Financial Services Business

This audiobook begins with the basics and progresses from there. It will walk you through the primary documents that are included in a financial report and explain each one in turn. Not only will it explain what each report is, but it will also discuss how to assess the information and what it means. Then, it will show you basic examples of how to create each one without overcomplicating the process.

This 10-week plan will help you to turn your life around from small beginnings and design a life of financial freedom filled with the small experiences that bring you joy. Authors Ken and Mary Okoroafor started out as resource-poor working-class immigrants and have built a life of financial independence and joyful moments through hard work, smart saving and savvy investing. They know what it feels like to start from ground zero, and as a chartered accountant and former CFO, Ken shares his financial expertise to help you unlock the secret to building wealth.

Almost 90 percent of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. This audiobook covers everything you need to know about going to the right places, saying the right things, and meeting the right people - absolutely mandatory for a financial advisor or sales producer that's serious about making more and better connections!

By saving and investing just seven percent of your paycheck for a down payment, you can already own real estate and start reaping the benefits. Financial Freedom with Real Estate is a straightforward guide to help you understand how wealth creation works through real estate. It provides useful tools and strategies for real estate investing, even without millions of dollars.

Do you want to be in total control of your expenses and the money you make? Have you tried writing your income and expenses down...but nothing seems to work for more than a few weeks? If so, then you've come to the right place. The National Study of Millionaires discovered that millionaires don’t always make a ton of money. A lot of them have average jobs, like teachers or firefighters, and get paid an average salary. But millionaires typically have one thing in common; they know how to manage the money they have and receive. And that is what this audiobook is all about.

Andrew Wommack's message is clear: Even though there are abuses in the body of Christ regarding money, you can still benefit from the truths in God's Word about finances. He believes that by fixing your heart, you can deal with the root cause of financial situations, and then money will take care of itself. Once your heart is right, using wisdom in how you spend your money comes naturally.

Get money for your business! Learn the financing fast track strategies used by successful entrepreneurs and investors. Finance Your Own Business will teach: The power of business credit how to get an SBA loan The secrets of micro lenders The benefits of crowdfunding How to prepare your own PPM...

This book is easy, common-sense guide that concentrates on conceptual understanding of the crucial aspects of financial and managerial accounting and learning accounting principles. It is updated with accounting techniques and solutions that makes you feel like you are taking full advantage of accounting expressive power.

Discover the power of house hacking and unlock the keys to financial freedom. This guide offers practical tips and techniques for turning your primary residence into an income-generating asset. With expert insights and real-world examples, you'll learn how to maximize your income and minimize your expenses.

From 401(k)s to stocks and bonds, this audiobook focuses exclusively on what you really need to know at this stage in your financial life. Whether you earn $15,000 or $150,000, whether you're single or married, financially inclined or financially challenged, Get a Financial Life will help you manage your money with the smallest possible investment of time and effort.

The story the Vanguard Group as told by its founder, legendary investor John C. Bogle, Stay the Course traces the history of Vanguard - the largest mutual fund organization on Earth. An engaging blend of company history, investment perspective, and personal memoir, this book provides a fascinating look into the mind of an extraordinary man and the company he created.

Did Wall Street cause the mess we are in? Should Washington place stronger regulations on the financial industry? Can we lower unemployment rates by controlling the free market? Answer: no. Not only is free-market capitalism good for the economy, it is our only hope for recovery. As the nation’s longest-serving CEO of one of the top 25 financial institutions, John Allison has had a unique inside view of the events leading up to the financial crisis.

Juli McNeely chronicles her experiences in two decades as a financial advisor and owner of McNeely Financial Services. McNeely is the only female past president of the prestigious, 126-year-old NAIFA (National Association of Insurance and Financial Investors) organization. Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Services makes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.

Experience a life free of financial stress, debts, bills, and late payment fees and transform your relationship with money into something pleasant. Being better with money changes the rest of your life. Follow the tips presented in this guide, and you'll get freedom from all your financial struggles.

As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet somehow, serving others turns into pushing products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we’ve built with our clients. There must be a way advisors can do good and do well…right? There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you’ve been seeking.

In Think Differently, Wells covers insights for the ambitious financial professional. Can you envision improving your introduction-to-close ratio by 50 percent? Or increasing your case size by 50 percent? Every giant step forward starts with awareness and vision - and thinking differently. As you merely think about the insights, you will see a change in your perspective and a change in your effectiveness.

This book will guide you to adapt your insurance or financial services agency to reach and serve customers in the ways they want to do business. Troy Korsgaden shares a blueprint for a new business model to set your firm up for success in today’s rapidly changing environment.

First published as Tracks: Plan of the Professions in 1997, the 15th revised and updated edition is published in 2017. It gives information for over 150 professions, which include pathways in the banking and financial services, catering and hospitality, construction, education, health care, land and sea work, law, government and administration, leisure and tourism, manufacturing crafts, marketing, media, services, and sports and fitness.

Of Small Towns, Big Dreams and Greater Achievements Growing up in the sleepy towns of Bhilai and Bokaro, Arundhati Bhattacharya never imagined that one day she would go on to chair India's largest bank. It was sheer chance that she came to know of the bank probationary officers' entrance...

This authoritative and anecdote-filled biography of Michael Bloomberg—2020 presidential candidate and one of the richest and famously private/public figures in the country—is a “masterful work…[and] an absolutely first-rate study of leadership in business, politics, and philanthropy”...