Financial Planning

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

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threating topic with prospects eager to discuss their children/grandchildren’s financial situations. 

Learn More

A proven strategy for a profitable, fee-only financial advisory service—from detailed analysis through the client communication and implementation phases with personal tips based on how Garrett did it best. 

Learn More

Covers all aspects of designing, funding, selling and administering nonqualified deferred compensation in light of the rules enacted under the American Jobs Creation Act of 2004 and IRS guidance and provides you with the tools you need to win and retain business in the executive compensation marketplace.

Learn More

This is the most complex guide specific to variable annuities.  Review the features and characteristics of variable annuities, their income and transfer taxation, and market approach strategies.

Learn More

Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.

Learn More

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.

Learn More

In this book, you will learn the right approach to setting equitable rates. The tips and techniques are tried and true. This book tackles the issues and offers solutions providing explanations and real world examples, as well as testimonials from people who have followed the process outlined in this book and succeeded beyond their expectations. 

Learn More

From recent trends to financial hurdles relevant to an under-saved, under-prepared generation, Advisor’s Guide to the New Retirement Model delves into work and leisure “cycling,” new retirement “turning point,” healthcare phobia, and the overwhelming gender segmentation that is resulting.

Learn More