Assessors

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

The New wealth management / Harold Evensky (cop. 2011)

Públic ISBD Títol : The New wealth management : the financial advisor's guide to managing and investing client assets Tipus de document : text imprès Autors : Harold Evensky, Autor ; Stephen Michael Horan, Autor ; Thomas R. Robinson, Autor Editorial : Hoboken : John Wiley & Sons Data de publicació : cop. 2011 Col·lecció : CFA Institute investment series núm. 28 Nombre de pàgines : xx, 458 p. ll. : il. Dimensions : 26 cm ISBN/ISSN/DL : 978-0-470-62400-5 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessors Gestió de cartera Inversions Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : "Mainstay reference guide for wealth management, newly updated for today's investment landscape. For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition - endorsed by investment luminaries Charles Schwab and John Bogle. Presents an approach that places achieving client objectives ahead of investment vehicles. Applicable for self-study or classroom use. Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscape, this update to the classic reference is more important than ever"-- Vista prèvia a Google Books : http://books.google.es/books?id=kQ4uRNc6jv0C&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 New wealth management : the financial advisor's guide to managing and investing client assets [text imprès] / Harold Evensky, Autor ; Stephen Michael Horan, Autor ; Thomas R. Robinson, Autor . - Hoboken : John Wiley & Sons, cop. 2011 . - xx, 458 p. : il. ; 26 cm. - (CFA Institute investment series; 28) . ISBN : 978-0-470-62400-5 Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessors Gestió de cartera Inversions Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : "Mainstay reference guide for wealth management, newly updated for today's investment landscape. For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition - endorsed by investment luminaries Charles Schwab and John Bogle. Presents an approach that places achieving client objectives ahead of investment vehicles. Applicable for self-study or classroom use. Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscape, this update to the classic reference is more important than ever"-- Vista prèvia a Google Books : http://books.google.es/books?id=kQ4uRNc6jv0C&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
10113460	75(FIN) Eve	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

Principios / Ray Dalio (2018)

Públic ISBD Títol : Principios Tipus de document : text imprès Autors : Ray Dalio ; Manuel Manzano, Traductor ; Carlos Garc­a, Traductor Menció d'edició : Primera edici³n Editorial : Barcelona : Editorial Planeta, S.A. Data de publicació : 2018 Nombre de pàgines : XVIII, 585 p gines ll. : il. Dimensions : 23 cm ISBN/ISSN/DL : 978-84-234-3002-4 Idioma : Anglès (eng) Idioma original : Castellà (spa) Matèries : Assessors Classificació : 75(INF) Fons d'inversió Resum : En 1975, Ray Dalio fundó Bridgewater Associates desde su pequeño apartamento de Nueva York. Cuarenta años después, Bridgewater es la quinta compañía privada más importante de Estados Unidos (Fortune) y ha conseguido ganar más dinero para sus inversores que cualquier otro hedge fund en la historia (Bloomberg). A lo largo de su trayectoria, Dalio ha descubierto un conjunto de principios únicos que considera la base de su éxito y que ahora comparte con todos nosotros. En este libro repasa su trayectoria, haciendo mayor hincapié en sus errores que en sus aciertos, pues destaca que estos errores han sido su principal fuente de aprendizaje. Un conocimiento que surge de la experiencia y que le permitió, tras acabar arruinado en 1982, ser uno de los únicos gestores capaces de capear con éxito la crisis financiera de 2008. Ray Dalio, que ha sido apodado “el Steve Jobs de la inversión”, te invita a descubrir estos principios y a ponerlos en práctica para conseguir todo lo que te propongas. Nota de contingut : Inclou índex i apèndix Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 Principios [text imprès] / Ray Dalio ; Manuel Manzano, Traductor ; Carlos Garc­a, Traductor  . -  Primera edici³n . - Barcelona (08034) : Editorial Planeta, S.A., 2018 . - XVIII, 585 p gines : il. ; 23 cm. ISBN : 978-84-234-3002-4 Idioma : Anglès (eng) Idioma original : Castellà (spa) Matèries : Assessors Classificació : 75(INF) Fons d'inversió Resum : En 1975, Ray Dalio fundó Bridgewater Associates desde su pequeño apartamento de Nueva York. Cuarenta años después, Bridgewater es la quinta compañía privada más importante de Estados Unidos (Fortune) y ha conseguido ganar más dinero para sus inversores que cualquier otro hedge fund en la historia (Bloomberg). A lo largo de su trayectoria, Dalio ha descubierto un conjunto de principios únicos que considera la base de su éxito y que ahora comparte con todos nosotros. En este libro repasa su trayectoria, haciendo mayor hincapié en sus errores que en sus aciertos, pues destaca que estos errores han sido su principal fuente de aprendizaje. Un conocimiento que surge de la experiencia y que le permitió, tras acabar arruinado en 1982, ser uno de los únicos gestores capaces de capear con éxito la crisis financiera de 2008. Ray Dalio, que ha sido apodado “el Steve Jobs de la inversión”, te invita a descubrir estos principios y a ponerlos en práctica para conseguir todo lo que te propongas. Nota de contingut : Inclou índex i apèndix 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
10116140	75(INF) DAL	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible