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| david brooks financial advisor: Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) Steve Moore, 2010-10-05 A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client. |
| david brooks financial advisor: This Is Your Time Alan Parisse, David Richman, 2009-08-01 In normal times a financial advisor has three competitors: investors who do it themselves, client inertia and other advisors. In the wake of Fall 2008 do-it-yourselvers have lost confidence, inertia that kept clients from seeking investment advice from an outside advisor has significantly diminished and other advisors are nursing their wounds. Clients may not know what to do, but they want to do something. Advisors who are willing to lead the way will keep their clients and capture new ones. The biggest question a financial advisor faces now is, Can I trust you? It is your time if you can change your perspective, reframe the situation and see it as an exceptional opportunity to optimize your business and move forward with vigor. Great accomplishments and contributions require great challenges. |
| david brooks financial advisor: The Behavior Gap Carl Richards, 2012-01-03 It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational. -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-the behavior gap. Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough. |
| david brooks financial advisor: Bold Endeavors Felix G. Rohatyn, 2009-02-24 Bold Endeavors is a compelling narrative of ten large and transformative events in American history. It is an absorbing journey through the past as we read about determined national leaders -- Jefferson, Lincoln, Teddy Roosevelt, FDR, and Eisenhower -- who found the will, steadiness, and political acumen to make decisions that were often unpopular but that proved to be visionary -- decisions that are the building blocks of America's destiny. Rohatyn begins with the diplomatic intrigues of the Louisiana Purchase, which doubled the size of the country; moves to the controversial construction of the Erie Canal, which opened a water route to the West; then continues to Lincoln's resolute support for the transcontinental railroad, Land Grant colleges, and the Homestead Act; documents the strategy -- and ruthless determination -- that built the Panama Canal; details the visionary and pragmatic politics that allowed FDR to bring electricity to rural America and use the Reconstruction Finance Act to help pull the country from the grip of the Depression; captures the foresight of national purpose which led to the G.I. Bill, which propelled the nation forward; and describes the creation of the interstate highway system that modernized America. Bold Endeavors is an urgent call for present-day action in this time of grave national crisis. The nation is falling apart -- literally, Rohatyn warns. America's roads and bridges, schools and hospitals, airports and roadways, ports and dams, water lines and air control systems -- the country's entire infrastructure is rapidly and dangerously deteriorating. To reverse this catastrophic degeneration and create tens of thousands of new jobs, Rohatyn offers a carefully reasoned and practical solution. Bold and imaginative political leadership must use the power and the resources of the federal government to finance the rebuilding of the nation's infrastructure. Rohatyn's page-turning case studies are precedents for purposeful, resourceful, and tenacious leadership that is necessary to accomplish both the rebuilding of America and the country's emergence from its present financial crisis. These bold endeavors from the nation's past are instructive, a guide and an inspiration for Americans today. If the nation is to be rebuilt and its infrastructure renewed, if the country is to emerge from the present economic crisis and reclaim its position of unqualified strength and leadership in world affairs, then it must be guided by the vision, determination, and investments that originally helped create a secure and prosperous America. |
| david brooks financial advisor: SEC Docket United States. Securities and Exchange Commission, 1996 |
| david brooks financial advisor: Have You Ever Been Bitten by an Elephant? Drew Blackston, David S Blackston, 2020-08-17 The authors of Have You Ever Been Bitten by an Elephant? The Definitive Guide for Retiring Well have met with over 10,000 individuals and families from across this great country to create an informative and fascinating look at retirement planning for the complex needs of today's retirees. Their unending desire to create custom and comprehensive financial planning for both retirees and pre-retirees has allowed them to have the unique knowledge, experience and insight to help almost anyone looking to maximize what they have worked so hard to accumulate. As you read this book, it takes you on a journey through the triumphs of smart and solid planning, as well as guiding you pas the most common pitfalls that derail so many retirees. So you may be wondering how an elephant bite can affect your retirement. Take a seat. Grab a pad and pen, because the answer will astound you. The Blackstons donate 100 percent of their proceeds from the sales of this book on Amazon to the Villages Honor Flight. |
| david brooks financial advisor: The Essential Advisor Bill Crager, Jay Hummel, 2016-05-02 Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully. |
| david brooks financial advisor: Making the Most of the Water We Have David B. Brooks, Oliver M. Brandes, Stephen Gurman, 2009 In the last century water policies relied on the construction of massive infrastructure in the form of dams, pipelines, and complex centralized treatment plants to meet human demands. These facilities brought tremendous benefits, but they also had serious and often unanticipated social, economic and environmental costs. Demand for water is one of the major challenges of the current century, but past approaches are no longer sufficient. |
| david brooks financial advisor: Fanocracy David Meerman Scott, Reiko Scott, 2020-01-07 A Wall Street Journal bestseller From the author of New Rules of Marketing & PR, a bold guide to converting customer passion into marketing power. How do some brands attract word-of-mouth buzz and radical devotion around products as everyday as car insurance, b2b software, and underwear? They embody the most powerful marketing force in the world: die-hard fans. In this essential book, leading business growth strategist David Meerman Scott and fandom expert Reiko Scott explore the neuroscience of fandom and interview young entrepreneurs, veteran business owners, startup founders, nonprofits, and companies big and small to pinpoint which practices separate organizations that flourish from those stuck in stagnation. They lay out a road map for converting customers’ ardor into buying power, pulling one-of-a-kind examples from a wide range of organizations, including: · MeUndies, the subscription company that’s revolutionizing underwear · HeadCount, the nonprofit that registers voters at music concerts · Grain Surfboards, the board-building studio that willingly reveals its trade secrets with customers · Hagerty, the classic-car insurance provider with over 600,000 premier club members · HubSpot, the software company that draws 25,000 attendees to its annual conference For anyone who seeks to harness the force of fandom to revolutionize his or her business, Fanocracy shows the way. |
| david brooks financial advisor: Rock Retirement Roger Whitney, 2017-10-03 “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies |
| david brooks financial advisor: Perfect Day Cokie Berenyi, 2018-01-30 Want more time in your life for yourself, for your hobbies and for your family? Are you exhausted, stressed, overworked, and only able to give your friends and loved ones the “leftovers” of your energy and time? Does it feel like your tasks are never ending, your to-do list never any shorter and that you never have time (or the energy) to do the things you enjoy? If you answered yes to any of the questions above, then you are suffering from LDD – Lifestyle Deficit Disorder. Lifestyle Deficit Disorder is common in today’s world, but you don't have to continue to let it control your life and your destiny. From work with her clients over the past decade as a financial advisor, Cokie Berenyi has developed a system that is the surefire cure to Lifestyle Deficit Disorder. Her simple to follow plan outlined in Perfect Day provides the framework you need to create more Perfect Days. In warm, accessible language and engaging anecdotes gleaned from her client files, Cokie Berenyi takes you on a journey of self-actualization, helping you design your Perfect Day Pyramid, uncover and avoid your “wobble” and build a life-centered business, not a business-centered life. Through simple steps and strategies you can put into place today, Perfect Day offers a powerful antidote to LDD, revealing a path away from disillusionment and dissatisfaction to a life of purpose, joy, and freedom. Perfect Days are not hard – let Cokie teach you how to craft and simply execute more Perfect Days. |
| david brooks financial advisor: The Investment Answer Gordon Murray, Daniel C. Goldie, 2011-01-12 What if there were a way to cut through all the financial mumbo-jumbo? Wouldn't it be great if someone could really explain to us-in plain and simple English-the basics we must know about investing in order to insure our financial freedom? At last, here's good news. Jargon-free and written for all investors-experienced, beginner, and everyone in between-The Investment Answer distills the process into just five decisions-five straightforward choices that can lead to safe and sound ways to manage your money. When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, Do you want to write that book you've always wanted to do? The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The Investment Answer asks readers to make five basic but key decisions to stack the investment odds in their favor. The advice is simple, easy-to-follow, and effective, and can lead to a more profitable portfolio for every investor. Specifically: Should I invest on my own or seek help from an investment professional? How should I allocate my investments among stocks, bonds, and cash? Which specific asset classes within these broad categories should I include in my portfolio? Should I take an actively managed approach to investing, or follow a passive alternative? When should I sell assets and when should I buy more? In a world of fast-talking traders who believe that they can game the system and a market characterized by instability, this extraordinary and timely book offers guidance every investor should have. |
| david brooks financial advisor: Ferrara on Insider Trading and the Wall Ralph C. Ferrara, Herbert Thomas, Donna M. Nagy, 2023-11-28 The authors analyze the impact of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Sarbanes-Oxley Act and SEC regulations regarding selective disclosure and insider trading. |
| david brooks financial advisor: Who`s who in America , 2000 |
| david brooks financial advisor: Wealth Unbroken Rebecca Walser, 2018-01-03 Most Americans fall far too short in achieving long-lasting financial success in retirement. Conventional wealth building wisdom has been leading Americans astray for well over 35 years. In fact, following traditional financial methods towards wealth has led to 96 out of every 100 Americans failing to achieve true financial success.In her book, WEALTH UNBROKEN, Tax attorney and financial strategist Rebecca Walser maps out how to be one of the few who not only survives but thrives in the coming era of increasing taxes, extreme market volatility and an aged, debt-riddled America. Americans have been fed half-truths for decades, ruining their ability to create true wealth. WEALTH UNBROKEN subverts this prevalent misinformation and gives you the reality behind saving, building, and investing your hard-earned wealth in your current and future self. With this book, you can take the path less traveled with unflinching confidence in your lifelong financial success. |
| david brooks financial advisor: Lifecycle Investing Ian Ayres, Barry Nalebuff, 2010-05 Diversification provides a well-known way of getting something close to a free lunch: by spreading money across different kinds of investments, investors can earn the same return with lower risk (or a much higher return for the same amount of risk). This strategy, introduced nearly fifty years ago, led to such strategies as index funds. What if we were all missing out on another free lunch that’s right under our noses? InLifecycle Investing, Barry Nalebuff and Ian Ayres-two of the most innovative thinkers in business, law, and economics-have developed tools that will allow nearly any investor to diversify their portfolios over time. By using leveraging when young-a controversial idea that sparked hate mail when the authors first floated it in the pages ofForbes-investors of all stripes, from those just starting to plan to those getting ready to retire, can substantially reduce overall risk while improving their returns. InLifecycle Investing, readers will learn How to figure out the level of exposure and leverage that’s right foryou How the Lifecycle Investing strategy would have performed in the historical market Why it will work even if everyone does it Whennotto adopt the Lifecycle Investing strategy Clearly written and backed by rigorous research,Lifecycle Investingpresents a simple but radical idea that will shake up how we think about retirement investing even as it provides a healthier nest egg in a nicely feathered nest. |
| david brooks financial advisor: Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) Steve Moore, 2010-11-09 A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client. |
| david brooks financial advisor: Dark Towers David Enrich, 2020-02-18 #1 WALL STREET JOURNAL BESTSELLER * NEW YORK TIMES BESTSELLER New York Times finance editor David Enrich's explosive exposé of the most scandalous bank in the world, revealing its shadowy ties to Donald Trump, Putin's Russia, and Nazi Germany “A jaw-dropping financial thriller” —Philadelphia Inquirer On a rainy Sunday in 2014, a senior executive at Deutsche Bank was found hanging in his London apartment. Bill Broeksmit had helped build the 150-year-old financial institution into a global colossus, and his sudden death was a mystery, made more so by the bank’s efforts to deter investigation. Broeksmit, it turned out, was a man who knew too much. In Dark Towers, award-winning journalist David Enrich reveals the truth about Deutsche Bank and its epic path of devastation. Tracing the bank’s history back to its propping up of a default-prone American developer in the 1880s, helping the Nazis build Auschwitz, and wooing Eastern Bloc authoritarians, he shows how in the 1990s, via a succession of hard-charging executives, Deutsche made a fateful decision to pursue Wall Street riches, often at the expense of ethics and the law. Soon, the bank was manipulating markets, violating international sanctions to aid terrorist regimes, scamming investors, defrauding regulators, and laundering money for Russian oligarchs. Ever desperate for an American foothold, Deutsche also started doing business with a self-promoting real estate magnate nearly every other bank in the world deemed too dangerous to touch: Donald Trump. Over the next twenty years, Deutsche executives loaned billions to Trump, the Kushner family, and an array of scandal-tarred clients, including convicted sex offender Jeffrey Epstein. Dark Towers is the never-before-told saga of how Deutsche Bank became the global face of financial recklessness and criminality—the corporate equivalent of a weapon of mass destruction. It is also the story of a man who was consumed by fear of what he’d seen at the bank—and his son’s obsessive search for the secrets he kept. |
| david brooks financial advisor: Who's who in America John W. Leonard, Albert Nelson Marquis, 1928 Vols. 28-30 accompanied by separately published parts with title: Indices and necrology. |
| david brooks financial advisor: Security Science Clifton Smith, David J Brooks, 2012-12-31 Security Science integrates the multi-disciplined practice areas of security into a single structured body of knowledge, where each chapter takes an evidence-based approach to one of the core knowledge categories. The authors give practitioners and students the underlying scientific perspective based on robust underlying theories, principles, models or frameworks. Demonstrating the relationships and underlying concepts, they present an approach to each core security function within the context of both organizational security and homeland security. The book is unique in its application of the scientific method to the increasingly challenging tasks of preventing crime and foiling terrorist attacks. Incorporating the latest security theories and principles, it considers security from both a national and corporate perspective, applied at a strategic and tactical level. It provides a rational basis for complex decisions and begins the process of defining the emerging discipline of security science. - A fresh and provocative approach to the key facets of security - Presentation of theories and models for a reasoned approach to decision making - Strategic and tactical support for corporate leaders handling security challenges - Methodologies for protecting national assets in government and private sectors - Exploration of security's emerging body of knowledge across domains |
| david brooks financial advisor: The Great Reversal Thomas Philippon, 2019-10-29 A Financial Times Book of the Year A ProMarket Book of the Year “Superbly argued and important...Donald Trump is in so many ways a product of the defective capitalism described in The Great Reversal. What the U.S. needs, instead, is another Teddy Roosevelt and his energetic trust-busting. Is that still imaginable? All believers in the virtues of competitive capitalism must hope so.” —Martin Wolf, Financial Times “In one industry after another...a few companies have grown so large that they have the power to keep prices high and wages low. It’s great for those corporations—and bad for almost everyone else.” —David Leonhardt, New York Times “Argues that the United States has much to gain by reforming how domestic markets work but also much to regain—a vitality that has been lost since the Reagan years...His analysis points to one way of making America great again: restoring our free-market competitiveness.” —Arthur Herman, Wall Street Journal Why are cell-phone plans so much more expensive in the United States than in Europe? It seems a simple question, but the search for an answer took one of the world’s leading economists on an unexpected journey through some of the most hotly debated issues in his field. He reached a surprising conclusion: American markets, once a model for the world, are giving up on healthy competition. In the age of Silicon Valley start-ups and millennial millionaires, he hardly expected this. But the data from his cutting-edge research proved undeniable. In this compelling tale of economic detective work, we follow Thomas Philippon as he works out the facts and consequences of industry concentration, shows how lobbying and campaign contributions have defanged antitrust regulators, and considers what all this means. Philippon argues that many key problems of the American economy are due not to the flaws of capitalism or globalization but to the concentration of corporate power. By lobbying against competition, the biggest firms drive profits higher while depressing wages and limiting opportunities for investment, innovation, and growth. For the sake of ordinary Americans, he concludes, government needs to get back to what it once did best: keeping the playing field level for competition. It’s time to make American markets great—and free—again. |
| david brooks financial advisor: Cycle of Lives David Richman, 2020-10-06 Have you ever been forced to consider the fact of your mortality? If confronted with cancer, how would you feel? What would you say to the people you love? What would they say to you? No two people have the same answers to these questions, a lesson I learned well during a solo six-week, 5,000-mile cross-country bike ride I called Cycle of Lives. The trip started as a fundraiser in honor of my sister, June, who died of brain cancer. But long before I even set out on my endurance ride from L.A. to Florida to N.Y., I exhaustively interviewed fifteen people across the country whose lives had also been irrevocably changed by cancer—either as patients, survivors, loved ones, or caregivers. Hearing their moving stories, which were influenced by many different forms of past and present trauma, transformed my cycling odyssey into a journey of emotional self-discovery as I relived the chaos and emotional upheaval of cancer through them: from the man who found true love after losing his soulmate to cancer, to the elite athlete who had to reckon with his all-star body finally letting him down, to the medical oncologist who cares as much about her patients as she cares for them. Whether you or someone you care about is going through cancer or some other major trauma, I hope this thought-provoking collection of astonishing stories can help you, too. |
| david brooks financial advisor: Who's who in America Harriet L. Tiger, 1995 |
| david brooks financial advisor: What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life Wes Moss, 2021-10-26 The bestselling author of You Can Retire Sooner Than You Think and host of Money Matters reveals the 10 essential habits for a rich, rewarding, and blissful retirement. What does it take to have a truly happy retirement? Is it money? A mortgage-free home? An active social life? A long-lasting marriage—or maybe a new one? Finance expert, author, and radio host Wes Moss asked more than 2,000 of the nation’s happiest retirees to find out—and their answers may surprise you. Through a series of revealing surveys, Moss noticed a pattern of distinct, recognizable habits that the happiest retirees shared, from the simplest of lifestyle choices to the smartest of financial strategies. These are the kinds of habits anyone can develop—the perfect road map to a healthy, secure, and joyful retirement—sooner. Whether you’re already retired or just starting to make plans, these 10 simple actions and attitudes can make a profound difference in every aspect of your life. The book is packed with hard-won wisdom and invaluable advice on how to make little changes now that will have the biggest impact later. It’s filled with proven ways to develop smarter habits with: Money (“Think river, not reservoir”); Family (“Get your kids off your payroll”); Housing (“Live mortgage-free”); Investing (“Be a tomorrow investor”); Spending (“Be pound wise—so you can be penny foolish”); and much more. With these 10 transformational habits, you can stop obsessing over money, stay socially connected, and start enjoying your new life—as the happiest retiree on the block. |
| david brooks financial advisor: Don't Keep Me A Secret: Proven Tactics to Get Referrals and Introductions Bill Cates, 2007-09-17 Create an Army of Advocates for You and Your Business Word-of-mouth, person-to-person connections matter more to your success than all the hard-sell strategies in the world. This ingenious self-marketing guide by America's #1 “Referral Guru” reveals surefire secrets that will help you to identify, and successfully meet, hundreds of high-quality referrals. Without spending a dime, you can shorten your sales cycle, increase your profits, and expand your network of friends and contacts--by giving them something to talk about. You will discover The 7 Deadly Referral Mistakes and How to Avoid Them 12 Ways to Get Great Prospects Calling You 10 Social Prospecting Ideas That Generate Referrals 6 Tactics for Stronger Introductions PLUS the 4-Point VIPS MethodTM for Asking for Referrals Whether you're a small business owner, self-employed worker, or company salesperson, referrals are the most inexpensive and effective way to drum up business. With Cates' techniques, you can establish a real name for yourself by making more connections, and more money, than you ever thought possible. “I dare you to read this book and not come away with a dozen or more ideas you can put to use immediately.” -Gerhard Gschwandtner, publisher, Selling Power magazine |
| david brooks financial advisor: Who's who in Finance and Industry , 2001 |
| david brooks financial advisor: Your Dollars, Our Sense Karen Sarten, Hillgren, Kelly Digonzini, 2018-01-20 This quick read is a go-to guide for decoding the essentials of life and money. The book makes sense of a variety of topics, including credit, saving priorities, investing, home ownership, insurance, children, estate planning and more. It provides readers with relatable and simple financial advice to help navigate various life stages and major life events in a fun, informative manner without the dryness often associated with the topic. |
| david brooks financial advisor: The New Advisor for Life Stephen D. Gresham, 2011-09-09 Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients life advice Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms. |
| david brooks financial advisor: Unequal Childhoods Annette Lareau, 2011-08-02 This book is a powerful portrayal of class inequalities in the United States. It contains insightful analysis of the processes through which inequality is reproduced, and it frankly engages with methodological and analytic dilemmas usually glossed over in academic texts. |
| david brooks financial advisor: The Influence of Teachers John Merrow, 2011 How can schools and teachers change to keep up with the current educational landscape, a world in which young people must learn how to ask the right questions, not merely parrot back the 'right' answers? In this urgent and insightful book, John Merrow draws on his experience as a reporter for PBS and NPR to examine this question and others, and offer possibilities and solutions for a new education system. Told through warm storytelling and compelling case studies, Merrow paints a vibrant and inspiring picture of why and how we must transform - not reform - our schools. |
| david brooks financial advisor: The Future of Finance Henri Arslanian, Fabrice Fischer, 2019-07-15 This book, written jointly by an engineer and artificial intelligence expert along with a lawyer and banker, is a glimpse on what the future of the financial services will look like and the impact it will have on society. The first half of the book provides a detailed yet easy to understand educational and technical overview of FinTech, artificial intelligence and cryptocurrencies including the existing industry pain points and the new technological enablers. The second half provides a practical, concise and engaging overview of their latest trends and their impact on the future of the financial services industry including numerous use cases and practical examples. The book is a must read for any professional currently working in finance, any student studying the topic or anyone curious on how the future of finance will look like. |
| david brooks financial advisor: Retirement 101 Michele Cagan, 2019-12-24 A comprehensive and easy-to-understand guide to the ins and outs of retirement planning—the key resource for creating a retirement you can live on! How much do I need to retire? Can I retire early? What’s the retirement age, anyway? No matter whether you are 25, 65, or any age in between, you probably have questions about retirement and knowing the answers is the key to planning your future. Whether you want to retire as soon as possible or are looking forward to continuing to work in some form for as long as you can, Retirement 101 guides you through each step as you approach this important milestone. From how to save for the day when you stop—or scale back—working to smart investment strategies to the best states to retire in to how to calculate your benefits, Retirement 101 helps you create a retirement plan to accomplish your goals, whatever they are. |
| david brooks financial advisor: Where Are the Customers' Yachts? Fred Schwed, Jr., 2006-01-10 Once I picked it up I did not put it down until I finished. . . . What Schwed has done is capture fully-in deceptively clean language-the lunacy at the heart of the investment business. -- From the Foreword by Michael Lewis, Bestselling author of Liar's Poker . . . one of the funniest books ever written about Wall Street. -- Jane Bryant Quinn, The Washington Post How great to have a reissue of a hilarious classic that proves the more things change the more they stay the same. Only the names have been changed to protect the innocent. -- Michael Bloomberg It's amazing how well Schwed's book is holding up after fifty-five years. About the only thing that's changed on Wall Street is that computers have replaced pencils and graph paper. Otherwise, the basics are the same. The investor's need to believe somebody is matched by the financial advisor's need to make a nice living. If one of them has to be disappointed, it's bound to be the former. -- John Rothchild, Author, A Fool and His Money, Financial Columnist, Time magazine Humorous and entertaining, this book exposes the folly and hypocrisy of Wall Street. The title refers to a story about a visitor to New York who admired the yachts of the bankers and brokers. Naively, he asked where all the customers' yachts were? Of course, none of the customers could afford yachts, even though they dutifully followed the advice of their bankers and brokers. Full of wise contrarian advice and offering a true look at the world of investing, in which brokers get rich while their customers go broke, this book continues to open the eyes of investors to the reality of Wall Street. |
| david brooks financial advisor: Why Doctors Don't Get Rich Tom Burns, 2020-10 Do you feel trapped or wish you had more control over your life? What would you do if you had the time and financial means to pursue your wildest dreams? Why Doctors Don't Get Rich is your first step to discover the answer. With Foreword by Robert Kiyosaki, author of Rich Dad Poor Dad, you will discover the wonders of passive income investing and the freedom it creates. Find your path to financial freedom with this beginner's guide to passive income, written by a doctor who has walked in your shoes and wants you to achieve greatness. Written for YOU - this self-help roadmap to wealth takes you on a journey that will transform your relationship with money and transport you to the life you always dreamed of. |
| david brooks financial advisor: The Year of You: 365 Journal-Writing Prompts for Creative Self-Discovery Hannah Braime, 2017-11-17 The Year of You is an invitation to discover more about yourself, become more conscious about what you want, and create a rich and fulfilling life through one journaling prompt a day. With this book, you can take the guess work out of journaling and use one writing prompt each day of the year to explore and unpack the most important aspects of your life and your being. Each month, you’ll focus on one important area of your life: January: Identity February: The Past March: Environment April: Fun May: Career June: Relationships July: Growth August: Money September: Travel and Adventure October: Health November: Spirituality December: The Future You can start in January, June or November; simply turn to today’s date and start writing! Whether you're new to journaling or have enjoyed a reflective writing practice for some time, The Year of You offers a wealth of inspiration that will deepen your understanding and awareness of what makes you who you are. |
| david brooks financial advisor: Die with Zero Bill Perkins, William O. Perkins, 2020 A startling new philosophy and practical guide to getting the most out of your money-and out of life-for those who value memorable experiences as much as their earnings-- |
| david brooks financial advisor: Blessed Kate Bowler, 2013 Gospels -- Faith -- Wealth -- Health -- Victory -- American blessing -- Megachurch table -- Naming names. |
| david brooks financial advisor: Big Data Demystified David Stephenson, 2018-02-19 The full text downloaded to your computer With eBooks you can: search for key concepts, words and phrases make highlights and notes as you study share your notes with friends eBooks are downloaded to your computer and accessible either offline through the Bookshelf (available as a free download), available online and also via the iPad and Android apps. Upon purchase, you'll gain instant access to this eBook. Time limit The eBooks products do not have an expiry date. You will continue to access your digital ebook products whilst you have your Bookshelf installed. 'Big Data' refers to a new class of data, to which 'big' doesn't quite do it justice. Much like an ocean is more than simply a deeper swimming pool, big data is fundamentally different to traditional data and needs a whole new approach. Packed with examples and case studies, this clear, comprehensive book will show you how to accumulate and utilise 'big data' in order to develop your business strategy. Big Data Demystified is your practical guide to help you draw deeper insights from the vast information at your fingertips; you will be able to understand customer motivations, speed up production lines, and even offer personalised experiences to each and every customer. With 20 years of industry experience, David Stephenson shows how big data can give you the best competitive edge, and why it is integral to the future of your business. |
| david brooks financial advisor: Insider Trading Donald C. Langevoort, 2009 |
| david brooks financial advisor: Gatekeeper Robert Chernomas, Ian Hudson, 2015-11-17 The New York Times is possibly the most influential newspaper in the world. Because of this, it has become the topic of much debate about media bias, with some claiming that it is liberal and others that it is conservative. The Gatekeeper argues that this debate is misleading and that the New York Times can more accurately be characterised as supporting the interests of US corporations, which involves both liberal and conservative positions. Through examining the paper's coverage of key issues, including the 2008-2009 economic crisis, The Gatekeeper reframes the debate about the most venerable institution in US journalism. |
DAVID Functional Annotation Bioinformatics Microarray Analysis
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DAVID Functional Annotation Bioinformatics Microarray Analysis
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