Make Simplicity Your Superpower!
Make Simplicity Your Superpower!

Author: Richard Dobson

Publisher: Sound Wisdom

Published: 2022-12-20

Total Pages: 125

ISBN-13: 1640954201

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Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, it’s time to unleash your superpower… SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about sound financial planning that leverages the best practice—the superpower—of simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: Build rapport with current and prospective clients Understand clients’ needs and desires Translate complex financial concepts into digestible bits of information Present the relevant facts in a clear, concise way Support clients in taking control of their long-term financial success Simplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trust—and how financial advisors can instead put clients and prospects at ease.

Investing Is Your Superpower
Investing Is Your Superpower

Author: Shinobu Hindert

Publisher: Lioncrest Publishing

Published: 2021-05-18

Total Pages: 250

ISBN-13: 9781544519500

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Investing isn't just for men. It's for anyone who wants to thrive financially. There is a cultural shift happening today. Right now. More and more women are investing in the stock market and claiming their financial freedom. But it's hard to know where to start. School never taught you how to invest, and trying to research personal finance options on your own can be overwhelming-especially when the information you need is buried in financial jargon. Investing Is Your Superpower will change your life. Warmly relatable and powerfully insightful, this groundbreaking book from Shinobu Hindert, CFP(R) and creator of Empowered Planning, offers a proven step-by-step process for building wealth and confidently making investment decisions. Stop waiting and take charge of your financial future. Create the lifestyle you've always wanted but thought you couldn't afford.

The Peppermint Mocha Murder
The Peppermint Mocha Murder

Author: Colette London

Publisher: Kensington Cozies

Published: 2018-09-25

Total Pages: 283

ISBN-13: 1496710657

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“An incredibly lively and intricately plotted mystery series full of clever banter and sparkly dialogue . . . a treat perfect for any time of the year.” —Kings River Life Magazine Includes Recipes! It’s beginning to look like a merry Christmas for Hayden Mundy Moore. On vacation from providing her sought-after expertise in all things chocolate, Hayden heads to snowy New England with her friend and financial advisor, Travis, for the opening of his pal’s highly-touted holiday musical. But when the show’s producer is murdered, Hayden trades sampling Chocolate Santas for finding the killer—especially since this time, Travis is the one asking for her help . . . Soon Hayden discovers there’s more to Travis’s chic hometown than mulled wine and cocoa cookies. But that’s just the beginning. Almost no one, including Travis, is quite what they seem. Did the show’s lead have more savage motives than stardom? Could the dead producer’s husband have felt a murderous envy for his successful wife? Getting behind the mistletoe and jingle bells will take all of Hayden’s savvy—along with some super caffeinated Peppermint Mochas—if she hopes to catch a killer with a heart more bitter than the darkest truffle . . . “Soon I was enthralled in the murder and suspect list . . . I know many of the cozy settings seem the same but this one was extra magical for the holiday season. So if you are looking for a read that has the perfect holiday setting here it is!” —Bibliophile.reviews “The murder itself is intriguing, and the suspects are credible . . . a fun read.” —The Cozy Review

The Art of Money
The Art of Money

Author: Bari Tessler

Publisher: Parallax Press

Published: 2016-06-14

Total Pages: 298

ISBN-13: 1941529216

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MEET YOUR FINANCIAL THERAPIST: Improve your financial literary and heal your relationship with money using this 3-part framework combining mindfulness, radical self-love, and body awareness. “An exciting, important voice to the money conversation . . . at once spiritual and practical, this is the education we've been waiting for.” —Lynne Twist, author of The Soul of Money For many of us, the most challenging and upsetting relationship in our lives is with our finances—and it often brings feelings of shame or powerlessness. Enter Bari Tessler, your new financial therapist and money-savvy best friend. Her “Art of Money” program gives you the tools you need to improve your financial literary and heal your money anxiety in 3 phases: • Money Healing: Heal money shame through body-based check-ins, transformative money rituals, and by reframing your “money story”. • Money Practices: Learn to approach money as a self-care practice—with advice on values-based bookkeeping, finding financial support, and setting up helpful tracking systems. • Money Maps: Designed to evolve with you over time, the 3-Tier Money Map helps you make good money decisions and affirm your money legacy. Bari Tessler’s gentle techniques weave together mindfulness, emotional depth, big-picture visioning, and refreshingly accessible money practices. A feminine and empowering guide, The Art of Money will help you transform your relationship with money—and in doing so, transform your life. Check out The Art of Money Workbook for more insights and teachings.

The Absent Superpower
The Absent Superpower

Author: Peter Zeihan

Publisher:

Published: 2016-12-16

Total Pages: 422

ISBN-13: 9780998505206

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In 2014's The Accidental Superpower, geopolitical strategist Peter Zeihan made the case that geographic, demographic and energy trends were unravelling the global system. Zeihan takes the story a step further in The Absent Superpower, mapping out the threats and opportunities as the world descends into Disorder.

Fire Your Boss
Fire Your Boss

Author: Aaron McHugh

Publisher: Post Hill Press

Published: 2020-01-14

Total Pages: 197

ISBN-13: 1642930814

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Fire Your Boss is the disruptive alternative blueprint for charting a new life-giving career path that gives you control, allowing you to set your own rules for your work life. Provocative, liberating, and universally appealing, Fire Your Boss seeks to help readers resolve the deepest root of workplace unrest—namely, fear and self-preservation. This book upgrades readers’ core belief systems, demonstrates how to liberate their careers forever, and ultimately, join a heretical uprising without becoming an entrepreneur, changing jobs, or simply white-knuckling their way to retirement. Aaron McHugh maps out how to make philosophical, emotional, tactical, and heart-centered shifts at every intersection on the career journey. Firing your boss does not require you to leave to your job. Firing your boss does not require you to start a new business. Firing your boss becomes the life-altering daily mantra that transforms the disengaged into hopeful leaders. Discover how to plot a new course of career freedom and independence, empowerment, and self-reliance. Find your smile again, rekindle your mojo, recapture the art of your work, and start enjoying your work every single day.

Financial Recovery
Financial Recovery

Author: Karen McCall

Publisher: New World Library

Published: 2011-03-21

Total Pages: 290

ISBN-13: 157731929X

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After healing her own unhealthy relationship with money, and transforming her financial disaster into prosperity and security, Karen McCall created a recovery program she has now used for more than twenty years to help individuals, couples, and businesses large and small. In the midst of her money troubles, she saw a need for something other than financial planners, accountants, and credit counselors. These experts could tell her what she should be doing differently, but she needed someone to help her understand the underlying causes of chronic, self-defeating overspending and credit card debt, underearning, and low or no savings. To save herself, she created practical, holistic tools that address these sources of pain and shame. McCall’s program supports people as they uncover their deep-seated attitudes about money; provides simple, step-by-step tools for healing areas of physical, emotional, and spiritual deprivation; and teaches skills and strategies for experiencing lasting personal and financial fulfillment even in the midst of economic challenges and reversals.

Finance for the People
Finance for the People

Author: Paco de Leon

Publisher: National Geographic Books

Published: 2022-02-01

Total Pages: 0

ISBN-13: 0143136259

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An illustrated, practical guide to navigating your financial life, no matter your financial situation "a potent mix of deeply practical and wonderfully empathetic" —Erin Lowry, author of Broke Millennial "one of the most approachable financial books I've ever read." —Refinery 29 We are all weird about money. Whether you have a lot or a little, your feelings and beliefs about money have been shaped by a combination of silence (or even shame) around talking about money, personal experiences, family and societal expectations, and a whole big complex system rigged against many of us from the start. Begin with that baseline premise and it’s no surprise so many of us find it so difficult to save enough money (but way too easy to get trapped in ballooning credit card debt), emotionally draining to deal with student loans, and nearly impossible to understand the esoteric world of investing. Unlike most personal finance books that focus on skills and behaviors, FINANCE FOR THE PEOPLE asks you to examine your beliefs and experiences around money—blending extremely practical exercises with mindfulness, and including more than 50 illustrations and diagrams to make the concepts accessible (and even fun). With deep insider expertise from years spent in many different corners of the financial industry, Paco de Leon is a friendly, approachable, and wise guide who invites readers to change their relationship with money. With her holistic approach you’ll learn how to: • root out your unconscious beliefs about money • untangle the mental and emotional burden of student loans to pay them off • use a gratitude practice to help you think differently about spending • break out of the debt cycle and begin building wealth This book is for anyone who feels unseen, ignored, or bored to death by the way personal finances are approached and taught, and is ready to go on a journey of self-discovery and step into their financial power.

Who's Eating Your Pie?
Who's Eating Your Pie?

Author: Erik Weir

Publisher: Simon and Schuster

Published: 2022-05-10

Total Pages: 129

ISBN-13: 1637630557

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Whether you’re just starting your career at twenty-two or quickly approaching retirement at sixty-two, Who’s Eating Your Pie? will give you the tools you need to grow a bigger, sweeter financial pie than you ever thought possible—and keep everyone else’s fingers out of it! “H-h-h-h-h-hello. M-m-my n-name is E-e-e-e-e-rik W-w-w-weir. H-how-how c-c-can I e-earn y-y-y-your b-b-business?” Believe it or not, that’s the opening line that drove a young investment broker with a near-debilitating, lifelong stutter into a $1-million-per-year income by age thirty. And that incredible level of success was just the beginning! In his debut book Who’s Eating Your Pie? leader and speaker Erik Weir opens the playbook that’s led him to unbelievable success as an entrepreneur, investor, film producer, and real estate developer. He tackles the tough questions today’s young professionals are asking, such as: Can anyone build wealth, no matter where they’re starting from? Is it moral for me to want to build wealth? What does it mean to be “rich”? How can I build real wealth as a salaried employee? How can I build wealth for myself and others as an entrepreneur? What steps should I take each day to ensure I’m moving forward toward my wealth-building goals? What is the stock market and how does it work? Can I get rich with just a 401(k)? How does real estate investing work? Where does philanthropic giving fit into my wealth-building plan? Erik Weir has helped some of the wealthiest people in the country answer these questions, from multi-Grammy-winning musical artists to CEOs of some of America’s biggest companies to world-renowned professional athletes. Now, he wants to do the same for you, offering you the same advice and guidance he’s given to millionaires and billionaires for the past three decades.

The Color of Wealth
The Color of Wealth

Author: Barbara Robles

Publisher: The New Press

Published: 2006-06-05

Total Pages: 337

ISBN-13: 1595585621

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For every dollar owned by the average white family in the United States, the average family of color has less than a dime. Why do people of color have so little wealth? The Color of Wealth lays bare a dirty secret: for centuries, people of color have been barred by laws and by discrimination from participating in government wealth-building programs that benefit white Americans. This accessible book—published in conjunction with one of the country's leading economics education organizations—makes the case that until government policy tackles disparities in wealth, not just income, the United States will never have racial or economic justice. Written by five leading experts on the racial wealth divide who recount the asset-building histories of Native Americans, Latinos, African Americans, Asian Americans, and European Americans, this book is a uniquely comprehensive multicultural history of American wealth. With its focus on public policies—how, for example, many post–World War II GI Bill programs helped whites only—The Color of Wealth is the first book to demonstrate the decisive influence of government on Americans' net worth.