A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Reveals how you can reduce market risk by using proven theories of portfolio management Written by accomplished financial advisor, attorney, and CPA Norbert Mindel Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.
An essential guide for putting workforce management systems to work for your business Showing you how to take your business from reactive to proactive and improve performance, No Boundaries provides a vendor-neutral guide on how your company can use workforce management systems to improve productivity and profits. Drawing upon years of experience implementing these systems, author Lisa Disselkamp offers numerous case studies illustrating how organizations have used workforce management systems to solve their business problems and discusses: How the latest software uses data from time and attendance to create real time visibility into employee activity and cost Developments in labor management technology that can mitigate the challenges faced by employers in every industry and public sector Using labor data to achieve financial goals and maximize profits Using workforce management technology to enhance operations, quality, compliance, and employee satisfaction and retention Adding value to data through integration with other key business information How to build a business case and gain internal support for an investment in time and labor management technology Guide to selecting and installing time and labor systems This book bridges the gap between what business leaders understand about their business and what they have yet to learn about this technology. The author introduces the concept of Mission Based Configuration, showing companies how to apply time and labor systems to their business needs to save time and money. The use of technology offers an effective tool to manage budgets, meet strategic targets, and channel decision-making toward best practices. No Boundaries reveals how your business can win the race for profits and productivity.
In the wake of the recent financial crisis, many will agree that it is time for a fresh approach to portfolio management. The Complete Guide to Portfolio Construction and Management provides practical investment advice for building a robust, diversified portfolio. Written by a high-profile investment adviser, this book reveals a practical portfolio management framework and new approach to portfolio construction based on four key market forces: macro, fundamental, technical, and behavioural. It is an insight that takes the focus off numbers, looking instead at the role of risk and behavior in finance. As we have seen with the recent finance meltdown, traditional portfolio management techniques are flawed. Investors need to understand those flaws and learn how to incorporate risk management and behavioral finance into their asset management strategies. With a foreword by industry leader Francois-Serge L'habitant, this is your one-stop guide, with new ways for you to manage, grow and preserve your investment portfolio, even in uncertain markets.
The complete guide to a successful Twitter marketing campaign Twitter is a microblogging service that's changing the way we communicate. Marketers recognize its value, and Twitter Marketing: An Hour a Day offers marketers, advertisers, brand managers, PR professionals, and business owners an in-depth guide to designing, implementing, and measuring the impact of a complete Twitter strategy. Expert author Hollis Thomases acquaints you with the Twitterverse, its conventions, and its fascinating demographics and statistics. She then teaches you step by step how to effectively craft successful branding and direct response strategies that can be scaled to any organization and its objectives. Twitter Marketing: An Hour a Day uses interesting case studies, success stories, anecdotes, and examples to demonstrate how to use Twitter metrics in order to inform strategic direction. You'll discover how top companies-large and small-have leveraged this exciting communications platform. Twitter has become a phenomenon with 32 million users, including major companies such as Apple, JetBlue, and CNN This step-by-step guide explains the demographics, shows how companies are using Twitter, and explains how to scale the approach to your enterprise The detailed coverage includes the basics for Twitter newcomers and explores all elements of a successful strategy Expert author Hollis Thomases shows how to set goals, develop and implement a plan, attract followers, and measure the impact of a campaign The in-depth book explains how to maintain momentum and explores such issues as contests, promotions, and crisis management Twitter Marketing: An Hour a Day is the ultimate guide to succeeding one tweet at a time!
A practical guide to identifying, analyzing and tackling operational risk in banks and financial institutions Created for banking and finance professionals with a desire to expand their management skill set, this book focuses on operational risk and operational risk events, as distinct from other types of functional risks. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training. Schools you in techniques for analyzing the operational risk exposure of banking institutions and assessing how operational risk impacts on other types of risk Provides expert guidance on how to design, plan and implement systems for operational risk management and quality control Describes a comprehensive approach to operational risk management that includes data collection, modeling and an overall risk management structure Shows you how to develop operational risk management solutions to help your company minimize losses without negatively impacting its ability to generate gains Offers expert guidance on various regulatory frameworks and how the latest Basel II and Basel III requirements impact a bank's operational risk management strategy and framework
Develop the skills to manage risk in the high-stakes world of financial speculation The Risk of Trading is a practical resource that takes an in-depth look at one of the most challenging factors of trading—risk management. The book puts a magnifying glass on the issue of risk, something that every trader needs to understand in order to be successful. Most traders look at risk in terms of a «stop-loss» that enables them to exit a losing trade quickly. In The Risk of Trading, Michael Toma explains that risk is ever-present in every aspect of trading and advocates that traders adopt a more comprehensive view of risk that encompasses the strategic trading plan, account size, drawdowns, maximum possible losses, psychological capital, and crisis management. Shows how to conduct a detailed statistical analysis of an individual's trading methodology through back-testing and real-time results so as to identify when the methodology may be breaking down in actual trading Reveals why traders should think of themselves as project managers who are strategically managing risk The book is based on the author's unique 'focus on the risk' approach to trading using data-driven risk statistical analytics Using this book as a guide, traders can operate more as business managers and learn how to avoid market-busting losses while achieving consistently good results.
Achieve your dream of retiring abroad while on a budget The International Living Guide to Retiring Overseas on a Budget provides a detailed guide to one of the least-known but most effective retirement strategies in today's chaotic economic environment: retiring abroad. The premise is simple: Enjoy a happier, healthier, more fulfilling retirement than you could possibly afford in the U.S. or Canada by finding the right overseas retirement haven. The book reveals those affordable havens and the strategies for successfully making the move that could save your retirement. Aimed at retirees and near-retirees in the U.S. and Canada, this book's strategies apply just as well to younger people and people with families who are looking for ways to improve their quality of life while at the same time lowering their cost of living. It includes solutions for the challenges of continuing to work and earn money abroad, too. As long-time contributors to the acknowledged leader in the field, International Living, authors Suzan Haskins and Dan Prescher have at their disposal more than thirty years of International Living experience and expertise in the topic. They've been writing about living overseas for more than 12 years and have created their own broad and deep body of work, including regular blogs on the topic for Huffington Post and AARP. The authors include information and strategies that can be successfully applied by anyone regardless of their political or economic opinions. For anyone who wants a happier, healthier, more affordable life, The International Living Guide to Retiring Overseas on a Budget shows you how to enjoy the romance and excitement of living abroad on an affordable budget.
Develop and implement a Pinterest marketing strategy with this step-by-step guide Pinterest is the fastest-growing social media platform, with more than 80 percent of its users women between the ages of 25 and 54. Learn to reach this desirable market by following the advice in this step-by-step, task-based guide! It explains Pinterest's unique appeal and fundamentals, then shows how to develop a strategic marketing plan, set up an account, curate winning content, find followers, and track and monitor Pinterest traffic. The popular An Hour a Day format uses a detailed how-to approach with case studies, tips, interviews, and more. Learn how craft, implement, measure, and optimize a successful Pinterest marketing plan Explore the factors behind Pinterest's appeal and learn how to develop a plan based on your business's core goals, then implement it and monitor the results Review case studies and interviews with successful Pinterest marketers to use as guidelines for your own campaigns Pinterest Marketing: An Hour a Day gives you the know-how and the confidence to market your business on today's hottest social media platform.
A unique perspective on applied investment theory and risk management from the Senior Risk Officer of a major pension fund Investment Theory and Risk Management is a practical guide to today's investment environment. The book's sophisticated quantitative methods are examined by an author who uses these methods at the Virginia Retirement System and teaches them at the Virginia Commonwealth University. In addition to showing how investment performance can be evaluated, using Jensen's Alpha, Sharpe's Ratio, and DDM, he delves into four types of optimal portfolios (one that is fully invested, one with targeted returns, another with no short sales, and one with capped investment allocations). In addition, the book provides valuable insights on risk, and topics such as anomalies, factor models, and active portfolio management. Other chapters focus on private equity, structured credit, optimal rebalancing, data problems, and Monte Carlo simulation. Contains investment theory and risk management spreadsheet models based on the author's own real-world experience with stock, bonds, and alternative assets Offers a down-to-earth guide that can be used on a daily basis for making common financial decisions with a new level of quantitative sophistication and rigor Written by the Director of Research and Senior Risk Officer for the Virginia Retirement System and an Associate Professor at Virginia Commonwealth University's School of Business Investment Theory and Risk Management empowers both the technical and non-technical reader with the essential knowledge necessary to understand and manage risks in any corporate or economic environment.
Learn to manage, grow, and communicate with your online community Online community management is a growing profession and companies are investing in online communities in order to gain consumer insights into products and to test new products. An effective and dedicated community manager is essential to engage and manage a successful online consumer community. This straightforward-but-fun guide shows you how to effectively manage, grow, and communicate with your online community. Clear coverage shares tips for dealing with customers and fans through Twitter, Facebook, forums, and blogs. A practical approach shows you how to ensure that visitors to your site are satisfied, kept happy, and return. You'll explore the various types of online communities and benefit from learning an assortment of tips and tools that will help you stand out above the competition, attract more visitors and gain the attention of potential advertisers and investors. Aims at providing community managers the information they need to get a handle on their online communities and make them successful Addresses the role of the community manager, the core community management tasks, and how to create an online community Highlights ways to build relationships within your community, evaluate return on investment, and handle and respond to criticism Offers advice for establishing policies and transparency and encouraging community interaction Online Community Management For Dummies is the ideal introductory guide for making sure that visitors to your site have a good experience and return for more.
According to a study published in Chief Executive Magazine, the most valued skill in leaders today is strategic thinking. However, more than half of all companies say that strategic thinking is the skill their senior leaders most need to improve. Elevate provides leaders with a framework and toolkit for developing advanced strategic thinking capabilities. Unlike the majority of books that focus on strategy from a corporate perspective, Elevate gives the individual executive practical tools and techniques to help them become a truly strategic leader. The new framework that will enable leaders to finally integrate both strategy and innovation into a strategic approach that drives their profitable growth is the Three Disciplines of Advanced Strategic Thinking: 1. Coalesce: Fusing together insights to create an innovative business model. 2. Compete: Creating a system of strategy to achieve competitive advantage. 3. Champion: Leading others to think and act strategically to execute strategy. Every leader desperately wants to be strategic–their career depends on it. Elevate provides the roadmap to reach the strategic leadership summit.
There has never been more opportunity for financial planners–or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, «Why do you want to be a financial planner?» the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
How can leaders use strategic planning to strengthen their public and nonprofit organizations? In this fourth edition of his perennial bestseller Strategic Planning for Public and Nonprofit Organizations, Bryson provides the most updated version of his thoughtful strategic planning model and outlines the reasons public and nonprofit organizations must embrace strategic planning to improve their performance. Introduced in the first edition and refined over the past 18 years, the Strategy Change Cycle–a proven planning process used successfully by a large number of nonprofit and public organizations–is the framework used to guide the reader through the strategic planning process. Bryson offers detailed guidance on implementing the process, and specific tools and techniques to make the process work in any organization. In addition, he clarifies the organizational designs through which strategic thought and action will be encouraged and embraced throughout an entire organization. In addition to updated examples, new cases, and additional information on boundaries, distinctive competencies, Actor-Network theory, Bryson will creat an instructor's manual with sample syllabi, PowerPoint teaching slides, and additional cases.
Plan for success No one would embark on a business venture without a thorough and coherent plan. So why are so many of us happy to stagger through life with no real plan – just going with the flow, seeing what happens? It’s time we gave our lives the same importance we give to our business exploits. The Personal Business Plan offers a practical, field-tested method for effectively planning out what you want from life and exactly how to achieve it. It will change the way you look at yourself, your job and your career. This is an essential toolkit for all ambitious career professionals who want to know how to thrive in their job and simultaneously become a happier and more effective person. Creating your own personal business plan will help you to define your purpose, plan your actions, break through limiting beliefs and reinvent yourself. Written by a top executive coach and head-hunter with the world’s leading Talent Management and Executive Search firm who has changed the lives of thousands of people A field-tested methodology for identifying your mission, setting your critical success criteria, defining your agenda, keeping to the point and become more fulfilled and happier A complete life view – how to excel in your chosen career and simultaneously enjoy a happy personal life