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eBooks

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  1. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Starting at: $78.00

    This guide presents a new model for helping clients achieve balanced and healthy financial lives-called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Learn More
  2. Women of Wealth

    Women of Wealth

    $64.00

    Harness a widely untapped market with the keys to attracting and retaining this successful client-base, written by a leading authority focused on the affluent market.

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  3. Retirement Income Planning

    Retirement Income Planning

    Starting at: $170.00

    Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. CE Filed.
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  4. Life Settlement Planning

    Life Settlement Planning

    Starting at: $170.00

    Gain expertise in a niche market that is projected to grow at least $15 billion per year. Life Settlement Planning is a comprehensive, practical guide covering the entire spectrum of the life settlement business.
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  5. Target Market Series: Truckers

    Target Market Series: Truckers

    Starting at: $84.00

    Target Market Series: Truckers is a valuable asset to insurance and risk management professionals who are looking for exposure, risk management, and insurance information that is focused solely on the trucking industry.

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  6. Cyber Liability and Insurance: Managing the Risks of Intangible Assets

    Cyber Liability and Insurance: Managing the Risks of Intangible Assets

    Starting at: $98.00

    This book is designed to provide information and guidance to employees of all levels looking for ways to best handle the ever-changing and emerging world of intellectual property, its related issues, and associated risk management concerns.

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  7. Growing within the Lines

    Growing within the Lines

    Starting at: $70.00

    A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.

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  8. Building A Financial Services Clientele, 11th Edition Revised

    Building A Financial Services Clientele, 11th Edition Revised

    Starting at: $98.00

    With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level.

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  9. The Wedge for Financial Advisors

    The Wedge for Financial Advisors

    $70.00

    Want to achieve your personal goals of doubling or tripling your income? Want to have more time to invest in your family and personal relationships? Like its popular predecessor The Wedge, The Wedge for Financial Advisors offers a powerful, proven technique to distinguish you from the incumbent advisor and help you increase your sales and win new business. It begins with a single truth most clients do not want to be sold, they want to buy. Learn More
  10. Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats

    Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats

    $72.00

    This is a must-have resource for the risk manager, facilities manager, safety and loss control specialist or business owner who wants to successfully manage the new risks and potential consequences for businesses in today s environment.

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