging your good debt Uncover investment strategies Wall Street won't tell you Achieve long-term goals with the 4x4 Financial Independence Plan Find an advisor willing to look out for your best interests Super-charge your 401(k) and leverage your insurance to get rich Create the best exit strategy for you, your business, and your family Avoid the most common mistakes in real estate investment Protect your hard-earned assets from security threats ready to strike You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!
| Author | : Lita Epstein |
| Publisher | : John Wiley & Sons |
| Total Pages | : 198 |
| Release | : 2012-02-07 |
| Genre | : Business & Economics |
| ISBN | : 1118143515 |
Financial statements hold the key to a company's fiscal health—so learn to read them! In order to gauge a company's health—as well as the competition's—managers must know how to properly read and understand financial statements. The Business Owner's Guide to Reading and Understanding Financial Statements will introduce managers and business owners to various types of financial statements and explain why they are important. Serving as a desktop reference, especially for managers without a strong background in finance, this book will discuss the difference between internal and external financial statements and explain how they can be used for financial decision-making in order to avoid common missteps. Whether you're planning for major capital projects or simply managing the fiscal aspects of your department, this nontechnical, results-driven guide will arm you with the fundamentals to: Understand the budget process and why it is important Manage assets and track inventory Gauge profitability Monitor success throughout the year using internal reporting Set prices and make key cost decisions Financial statements are essential to determining a company's fiscal health. Understand where your company stands so that you can make informed decisions about its future.
| Author | : Phil Tahey |
| Publisher | : |
| Total Pages | : |
| Release | : 2020-09-07 |
| Genre | : |
| ISBN | : 9781732420830 |
| Author | : David Worrell |
| Publisher | : Bloomsbury Publishing USA |
| Total Pages | : 288 |
| Release | : 2014-01-22 |
| Genre | : Business & Economics |
| ISBN | : 1440829365 |
Like a detailed trail map through the jungle of finance, this book guides readers past small-business financial pitfalls, showing readers how to fine-tune operations and enhance profitability. Easy to read and full of engaging stories, this book teaches the basics of true financial management—re-made just for small businesses. It's perfect for entrepreneurs who want to get more from their accounting without getting stuck in the details. The author examines each of the three major financial statements and explains both how and why business owners should utilize these powerful tools to create a more stable, more profitable business. Whether one's business has one employee or 100, the small business owner will gain a deeper understanding of why finance is so critical to survival and growth. Written by an experienced CFO and entrepreneur, The Entrepreneur's Guide to Financial Statements uses illustrations, real-life stories, and crystal-clear writing to show business owners the importance of "the numbers" and the critical nature of finance to the survival, profitability, and growth of their small businesses.
| Author | : Claire Akin |
| Publisher | : |
| Total Pages | : 160 |
| Release | : 2019-11-06 |
| Genre | : |
| ISBN | : 9781705950395 |
The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.
| Author | : SCN Education B.V. |
| Publisher | : Springer Science & Business Media |
| Total Pages | : 185 |
| Release | : 2013-11-11 |
| Genre | : Technology & Engineering |
| ISBN | : 3322866270 |
The world of banking and financial services is in the midst of dramatic change, moving away from traditional "brick and mortar" branches and focusing on new delivery channels, to improve customer service and give 24-hours-a-day access to information and transactions. What are the threats and the opportunities of electronic banking? What new pricing strategies should banks develop? How to secure electronic financial transactions? What effects will online banking have on the financial world? How to market the new electronic services? Read the expert opinions from bankers, trendwatchers and financial consultants. Explore the new banking solutions through white papers and reports. This HOTT Guide reveals all the ins and outs of this new online phenomenon.
| Author | : Entrepreneur Press |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2003 |
| Genre | : New business enterprises |
| ISBN | : 9781932156485 |
This series covers the federal, state, and local regulations imposed on small businesses, with concise, friendly and up-to-the-minute advice on each critical step of starting your own business.
| Author | : |
| Publisher | : BoogarLists |
| Total Pages | : 141 |
| Release | : |
| Genre | : |
| ISBN | : |
| Author | : Douglas Goldstein |
| Publisher | : Jones & Bartlett Publishers |
| Total Pages | : 620 |
| Release | : 2007-01-04 |
| Genre | : Business & Economics |
| ISBN | : 0763765031 |
Despite pressure from the private sector to market their own custom solutions, the healthcare industry is coming around to the idea of applying the strategies of collaboration, open solutions, and innovation to meet the ever-changing demands for healthcare information to support quality and safety. This book provides a roadmap for improving quality of care using Electronic Health Records (EHR) and interoperable, consumer-centric health information solutions. Important Notice: The digital edition of this book is missing some of the images or content found in the physical edition.
| Author | : David J. Mullen (Jr.) |
| Publisher | : Amacom |
| Total Pages | : 354 |
| Release | : 2013 |
| Genre | : Business & Economics |
| ISBN | : 0814431739 |
Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.
