Financial Planning

Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today.  With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike.

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.

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. 

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.

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.

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.

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.

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.