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| financial services professional new york life: 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 professional new york life: Interviews With Top Producing Insurance Agents David Duford, 2018-08-06 The Best Way To Become A Top Producing Insurance Agent... Is To LEARN From A Top Producing Insurance Agent! Are you a new or struggling insurance agent? Are you in search of guidance and direction on how to have an enormously successful career in selling insurance? If so, Interviews With Top Producing Insurance Agents will show you - by example - how 13 six- and seven figure earning insurance agents from a variety of insurance sales backgrounds not only achieved success, but continually sustain success, year after year! You'll get the truth on what it takes to become successful, how to deal with the trials and tribulations that come with selling insurance, and how to position yourself as an individual with value, so you will attract more insurance business. Dave Duford interviews top producing insurance agents and agencies from the following insurance niches: final expense, Medicare Supplement sales, large -employer employee benefits, annuity sales, disability insurance, selling insurance telephonically, and much more. If your goal is to improve your results selling insurance, no matter what type you sell, then this candid, over the shoulder interview into the details of top producing agents will help you immensely. |
| financial services professional new york life: The Truth about Money Ric Edelman, 2005 Explaining difficult concepts in plain English with a breezy style, this third edition has new material covering new tax laws, retirement savings strategies, a chapter on identity theft, and question-and-answer sidebars. |
| financial services professional new york life: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| financial services professional new york life: The Christ Learning Center Ministries Dr Anita R. Smith, 2015-06-19 IN FOLLOWING THE GREAT COMMISION IT IS OUR RESPONSIBILITY AS LEARNERS OF CHRIST JESUS TO STUDY THE WORD OF GOD. MAKING DISCIPLES AND NOT DEPENDENTS IS A CALLING FOR ALL THOSE WHO SEEK TO WALK IN THE WILL AND WAYS OF OUR SAVIOUR. Whether you are new to studying the Word of God or you have been studying for years; there is never a limit to what you can uncover in the Scriptures. The topical study approach allows for those who are seeking to grow in the Word, to take a specific topic and gain greater understanding of that topic then go deeper in the text. This is a study tool that will assist in understanding of the Scriptures. John 1:14-And the Word was made flesh, and dwelt among us, (and we beheld his glory, the glory as of the only begotten of the Father, ) full of grace and truth. Grace without the Truth=False Doctrine Truth without Grace=The Law Grace and Truth=The Gospel We have been given by the Holy Spirit, through men, sixty-six books of the Bible. We must teach all of the Word of God; not just the parts that make us feel good! Thank God for His leaders who preach and teach the Word, but we must also rightly divide the Word of God for ourselves! Ask the Holy Spirit to teach you His truth. Amen. DR. ANITA R. SMITH is the President and Founder of The Christ Learning Center Ministries. This is a non-profit that is focused on developing teaching tools for the Body of Christ. She is an anointed teacher who ministers the Word of God. She has developed trainings for Sunday Schools, Home Bible Studies, and personal studies. She is a speaker for conferences and sought after by churches to do Biblical foundational teaching series. She is a licensed minister with a Bachelor in Biblical Studies from Cincinnati Christian University, a Master's in Theology from Links Theological University and a Doctorate of Ministry in Theology from Life Christian University. She lives in Cincinnati, Ohio. |
| financial services professional new york life: Journal of Financial Service Professionals , 2004 |
| financial services professional new york life: Profit First Mike Michalowicz, 2017-02-21 Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of. |
| financial services professional new york life: The Professional's Guide to Financial Services Marketing Jay Nagdeman, 2009-04-06 The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success. |
| financial services professional new york life: New York Insurance Law, Annotated ... New York (State), 1938 |
| financial services professional new york life: How Will You Measure Your Life? (Harvard Business Review Classics) Clayton M. Christensen, 2017-01-17 In the spring of 2010, Harvard Business School’s graduating class asked HBS professor Clay Christensen to address them—but not on how to apply his principles and thinking to their post-HBS careers. The students wanted to know how to apply his wisdom to their personal lives. He shared with them a set of guidelines that have helped him find meaning in his own life, which led to this now-classic article. Although Christensen’s thinking is rooted in his deep religious faith, these are strategies anyone can use. Since 1922, Harvard Business Review has been a leading source of breakthrough ideas in management practice. The Harvard Business Review Classics series now offers you the opportunity to make these seminal pieces a part of your permanent management library. Each highly readable volume contains a groundbreaking idea that continues to shape best practices and inspire countless managers around the world. |
| financial services professional new york life: Leading with Questions Michael J. Marquardt, 2014-02-17 Many leaders are unaware of the amazing power of questions. Our conversations may be full of requests and demands, but all too often we are not asking for honest and informative answers, and we don’t know how to listen effectively to responses. When leaders start encouraging questions from their teams, however, they begin to see amazing results. Knowing the right questions to ask—and the right way to listen—will give any leader the skills to perform well in any situation, effectively communicate a vision to the team, and achieve lasting success across the organization. Thoroughly revised and updated, Leading with Questions will help you encourage participation and teamwork, foster outside-the-box thinking, empower others, build relationships with customers, solve problems, and more. Michael Marquardt reveals how to determine which questions will lead to solutions to even the most challenging issues. He outlines specific techniques of active listening and follow-up, and helps you understand how questions can improve the way you work with individuals, teams, and organizations. This new edition of Leading with Questions draws on interviews with thirty leaders, including eight whose stories are new to this edition. These interviews tell stories from a range of countries, including Singapore, Guyana, Korea, and Switzerland, and feature case studies from prominent firms such as DuPont, Alcoa, Novartis, and Cargill. A new chapter on problem-solving will help you apply questions to your toughest situations as a leader, and a new “Questions for Reflection” section at the end of each chapter will help you bring Marquardt’s message into all of your work as a leader. Now more than ever, Leading with Questions is the definitive guide for becoming a stronger leader by identifying—and asking—the right questions. |
| financial services professional new york life: The Official Guide to Selling Final Expense Insurance David Duford, 2016-04-05 The Most Comprehensive Guide To Successfully Selling Final Expense Life Insurance - From The Perspective Of A Time-Tested, In-The Trenches, Final Expense Agent!With more people now than ever interested in selling final expense life insurance, it is now more important than ever to develop a comprehensive approach to lead generation, prospecting, presenting, and closing final expense life insurance business. Taking his own experience successfully selling final expense burial insurance and from his experience training hundreds of final expense agents nationally, David Duford has put together a strategic system of selling final expense within this book, designed to maximize new and experienced agents' success.The Official Guide To Selling Final Expense Insurance provides the strategies and tactics to develop agents into top-producing final expense agents. This handbook explains how to:-Ensure you find the best final expense agency to partner with.-Duplicate David's system of success that he teaches his final expense agent partners.-How to effectively sell final expense in a low-key, customer-focused approach, maximizing income and quality of business. |
| financial services professional new york life: The 25-Point System John T. Baier, 2017-01-11 The 25-Point System is an effective accountability system that is customized to an individual salesperson's activity level. Success depends on completing the required number of activity points each day and ensuring that all components of the system (the Strategic Plan, Annual Plans, Quarterly Plans, Weekly Focus Plans, and Daily Plans) are integrated. For 35 years, this system has been paper-based. This book contains both sample forms that show how to record your activity and blank forms you can copy and use to record your progress. Now the 25-Point System is also a powerful mobile app that allows you and your manager, mentor, or colleagues to monitor your progress in real time. |
| financial services professional new york life: Financial Services: Women at the Top Arthea Reed, Diane Dixon, 2015-07-31 The financial services industry can be personally and financially rewarding, so why is it that so few women are in the field? Arthea Reed and Diane Dixon draw upon the results of a Women in Insurance & Financial Services research study and their own extensive knowledge to explain the shortage as well as to inspire more women to enter or remain in the field. Some of the most successful women in financial services have overcome great personal tragedy, professional ridicule, and failure to reach the pinnacle of success. By studying their moves, you can: follow in the footsteps of successful female financial services professionals; train up-and-coming female professionals so they have the knowledge and tools to succeed; and promote a workplace thats inclusive, inspirational, and encouraging for everyone. Walk down the path to a successful and rewarding career in financial services and help others do the same by learning from amazingly successful women. Whether youre already in the industry or considering it as a career, youll get a roadmap to overcome challenges with Financial Services: Women at the Top. |
| financial services professional new york life: Practice on Purpose Gary Schwartz, Edward Deutschlander, Phillip Richards, 2022-07 This second edition of Practice on Purpose reinforces key concepts theauthors presented to financial authors in the first edition in 2014 andpresents valuable new advice. The three authors are the top-rankingleaders at North Star Resource Group, the largest independently ownedfinancial services firm in the country.Financial advice is the only area of our profession with increasing valueand compensation. Advisors who do not make financial advice thecornerstone of their practices are likely to be left behind. Advisors whomanage their practices on purpose embrace the advice-based model.With specific tips on practice mechanics to practice economics, thisbook guides you in transitioning your practice to an advice-based model.Making that change will require a mindset shift, but once you do so, youcan accomplish the following:? Deliver your highest level of service to your most engaged clients.? Build a team of specialists to become the Mayo Clinic of financialadvice.? Understand your worth and charge appropriately for the value youbring to clients.? Use a three-tiered menu of service to clarify your relationships withclients.? Understand why handing out business cards is not an ideal strategy.? And much more! |
| financial services professional new york life: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together |
| financial services professional new york life: The Simple Dollar Trent Hamm, 1900 This is the eBook version of the printed book. If the print book includes a CD-ROM, this content is not included within the eBook version. The Simple Dollar can change your life. Trent Hamm found himself drowning in consumer debt, working in a job he couldn't stand ... and figured out how to escape that debt and build the fulfilling career he'd always dreamt about, all at the same time. Hamm shared his experiences at TheSimpleDollar.com-and built it into one of America's top personal finance websites. Now, The Simple Dollar is a book: packed with practical tips, tools, and lessons you can us. |
| financial services professional new york life: Careers in Focus Ferguson, 2010-05-17 Profiles jobs in Financial Services such as Accountants and Auditors, Actuaries, Bank Examiners, Financial Analysts, Financial Planners, Insurance Underwriters, and more.--Résumé de l'éditeur. |
| financial services professional new york life: Man on a Mission Marv Feldman, 2016-06-01 In his candid, incisive style, Marvin Feldman takes readers inside the life insurance based financial services profession, exposing its rigors and rewards, providing strategies and systems for success at every level, and espousing a work-life balance that is well within reach. |
| financial services professional new york life: How to Avoid H. E. N. R. Y. Syndrome (High Earner Not Rich Yet): Financial Strategies to Own Your Future Gideon Drucker, 2020-01-29 A H.E.N.R.Y. is a High Earner who's Not Rich Yet. And while that's fine for now... it won't be forever! |
| financial services professional new york life: Change Your Day, Not Your Life Andy Core, 2014-03-17 Increase your employees'—and your own—productivity at work If you look out over today's workforce, you'll find millions of hard-working people who are overly tired, overly stressed, and less than enchanted with work. For organizations around the globe, this represents an incredible opportunity to improve productivity, talent retention, innovation, and overall profitability. The great paradox here is that when you take hard-working, responsible adults with a desire to succeed and a sense of responsibility and drop them into our demanding work culture, they tend to default to a way of life that sabotages their ability and best efforts to reach their goals. That's where author Andy Core comes in. Change Your Day, Not Your Life offers a proven strategy to help you become energized at work. This book is designed as a resource for work-life balance, a tool to help you increase productivity during the final two hours of work by up to 47 percent, content to fuel employee communication, and a curriculum that departments can use in weekly or monthly meetings to keep everyone working at their best. Author Andy Core is a credentialed, award-winning thought leader on increasing employee engagement, productivity, and wellness motivation; his talent lies in helping hard-working, conscientious adults thrive at work and in their personal lives Turn wasted hours into tasks accomplished by following the methods found in Change Your Day, Not Your Life. |
| financial services professional new york life: Ask the Experts Eszylfie Taylor, 2017-08-24 Ask the Experts, a book about business |
| financial services professional new york life: Computerworld , 1992-02-24 For more than 40 years, Computerworld has been the leading source of technology news and information for IT influencers worldwide. Computerworld's award-winning Web site (Computerworld.com), twice-monthly publication, focused conference series and custom research form the hub of the world's largest global IT media network. |
| financial services professional new york life: SEC News Digest United States. Securities and Exchange Commission, 1977-07 Lists documents available from Public Reference Section, Securities and Exchange Commission. |
| financial services professional new york life: Changing Faces – America’s Wealth Advisors James M. Robinson, 2007-03-28 Changing Faces - America's Wealth AdvisorsThe Place for Aspiring and Young Financial Services Professionals i.e. Young In Business |
| financial services professional new york life: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| financial services professional new york life: What's Your Zip Code Story? CJ Gross, 2022-05-20 Shedding light on class division, this book offers solutions to class bias in the workplace by analyzing real experiences, social norms, education, wealth, and more. The renewed focus on class, race and equality in the workplace and beyond is making an indelible mark on society. This clarion call for change is sweeping inequality from every corner of the nation, including law enforcement, schools, and businesses. And within the past five years, diversity and inclusion, as well as unconscious bias, have been the main drivers of organizational training, politics, and community engagement. What’s Your Zip Code Story helps clarify the intersection of class bias and racial disparity in the workplace and arms organizations with the knowledge to not only have productive discussions, but also adopt effective solutions. Gross instructs class-migrants—whether college students, recent graduates, or overlooked employees—on how to climb the career lattice and transform themselves from undervalued employees to respected leaders. The book tackles challenges that class-migrants encounter when navigating the workplace and provides operative practices that can be utilized to hone new professional skills and drive positive change in workplace culture. It is a powerful tool that will inspire marginalized employees who are hungry for personal and professional growth, as well as give insight to business leaders seeking a new way to engage their teams. Through the lived experiences of the author and research-based strategies, readers will find insights on how to increase workplace engagement and business performance. |
| financial services professional new york life: The Emerald Handbook on Cryptoassets H. Kent Baker, Hugo Benedetti, Ehsan Nikbakht, Sean Stein Smith, 2023-01-16 Bitcoin’s introduction as the first cryptoasset in 2009 ushered in a new era, generating much interest, excitement, and growth. A cryptoasset is a digital asset using blockchain technology to regulate the generation of new units and verify and secure transactions. |
| financial services professional new york life: ಸಂಗಮ ವಿದ್ಯಾರಣ್ಯ ಕನ್ನಡ ಕೂಟದ ಸದಸ್ಯರು ಮತ್ತು ಸಂಗಮ ಪತ್ರಿಕೆಯ ಸಂಪಾದಕರು, 2022-04-16 ಸಂಗಮ 2022 ಯುಗಾದಿ ಸಂಚಿಕೆ ಸಂಪುಟ 43, ಸಂಚಿಕೆ 1 ವಿದ್ಯಾರಣ್ಯ ಕನ್ನಡ ಕೂಟ |
| financial services professional new york life: Working Mother , 2000-10 The magazine that helps career moms balance their personal and professional lives. |
| financial services professional new york life: Official Gazette of the United States Patent and Trademark Office , 1998 |
| financial services professional new york life: Banking Law: New York Banking Law New York (State), 1907 |
| financial services professional new york life: ABA Journal , 1987-11-01 The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association. |
| financial services professional new york life: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| financial services professional new york life: Kiplinger's Personal Finance , 1988-02 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| financial services professional new york life: Black Enterprise , 1995 |
| financial services professional new york life: Tribal Lobbying Matters United States. Congress. Senate. Committee on Indian Affairs (1993- ), 2005 |
| financial services professional new york life: Implications of the Booker/Fanfan Decisions for the Federal Sentencing Guidelines United States. Congress. House. Committee on the Judiciary. Subcommittee on Crime, Terrorism, and Homeland Security, 2005 |
| financial services professional new york life: KNOCK-OUT NETWORKING! Michael Goldberg, 2011-04 Knock-Out Networking! is based on Michael Goldberg’s proven system for attracting more prospects, more referrals, and more business to the pipeline. These proven approaches have helped thousands of sales reps, sales managers, business owners, and job searchers change the way they develop relationships. And they will do the same for you! |
| financial services professional new york life: The Black Dot Philosophy Jerry Fish, 2024-08-01 In this chaotic world, filled with struggle, uncertainty, and overwhelming challenges, The Black Dot Philosophy emerges as a lifeline. Authored by Jerry Mark Fish, this book is an innovative transformative guide that turns daunting obstacles into golden opportunities for growth. The Black Dot Philosophy is a journey, a movement towards resilience, fulfillment, and success. It offers a pathway to empowerment, a strategy to transform life's black dots into beacons of hope. With a perfect blend of real-life examples and practical advice, it's a must-have toolkit for anyone facing life's trials. It promises not just to change your perspective but to redefine your approach to life's challenges, leading you to a life of purpose, achievement, and joy. |
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