Serveis financers

Confirmació ([2004?])

Públic ISBD Títol : Confirmació Tipus de document : text imprès Autors : Centre d'Innovació i Desenvolupament Empresarial (Catalunya) Editorial : Barcelona : Generalitat de Catalunya, CIDEM Data de publicació : [2004?] Nombre de pàgines : [6] p. ll. : il. col. Dimensions : 30 cm Idioma : Català (cat) Matèries : Empreses -- Finances Serveis financers Classificació : 881.5 Gestió financera d'empreses Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 Confirmació [text imprès] / Centre d'Innovació i Desenvolupament Empresarial (Catalunya) . - Barcelona : Generalitat de Catalunya, CIDEM, [2004?] . - [6] p. : il. col. ; 30 cm. Idioma : Català (cat) Matèries : Empreses -- Finances Serveis financers Classificació : 881.5 Gestió financera d'empreses Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10111356	881.5 Con	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

The Future of finance / Adjiedj Bakas (2009)

Públic ISBD Títol : The Future of finance : megatrends beyond the crisis Tipus de document : text imprès Autors : Adjiedj Bakas, Autor ; Roger Peverelli, Autor Editorial : Oxford : Infinite Ideas Data de publicació : 2009 Nombre de pàgines : 308 p. ll. : il. col. Dimensions : 22 cm ISBN/ISSN/DL : 978-1-906821-01-2 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Serveis financers Classificació : 75(FIN) Financial Planning Resum : Money makes the world go 'round'. The financial sectorcurrently faces unprecedented challenges. First, it mustfind a way to overcome the credit crisis and, once thetempest has subsided, banks, insurance companies andpension funds will have to undergo a number of far-reaching structural changes. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 The Future of finance : megatrends beyond the crisis [text imprès] / Adjiedj Bakas, Autor ; Roger Peverelli, Autor . - Oxford : Infinite Ideas, 2009 . - 308 p. : il. col. ; 22 cm. ISBN : 978-1-906821-01-2 Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Serveis financers Classificació : 75(FIN) Financial Planning Resum : Money makes the world go 'round'. The financial sectorcurrently faces unprecedented challenges. First, it mustfind a way to overcome the credit crisis and, once thetempest has subsided, banks, insurance companies andpension funds will have to undergo a number of far-reaching structural changes. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10113004	75(FIN) Bak	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

The Million-dollar financial advisor / David J., Jr. Mullen (cop. 2010)

Públic ISBD Títol : The Million-dollar financial advisor : powerful lessons and proven strategies from top producers Tipus de document : text imprès Autors : David J., Jr. Mullen, Autor Editorial : New York : AMACOM Data de publicació : cop. 2010 Nombre de pàgines : 276 p. Dimensions : 24 cm ISBN/ISSN/DL : 978-0-8144-1472-9 Idioma : Anglès (eng) Matèries : Assessors Inversions Serveis financers Classificació : 75(POR) Gestió de carteres Resum : The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike. The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Vista prèvia a Google Books : http://books.google.es/books?id=nNIBgbsYmAcC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 The Million-dollar financial advisor : powerful lessons and proven strategies from top producers [text imprès] / David J., Jr. Mullen, Autor . - New York : AMACOM, cop. 2010 . - 276 p. ; 24 cm. ISBN : 978-0-8144-1472-9 Idioma : Anglès (eng) Matèries : Assessors Inversions Serveis financers Classificació : 75(POR) Gestió de carteres Resum : The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike. The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Vista prèvia a Google Books : http://books.google.es/books?id=nNIBgbsYmAcC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10113269	75 (POR) Mul	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

The Million-dollar financial services practice / David J., Jr. Mullen (cop. 2008)

Públic ISBD Títol : The Million-dollar financial services practice : a proven system for becoming a top producer Tipus de document : text imprès Autors : David J., Jr. Mullen, Autor Editorial : New York : AMACOM Data de publicació : cop. 2008 Nombre de pàgines : 344 p. Dimensions : 24 cm ISBN/ISSN/DL : 978-0-8144-8052-6 Nota general : Inclou índex Idioma : Anglès (eng) Matèries : Assessors Serveis financers Classificació : 75(FIN) Financial Planning Resum : In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Mullen gives financial advisors all the tools and guidance they need to: - get the appointment - build relationships - convert prospects to client - retain clients - use niche marketing successfully - balance current clients and prospects - increase the products and services each client uses - attract millionaire clients Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond. Vista prèvia a Google Books : http://books.google.es/books?id=w0LvLZeyDjUC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 The Million-dollar financial services practice : a proven system for becoming a top producer [text imprès] / David J., Jr. Mullen, Autor . - New York : AMACOM, cop. 2008 . - 344 p. ; 24 cm. ISBN : 978-0-8144-8052-6 Inclou índex Idioma : Anglès (eng) Matèries : Assessors Serveis financers Classificació : 75(FIN) Financial Planning Resum : In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Mullen gives financial advisors all the tools and guidance they need to: - get the appointment - build relationships - convert prospects to client - retain clients - use niche marketing successfully - balance current clients and prospects - increase the products and services each client uses - attract millionaire clients Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond. Vista prèvia a Google Books : http://books.google.es/books?id=w0LvLZeyDjUC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10113268	75(FIN) Mul	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

A New era in banking / Ángel Berges Lobera (cop. 2014)

Públic ISBD Títol : A New era in banking : the landscape after the battle Tipus de document : text imprès Autors : Ángel Berges Lobera, Autor Editorial : Brookline : Bibliomotion Data de publicació : cop. 2014 Col·lecció : Business/investing Nombre de pàgines : xix, 186 p. Dimensions : 24 cm ISBN/ISSN/DL : 978-1-629-56040-3 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Bancs Entitats financeres Finances Serveis financers Classificació : 41 Bancs Resum : The financial crisis that began in 2007 triggered a break with banking practices of the past. Even as the crisis occurred, a broader set of economic, geopolitical, and technological forces were already reshaping the financial industry’s transition from the twentieth to the twenty-first century. While these changes in the financial and global climate have led to a major overhaul of banking regulations and increased scrutiny of banks, they have also revealed opportunities for the development of a banking sector fit for the future. A New Era in Banking: The Landscape After the Battle identifies the main drivers of change at the heart of this wholesale transformation of the financial services industry. It examines the complex challenge for financial institutions to de-risk business models, reconnect with customers, and approach stakeholder value creation. Untangling the severe mutations that have taken place in the banking sector, A New Era in Banking, contextualizes these changes within larger trends that extend beyond the confines of the financial crisis. Banks are more vulnerable than ever to the crosscurrents of economic, demographic, regulatory, and technological change. However, by discussing how banks can operate as flexible, technology-enabled information businesses, A New Era in Banking advocates financial practices based not only on survival, but innovation. Vista prèvia a Google Books : https://books.google.es/books?id=5MpXBAAAQBAJ&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 A New era in banking : the landscape after the battle [text imprès] / Ángel Berges Lobera, Autor . - Brookline : Bibliomotion, cop. 2014 . - xix, 186 p. ; 24 cm. - (Business/investing) . ISBN : 978-1-629-56040-3 Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Bancs Entitats financeres Finances Serveis financers Classificació : 41 Bancs Resum : The financial crisis that began in 2007 triggered a break with banking practices of the past. Even as the crisis occurred, a broader set of economic, geopolitical, and technological forces were already reshaping the financial industry’s transition from the twentieth to the twenty-first century. While these changes in the financial and global climate have led to a major overhaul of banking regulations and increased scrutiny of banks, they have also revealed opportunities for the development of a banking sector fit for the future. A New Era in Banking: The Landscape After the Battle identifies the main drivers of change at the heart of this wholesale transformation of the financial services industry. It examines the complex challenge for financial institutions to de-risk business models, reconnect with customers, and approach stakeholder value creation. Untangling the severe mutations that have taken place in the banking sector, A New Era in Banking, contextualizes these changes within larger trends that extend beyond the confines of the financial crisis. Banks are more vulnerable than ever to the crosscurrents of economic, demographic, regulatory, and technological change. However, by discussing how banks can operate as flexible, technology-enabled information businesses, A New Era in Banking advocates financial practices based not only on survival, but innovation. Vista prèvia a Google Books : https://books.google.es/books?id=5MpXBAAAQBAJ&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10114861	41 Ber	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

Reinventar los servicios financieros / Reggy de Feniks (2011)

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Reinventing financial services / Reggy de Feniks (cop. 2010)

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