The Super Secret
The Super Secret

Author: Nigel Baker

Publisher: Vivid Publishing

Published: 2020-11-13

Total Pages: 152

ISBN-13: 9781922409669

DOWNLOAD EBOOK

The Super Secret uncovers the truth about how to invest successfully. Nigel is the founder of the successful financial advisory company Arch Capital in Sydney Australia and the driver for a new online investment platform Scientiam. He is passionate about helping others understand money better so that they can achieve what is of utmost importance to them and their family. Nigel unlocks 'secrets' the industry knows and doesn't tell you. Unlock The Super Secret!

The US Adviser
The US Adviser

Author: General Cao Van Vien

Publisher: Pickle Partners Publishing

Published: 2015-11-06

Total Pages: 285

ISBN-13: 1786254603

DOWNLOAD EBOOK

Includes over 30 maps and illustrations This monograph forms part of the Indochina Monograph series written by senior military personnel from the former Army of the Republic of Vietnam who served against the northern communist invasion. “The United States advisory mission in South Vietnam encompassed many fields of endeavor and affected almost every level of the Republic of Vietnam Armed Forces. It was a demanding exercise of professional duties and a unique human experience for the American adviser who had not only to struggle with problems of environment and culture differences and face the complexities and hazards of the war, but also devote his time and energy to supplement our Vietnamese experience with US Army professionalism. The total effort by US advisers contributed directly and immeasurably to the development and modernization of the Vietnamese Armed Forces. To the Vietnamese officers and men who benefited from his expertise and experience, the US adviser was both a mentor and a Samaritan. Regardless of his level of assignment or branch of service, he could be subsumed by a common trait: a sincere desire to help and devotion to those he advised. Whatever his approach to advisory duties, he always performed with dedication and competence. For nearly two decades, these qualities were the hallmark of the US adviser in South Vietnam. To analyze and evaluate the United States advisory experience in its entirety is not an easy task. It cannot be accomplished thoroughly and effectively by a single author since there were several types of advisers representing different areas of specialty but all dedicated to a common goal. Therefore, each member of the Control Group for the Indochina Refugee Authored Monograph Program has made a significant contribution as we presented the Vietnamese point of view.”-Author’s preface.

Investment Adviser Regulation
Investment Adviser Regulation

Author: Clifford E. Kirsch

Publisher:

Published: 2006

Total Pages: 0

ISBN-13: 9781402407710

DOWNLOAD EBOOK

Investment Adviser Regulation: A Step-by-Step Guide to Compliance and the Law gives you the thorough regulatory guidance you need to understand the rules currently governing investment advisers while ensuring you keep pace with the tougher rules to come. This straightforward, easy-to-read compliance resource shows you how to file and update the pivotal Form ADV and draft compliant advisory contracts.

Be Your Own Financial Adviser
Be Your Own Financial Adviser

Author: Jonquil Lowe

Publisher: Pearson UK

Published: 2012-09-26

Total Pages: 346

ISBN-13: 0273746782

DOWNLOAD EBOOK

Many people stumble through their financial life reacting to events and advice in an ad hoc way. As a result, few choose the most suitable financial products, some fall prey to misselling and many never realise their financial goals. Are you one of them? Be Your Own Financial Adviser shows you how to make sensible financial decisions without the need for expensive advice. Its accessible style, examples and case studies explain and evaluate financial products and put you firmly in control of your own financial well-being. It will advise on how to adopt the best saving, spending and investment strategies, make decisions tax-efficiently, manage risk wisely and protect and enhance your wealth. It also suggests when professional help is a good idea, and shows you how to protect yourself against misselling and get the best out of your adviser. Be Your Own Financial Adviser will show you how to: Stress-test your financial decisions Take advantage of legal tax breaks Achieve your financial goals Manage and preserve your wealth Accessing financial products and services is not difficult - there is no shortage of commercials, advertisements, direct mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money. But choosing which products are right for you can be a hit and miss approach. Good financial planning requires a systematic strategy. You should start by assessing your own particular circumstances, attitudes and timescales and then work out how you can implement your strategy on a long term basis. Let Be Your Own Financial Adviser be your guide to making better financial decisions. It includes advice on the following: Financial planning Do you need an adviser? Protecting your income Providing for your family Health and care Somewhere to live Building a pension Retirement choices Saving and investing Managing your wealth Passing it on

The Supernova Advisor
The Supernova Advisor

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2010-12-17

Total Pages: 166

ISBN-13: 1118039505

DOWNLOAD EBOOK

The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.