Wealth Management Business

Club Wealth’s World Class Administrative Assistant book is meant for administrative assistants who want a guidebook specific to working with a real estate agent or team.

The Antiracist Business Book: An Equity Centered Approach to Work, Wealth, and Leadership is the business book for the modern world. Trudi Lebrón has spent the last decade working as a DEI and impact coach for businesses, nonprofits, and entrepreneurs. And what she learned over that time was that making a lasting change wasn't about fixing old systems; it was about building a new one. In this seminal work, Trudi lays out a plan for all businesses, leaders, entrepreneurs, and coaches to remix business, so that equity and impact become synonymous with profit and power.

If the great American wit Will Rogers had been a CERTIFIED FINANCIAL PLANNER ™ Professional, he might’ve written something not unlike MIND YOUR OWN BUSINESS. CFP®Professional Steve Lynch’s provocative new book is a smart, funny, tell-it-like-it-is pause-resister written in plain-speak with a canny cutting-edge to it. This "final piece to the financial planning puzzle” is a fun read, most instructive and damn hard to put down.

The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model.

Are you tired of working tirelessly without seeing real financial freedom? Wealth Time Freedom by Chad Peterson is your ultimate wake-up call—a brutally honest, no-fluff guide to breaking free from the cycle of working hard for someone else and instead building lasting wealth, time, and freedom. Why This Book? This isn’t another feel-good success story filled with empty motivation. Chad Peterson, a leading expert in mergers and acquisitions, has spent years in the trenches of business—buying, selling, and consulting for companies of all sizes.

The Soul of Capitalism examines how the greatest wealth-creation engine in the history of the world is failing most of us, why it must be changed, and how intrepid pioneers are beginning to transform it. Best-selling author William Greider analyzes how our relentless pursuit of unprecedented affluence has eroded family life, eaten away at our sense of personal and professional security, corroded our communities, impoverished our spiritual lives, and devastated our natural environment.

Starting with the publication of their seminal bestseller, Future Shock, Alvin and Heidi Toffler have given millions of listeners new ways to think about personal life in today’s high-speed world with its constantly changing, seemingly random impacts on our businesses, governments, families and daily lives. Now, writing with the same rare grasp and clarity that made their earlier books classics, the Tofflers turn their attention to the revolution in wealth now sweeping the planet. And once again, they provide a penetrating, coherent way to make sense of the seemingly senseless.

In Find Your Financial Freedom, entrepreneur Logan Rankin reveals how to become financially independent. A self-taught investor who found his niche in real estate, Logan knows that life becomes what you make it when you learn how money really works. He debunks common myths, provides a structure for managing money each month, and shows how to scale investments and achieve financial freedom. Wealth is gained by trading time or money. Which will it be for you? This is your first step in a new direction toward confidence, clarity, and a lifetime of wealth.

Being wealthy in its true sense is not all about the numbers on your bank statement. It is about finding the balance between the four types of wealth to live freely for a fulfilling life. If you're earning millions at the cost of your health, social relationships, and the time you were supposed to spend with your loved ones, then you must redesign your lifestyle and prioritize your time wisely.

Historically, women of color have been shut out of the wealth-building game. Cassandra Cummings has made it her mission to change that by creating a vibrant and successful online community of more than 100,000 women investors. In her new book, Cassandra brings the powerful lessons of their achievements to you.

Douglas Kruger, best-selling author of Is Your Thinking Keeping You Poor? and Poverty Proof, returns with his hardest-hitting book yet. This take-no-prisoners exploration of how money works will challenge you on everything you think you know while arming you with economically sound principles for growing your prosperity. No holds are barred when it comes to discussing how governments keep people poor, and which deeply held belief systems promote poverty.

In today’s demanding world, achieving a balanced and prosperous life can feel out of reach. This guide empowers you to build lasting discipline, develop productive habits, and focus on what truly matters. With practical strategies to master your time and make smart investments, this book gives you the tools to create a life of stability, purpose, and growth.

A modern-day classic, The Richest Man in Babylon dispenses financial advice through a collection of parables set in the greatest and most fabulously wealthy city of ancient times - Babylon. Clason's famous "Babylonian parables" offer insights into - and solutions to - all kinds of personal financial challenges, and holds the secrets to acquiring wealth, keeping wealth, and earning more money.

Let the business reformation begin. The premise of this audiobook’s message and movement is simple. The title and role of a Chief Executive Officer (CEO) is obsolete. CEOs are command and control holdouts based on the archaic thinking and ways of the Industrial Age. We're well into the Digital Age and heading into the Age of Purpose and Meaning. We need a reformation in business. New times call for new leadership.

For over a quarter of a century caring for patients in the ER, as well as teaching the principles of fitness-based weight management to thousands of men and women, Richard Kelley, MD, has acquired a treasure trove of wisdom and experience which comes only with time in the trenches. As the author of The Fitness Response: 21 Steps to Model Your Way to a Fit, Fabulous Body and multiple books, Dr. Kelley delivers Wealth, Fitness & Power for Life as an inspirational resource for those seeking a springboard to a healthier, more meaningful, and prosperous life.

With more than 30 years of experience as a financial advisor, Randy L. Thurman has identified a tried and true path to wealth - as well as happiness. The key is to start - start from where you are today and get the right information to make sure you’re heading in the right direction.

In Wealth Transfer Made Simple, Jarrion Sherman breaks down the untold truths about building, keeping, and transferring wealth—not just through money, but through traits that multiply value across generations. Forget about generic advice and surface-level tactics. This book dives into the emotional intelligence, psychological habits, and unseen systems that the wealthy use to quietly expand their legacy.

¿Estás cansado de seguir las mismas reglas financieras que no funcionan? ¿Qué tal si el verdadero secreto de la riqueza estuviera oculto en un conocimiento antiguo y prohibido? Este libro revela un misterio guardado durante siglos: las 11 runas secretas capaces de desbloquear las puertas de la abundancia.

Learn How to Combine the Transformative Power of Thinking Like a Millionaire and Setting up Multiple Low-Risk Passive Income Streams It’s time to achieve unprecedented financial freedom and build lasting success with this 2-in-1 guide that will show you how! Within these chapters, you'll embark on a life-changing exploration of two pivotal areas: developing the mindset of the wealthy and harnessing the power of passive income streams. This dynamic combination provides you with the successful roadmap to unlock your true wealth potential and create a financially free life.

Each of us would like to create the company of our dreams, and thus, over time, achieve professional success and financial freedom. The problem is identifying what you don't know. This unknown, this uncertainty, is what keeps so many from venturing out to create their own successful enterprises. That fear of failure, limited business knowledge or any myriad of excuses to keep you from reaching for your dreams. Now compound this for women.