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| coach pete financial advisor: THE MEANINGFUL MONEY HANDBOOK Pete Matthew, 2018-09-17 In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster. • How to save and invest simply and efficiently so that you can work your way towards future financial freedom. No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path. The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life. Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today. |
| coach pete financial advisor: Life Centered Financial Planning Mitch Anthony, Paul Armson, 2020-11-03 Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today. |
| coach pete financial advisor: Simple Wealth, Inevitable Wealth Nick Murray, 1999 |
| coach pete financial advisor: 11 Ways Financial Advisors Attract Their Ideal Clients With A Book Adam Witty, 2013-11-01 More Leads. Free Publicity. Speaking Opportunities. Ultimate Authority & Credibility. This book teaches you how to quickly and easily use a book as rocket fuel to propel the growth and expansion of your business. Inside, 11 financial advisors, who became authors, reveal how they have used their books to attract their ideal clients and grow their businesses as a result. You will learn: • How Ann Vanderslice, President and CEO of Federal Retirement Planning Strategies, expanded her local business to a national enterprise in the span of one year with the help of her book. (Chapter 2) • How Founder of Strategic Wealth Designers, Matt Dicken, uses his book to turn a “lukewarm lead” into a “hot lead” before meeting with potential clients, making first-time appointments more productive and successful. (Chapter 3) • How Mike Canet, President & Founder of Prostatis Financial Advisors Group, leveraged his book to “create the aura of celebrity, credibility, and expertise” and appear in hundreds of journals, newspapers and major stations across the country – and doubled his income in the span of two years. (Chapter 4) • How CEO of First Financial Partners, Matt Zagula, promoted his book on national TV, creating a campaign that uncovered a new market for his business and generated a 7-figure rate of return. (Chapter 7) • How Thomas Helbig, Founder & CEO of Retirement Advisory Group, found an easy way to write his book and turned his “struggling” business into a success that doubled his income in one year. (Chapter 12) |
| coach pete financial advisor: Commercial Real Estate Investing For Dummies Peter Conti, Peter Harris, 2022-03-29 Make your money work for you with sound commercial real estate investment strategies If you're looking for more detailed advice on the commercial real estate market than, Buy low, sell high, you've come to the right place. Commercial Real Estate Investing For Dummies is where you can find the smart, straightforward, and accurate info you need to get your start—or grow your portfolio—in commercial real estate. You'll learn foundational strategies, tips, and tricks for investing in all sorts of commercial properties, from apartments to shopping malls. You'll also get rock-solid advice on: How to get started in commercial real estate investing, even if you've never tried it before How to work with business and investment partners and protect your own interests with contracts Financing your investments with a variety of instruments and taking advantage of legal tax opportunities Growing wealth by investing in real estate is a strategy as old as money itself. Do yourself a favor and get in on the action with this straightforward and up-to-date guide! |
| coach pete financial advisor: Why Should I Choose You (in Seven Words Or Less)? Ian Chamandy, Ken Aber, 2015-04-07 How to answer the single most important question in business and life Why should I choose you? That’s the question every customer asks every single time he buys a car, picks a shampoo, or chooses a distributor, a brokerage house, an animal hospital or a hairbrush. Sometimes the question is spoken out loud; other times it’s subliminal. But the fact is that every product, service or decision is a choice. And often it’s a choice we make within seconds. Ian Chamandy and Ken Aber understand just how essential that choice is. Their Toronto-based consulting firm, Blueprint, helps businesses define their specific promise--the one thing that sets them apart from every other organization that does more or less the same thing--in seven words or less. Their blueprinting process has produced extraordinary results for organizations big and small, in all sorts of industries, in both the for profit and not-for-profit sectors, including construction firms, marketing/communications consultancies, boutique investment banks, and hospitals. Combining combines practical steps with case examples, Why Should I Choose You (in Seven Words or Less) will: give you confidence you never had before to lead into a bold new future make your employees more innovative and creative reveal revenue streams you never knew existed give your employees a newfound sense of purpose that motivates them to contribute at a higher level and help you sell faster and more easily because you will inspire, rather than try to convince, customers to buy |
| coach pete financial advisor: Investing Demystified Lars Kroijer, 2013-09-06 Don’t spend your time worrying whether you can beat the markets: you don’t need to beat them to be a successful investor. By showing you how to build a simple and rational portfolio and tailor it to your specific needs, Investing Demystified will help you generate superior returns. With his straightforward and jargon-free advice, Lars Kroijer simplies the often complex world of finance and tells you everything you need to know – and everything that you don’t need to worry about – in order to make the most from your investments. In Investing Demystified you will: • Discover the mix of stocks, bonds and cash needed for a top performing portfolio • Learn why the most broadly diversi_ ed and simplest portfolio makes the most sense • Understand the right level of risk for you and how this affects your investments • Find out why a low cost approach will yield bene_ ts whilst leaving you with a higher quality portfolio • Understand the implications of tax and liquidity |
| coach pete financial advisor: Monkey with a Pin: Pete Comley, 2012-04-19 ReviewComley's argument is clear, honest, logical and jargon-free. He also throws in some astonishing stats, such as this one: that 6% we lose every year totals £170 billion -- or £3,000 for every man, woman and child in the UK. That's a lot of money the finance industry makes from us. Best of all, Monkey With A Pin isn't selling you the dream of getting rich quick. In fact, it isn't selling anything at all. --Harvey Jones, Journalist, Motley Fool Monkey With A Pin explains to you exactly why neither you nor the fund managers you hire to run your money for you ever seem to make the kind of returns studies show the equity market is supposed to offer. --Merryn Somerset Webb, Editor-in-Chief, MoneyWeekBook DescriptionFor the first time, this book exposes exactly how most private investors perform in real life. It shows they are likely to perform 6% a year worse than the industry’s theoretical predictions of their returns (whether using funds or direct investing). The book reveals that many have earned less than if they had saved in a building society. Part I of the book looks in detail at reasons why investors underperform: poor skill, charges and survivorship bias. The second part turns to the implications for the private investor, the finance industry and regulators. Monkey with a Pin encourages private investors to review their investing style and strategy to help them achieve better returns. |
| coach pete financial advisor: Playing with FIRE (Financial Independence Retire Early) Scott Rieckens, 2019-01-01 What if the one thing that could make you happy was a few simple choices away? A successful entrepreneur living in Southern California, Scott Rieckens felt like he had a dream life: A happy marriage, a two-year-old daughter, a membership to a boat club, and a BMW in the driveway. But underneath the surface, Scott was creatively stifled, depressed, and overworked trying to help pay for his family’s beach-town lifestyle. Then one day Scott listened to a podcast interview that changed everything. Three months later, he had quit his job, convinced his family to leave their home, and cut their expenses in half. Follow Scott as he devotes everything to F.I.R.E., a sub-culture obsessed with maximizing wealth and happiness. In a time when rates of both consumerism and depression are skyrocketing, Playing with FIRE is one family’s journey to acquire the one thing that money can’t buy: a simpler — and happier — life. |
| coach pete financial advisor: Build Wealth Like a Shark Scott Keffer, 2020-11 |
| coach pete financial advisor: The Seven Stages of Money Maturity George Kinder, 2012-02-01 A vital, seminal breakthrough work... Kinder penetrates money's enigmas and mythologies with the artist's delicate touch, the critic's discriminating eye . . . and the insightful sensitivity of a good human being. This book is a gift. --Richard Wagner, former chairman, Institute of Certified Financial Planners Replace anxiety, self-sabotage, and self-doubt around money with the sense of ease and freedom you deserve in The Seven Stages of Money Maturity, a one-of-a-kind guide in the life-changing tradition of The 9 Steps to Financial Freedom and Your Money or Your Life. A renowned Buddhist teacher as well as a Harvard-trained, nationally prominent certified financial planner, George Kinder draws on both disciplines to guide us toward a full understanding of the spiritual and psychological issues that surround money. Although many of us may assume that issues of money and spirit are separate, incompatible questions, George Kinder shows us that we must explore them together to attain true peace, freedom, and security in our money lives. Tracing the same path to transformation on which he has led his clients and lectured audiences for years, Kinder leads us through the Seven Steps of a journey to the profound liberation of awakening to a world of abundance and possibility. Revealing practical, market-tested wealth-building skills as well as the wisdom that contributes to understanding and enriching the role money plays across our lives from the surface to the soul, Kinder teaches us how to: Understand feelings that impact taking financial action Develop understanding and knowledge about money Eliminate stress and anxiety around money Let go of old patterns and painful habits Approach money tasks with energy and optimism Design a money life that is fulfilling both financially and spiritually A powerful new way to look at your money and at your life, The Seven Stages of Money Maturity will help us experience each encounter with money as a step toward awakening and a powerful lesson in understanding the relationships we share with others and with ourselves. |
| coach pete financial advisor: To Be a Better Coach Pete Van Mullem, Lori Gano-Overway, 2021-05-17 In To Be a Better Coach: A Guide for the Youth Sport Coach and Coach Developer, Pete Van Mullem and Lori Gano-Overway combine hands-on experience and comprehensive research to offer coaches and coach developers concrete, practical suggestions to improve coaching performance in youth sports. To Be a Better Coach shares common and best practices in coaching, such as providing a safe sport environment, engaging in ethical practices, creating a positive and inclusive environment, building relationships with all stakeholders, and developing leadership and motivational skills. Each chapter explains the skills and guidelines needed to develop as a youth coach in that specific area, followed by examples of real-world scenarios from practicing coaches. In addition, each chapter includes useful resources and practical strategies for the development of coaches. With the continued rise in youth sports, the need for trained and qualified coaches is growing. Using an applied approach, To Be a Better Coach is a needed guide for youth sport coaches and coach developers working in community youth sport programs, interscholastic sport, and private youth sport organizations. |
| coach pete financial advisor: The Journey Principles Stephen Scoggins, 2014-10-31 YOU CAN DO MORE THAN OVERCOME... You can take all your adversities and turn them into tools for a happier, healthier and wealthier you! The Journey Principles will teach you how entrepreneur, turned author and speaker, Stephen Scoggins did just that. Stephen bears witness to the amazing grace that transcended him from being virtually homeless and ready to take his life, to becoming a respected and valued, multi-million dollar business owner. Stephen will walk you through, in a very transparent way, the principles he has adopted into his life and used daily. He will teach you how to transform from what and who you think you are - to becoming what you're meant to be! He shares his real life stories from his journey in order to empower you, the reader. It does not matter what kind of setbacks or where your life choices have taken you so far - The Journey Principles will lift your heart and open your mind. The Journey Principles will teach you how to: Move beyond feeling trapped and isolated. Turn your failures into successes. Live on and with purpose. Let go of destructive and unhealthy relationships. Regain trust, hope, faith, and happiness. Attract wealth and abundance into your life. Let go and move past conflict and drama. Let go of anxiety and fears. Apply prayer to the principles on your journey. Allow love, be love, and enjoy LOVE. Inside this book you will find the hope you need to move past conflict, anxiety and fear. - Wendy Muse Greenwood Inspiration FX |
| coach pete financial advisor: Following Through Steve Levinson, Ph.D., Steve Levinson Ph D, PH. D, Pete Greider, M.ed., Pete Greider M Ed, 2015-02-01 First published in 1998, Following Through shines a spotlight into the black hole in inner space where good intentions disappear. It reveals the startling reason why even people who are truly serious about making life-improving changes often fail. Although we often blame poor follow through on not having enough motivation, willpower, self-discipline or character, Levinson and Greider argue that the real culprit is the mixed-up way the human mind designed. The mind, they insist, simply isn't hard-wired for follow-through. And as much as we -- individuals, society, and especially the self-improvement industry -- like to pretend otherwise, good intentions do not automatically drive our behavior. And continuing to expect them to will only lead to disappointment, frustration and failure. But Following Through won't leave you discouraged. It will show you how facing the truth about what it really takes to consistently turn your good intentions into life-improving action can change everything for the better. It will teach you bold new strategies for getting yourself to do whatever you intelligently decide you should do. For customer reviews, please see listings for previous editions of Following Through. Note for readers of previous editions: This edition of Following Through is redesigned but does not include new content. |
| coach pete financial advisor: The Path Peter Mallouk, 2020-10-13 Accelerate your journey to financial freedom with the tools, strategies, and mindset of money mastery. Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the U.S. for three consecutive years by Barron’s (2013, 2014, 2015), and Tony Robbins, the world-renowned life and business strategist. Mallouk and Robbins take the seemingly daunting goal of financial freedom and simplify it into a step-by-step process that anyone can achieve. The pages of this book are filled with real-life success stories and vital lessons, such as… • Why the future is better than you think and why there is no greater time in history to be an investor • How to chart your personally tailored course for financial security • How markets behave and how to achieve peace of mind during volatility • What the financial services industry doesn’t want you to know • How to select a financial advisor that puts your interests first • How to navigate, select, or reject the many types of investments available • Success without fulfillment is the ultimate failure! Financial freedom is not only about money—it’s about feeling deeply fulfilled in your own personal journey “Want an eye-opening guide to money management—one that tells it like it is and will make you laugh along the way? Peter Mallouk’s tour of the financial world is a tour de force that’ll change the way you think about money.” —Jonathan Clements, Former Columnist for The Wall Street Journal and current board member and Director of Financial Education at Creative Planning “Robbins is the best economic moderator that I’ve ever worked with. His mission to bring insights from the world’s greatest financial minds to the average investor is truly inspiring.” —Alan Greenspan, Former Federal Reserve Chairman Tony is a force of nature.” —Jack Bogle, Founder of Vanguard |
| coach pete financial advisor: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| coach pete financial advisor: Feel Good and Do Well by Doing Good Peter S Milewski, 2019-06 The Secret to Happiness and Success Greed is good, said Gordon Gekko, played by Michael Douglas in the iconic movie Wall Street. Turns out, greed is not good. Beating the system and amassing material wealth may make an epic movie plot, but in real life, greed is the recipe for painful economic failure for business and society-and working men and women. All too often we are presented stories about extremely wealthy people who are held up as role models for a successful life. The truth is that wealth rarely guarantees happiness. This book looks to successful small and medium-sized companies contributing to communities, and the far-sighted corporate executives we never hear about who, while successful, are also happy. These are the true-life examples of corporate social responsibility that this book relies on to make its point. Peter Milewski tells you why and how you, personally, can feel good and do well by doing good too. He passionately believes that these are the secrets to personal and professional happiness and success. Learn about successful companies doing good, such as TOMS Shoes, Newman's Own, Red Barn, and Ben & Jerry's and those that didn't (Countrywide Mortgage and Wells Fargo, among others). Exclusive interviews about corporate social responsibility with the CEOs of Eastern Bank (Bob Rivers), Envision Bank (Jim McDonough), Leader Bank (Sushil Tuli), and Cape Cod Five Cents Savings Bank (David Brennan and Dorothy Savarese). |
| coach pete financial advisor: Can I Retire Yet? Darrow Kirkpatrick, 2016-05-20 You've worked hard, lived carefully, and saved diligently. You've reached major milestones and accumulated more assets than you dreamed possible, and yet you hesitate. Can I retire? This book will help answer that question by showing you.... The tools you need to live a secure and independent retirement, without worrying about money What you must know before leaving a career behind How much it will cost you to live in retirement, and how to manage your cash flow The current choices for retirement health care, including lesser-known but effective options The threat from inflation: two secrets that politicians and bankers will never admit A realistic assessment of the impact that income taxes will have on your retirement Social Security's role in your retirement: when you should claim and how much it's worth to you How to construct and manage an investment portfolio for income and growth in retirement About immediate annuities and why you need multiple sources of retirement income The key variables and unknowns in your retirement withdrawal equation Reviews of the best retirement calculators, and tips for how to use them accurately Beyond the simplistic 4% Rule to the latest research on safe withdrawal rates Realistic bracketing of your retirement savings needs, without over caution or overconfidence The history of economic cycles and the related asset classes for optimal retirement security A survey of strategies plus original research for how to orchestrate your retirement distributions A practical retirement fuel gauge alerting you to problems while you still have time to act Backup plans: the lifeboat strategies for ensuring you'll never be without essential income The 6 crucial questions to answer before you can retire The one, simple, powerful, non-financial reason that you can and should retire earlier than later |
| coach pete financial advisor: Seven Figure Firm Erin Botsford, 2024-05-21 Turn Your Financial Services Practice Into a Growing Business New Systems. In Seven Figure Firm, author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to- -Develop Effective Prospecting and Marketing Methods -Create Your Brand -Recruit and Build a Team -Use Systems and Processes to Create Raving Fans -Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford's experience and following her in-depth process, you will have a solid path to a successful seven-figure firm. |
| coach pete financial advisor: Ask a Manager Alison Green, 2018-05-01 'I'm a HUGE fan of Alison Green's Ask a Manager column. This book is even better' Robert Sutton, author of The No Asshole Rule and The Asshole Survival Guide 'Ask A Manager is the book I wish I'd had in my desk drawer when I was starting out (or even, let's be honest, fifteen years in)' - Sarah Knight, New York Times bestselling author of The Life-Changing Magic of Not Giving a F*ck A witty, practical guide to navigating 200 difficult professional conversations Ten years as a workplace advice columnist has taught Alison Green that people avoid awkward conversations in the office because they don't know what to say. Thankfully, Alison does. In this incredibly helpful book, she takes on the tough discussions you may need to have during your career. You'll learn what to say when: · colleagues push their work on you - then take credit for it · you accidentally trash-talk someone in an email and hit 'reply all' · you're being micromanaged - or not being managed at all · your boss seems unhappy with your work · you got too drunk at the Christmas party With sharp, sage advice and candid letters from real-life readers, Ask a Manager will help you successfully navigate the stormy seas of office life. |
| coach pete financial advisor: Clarity Jamie Smart, 2013-02-22 LEARN TO CLEAR YOUR MIND AND THINK LIKE A WINNER We all have so much going on. A million different projects, to-do lists longer than your arm. We all worry about things – money, deadlines. With all this buzzing around in our heads it’s often a nightmare trying to concentrate on one thing. What if someone could show you how to empty your mind of all the noise? If you could be shown how to de-clutter your mind and concentrate on one important thing? Well Jamie Smart, state-of-mind specialist, can do just that – with Clarity he will show you how to get real clarity of thought. You’ll learn how to clear your mind and become less stressed and more productive – and as a result, more confident in your abilities. Clarity will help you to: • Greatly improve your concentration and ability to think clearly • Reduce stress levels and increase productivity • Grow your confidence and self-belief • Find innovative solutions to problems and make progress on goals and dreams • Trust your intuition and improve your decision-making • Build stronger relationships through better communication Praise for Clarity: “Thought-provoking, entertaining, and potentially life changing – highly recommended!” Michael Neill, Radio Show Host and Author of The Inside-Out Revolution: The only thing you need to know to change your life forever “A powerful, positive book that can help you to achieve more than you ever thought possible, in every area.” Brian Tracy, Author of Goals and Eat That Frog “I highly recommend this book to anyone trying to deal with life stressors and find true wisdom and well-being. Mark Howard, Ph.D., Clinical Psychologist, ThreePrinciplesInstitute.org “Take your time reading this profound book. Jamie Smart is about to blow apart every circumstantial excuse you ever came up with. He’s about to put the steering wheel back in your hands.” Garret Kramer, Founder of Inner Sports and Author of Stillpower “The insights you’ll get whilst reading Clarity will resonant in how you manage day to day but, more importantly, provide a framework for refreshing your priorities, goals and drive.” Peter Lake, Group Business Development Director, JS Group “The world of leadership, sales and customer engagement has changed radically over the past ten years. People are more savvy, better informed and sick of the same old story. Jamie Smart cuts through the noise of the marketplace and shows you what really works. Profound, practical and instantly applicable; Clarity is essential reading if you want to make your mark in the 21st century.” Paul Charmatz, Former Managing Director, Camelot “Jamie, you really hit the bullseye with this brilliant book; it’s a must-read for everyone who wants clarity of mind.” Joe Stumpf, Founder of By Referral Only and Author of Willing Warrior “Jamie Smart takes an outdated paradigm of success and turns it on its head. Pull up a chair, get a copy of Clarity and discover how you can experience an exponential increase in clarity and quality of life.” Rich Litvin, co-author of The Prosperous Coach and Founder of The Confident Woman’s Salon “Jamie Smart is brilliant! In his book Clarity, he has unlocked an insight into the real-life matrix. Be ready to have your world turned inside-out because, as Jamie so effortlessly demonstrates, this is how it works.” Richard Enion, Dragon’s Den Winner, BassToneSlap.com and RichEats.TV |
| coach pete financial advisor: Storyselling for Financial Advisors Scott West, Mitch Anthony, 2000-01-12 Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest storysellers of all time. These actual stories can help financial pros tap into the gut reaction of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent. |
| coach pete financial advisor: 7 Mindsets of Success Sten Morgan, 2017-02-14 Put yourself in the driver’s seat of your success with tools from time management and planning for the future to conflict and accountability. In The Seven Mindsets of Success, readers will not only explore topics like embracing discomfort, healthy conflict, time management, perspective, safety nets, and future self, but the intrinsic motivation behind their success. They will learn secrets and steps that are easily overlooked in business today. They will weigh the cost of their success and ask themselves, “Am I willing to do everything it takes?” What if success could be as easy as changing your mindset to see your business or job differently, and in turn, see the world differently? Sten Morgan has become one of the youngest, top financial advisors in the country, and he built his business all in just three years. He is in the top percentile of people in his business, and more successful than advisors with thirty years or more experience, and he believes these seven psychological mindsets will unlock success for you too. What’s stopping you from reaching rapid, top-level success in your industry? The answer lies inside. “A great book . . . You need to know why you are doing this and why you want to be successful. Otherwise, your enthusiasm will fade and you won’t reach the levels of success that you want to reach. I give this book 5 out of 5 stars.” —Medium “Challenges entrepreneurs to change their mindsets, and see their businesses, and the world, differently.” —Between Now and Success podcast |
| coach pete financial advisor: Developing Successful Diversity Mentoring Programmes: An International Casebook Clutterbuck, David, Poulsen, Kirsten M., Kochan, Frances, 2012-07-01 A volume of mentoring principles to integrate minorities, improve community relations and harness the creative potential of different perspectives. |
| coach pete financial advisor: Money Boss Mom Jamie Bosse, 2021-08-25 Money. Everyone wants it, but few know what to do with it. 66% of millennials have no savings for retirement. One in four Americans have PTSD-like symptoms due to financial stress. Jamie Bosse, CFP(R) wants to chop those numbers by helping people understand, manage, and improve their financial situations. Money Boss Mom: Helping Young Parents Be the Boss of Their Financial Future breaks down intimidating topics and gives easy actionable steps that anyone can follow. Learn how to: Identify the motives and mindset behind your financial decisions Protect your family from the unexpected Talk with your spouse and children about money Align your spending with your values Get systems in place to automate savings, spending, and investing Plan for the ever-changing expenses of parenthood Don't guess or take chances with your financial health. Get Money Boss Mom so you can make the most of your income and get your money to work for you. It's time to get unstuck. It is time to be the boss of your financial future. |
| coach pete financial advisor: Rudy Ruettiger Rudy Ruettiger, Nick Nanton, 2018-08-21 Rudy Ruettiger: The Walk On explores the real life of Daniel Rudy Ruettiger, the inspiration behind the iconic sports film, Rudy. Rudy Ruettiger first overcame the odds by being accepted to the University of Notre Dame. Because he was dyslexic and got poor grades in school, he had to find another way. He continued to accomplish his dream by becoming a walk-on player for the football team, culminating in being able to dress for just one game and leading to an epic sack that has inspired generations of fans in the beloved sports movie. However, there was still so much of Rudy's story to tell. Emmy® award-winning Director and Producer Nick Nanton presents Rudy Ruettiger: The Walk On, using the full dialogue and cinematic images from the feature documentary film of the same title, to examine the Rudy story everyone knows and loves to provide further depth and detail about Rudy's past struggles and triumphs at Notre Dame, as well as what it took to get that story onto film. Furthermore, Rudy Ruettiger: The Walk On elaborates on who Rudy has become and how he still serves as an inspiration today. Whether you're looking for insider information on the actual story behind a favorite sports figure, or you're hoping to find some continued inspiration in Rudy's story, this tell-all has something special hidden amongst its pages for you. |
| coach pete financial advisor: CEO Excellence Carolyn Dewar, Scott Keller, Vikram Malhotra, 2022-03-15 Based on extensive interviews with today's . . . corporate leaders, this look at how the best CEOs do their jobs focuses on the mindsets and actions that foster an environment of excellence-- |
| coach pete financial advisor: Moving Forward on Your Own Kathleen M. Rehl, 2010-08 Your husband's death is possibly the most devastating event you've ever experienced. You may wonder, ôAm I going to be able to make it on my own?ö Maybe you feel overwhelmed and don't know what to do next. |
| coach pete financial advisor: The Odessa File Frederick Forsyth, 2011 Suspense fiction. Reissues of 7 of Forsyth's classic thrillers. |
| coach pete financial advisor: The Generation Myth Bobby Duffy, 2021-11-09 Millennials, Baby Boomers, Gen Z—we like to define people by when they were born, but an acclaimed social researcher explains why we shouldn't. Boomers are narcissists. Millennials are spoiled. Gen Zers are lazy. We assume people born around the same time have basically the same values. It makes for good headlines, but is it true? Bobby Duffy has spent years studying generational distinctions. In The Generation Myth, he argues that our generational identities are not fixed but fluid, reforming throughout our lives. Based on an analysis of what over three million people really think about homeownership, sex, well-being, and more, Duffy offers a new model for understanding how generations form, how they shape societies, and why generational differences aren’t as sharp as we think. The Generation Myth is a vital rejoinder to alarmist worries about generational warfare and social decline. The kids are all right, it turns out. Their parents are too. |
| coach pete financial advisor: Wealth Ways for the Young Peter Wargent, 2019-02 Money! We all know it's important. We all know that having more of it can solve many of life's challenges, though not all of them. And we've all read that what you learn about money from a young age, both consciously and unconsciously, has an important bearing on how you make financial and life decisions as you transition into adulthood and beyond. Most of us would like our kids to have a better understanding of money and be more financially savvy than we were as we became young adults. But what key lessons, attitudes, and skills are we supposed to teach them? And at what stage along the journey? Wealth Ways for the Young is a concise yet information-packed book about what we should aim teach our children about money and how it works. From young children to teenagers, the book covers pocket money, first jobs, education and careers, how to harness the magic of compound interest, how to become a money maestro, housing, studying and much more. |
| coach pete financial advisor: The Distraction-Proof Advisor Paul Kingsman, 2015-05-08 Get Equipped To Build the Financial Services Business You Want Frustrated with constantly lurching instead of confidently leading? Has your crystal-clear vision for your business become unfocused as demands and distractions grow? You're not alone. Most financial advisors feel they don't have control of their business. There is a way to break free from the frustrations and distractions that hold you back from having the clients you want, the money you need, and more time to do what you love. Read this book and learn to: Stop reacting and focus on what matters most Create crucial habits to get your priorities done Identify key activities to find and engage new prospects/ Develop compelling conversation skills that actually work Build conviction for your process and how you help your clients Psst...Paul Kingsman is talking to you. Yes, I mean you! You don't have to be in business very long to habitually be distracted from accomplishing things that you know will make your business a success. Using his Olympic-winning strategies, Paul helps you focus on your goals, your future. Paul lays it out there for you. Isn't it time to work on what you want? Take the first step and buy this book. You won't regret it. - Deena Katz, CFP(r), Texas Tech University Financial advising is a highly competitive field full of distractions. Who better to guide and motivate than Paul Kingsman, an Olympic medalist, a financial advisor, and now an advisor to advisors. You'll learn the habits that separate participants from achievers. - Mitch Anthony, Author, StorySelling for Financial Advisors |
| coach pete financial advisor: The 21-Day Financial Fast Michelle Singletary, 2014-01-07 Whether you're living paycheck to paycheck or just trying to make smarter financial choices, let award-winning writer and Washington Post columnist Michelle Singletary show you the practical steps you need to take for the financial peace you long for. In The 21-Day Financial Fast, Michelle proposes a field-tested financial challenge: for twenty-one days, put away your credit cards and buy only the barest essentials. What happens next will forever change the way you think about wealth. With Michelle's guidance, you'll discover how to: Break bad spending habits Plot a course to become debt-free with the Debt Dash Plan Avoid the temptation of overspending for college Learn how to prepare elderly relatives and yourself for future long-term care expenses Be prepared for any contingency with a Life Happens Fund Stop worrying about money and find the priceless power of financial peace Join the thousands of others who have already discovered practical ways to achieve financial freedom and experience what it truly means to live a life of financial peace and prosperity. |
| coach pete financial advisor: Fail-Safe Investing Harry Browne, 1999-09-30 Do you worry that you're not paying enough attention to your investments? Do you feel left out when you hear about the clever things other investors seem to be doing? Relax. You don't have to become an investment genius to protect your savings. Distilling the wisdom of his thirty years' experience into lessons that can be applied in thirty minutes, Harry Browne shows you what you need to know to make your savings and investments safe and profitable, no matter what the economy and the investment markets do. There are no secret trading systems here, no jargon to learn. Instead, Harry Browne teaches you in simple terms to, among other things: -Build your wealth on your career -Make your own decisions -Build a bulletproof portfolio for protection -Take advantage of tax-reduction plans -Enjoy yourself with a budget for pleasure |
| coach pete financial advisor: Enough? Paul D Armson, 2016-04-30 How much money do you really need for the rest of your life?Research shows that the majority of people have no idea where they are heading financially, or if they going to run out of money? Or die with too much? What we all need to know is: How much is ENOUGH? This book helps you discover how much is enough - for YOU. |
| coach pete financial advisor: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| coach pete financial advisor: H3 Leadership Brad Lomenick, James Mark Burnett, 2016-10-18 Discover twenty transformational habits of some of the most successful leaders, CEOs, and entrepreneurs today! |
| coach pete financial advisor: The Simple Path to Wealth Jl Collins, 2021-08-16 In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You'll never find a wiser advisor with a bigger heart. -- Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffian This book grew out of a series of letters to my daughter concerning various things-mostly about money and investing-she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical. But Dad, she once said, I know money is important. I just don't want to spend my life thinking about it. This was eye-opening. I love this stuff. But most people have better things to do with their precious time. Bridges to build, diseases to cure, treaties to negotiate, mountains to climb, technologies to create, children to teach, businesses to run. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here's an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created for her and present now to you, is not only easy to understand and implement, it is more powerful than any other. Together we'll explore: Debt: Why you must avoid it and what to do if you have it. The importance of having F-you Money. How to think about money, and the unique way understanding this is key to building your wealth. Where traditional investing advice goes wrong and what actually works. What the stock market really is and how it really works. Why the stock market always goes up and why most people still lose money investing in it. How to invest in a raging bull, or bear, market. Specific investments to implement these strategies. The Wealth Building and Wealth Preservation phases of your investing life and why they are not always tied to your age. How your asset allocation is tied to those phases and how to choose it. How to simplify the sometimes confusing world of 401(k), 403(b), TSP, IRA and Roth accounts. TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). What investment firm to use and why the one I recommend is so far superior to the competition. Why you should be very cautious when engaging an investment advisor and whether you need to at all. Why and how you can be conned, and how to avoid becoming prey. Why I don't recommend dollar cost averaging. What financial independence looks like and how to have your money support you. What the 4% rule is and how to use it to safely spend your wealth. The truth behind Social Security. A Case Study on how this all can be implemented in real life. Enjoy the read, and the journey! |
| coach pete financial advisor: Honeymoon Playbook Marie-Claire Thauvette, 2018-05-19 Light a romantic fire in your relationship that will last longer than any vacation tan! In The Honeymoon Playbook, relationship coach and AASECT certified intimacy educator Marie-Claire Thauvette shares activities, games, tips, and tricks to make this trip the best of your life. The Playbook tackles everything from travel to intimacy, making this book a must-read for both newlyweds and longtime partners alike. Don't let the title fool you! In this book you'll discover: How to really romance your spouse Exactly what gets your spouse's heart racing (and yours!) How to tackle common sexual issues Travel checklists and insider tips Games and activities to play long after the vacation is over With spaces to write down your answers and notes, The Honeymoon Playbook becomes a vacation keepsake you'll come back to again and again... and again! Makes the perfect gift for the newly engaged or married couple. |
| coach pete financial advisor: The Millennial's Guide to Getting Your Sh*t Together Catie Hogan, 2017-08-14 Are you overwhelmed by adulthood? Would you like to take control of your money, career, and relationships but don't want to read a boring self-help book filled with confusing jargon? Didn't think so. The Millennial's Guide to Getting Your Sh*t Together is the answer to your quarter-life crisis. Author Catie Hogan, a delightfully weird financial planner and comedy writer, breaks down the basics of personal finance, building a kick-ass career, and maintaining healthy relationships through her informative and humorous essays. The Millennial's Guide is filled with practical advice and a hefty dose of snark. Learning to be an adult doesn't have to be so serious. |
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