Bank Advisor

The Financial Peace Planner: A Step-by-Step Guide to Restoring Your Family’s Financial Health (Paperback)

Product Description

The bestselling author and nationally syndicated radio host of “The Money Game” has helped thousands through his 12-week financial planning program. His workbook format allows readers to frequently assess their progress and to face their situation honestly by usin (more…)

Questions Great Financial Advisors Ask… and Investors Need to Know (Hardcover)

Product Description

A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. I (more…)

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer (Hardcover)

Review

“…information on marketing, prospecting, sales and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often. ” — Research Magazine (more…)

Storyselling for Financial Advisors : How Top Producers Sell (Hardcover)

Product Description

Using similes, metaphors, anecdotes, illustrations, and asking open-ended questions, then really listening to clients’ stories, histories and backgrounds can elicit valuable information. Highly persuasive individuals and many of the top financial professionals (more…)

Finance for Non-Financial Managers (Briefcase Books Series) (Kindle Edition)

Product Description

“Financial reports speak their own language, and managers without a strong finance background often find themselves bewildered by what is being said.Finance for NonFinancial Managers helps managers become familiar with essential financial information, showing them (more…)

Pro Excel Financial Modeling: Building Models for Technology Startups (Paperback)

Product Description

Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that in (more…)

Crown Money Map Financial Software

Product Description

Crown Money Map Financial Software (previously Money Matters Software) is designed to ease your financial burdens by doing a lot of the thinking for you. This software is also a recommended Destination 1 resource on the Crown Money Map as a Software-Based budgetin (more…)

Financial Services Fact Book [MAGAZINE SUBSCRIPTION]

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Financial Math Book 1 (Paperback)

Product Description

Covers math applications in everyday life such as estimating, calculating change, buying insurance, and managing bank accounts.

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Rich Dad’s Increase Your Financial IQ: Get Smarter with Your Money (Paperback)

Product Description

For years, Robert Kiyosaki has firmly believed that the best investment one can ever make is in taking the time to truly understand how one’s finances work. Too many people are much more interested in the quick-hitting scheme, or trying to find a short-cut to real (more…)