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| financial services lead generation: CFDs Made Simple Jeff Cartridge, Ashley Jessen, 2011-02-23 CFDs Made Simple is the essential guide for anyone who wants to make money trading CFDs Contracts for difference (CFDs) offer an opportunity to make your money work hard for you with the potential for large returns on little outlay. This book includes the information you need to know to get started trading CFDs, and it provides tried-and-true strategies anyone can use. Inside you'll find information on: types of orders and how to place them using leverage to your advantage managing risk CFD providers (direct market access versus market makers) avoiding the common mistakes many CFD traders make strategies for success If you're ready to make the move from trading shares to trading CFDs and maximise your success without all the stress, this is the book for you. |
| financial services lead generation: Next Generation Data Centers in Financial Services Tony Bishop, 2009-09-02 Financial markets are witnessing an unprecedented explosion in the availability of data, and the firms that survive will be able to leverage this information to increase their profit and expand their opportunities in a global world. Financial firms have two options: to build their own data centers or to outsource them to hosting services such as Google and Amazon ‘cloud’ services. While outsourcing data centers is a trend for small firms, it is not applicable to bigger firms who want more control over their huge amounts of data. Large firms thus build their own data centers. In such an environment, the CIO’s ability is crucial to lead an effective data strategy to capture, process and connect data to all the relevant lines of business. At the core of this strategy lies the data center – the repository of all information. In recognition of the importance of information, firms are rushing to invest in data centers, but they are finding that just throwing technology at the problem is not good enough. Despite the investments, data centers prove frustrating in terms of inefficiencies and rising costs, directly cutting into the profitability of lines of business that they serve. While there are books that discuss the mechanics, hardware and technicalities of data centers, no book has yet made the connection between enterprise strategy and data center investment, design and management. This book is a solution driven book for management demonstrating how to leverage technology to manage the seemingly infinite amount of data available today. Each chapter offers cutting-edge management and technology solutions to effectively manage data through data centers. • Feature: Presents cutting-edge technology solutions not available in one place until now • Benefit: Saves time going to numerous websites, calling vendors, going to conferences • Feature: Includes step-by-step instructions on how to implement a data center strategy based on the author’s recent success with Wachovia’s data center • Benefit: Readers can follow these steps with confidence that they will work and not have to re-invent the wheel • Feature: Demonstrates how business and IT can be aligned in financial services • Benefit: Demonstrating this alignment is crucial for any proposal for IT related resources today |
| financial services lead generation: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing. |
| financial services lead generation: Lead Generation for the Complex Sale: Boost the Quality and Quantity of Leads to Increase Your ROI Brian Carroll, 2010-06-08 Lead Generation for the Complex Sale arms you with a sophisticated multimodal approach to generating highly profitable leads. Brian Carroll, CEO of InTouch Incorporated and expert in lead generation solutions, reveals key strategies that you can implement immediately to win new customers, accelerate growth, and improve your sales performance. You'll start by defining your ideal leads and targeting your ideal customer. Then, you'll construct your lead generation plan, a crucial step to staying ahead of your competition long-term. To help you put your plan into action, Carroll guides you step by step to: Align sales and marketing efforts to optimize the number of leads Use multiple lead generation vehicles, including e-mail, referrals, public relations, speaking events, webinars, and more Create value for the prospective customer throughout the buying process Manage a large group of leads without feeling overwhelmed Identify and prioritize your best prospects Increase the percentage of leads who become profitable customers Avoid lulls in the sales cycle With Lead Generation for the Complex Sale you'll learn how to target prospects early in the buying process and make the most efficient use of sales productivity and marketing resources. |
| financial services lead generation: Marketing Financial Services Mike Wright, Trevor Watkins, 2010-02-17 Within a practical business context of the changing, competitive climate, this book details the implications for marketing strategy. New chapters cover topics such as credit cards and customer care, while several relevant case studies have also been added. Combining analysis of principles, concepts and techniques with sound practical advice, 'Marketing Financial Services' is ideal for students on degree and postgraduate courses, including Chartered Institute of Bankers. There is also a tutor resource pack to accompany the case studies in this textbook. |
| financial services lead generation: The Mom Test Rob Fitzpatrick, 2013-10-09 The Mom Test is a quick, practical guide that will save you time, money, and heartbreak. They say you shouldn't ask your mom whether your business is a good idea, because she loves you and will lie to you. This is technically true, but it misses the point. You shouldn't ask anyone if your business is a good idea. It's a bad question and everyone will lie to you at least a little . As a matter of fact, it's not their responsibility to tell you the truth. It's your responsibility to find it and it's worth doing right . Talking to customers is one of the foundational skills of both Customer Development and Lean Startup. We all know we're supposed to do it, but nobody seems willing to admit that it's easy to screw up and hard to do right. This book is going to show you how customer conversations go wrong and how you can do better. |
| financial services lead generation: The B2B Social Media Book Kipp Bodnar, Jeffrey L. Cohen, 2011-12-20 Advance your B2B marketing plans with proven social media strategies Learn social media's specific application to B2B companies and how it can be leveraged to drive leads and revenue. B2B marketers are undervalued and under appreciated in many companies. Social media and online marketing provide the right mix of rich data and reduction in marketing expenses to help transform a marketer into a superstar. The B2B Social Media Book provides B2B marketers with actionable advice on leveraging blogging, LinkedIn, Twitter, Facebook and more, combined with key strategic imperatives that serve as the backbone of effective B2B social media strategies. This book serves as the definitive reference for B2B marketers looking to master social media and take their career to the next level. Describes a methodology for generating leads using social media Details how to create content offers that increase conversion rates and drive leads from social media Offers practical advice for incorporating mobile strategies into the marketing mix Provides a step-by-step process for measuring the return on investment of B2B social media strategies The B2B Social Media Book will help readers establish a strong social media marketing strategy to generate more leads, become a marketing superstar in the eye of company leaders, and most importantly, contribute to business growth. |
| financial services lead generation: Multi-Channel Strategies for Retail Financial Services Patrick Dahmen, 2012-12-06 Patrick Dahmen analyses the internal and external dimensions of multi-channel strategies and develops a management framework for their strategic design and operational implementation. Case studies illustrate the underlying managerial challenges. |
| financial services lead generation: Cold Calling for Chickens Bob Etherington, 2018-02-15 Cold calling – making contact with strangers – is the biggest fear confronting businesspeople, especially those who work in sales and marketing. “Put me in front of a customer and I can persuade them to buy anything … just don’t ask me to cold call!!” Yet cold calling is unavoidable and something which has to be done (and not just in sales and marketing) if you are to sell and make people aware of your business. This book, based on a very successful course given to thousands of people, shows the art and science of making first contact with complete strangers. The secret is in the preparation and approach, rather than having the gift of the gab, that will enable even yellow-bellied chickens to make that call with confidence. 10 reasons you must buy this book and start winning new customers tomorrow! 1. It is written by somebody who does it successfully every week. 2. Cold calling is fun, and much, much easier than you think. 3. Cold calling is 10 times more effective and less costly than “networking parties,” website promotion or advertising. 4. 95% of your competitors are too scared to do it. That means there’s a lot of business out there waiting for you. 5. The only people who tell you that cold calling doesn’t work are those too scared to do it themselves. 6. You actually overcome your fear by becoming an even bigger “chicken.” 7. “No’s” are not bad things. Go for more “no’s.” Two is not enough – success usually comes on the sixth attempt. 8. Seven simple questions will usually get you to a “yes.” 9. The 5% of sellers who do it properly are taking 85% of the new business in your market. By using the material in this book you will make sure you join the few. 10. “Build a better mousetrap and the world will beat a path to your door”? The biggest lie in business! Your market is now too crowded with businesses that look just like yours (however much you kid yourself). So if not cold calling, how are you going to find new customers? [Facsimile reprint edition] |
| financial services lead generation: Selling Skills for Financial Advisors Gerard Assey, 2023-09-01 Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, Selling Skills for Financial Advisors empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence. |
| financial services lead generation: Financial Services Marketing Christine Ennew, Nigel Waite, Róisín Waite, 2024-10-02 This fourth edition of Financial Services Marketing firmly reinforces the book’s role as a leading global educational resource, combining appropriate conceptual principles with practical insights on how financial products and services are marketed in the real world. The authors draw upon their extensive international experience marketing some of the world’s best known financial brands including Lloyds TSB and Barclays. Readers will gain a firm understanding of how financial products and services work within the commercial, social, economic, governmental, regulatory and environmental context in which they operate. This fully updated and revised edition features: A brand-new chapter devoted to environmental, social and corporate governance Revised coverage of the impact of digital advances in all aspects of business models and marketing practice, including how artificial intelligence (AI) and social marketing are changing financial services and customer experience The latest regulatory developments for safeguarding the fair treatment of customers New and improved case studies that showcase best practice from around the world Upgraded Support Material including new teaching aids and references Financial Services Marketing is essential reading for advanced undergraduate and postgraduate students studying Marketing for Financial Services, Marketing Strategy and Consumer Ethics in Finance. It is also suitable for executive students studying for professional qualifications and executive MBAs. |
| financial services lead generation: Lead Generation For Dummies Dayna Rothman, 2014-03-31 Learn how to get your message heard above the online noise The buying process is greatly changed. With the Internet, the buyer is in charge. If your product is going to compete, you need to master 21st century lead generation, and this book shows you how. It's packed with effective strategies for inbound and outbound marketing tactics that will generate leads in today's market. You'll learn the basics of lead generation, inbound and outbound marketing, lead nurturing, ways to track ROI, and how to score leads to know when one is hot. Follow the steps to create your own personalized lead generation plan and learn how to sidestep common pitfalls. Lead generation involves a strategy for generating consumer interest and inquiry into your product as well as a process for nurturing those leads until each is ready to buy Techniques include content marketing through websites, blogs, social media, and SEO as well as outbound marketing strategies such as e-mail, PPC ads, content syndication, direct mail, and events This book explores the basics of lead generation, inbound and outbound marketing, lead nurturing, tracking ROI on campaigns, lead scoring techniques, and ways to avoid many common pitfalls Provides steps you can follow to create your own personalized lead generation plan Lead Generation For Dummies is the extra edge you need to compete in today's technologically enhanced marketplace. |
| financial services lead generation: Business 布卢姆斯伯里出版公司, 2003 责任者取自版权页。 |
| financial services lead generation: Financial services and general government appropriations for 2018 United States. Congress. House. Committee on Appropriations. Subcommittee on Financial Services and General Government, 2017 |
| financial services lead generation: Behavioral Advertising United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Commerce, Trade, and Consumer Protection, 2012 |
| financial services lead generation: Professional Services Marketing Mike Schultz, John E. Doerr, Lee Frederiksen, 2013-06-04 A proven approach to revenue-generating marketing and client development Professional Services Marketing is a fully field-tested and research-based approach to marketing and client development for professional services firms. The book, now in its Second Edition, covers five key areas that are critical for firms that want to grow and become more profitable: creating a marketing and growth strategy; establishing a brand and reputation; implementing a marketing communications program; executing lead generation strategies; and developing business by winning new clients. You will also read real-world case studies that illustrate major points, as well as quotes and stories from well-respected professionals in the industry. The Second Edition features new research and updates throughout, including new chapters on social media and online marketing, as well as new case studies and interviews Authors Mike Schultz and John E. Doerr are the coauthors of the Wall Street Journal and Inc. Magazine bestseller Rainmaking Conversations and Professional Services Marketing; Lee W. Frederiksen is coauthor of Online Marketing for Professional Services Will be widely promoted via multiple online routes and direct mail marketing Firms of any size can use this proven approach to marketing and client development to attract new clients and grow their professional service businesses. |
| financial services lead generation: Plunkett's Advertising & Branding Industry Almanac 2008: Advertising & Branding Industry Market Research, Statistics, Trends & Leading Companies Plunkett Research Ltd, 2008-04 Covers the fields of advertising, marketing and branding, from advertising on radio and television to direct mail, from online advertising to branding and public relations to paid search inclusion. This book also covers trends in such areas as advertising agencies, marketing consultants, online advertising, branding strategies, and more. |
| financial services lead generation: Plunkett's Real Estate & Construction Industry Almanac 2008: Real Estate & Construction Industry Market Research, Statistics, Trends & Leading Compani Jack W. Plunkett, 2008-05 Provides detailed analysis and statistics of all facets of the real estate and construction industry, including architecture, engineering, property management, finance, operations, mortgages, REITs, brokerage, construction and development. Includes profiles of nearly 400 firms. |
| financial services lead generation: Plunkett's E-Commerce & Internet Business Almanac 2008: E-Commerce & Internet Business Industry Market Research, Statistics, Trends & Leading Companie Plunkett Research Ltd, 2007-03 This new almanac will be your ready-reference guide to the E-Commerce & Internet Business worldwide! In one carefully-researched volume, you'll get all of the data you need on E-Commerce & Internet Industries, including: complete E-Commerce statistics and trends; Internet research and development; Internet growth companies; online services and markets; bricks & clicks and other online retailing strategies; emerging e-commerce technologies; Internet and World Wide Web usage trends; PLUS, in-depth profiles of over 400 E-Commerce & Internet companies: our own unique list of companies that are the leaders in this field. Here you'll find complete profiles of the hot companies that are making news today, the largest, most successful corporations in all facets of the E-Commerce Business, from online retailers, to manufacturers of software and equipment for Internet communications, to Internet services providers and much more. Our corporate profiles include executive contacts, growth plans, financial records, address, phone, fax, and much more. This innovative book offers unique information, all indexed and cross-indexed. Our industry analysis section covers business to consumer, business to business, online financial services, and technologies as well as Internet access and usage trends. The book includes numerous statistical tables covering such topics as e-commerce revenues, access trends, global Internet users, etc. Purchasers of either the book or PDF version can receive a free copy of the company profiles database on CD-ROM, enabling key word search and export of key information, addresses, phone numbers and executive names with titles for every company profiled. |
| financial services lead generation: Marketing Made Simple Geoffrey Lancaster, Paul Reynolds, 2002 This introductory text on basic marketing concepts and techniques covers developments in marketing thinking such as Internet marketing, CRM, and b2b marketing. Case studies of marketing success stories and failures are also included. |
| financial services lead generation: Maximizing Lead Generation Ruth Stevens, 2012 The Hands-On, Up-to-the-Minute Guide to Generating Better-Qualified, Quicker-to-Close B2B Leads! Lead generation is Job One: B2B marketers' single most important objective. Maximizing Lead Generation brings together everything you need to know to do it right. Fast-paced and 100% practical, it will help you achieve outstanding results in any B2B marketplace from enterprise technology to industrial equipment to professional services. World-renowned expert Ruth P. Stevens helps you bring science and systematization to all facets of lead generation, building on process, best practices, continuous testing, and ongoing improvement. You'll learn how to maximize the value of tried-and-true B2B tools and the newest social, web, and search technologies. Stevens offers indispensable insights for the entire lead lifecycle, including qualification, nurturing, measurement, and tracking. Organized for clarity, usability, and speed, this book will help you supercharge salesforce productivity and company profits. You'll Learn How To: · Develop and refine rules that consistently lead to higher-quality leads · Gain deeper insights into your customers and their buying processes · Build sophisticated, accurate marketing databases · Identify the media most likely to work for you · Execute highly effective campaigns · Drive huge ROI improvements · Use BANT and other qualification criteria · Apply new nurturing techniques to convert duds into diamonds · Track results and quantify the business value of campaigns · Utilize best practices content marketing and marketing automation · Integrate continuous improvement into lead generation · Discover 10 trends that will transform the way you prospect |
| financial services lead generation: Inside Sales Exam Essentials Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| financial services lead generation: Online Marketing for Professional Services Lee W. Frederiksen, Sean T. McVey, Sylvia S. Montgomery, 2012-06 Professional services marketing is undergoing a revolution. More and more, firms are being found and vetted online, and traditional techniques for generating leads and nurturing prospects are growing less effective. In this groundbreaking new book readers will understand the changing landscape and how to lay the foundation for a powerful online marketing program. Based on primary research of over 500 professional services firm executives, this book offers easy-to-understand, practical advice, as well as real-world examples of firms that are using online marketing today to build their businesses. |
| financial services lead generation: Financial Advisors Sales Training Gerard Assey, 2023-07-24 ‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion. |
| financial services lead generation: Plunkett's Insurance Industry Almanac 2009: Insurance Industry Market Research, Statistics, Trends & Leading Companies Jack W. Plunkett, 2008-11 Everything you need to know about the business of insurance and risk management--a powerful tool for market research, strategic planning, competetive intelligence or employment searches. Contains trends, statistical tables and an industry glossary. Also provides profiles of more than 300 of the world's leading insurance companies--includes addresses, phone numbers, and executive names. |
| financial services lead generation: Agencymaxx Marketing Marlin Bollinger, 2017-01-23 AgencyMaxx Marketing is considered one of the property and casualty industrys most comprehensive proactive financial services cross-selling programs. The independent distribution of financial services is shifting from the traditional life and annuity agent to the banks, wire houses, and property and casualty agencies. Property and casualty agencies that previously considered the cross-selling of financial services a luxury now realize the necessity and long-term survival value of proactive marketing. This book is a must read for any agency that wants to offer a comprehensive approach to risk mitigation. |
| financial services lead generation: The New Rules of Lead Generation David T. Scott, 2013 In the rapidly evolving field of lead-generation marketing, how can you ever get ahead of the crowd to produce maximum results? Learn the key tactics that should be at the top of any marketer's rule book. |
| financial services lead generation: H.R. 5777, the "Best Practices Act," and H.R. _______, a Discussion Draft to Require Notice to and Consent of an Individual Prior to the Collection and Disclosure of Certain Personal Information Relating to that Individual United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Commerce, Trade, and Consumer Protection, 2013 |
| financial services lead generation: Telemarketing , 1990 |
| financial services lead generation: CRM in Financial Services Bryan Foss, Merlin Stone, 2002 Packed with international case studies and examples, the book begins with a detailed analysis of the state of CRM and e-business in the financial services globally, and then goes on to provide comprehensive and practical guidance on: making the most of your customer base; systems and data management; risk and compliance; channels and value chain issues; implementation; strategic implications. |
| financial services lead generation: BUSINESS Essential Bloomsbury Publishing, 2015-03-20 The abridged, updated edition of international bestseller BUSINESS: The Ultimate Resource. This essential guide to the world of work and careers is crammed with top-quality content from the world's leading business writers and practitioners. Now in a handy paperback format, it is ideal for time-pressed managers, small business owners and students alike. A free eBook will be available for purchasers of the print edition. This book includes: Actionlists: more than 200 practical solutions to everyday business and career challenges, from revitalising your CV to managing during difficult times. Management library: time-saving digests of more than 70 of the best and most influential business books of all time, from The Art of War to The Tipping Point. We've read them so you don't have to. Best Practice articles: a selection of essays from top business thinkers. Business Dictionary: jargon-free definitions of thousands of business terms and concepts. Gurus: explanations of the lives, careers, and key theories of the world's leading business thinkers |
| financial services lead generation: Plunkett's Advertising & Branding Industry Almanac 2007: Advertising & Branding Industry Market Research, Statistics, Trends & Leading Companies Plunkett Research Ltd, 2007-04 A market research guide to the advertising and branding industry and a tool for strategic planning, competitive intelligence, employment searches or financial research. It contains trends, statistical tables, and an industry glossary. It includes profiles of advertising and branding industry firms, which provides addresses and phone numbers. |
| financial services lead generation: Official Gazette of the United States Patent and Trademark Office , 2005 |
| financial services lead generation: Plunkett's E-Commerce and Internet Business Almanac 2007 Jack W. Plunkett, 2007-02 Serves as a guide to the E-Commerce and Internet Business worldwide. This volume features data you need on E-Commerce and Internet Industries, including: E-Commerce statistics and trends; Internet research and development; Internet growth companies; online services and markets; online retailing strategies; and more. |
| financial services lead generation: 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! |
| financial services lead generation: Marketing Made Simple Paul Reynolds, Geoff Lancaster, 2007-06-07 Marketing Made Simple is an introductory text offering an overview of all basic marketing concepts and techniques. The book covers the latest developments in marketing thinking and practice, including hot topics such as Customer Relationship Management (CRM) and business-to-business marketing. Packed with examples and vignettes, it offers a clear-sighted starting point of value to students, practitioners and those wishing to gain a better insight into the subject of marketing. |
| financial services lead generation: Plunkett's E-Commerce & Internet Business Almanac Jack W. Plunkett, 2009-03 Market research guide to e-commerce and internet business a tool for strategic planning, competitive intelligence, employment searches or financial research. Contains trends, statistical tables, and an industry glossary. Includes one page profiles of e-commerce and internet business firms - includes addresses, phone numbers, executive names. |
| financial services lead generation: Economic Development Policy for the Telecommunications Sector , 1998 |
| financial services lead generation: APPLICATION OF DIGITAL MARKETING FOR LIFE SUCCESS IN BUSINESS Abhishek Das, 2018-06-02 The book describes: Digital Marketing Applications concept and techniques. Value Chain of Digital Marketing Process and Operations. Why Digital Marketing is useful for each and every Business. Basis picture of what will a business miss out on if they don't market their products/services online. Technological edge for a venture when they implement digital marketing well in their firm. Branding with the help of Digital Marketing Tools. Financial payment methods to help determine annual budget for Digital Marketers. Determine a bid strategy based on your goals. Social Media Advertisement Platforms. What are some of the best ways to integrate email marketing with social media participation? Digital marketing and measurement model. How do you use Web Analytics effectively to make most out of it for your business? Future Evolution of Digital Marketing and Role of WordPress in it. Digital Marketing- A Great Tool for Market research. Copywrites- An Art or Science Copyright- A Globally Practiced Method to Prevent Plagiarism and Control Data Duplicity. How a Business Can Convert its Visitors into Qualified Business Leads Using CRM/AI. How an Entrepreneur setup an Online Store for Their Online Business (Including- Business Case-I & II). |
| financial services lead generation: Bank 2.0 Brett King, 2010 The financial crisis is just beginning for retail institutions. Ninety to ninety-five per cent of bank transactions are executed electronically today. The Internet, ATMs, call centres and smartphones have become mainstream for customers. But banks still classify these as alternative channels and maintain an organisation structure where Branch dominates thinking. Continued technology innovations, Web 2.0, social networking, app phones and mobility are also stretching traditional banking models to the limit. BANK 2.0 reveals why customer behaviour is so rapidly changing, how branches will evolve, why cheques are disappearing, and why your mobile phone will replace your wallet all within the next 10 years. |
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