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You've Been Framed. How to Reframe Your Wealth Management Business and Renew Client Relationships
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Reframe «wealth management» to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur…
Reframe «wealth management» to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur…
The Employee Experience Advantage. How to Win the War for Talent by Giving Employees the Workspaces they Want, the Tools they Need, and a Culture They Can Celebrate
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Research Shows Organizations That Focus on Employee Experience Far Outperform Those That Don't Recently a new type of organization has emerged, one that focuses on employee experiences as a way to drive innovation, increase customer satisfaction, fin…
Research Shows Organizations That Focus on Employee Experience Far Outperform Those That Don't Recently a new type of organization has emerged, one that focuses on employee experiences as a way to drive innovation, increase customer satisfaction, fin…
Communication Essentials for Financial Planners. Strategies and Techniques
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Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the F…
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the F…
Equity Value Enhancement. A Tool to Leverage Human and Financial Capital While Managing Risk
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A detailed look at risk identification and value creation in private equity investment Equity Value Enhancement («EVE»): Governance, Risk, Relationships & Knowledge («GRRK») provides the information and tools practitioners and business owners need to…
A detailed look at risk identification and value creation in private equity investment Equity Value Enhancement («EVE»): Governance, Risk, Relationships & Knowledge («GRRK») provides the information and tools practitioners and business owners need to…
Family Capital. Working with Wealthy Families to Manage Their Money Across Generations
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The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through seve…
The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through seve…
The Complete Direct Investing Handbook. A Guide for Family Offices, Qualified Purchasers, and Accredited Investors
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The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. …
The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. …
Do Big Things. The Simple Steps Teams Can Take to Mobilize Hearts and Minds, and Make an Epic Impact
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An inspiring, practical and progress-oriented blueprint for energetic achievement. Amid constant swirl, uncertainty, and complexity is your team capable of doing big things? Too often people are pulled together, labeled a “team,” given a directive, a…
An inspiring, practical and progress-oriented blueprint for energetic achievement. Amid constant swirl, uncertainty, and complexity is your team capable of doing big things? Too often people are pulled together, labeled a “team,” given a directive, a…
5 Gears. How to Be Present and Productive When There is Never Enough Time
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Be present, connect more effectively, all while being as productive as possible 5 Gears: How to Be Present and Productive When There Is Never Enough Time teaches you to shift into the right gear at the right time so that you can grow in your relation…
Be present, connect more effectively, all while being as productive as possible 5 Gears: How to Be Present and Productive When There Is Never Enough Time teaches you to shift into the right gear at the right time so that you can grow in your relation…
Family Trusts. A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
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An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognize…
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognize…
Capital Projects. What Every Executive Needs to Know to Avoid Costly Mistakes and Make Major Investments Pay Off
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A real-world framework for driving capital project success Capital Projects provides an empirically-based framework for capital project strategy and implementation, based on the histories of over 20,000 capital projects ranging from $50,000 to $40 bi…
A real-world framework for driving capital project success Capital Projects provides an empirically-based framework for capital project strategy and implementation, based on the histories of over 20,000 capital projects ranging from $50,000 to $40 bi…
Thinkquiry Toolkit 1. Reading and Vocabulary Strategies for College and Career Readiness
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Essential, easy-to-implement tools for teachers to help improve literacy across the content areas, as mandated by the CCSS. Thinkquiry Toolkit 1, Second Edition, is a collection of teacher instructional practices, student learning strategies, and col…
Essential, easy-to-implement tools for teachers to help improve literacy across the content areas, as mandated by the CCSS. Thinkquiry Toolkit 1, Second Edition, is a collection of teacher instructional practices, student learning strategies, and col…
Managing Concentrated Stock Wealth. An Advisor's Guide to Building Customized Solutions
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The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a r…
The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a r…
Advisory Leadership. Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
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Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a…
Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a…
CompTIA A+ Complete Study Guide. Exams 220-901 and 220-902
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Gain the Sybex advantage with this complete guide to A+ certification The CompTIA A+ Complete Study Guide is your complete solution for A+ exam preparation. Covering 100% of Exam 220-901 and Exam 220-902 objectives, this book gives you everything you…
Gain the Sybex advantage with this complete guide to A+ certification The CompTIA A+ Complete Study Guide is your complete solution for A+ exam preparation. Covering 100% of Exam 220-901 and Exam 220-902 objectives, this book gives you everything you…
Reimagining Work. Strategies to Disrupt Talent, Lead Change, and Win with a Flexible Workforce
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Thrive in the new economy by leading ahead of the next evolution Reimagining Work is the business leader's guide to surviving—and thriving—in the new on-demand economy. As the business and workplace environments evolve, traditional management strateg…
Thrive in the new economy by leading ahead of the next evolution Reimagining Work is the business leader's guide to surviving—and thriving—in the new on-demand economy. As the business and workplace environments evolve, traditional management strateg…
Wealth Management Unwrapped, Revised and Expanded. Unwrap What You Need to Know and Enjoy the Present
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You are the CEO of My Wealth, Inc. – so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wea…
You are the CEO of My Wealth, Inc. – so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wea…
Financial Risk Management. Applications in Market, Credit, Asset and Liability Management and Firmwide Risk
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A global banking risk management guide geared toward the practitioner Financial Risk Management presents an in-depth look at banking risk on a global scale, including comprehensive examination of the U.S. Comprehensive Capital Analysis and Review, an…
A global banking risk management guide geared toward the practitioner Financial Risk Management presents an in-depth look at banking risk on a global scale, including comprehensive examination of the U.S. Comprehensive Capital Analysis and Review, an…
Building Wealth through Venture Capital. A Practical Guide for Investors and the Entrepreneurs They Fund
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Venture capital demystified, for both investors and entrepreneurs Building Wealth Through Venture Capital is a practical how-to guide for both sides of the table—investors and the entrepreneurs they fund. This expert author duo combines renowned vent…
Venture capital demystified, for both investors and entrepreneurs Building Wealth Through Venture Capital is a practical how-to guide for both sides of the table—investors and the entrepreneurs they fund. This expert author duo combines renowned vent…
Power Phone Scripts. 500 Word-for-Word Questions, Phrases, and Conversations to Open and Close More Sales
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Start closing sales like top producers! Have you ever found yourself at a loss for what to say when the gatekeeper asks you what your call is about? Have your palms ever sweated when the decision maker shuts you down with: “I wouldn’t be interested”?…
Start closing sales like top producers! Have you ever found yourself at a loss for what to say when the gatekeeper asks you what your call is about? Have your palms ever sweated when the decision maker shuts you down with: “I wouldn’t be interested”?…
Derivatives Essentials. An Introduction to Forwards, Futures, Options and Swaps
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A clear, practical guide to working effectively with derivative securities products Derivatives Essentials is an accessible, yet detailed guide to derivative securities. With an emphasis on mechanisms over formulas, this book promotes a greater under…
A clear, practical guide to working effectively with derivative securities products Derivatives Essentials is an accessible, yet detailed guide to derivative securities. With an emphasis on mechanisms over formulas, this book promotes a greater under…

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