Best Financial Advisors For Doctors - April 2024

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM

Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™ will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical Planner™. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trilli... [Read More]

• ASIN: 1482240289
• UPC: 884811444884
• ASIN: 1482240289
• ISBN: 1482240289
• Manufacturer: Productivity Press

Episode One

• ASIN: B01FGRKFYW
• ASIN: B01FGRKFYW

Donald Trump Coffee Mug 15oz for Advisor Funny Tea Cup Financial Academic Psychiatrist College Business Assistant Birthday Christmas Present President Cup

Start your day with a smile while enjoying your morning coffee cup! Having morning coffee is a good way to start your day. We offer you this novelty cup with a funny quote printed on the side of the mug that will light up your day. WHY YOU SHOULD HAVE THIS DRINKWARE? - Unique and original design made by our professional designer - Perfect and appropriate size to drink your favorite coffee or tea - An ideal gift for anyone. Yes, it's literally anyone, you name it! - Suitable for hot and cold drink - Dishwasher and microwave safe. Forget the hassle of washing it manually - Longlast image print... [Read More]

• ASIN: B07PNJN2HC
• ASIN: B07PNJN2HC
• Brand: Cyclone Store
• Manufacturer: Donald Trump Coffee Mug for Advisor Funny Tea Cup Financial Academic Psychiatrist College Business Assistant Birthday Christmas Present President Cup

Succeed With Senior Clients: A Financial Advisor's Guide To Best Practices

Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse.No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you,... [Read More]

• ASIN: B01G48OE12
• ASIN: B01G48OE12

Think Differently: Elevate and Grow Your Financial Services Practice

Effectivity Insights—See LESS people and do MORE business. Keep 90 percent of what is working well and 10x your financial advisory business with these powerful insights. In Think Differently, Wells covers insights for the ambitious financial professional. Can you envision: · Improving your introduction-to-close ratio by 50 percent? · Increasing your case size by 50 percent? · Transforming your business into 100 percent referrals, no longer spending your time, effort, and resources “looking” for clients, and finding people already excited about you before you meet? · Reducing your t... [Read More]

• ASIN: 1976448654
• ASIN: 1976448654
• ISBN: 1976448654
• Manufacturer: CreateSpace Independent Publishing Platform

Succeed with Senior Clients: A Financial Advisor's Guide to Best Practices

Financial professionals are seeing more financial abuse of aging clients than ever. Why? Elders are living longer, but not necessarily in great health. The pervasive problem of Alzheimer's disease and other dementias can steal a client's financial judgment and make the person much more vulnerable to manipulation. Even if an elder is still competent, she may be subject to the improper persuasion, called "undue influence" of a family member or other trusted person.

• ASIN: B074N9XFXK
• ASIN: B074N9XFXK
• Manufacturer: AgingInvestor.com

The 10-Minute Millionaire: The One Secret Anyone Can Use to Turn $2,500 into $1 Million or More

America’s “Millionaires’ Club” now has 10.4 million members – the most ever, according to the latest statistics. And it’s a club you can join – much sooner than you might think, says D.R. Barton, Jr., a top trader, television analyst and former hedge fund officer. In his new book, the 10-Minute Millionaire, D.R. has distilled his decades of experience trading the markets into a system so simple that even a new investor can set it up and maintain it in increments of as little as 10 minutes. The 10-Minute Millionaire combines goal-setting, stock-screening and trading strategies who... [Read More]

• ASIN: B00H7JE4JK
• ASIN: B00H7JE4JK
• Manufacturer: Wiley

Second Opinion : Hire the Best Financial Advisor or Do it Yourself

Second Opinion : Hire the Best Financial Advisor or Do it Yourself

• ASIN: 0968140513
• ASIN: 0968140513
• ISBN: 0968140513
• Manufacturer: Sandhill Books / Sandhill Book Marketing

It's That Simple: How to Build the Professional Service Firm of the Future

Are you a service professional committed to positively impacting your clients’ lives? While there are many talented providers out there, all too often, whether working in the field of wealth management, law, medicine, or any number of other industries, these service professionals are not skilled business people. It’s That Simple: How to Build the Professional Service Firm of the Future offers an array of powerful ideas and strategies geared to building the professional service firm of the future—where the passion of the people working in these companies is reflected in their growth and f... [Read More]

• ASIN: B07K2HBX8R
• ASIN: B07K2HBX8R
• Manufacturer: Dog Ear Publishing, LLC

Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor to Protect Yourself from the Coming Financial Storm

Are you very interested in making sure that your hard-earned money is invested wisely? Hiring the wrong advisor will put that goal in jeopardy.Every day, affluent boomers, business owners and farm families engage financial advisors they should not be hiring. Advisors who quite often do not have the knowledge and expertise to manage their clients’ wealth effectively. Does the person or group investing your money understand how the financial markets and the world’s economic climate will impact your nest egg?In this book, you will learn how to ask the right questions to select the best invest... [Read More]

• ASIN: B01H9BS3TC
• ASIN: B01H9BS3TC
• Manufacturer: Heartbeat Productions Inc.

More than Enough: The Ten Keys to Changing Your Financial Destiny

In his first bestseller, Financial Peace, Dave Ramsey taught us how to eliminate debt from our lives. Now in More Than Enough, he gives us the keys to building wealth while also creating a successful, united family. Drawing from his years of work with thousands of families and corporate employees, Ramsey presents the ten keys that guarantee family and financial peace, including: values, goals, patience, discipline, and giving back to one's community. Using these essential steps anyone can create prosperity, live debt-free, and achieve marital bliss around the issue of finances. Filled with sto... [Read More]

• ASIN: 0142000477
• ASIN: 0142000477
• ISBN: 0142000477
• Brand: Ramsey, Dave
• Manufacturer: Penguin Books

Carbon Fiber Roller Pen Matte Black - Black Ink, Smooth Writing, Executive for Business and Professionals, Cool Pen and Classy Gift for Men or Women. Gift Box included: Shoptotum Shadow Moon

Tested and fit refill: Pilot Gel Ink Refills for FriXion Erasable Gel Ink Pen, Fine Point, Black Ink, 3 Packs containing 3 refills each total of 9 refills (77330)

• ASIN: B07C8HKQDT
• UPC: 035239042538
• ASIN: B07C8HKQDT
• Brand: SHOPTOTUM
• Manufacturer: SHOPTOTUM

SOLEADER Customized Gifts for Men, Personalized Business Card Holder, Engraved Business Card Case, Genuine Leather Card Holder, Black (Black-Customized)

Keep your business cards and / or credit cards nice and neat, and close at hand in your pocket, suitcoat, or briefcase. Our genuine Italian leather business card case in black is not only durable but is also refined. It's the perfect accessory for the influential businessman.Designed with top quality bonded genuine Italian leather with turned edge construction; this card holder offers a handy one pocket design that will keep your business cards and/or credit cards organized and within easy reach whether you're at the office, at a conference, business meeting, or travelling. You only get one c... [Read More]

• ASIN: B07FLV7BPG
• UPC: 710847606012
• ASIN: B07FLV7BPG
• Brand: SOLEADER
• Size: M
• Manufacturer: HH-STUDIO CUSTOM

Funny Accounting Mug - I'm an Accountant not a Magician Coffee & Teacup - 11oz Ceramic Accountants Cup - Great Unique Gift Idea For Auditors, Financial Advisors, CPA's, Siblings, Friends, Him or Her

Need the Perfect Gift for a Loved One? We've Got You Covered! Proudly designed and manufactured in a small humble town on the East Coast of the United States, our small family owned business works tirelessly to bring youonly the best gifts for the important people in your life! Whether it's your Mom's birthday, or a White Elephant party at the office, we've got you covered! POPULAR GIFT IDEAS - Show them how much you care with a thoughtful, affordable gift that always arrives on time! PREMIUM QUALITY BUILD - Crafted using only the top quality inks and sturdy and durable ceramic! PERFECT FOR A... [Read More]

• ASIN: B06XRNR3BK
• UPC: 761449905331
• ASIN: B06XRNR3BK
• Brand: LittleCreations
• Size: 11oz
• Manufacturer: My Cuppa Joy

Financial Advisor Coffee Mug - World's Shittiest Financial Advisor - Gifts for Financial Advisor - Funny Novelty Birthday Present Idea

• ASIN: B07YGMNBD2
• UPC: 300678114468
• ASIN: B07YGMNBD2
• Brand: Geness
• Size: 11 OZ

Storyselling for Financial Advisors : How Top Producers Sell

"I founded H.D. Vest on the idea that clients are much more willing to invest with someone who they know has their best interests at heart. Scott West and Mitch Anthony have lucidly explained how

• UPC: 760780

How to Retire Happy, Wild, and Free : Retirement Wisdom That You Won't Get from Your Financial Advisor

What sets this retirement book apart from all the others is its holistic approach to the fears, hopes, and dreams that retirees have about their retirement years. This international bestseller (over 110,000 copies sold) goes

• UPC: 12458121
• Rating: 3.7

Succession Planning for Financial Advisors : Building an Enduring Business

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their

• UPC: 32979994

The Million-Dollar Financial Advisor : Powerful Lessons and Proven Strategies from Top Producers

Top financial advisors agree: your ability to succeed depends on how well equipped you are to navigate any market condition. Uncover the thirteen universal lessons for success guaranteed to advance your

• UPC: 11564371

Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor - eBook

GET SMART or GET SCREWED: How To Select The Best and Get The Most From Your Financial Advisor gives you insights into the variety of financial brokers and advisors, and the services they can —

• UPC: 295720285

Bank on You: You Don't Need an Advisor. You Need a Financial Education Overhaul. (Hardcover)

Most people have it all wrong about how you become wealthy in America. More often then not, we are taught that wealth is the by-product of hard work, diligent savings, and living below one's means.

• UPC: 232530338

5 Steps for Selecting the Best Financial Advisor : How the Internet Has Changed the Game for Investors and Financial Advisors

Your financial future requires more than just good luck--it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is

• UPC: 803998235

The Living Trust Advisor : Everything You (and Your Financial Planner) Need to Know about Your Living Trust

A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and

• UPC: 47480710

What Your Financial Advisor Isn't Telling You : The 10 Essential Truths You Need to Know About Your Money

A highly readable personal finance book that translates financial jargon and enables readers to ask the tough questions to protect their money and their financial

• UPC: 48584377
• Rating: 5.0

Taming the Four-Headed Dragon : A Must-Have Guide for Financial Advisors: Get the Sales Growth You Need, the Clients You Want-All with Limited Time

A financial advisor's job can be one of the most rewarding in today's economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But

• UPC: 53079258

Comprehensive Financial Planning Strategties for Doctors and Advisors : Best ...

• UPC: 383326713334
• Category: Nonfiction
• Price: 111 USD

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Pr…

• UPC: 133285575630
• Category: Nonfiction
• Price: 144 USD

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best: New

• UPC: 283504953486
• Category: School Textbooks & Study Guides
• Price: 117 USD

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best

• UPC: 184179601222
• Category: Books, CDs, DVDs, eBooks
• Price: 190 AUD

Comprehensive Financial Planning Strategties for Doctors and Advisors : Best ...

• UPC: 362855042082
• Category: Nonfiction
• Price: 111 USD