The Advisors

The Advisors
Title The Advisors PDF eBook
Author Herbert Frank York
Publisher Stanford University Press
Pages 228
Release 1989
Genre Technology & Engineering
ISBN 9780804717144

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First published in 1976, The Advisors is an absorbing look at the technical, strategic, and human aspects of the great debate that led to the decision to build the first hydrogen bomb, Based on the author's own participation in Project Superbomb, on interviews with other participants, and on declassified documents, this book explains the complete background to this major acceleration of the nuclear arms race. For this reissue, the author has written a new Preface and Epilogue. The reissue also includes a recently declassified essay by Hans A. Bethe discussing the history of the H-bomb project from his unique vantage point as Director of the Theoretical Division at Los Alamos. He has revised the essay specifically for inclusion in this book.

The Advisor's Guide to Life Insurance

The Advisor's Guide to Life Insurance
Title The Advisor's Guide to Life Insurance PDF eBook
Author Harold D. Skipper
Publisher American Bar Association
Pages 0
Release 2011
Genre Business & Economics
ISBN 9781616321079

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Have you ever felt overwhelmed by the complexities of life insurance or when advising a client about a purchase? This clearly written guide provides information essential to the exercise of due care for the purchase and retention of life insurance policies. Major life insurance terms are clearly explained, and information is organized starting with the insurance purchase and assessing a company's financial strength. It also features a common-sense explanation of fundamentals and how to determine the appropriate policy.

Rattiner's Financial Planner's Bible

Rattiner's Financial Planner's Bible
Title Rattiner's Financial Planner's Bible PDF eBook
Author Jeffrey H. Rattiner
Publisher Wiley
Pages 0
Release 2002-08-29
Genre Business & Economics
ISBN 9780471220343

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"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.

The Advisor's Guide to Commercial Real Estate Investment

The Advisor's Guide to Commercial Real Estate Investment
Title The Advisor's Guide to Commercial Real Estate Investment PDF eBook
Author David J. Lynn
Publisher
Pages 0
Release 2014
Genre Commercial real estate
ISBN 9781936362875

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The Advisor's Guide to Commercial Real Estate Investment is the only single volume A-Z guide to commercial real estate investment available today. It is an invaluable resource for anyone advising investors as well as for those seeking to increase their knowledge of real estate finance. As investors (and advisors) search everywhere for yield, commercial real estate has proven itself to be the best alternative investment around. Commercial real estate is relatively transparent, able to produce a steady yield, not easily subject to financial fraud, and--thanks to this all-new guide--very easy to understand. Written and edited by an all-start team of experts, The Advisor's Guide to Commercial Real Estate Investment stands out as your how-to resource into investing in the largest asset class in the world. It is a hands-on guide for advisors and the perfect primer for anyone starting out in real estate finance. This is the only guide that fully covers: » Property Types » Portfolio Management » Portfolio Returns and Volatilities » Private Real Estate » Private Equity Funds » Investing in International Real Estate » REITs (listed and non-listed) » International Real Estate Equity Markets » General Risk Considerations » Advanced Strategies » And much, much more!

Commodity Trading Advisors

Commodity Trading Advisors
Title Commodity Trading Advisors PDF eBook
Author Greg N. Gregoriou
Publisher John Wiley & Sons
Pages 360
Release 2011-09-02
Genre Business & Economics
ISBN 1118160959

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Authoritative, up-to-date research and analysis that provides a dramatic new understanding of the rewards-and risks-of investing in CTAs Commodity Trading Advisors (CTAs) are an increasingly popular and potentially profitable investment alternative for institutional investors and high-net-worth individuals. Commodity Trading Advisors is one of the first books to study their performance in detail and analyze the "survivorship bias" present in CTA performance data. This book investigates the many benefits and risks associated with CTAs, examining the risk/return characteristics of a number of different strategies deployed by CTAs from a sophisticated investor's perspective. A contributed work, its editors and contributing authors are among today's leading voices on the topic of commodity trading advisors and a veritable "Who's Who" in hedge fund and CTA research. Greg N. Gregoriou (Plattsburgh, NY) is a Visiting Assistant Professor of Finance and Research Coordinator in the School of Business and Economics at the State University of New York. Vassilios N. Karavas (Amherst, MA) is Director of Research at Schneeweis Partners. Francois-Serge Lhabitant (Coppet, Switzerland) is a FAME Research Fellow, and a Professor of Finance at EDHEC (France) and at HEC University of Lausanne (Switzerland). Fabrice Rouah (Montreal, Quebec) is Institut de Finance Mathématique de Montréal Scholar in the finance program at McGill University.

Storyselling for Financial Advisors

Storyselling for Financial Advisors
Title Storyselling for Financial Advisors PDF eBook
Author Scott West
Publisher Kaplan Trade
Pages 256
Release 2000-01-12
Genre Business & Economics
ISBN 9780793136643

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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.

The Advisor Playbook

The Advisor Playbook
Title The Advisor Playbook PDF eBook
Author Duncan MacPherson
Publisher
Pages 0
Release 2015-10-21
Genre Business & Economics
ISBN 9780968440186

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How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.