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The financial services industry is constantly changing and you need to respond Change is a constant in the financial services industry (FSI). The question is, «What should you do to survive?» Whether you work in or sell to the industry, you'll benefit from the in-depth insight, professional knowledge, and practical tools found in J.K. Lasser Pro Survival Skills in Financial Services. Advanced Praise for J.K. Lasser Pro Survival Skills in Financial Services «The challenges of surviving and succeeding in the financial services industry have never been greater. . . . J.K. Lasser Pro Survival Skills in Financial Services provides a practical guide to dealing with the tough realities of change. The result is an enjoyable, down-to-earth, and interactive resource that provides the knowledge, skills, and human understanding to deal with the forces of change.» -Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank & Trust Company «This book will help my staff work through the most difficult transition in the financial services industry. . . . Julian speaks in a nontechnical, light-handed style to every member of my staff. . . . He draws on his relationships with some of our industry's most important leaders to reinforce his logical and practical views on how to get through the day, the year, and the decades ahead. His book is crisp, easy reading from cover to cover. But his section titled 'Survival Skills Greatest Hits' must be committed to memory. It will be the core of my survival strategy for the rest of my career. I can't wait to put this book in the hands of my whole staff.» -John Adams Vaccaro, CFP, CLU, President, Westport Resources Investment Services, Inc. Don't get left behind in the whirlwind of change impacting the financial services industry. Pick up J.K. Lasser Pro Survival Skills in Financial Services and take control of your professional life within this dynamic and challenging business environment.

The Elephant In The Room A financial fable filled with lessons for building long-term wealth «What most people don't understand, and what usually turns out to be the elephant in the room, is their behavior. It affects everything in your life, including the way you earn, spend, and save.» —Aunt Katherine Michael Davidson and his wife, Jennifer, knew what they wanted from life and had some pretty good financial habits, but they were far from prepared for the future. Despite a healthy income and successful career, Michael—who's facing down thirty, with a wife who also works, and two kids—can't seem to accumulate any savings, and the family continues to live from paycheck to paycheck. Frustrated by his situation, Michael seeks the advice of a person who, in his eyes, has found a way to overcome this challenge—his now comfortably retired Aunt Katherine. What follows is a series of conversations in which Michael discovers that some fundamental concepts, all under his control, can put his family in a better financial position. Engaging and informative, The Elephant in the Room follows the fictional weekly meetings—based on the real-world experiences of financial advisors and employees from First Command Financial Planning—between Michael and Aunt Katherine as they discuss the elements that guide their financial behavior and prepare a plan to achieve his family's financial objectives. A refreshing look at what it really takes to secure your financial future, The Elephant in the Room contains insights and advice that will put you on the path to prosperity.

A valuable guide to making technology work for your business Now that the Internet bubble has burst, financial service professionals are looking for more realistic ways to use technology to their advantage. J. K. Lasser Pro Taming Technology offers easy and effective methods to do just that. This comprehensive guide puts what's available today in technology into a cohesive framework-one that offers a systematic way to think about and implement technology-to build and strengthen relationships with clients and prospects. J. K. Lasser Pro Taming Technology is a valuable resource for financial service professionals seeking clear, practical advice on using technology and the Internet to acquire and retain profitable business. This book provides readers with easy-to-use ideas and techniques to successfully incorporate technology into their business promotion.

The Intelligent Portfolio draws upon the extensive insights of Financial Engines—a leading provider of investment advisory and management services founded by Nobel Prize-winning economist William F. Sharpe—to reveal the time-tested institutional investing techniques that you can use to help improve your investment performance. Throughout these pages, Financial Engines’ CIO, Christopher Jones, uses state-of-the-art simulation and optimization methods to demonstrate the often-surprising results of applying modern financial economics to personal investment decisions.

Canada’s top consumer advocate returns with more financial advice. Canadian consumers are focused on spending and managing what money they do have wisely, but have more questions than answers on most financial topics. Television personality and consumer advocate Pat Foran shares tips and strategies about the questions and issues he sees most often, and explains how some little things can soon add up to a lot of money. Some of the topics covered include: Credit and loyalty cards, and what kind of deal they really are How much insurance is enough – and what kinds do most people need? How to shop for a vehicle, and if it’s worth it to import from the US Mortgages, tax breaks, and other complicated financial decisions Getting the most bang for your buck, whether while shopping or travelling Packed with money-saving advice, this title will also include the latest information on marketplace trends, the investment climate, housing prices, interest rates, and other techniques for savings. As an added bonus, Pat has included quotes and comments from prominent Canadian businesspeople and celebrities about the best financial advice they’ve received in their lifetimes. Pat Foran is seen by millions of Canadians each week as the Consumer Reporter for CFTO News, and Consumer Expert on CTV’s Canada AM. His “Consumer Alert” segment is currently on CFTO’s noon, six o’clock and eleven-thirty newscasts, five days a week with an audience of 700,000 viewers, and he appears on Canada AM, Canada’s number-one national morning show every week, dispensing financial and consumer advice.

The Five Rules for Successful Stock Investing «By resisting both the popular tendency to use gimmicks that oversimplify securities analysis and the academic tendency to use jargon that obfuscates common sense, Pat Dorsey has written a substantial and useful book. His methodology is sound, his examples clear, and his approach timeless.» –Christopher C. Davis Portfolio Manager and Chairman, Davis Advisors Over the years, people from around the world have turned to Morningstar for strong, independent, and reliable advice. The Five Rules for Successful Stock Investing provides the kind of savvy financial guidance only a company like Morningstar could offer. Based on the philosophy that «investing should be fun, but not a game,» this comprehensive guide will put even the most cautious investors back on the right track by helping them pick the right stocks, find great companies, and understand the driving forces behind different industries–without paying too much for their investments. Written by Morningstar's Director of Stock Analysis, Pat Dorsey, The Five Rules for Successful Stock Investing includes unparalleled stock research and investment strategies covering a wide range of stock-related topics. Investors will profit from such tips as: * How to dig into a financial statement and find hidden gold . . . and deception * How to find great companies that will create shareholder wealth * How to analyze every corner of the market, from banks to health care Informative and highly accessible, The Five Rules for Successful Stock Investing should be required reading for anyone looking for the right investment opportunities in today's ever-changing market.

How to lead a «rich» life during trying economic times In The Secret of Shelter Island, nationally renowned financial analyst and bestselling author Alexander Green explores the complicated relationship we all have with money and reveals the road map to a rich life. Drawing on some of today's best minds and many of history's greatest thinkers, The Secret of Shelter Island is both a much-needed source of inspiration and an insightful look at the role of both money and values in the pursuit of the good life. Addresses what really matters when it comes to money and how to make smarter decisions with what you have Describes the profound connection between money, character, personal philosophy, and outlook Other bestselling titles by Green: The Gone Fishin' Portfolio If you want to understand what ultimately provides meaning, contentment, and the satisfaction of a life well-lived, then read The Secret of Shelter Island.

An invaluable primer to the world of investing Money Lessons from a Money Manager speaks directly to the individual who wants to manage their own investment portfolio just like a professional portfolio manager would. Written by portfolio manager William Thomason, this comprehensive guide provides professional investment advice on how to identify, research and ultimately purchase profitable investments. The book covers such subjects as fundamental analysis, understanding financial statements and financial ratios, when to buy and sell, portfolio construction and various investment strategies that readers can use to manage their own money just like a professional portfolio manager. Easy to read and informative, this book is a valuable resource for readers looking to take their first steps in the world of professional portfolio management for themselves.

PRAISE FOR GETTING YOURS «Believe it or not, you won't want to put this book down once you get started. That's rare for a book on investing, but this one's a gem.» -Ed McVey, Chairman, Templeton Private Group «I've known Bambi for many years and have read and enjoyed her first two books, but Getting Yours is the best yet! She inspires her readers to take easy steps to achieve their financial goals. I highly recommend this book to beginners and investment pros alike.» -Victor Norton, Principal, Managing Director of Advisory Services, Kayne Anderson Rudnick «Finally, a book on personal finance that's fun to read! I'm buying copies for all my friends and family-it's that good!» -Gloria Mayer, President, Institute for Healthcare Advancement Coauthor, Goldilocks on Management

Everyone has it within them to become a successful investor. Right here's where you start. Ignore the doom and gloom merchants – now is the time to start investing for the future. Bestselling authors Jim Mellon and Al Chalabi were seen as the party poopers just a few years ago when they predicted the financial crisis in Wake Up! Now they take the opposite view – the party is about to start. It won't last forever, but in a few years a lot of money can be made by the astute and well-informed. This is your step-by-step introduction to the world of investment – including all the BigIdeas seasoned investors are searching for. You'll pick up ingenious and lucrative investment ideas in: Real Estate Stocks and Mutual Funds Bonds and Cash The BRIC Economies Commodities and Collectibles Green Investments «The DIY manual for building lasting wealth.» —Ross O'Brien, The Economist Group «Packed with wise, practical advice, this book puts into plain English what every investor needs to know.» —The Financial Times «…the book's main benefit was to show me that the mysteries of investment… lie within my grasp.» —Financial World «…a timely, practical reminder that it's never too late to start investing for tomorrow.» —moneyextra.com «…the advice in this book will beat most professional fund managers by leaps and bounds.» —Sven Lorenz, market commentator, author & investor, and columnist for Money Week Please note: this book is the paperback edition of Jim and Al's Top 10 Investments for the Next 10 Years.

GET THE MOST OUT OF LIFE In Live Long and Prosper!, Steve Vernon unveils a new way of thinking that will truly help you live a more happy, healthy, and prosperous life. Based on the latest research and planning strategies typically reserved for large corporations, it will help you answer these important questions: * Do you have enough money to retire? * How can you manage your income and expenses so you don't outlive your 401(k) balances? * How can you invest in your health, so that you won't be wiped out by large medical expenses and are able to live a long, comfortable, and productive life? * What can you expect from Social Security and Medicare? * What's the best work/life balance for prosperity and fulfillment? Live Long and Prosper! will help you move beyond the traditional view of retirement and begin planning for the rest of your life.

Make Millions Selling on QVC is more than just a guide to getting you and your products in front of millions of potential customers; it’s an inside look at how the largest television retailer in the world operates. The information and advice found throughout these pages will give you a distinct edge in this competitive business and allow you to exceed your professional expectations and enjoy the success you deserve.