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| florida financial advisors jason mickool: Does It Matter? Nicholas G. Carr, 2004-04-07 Over the last decade, and even since the bursting of the technology bubble, pundits, consultants, and thought leaders have argued that information technology provides the edge necessary for business success. IT expert Nicholas G. Carr offers a radically different view in this eloquent and explosive book. As IT's power and presence have grown, he argues, its strategic relevance has actually decreased. IT has been transformed from a source of advantage into a commoditized cost of doing business--with huge implications for business management. Expanding on Carr's seminal Harvard Business Review article that generated a storm of controversy, Does IT Matter? provides a truly compelling--and unsettling--account of IT's changing business role and its leveling influence on competition. Through astute analysis of historical and contemporary examples, Carr shows that the evolution of IT closely parallels that of earlier technologies such as railroads and electric power. He goes on to lay out a new agenda for IT management, stressing cost control and risk management over innovation and investment. And he examines the broader implications for business strategy and organization as well as for the technology industry. A frame-changing statement on one of the most important business phenomena of our time, Does IT Matter? marks a crucial milepost in the debate about IT's future. An acclaimed business writer and thinker, Nicholas G. Carr is a former executive editor of the Harvard Business Review. |
| florida financial advisors jason mickool: Community Pharmacy Practice Case Studies Jean-Venable "Kelly" R. Goode, Lynne Marie Roman, Kristin W. Weitzel, 2009 Community Pharmacy Practice Case Studies is designed to provide the teaching tools necessary to train current and future community pharmacists to succeed in implementing innovative patient care services in this dynamic and challenging environment. Key Features: 82 case studies focused on community pharmacy practice. Unique teaching points about medication management, drug therapy selection, and opportunities and challenges unique to community pharmacy practice. Learning objectives, questions, and additional activities. Incorporation of MTM Core Elements in many cases. Instructor answer key. |
| florida financial advisors jason mickool: On the Wing Alan Tennant, 2010-03-03 In this extraordinary journey, Alan Tennant recounts his attempt to track the transcontinental migration of the majestic peregrine falcon — an investigation no one before him had ever taken to such lengths. From the windswept flats of the Texas barrier islands to the Artic and then south again into the Caribbean, On the Wing provides a hilariously picaresque and bumpy flight. |
| florida financial advisors jason mickool: APhA NAPLEX® Quick Review Guide Brittany Hoffmann-Eubanks, 2021-01-15 |
| florida financial advisors jason mickool: Peripheral Brain for the Pharmacist Jeanine Abrons, 2020-03-15 Peripheral Brain for the Pharmacist is a pocket-sized collection of resources for student pharmacists and pharmacists alike. This book provides quick references to commonly accessed clinical information required in a variety of pharmacy practice settings. APhA's new 2020-21 edition includes more than 90 individual core reference pages--including new content on ACLS, antibiotic coverage, transplant medications, naloxone prescribing, herbal supplements and natural medicine, and a guide to choosing counseling points. KEY FEATURES: - More than 20 expert contributors ensure that the content reflects the latest developments in the field - Convenient spiral-bound, flip-and-read format fits easily in a lab coat for practical portability - Each individual card represents a core area of focus, from hypertension management and direct oral anticoagulant dosages to pediatric measurements and updated immunization schedules |
| florida financial advisors jason mickool: Your Resiliency GPS Eileen McDargh, Loch Lomond Press, 2014-10 Your Resiliency GPS: A Guide for Growing through Life and Work is a guidebook for dealing with change. Resiliency is NOT about pain. It is about possibility. Resiliency is NOT about adversity. It is about advantage. Tired of being whiplashed by economic downturns? Concerned about downsizing, rightsizing, capsizing? Faced with a great opportunity yet worried you won't have the stamina to see it through? Trying to hold work and life together when some times one or both get the better of you? You need a GPS (Growth Potential Strategy) and Recalculating Questions to revive and renew the spark of hope and optimism as you cultivate resiliency skills. Discover four resiliency skills and when and how to use them. Throw out the dictionary and learn a better definition of resilience. Find out what actions organizations take to create their own growth strategy! |
| florida financial advisors jason mickool: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-13 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| florida financial advisors jason mickool: Winner's Circle V Robert James Shook, 2009 Few industries evolve as quickly as Wall Street does. And it's The Winner's Circle financial advisors on the forefront of the industry--the ones affecting individuals' lives the most--who must continually evolve their practices, their investment philosophies, and their teams to meet their clients' ever-changing needs. These elite financial advisors--better described as wealth managers--are typically several years ahead of the industry. They begin with an in-depth view of each client's goals, dreams, and overall financial and family situation. With an eye towards how much risk the client can tolerate, they provide customized and comprehensive solutions--solutions that embrace the paramount importance of diversification through asset allocation. And while top wealth managers recognize that strong investment performance is essential, they--and the teams they lead--are perhaps even more committed to building deep client relationships and consistently providing world-class customer service.Who are these top wealth managers, how do they actually run their businesses, and how are they evolving their practices? What kinds of situations do they work in, and how do they build the dedicated teams and far-reaching expertise needed to best serve their clients? When actually investing their clients' money, what resources and research do they rely on, what investment vehicles do they use, and how do they maximize returns while safeguarding their clients' long-term futures? Finally, what approaches do they take to getting to know their clients' hearts and minds so well that they can be certain they are acting in their best interest? For nearly two decades now, industry authority R.J. Shook, founder of The Winner's Circle, LLC, has been answering these and similar questions in his ground-breaking and industry best-selling series of Winner's Circle(R) books, and in the many magazine cover stories and other publications nationwide that The Winner's Circle publishes each year. Barron's magazine calls Shook an industry expert, and relies on The Winner's Circle's expertise for three annual Top 100 Financial Advisor compendiums based on multiple objective criteria and in-depth personal interviews. In this book, The Winner's Circle V, Shook delves deeper than ever into the best practices, actionable ideas, and superior strategies that set apart 14 of the very best wealth managers or wealth manager partnerships. Special emphasis is placed on how these elite financial advisors build ever deeper relationships with their clients, their partners, and their team members, and on how they ensure the best possible investment returns and overall satisfaction of their clients in an increasingly volatile financial climate. A must-read for industry professionals. Financial advisors and other industry professionals can gain valuable insight into some of today's most successful wealth managers and wealth management teams. Everything from their day-to-day practices and investment techniques to how they build superior service teams and prepare for the future is revealed in a personable and user-friendly context. Moreover, it's hard not to be inspired by the personal stories--the challenges and triumphs--of many of these top wealth managers, as well as by the way they give back amply to their clients, teams, firms, families, and communities.An invaluable touchstone for investors. Investors at all levels can learn wealth management techniques and strategies from some of the industry's very best wealth managers. As you see what the very best have to offer, you can gain an understanding of how your current financial advisor measures up, and you can share some of the valuable ideas found throughout this volume with the advisor or team currently serving you. If you're on your own as an investor, you'll gain a much better understanding of the extraordinary, multi-dimensional value that comes from working with a top-notch wealth manager. |
| florida financial advisors jason mickool: The Enduring Advisory Firm Mark C. Tibergien, Kimberly G. Dellarocca, 2016-11-30 A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org. |
| florida financial advisors jason mickool: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| florida financial advisors jason mickool: Robots, Dorks or Old Men Dr. Jason Van Duyn, 2023-07-11 Many investors find that with nothing more than discipline and an Internet connection, they are able to improve their financial life without the aid of a third party. But not everyone is thrilled with the idea of DIY financial planning. Robots, Dorks or Old Men focuses on those trying to figure out which source of financial advice is best suited to their personality, needs, goals, means, and values. This clear, accessible guide explains the different types of financial and robo-advisors out there. It identifies the five most common sources of financial advice and thoroughly investigates each one, including checklists to help you determine if that source is right for you. With Robots, Dorks or Old Men, you’ll soon find a great partner to help you pursue your financial dreams! |
| florida financial advisors jason mickool: The Million-Dollar Financial Advisor Team David J. Mullen, Jr., 2018-08-21 Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions. |
| florida financial advisors jason mickool: Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) Steve Moore, 2010-10-05 A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client. |
| florida financial advisors jason mickool: The Truth Shall Set Your Wallet Free Nicholas W. Stuller, 2018-11-13 The Truth Shall Set Your Wallet Free is aimed at debunking the myths that prevent people from achieving their wealth goals. And the first myth that needs to be bashed is that financial advisors are only for the very rich. In fact, there are more financial advisors who cater to modest-income Americans than those who cater to the rich. Myths propagated by the media, regulators, and even the financial industry itself harm every American, from those at the poverty level to billionaires and everyone in between. This is the first time a holistic view of the entire advice market has been written by a non-advisor industry insider, without bias from any of the financial services sectors. |
| florida financial advisors jason mickool: The Million-dollar Financial Services Practice David J. Mullen (Jr.), David J. Mullen, Jr., 2013 Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers. |
| florida financial advisors jason mickool: The New Financial Advisor G. Scott Budge, 2008-12-03 Praise for The New Financial Advisor For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise. --Dirk Junge, Chairman and CEO, Pitcairn At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come. --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families. --Charlotte B. Beyer,founder and CEO, Institute for Private Investors Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often. --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal. --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families |
| florida financial advisors jason mickool: The Financial Advisor's Success Manual David Leo, Craig Cmiel, 2017-12-07 Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better. |
| florida financial advisors jason mickool: The Financial Planning Puzzle Jason Silverberg, 2017-03-11 Do you feel overwhelmed by your finances? Start making smart decisions with a personal financial plan. While personal finances can be a challenge to learn, this book can help make it easy. After helping hundreds of his own clients, Jason Silverberg has condensed the best of his advice into this book and is here to help you reach financial freedom. |
| florida financial advisors jason mickool: The Financial Times Guide to Wealth Management Jason Butler, 2014 Award-winning financial planner Jason Butler offers sound advice to the financially affluent so they can ensure their wealth thrives and gives them financial security. |
| florida financial advisors jason mickool: The Market for Retirement Financial Advice Olivia S. Mitchell, Kent Smetters, 2013-10-31 The market for retirement financial advice has never been more important and yet more in flux. The long-term shift away from traditional defined benefit pensions toward defined contribution personal accounts requires all of us to be more sophisticated today than ever before. However, the landscape for financial advice is changing all over the world, with new rules and regulations transforming the financial advice profession. This volume explores the market for retirement financial advice, to explain what financial advisors do and how to measure performance and impact. Who are these professionals and what standards must they abide by? How do they make money and what are their incentives? How can one protect clients from bad advice, and what is good advice? Does advice alone effect changes in personal habits? Answering these questions, along with new technology that will decrease the delivery costs of advice, will play a transformative role in helping more households receive the quality financial advice that they need. Accordingly, this volume illuminates the market and regulatory challenges so as to enhance consumer, plan sponsor, and regulator decisions. |
| florida financial advisors jason mickool: Advisor for Life Stephen D. Gresham, 2007-07-20 The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book. --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry. --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years. --Len Reinhartfounder and President, Lockwood Advisors? For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge. --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team. --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team |
| florida financial advisors jason mickool: The Ultimate Financial Plan Jim Stovall, Tim Maurer, 2011-09-06 How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled Big 3—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success. |
| florida financial advisors jason mickool: The Winner's Circle IV R. J. Shook, 2005-04 A team of America's most successful financial advisors offer their advice to private investors and financial professionals in this insightful guide. These advisors, who typically reserve their advice for elite and institutional investors, share their private wealth management and investing strategy secrets, including how they provide extraordinary advice and service, how they have built their businesses, which direction their businesses are taking for the future, and how they have set themselves apart from the vast majority of Wall Street professionals. Providing ideas and guidance for a variety of financial situations, this guide is an answer to securing prosperity for the future. |
| florida financial advisors jason mickool: Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself Stephen Kagawa, 2021-02-23 The dynamic between financial advisors and those we advise is broken. As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet our employers want us to push products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients. There must be a way advisors can do good and do well...right? There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you've been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you're new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you've been missing. |
| florida financial advisors jason mickool: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano, 2007-12-04 Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. -Includes a comprehensive resource section |
| florida financial advisors jason mickool: The Million-Dollar Financial Advisor David MULLEN, 2009 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: Building and focusing on client relationships; Having a top advisor mindset; Developing a long-term approach; Specialization; Marketing; And much more The book also features two complete case studies. First there is the 'best of the best' advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| florida financial advisors jason mickool: Rattiner's Financial Planner's Bible Jeffrey H. Rattiner, 2002-08-29 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. |
| florida financial advisors jason mickool: Exit is NOT a Four Letter Word (Financial Advisor Edition) George Hartman, 2020-11-11 We have all heard the warnings - the average age of advisors is mid-to-late fifties; half of the advisor population will reach retirement age within the next ten years; only one in ten advisors have a written succession plan; there are an insufficient number of new advisors to replace those who will die, become disabled, or retire.Yet it is only in the past ten years that we have really even begun to acknowledge these issues. Up until then, financial advisory practices either faded away with their founders or had their clients scattered among other advisors who may or may not have wanted to accept them. That was not so great for an industry that staked its value proposition on helping people plan for and manage their future well-being. Today, large, well-run, high-profile practices trade hands among like-minded advisors for millions of dollars. I am not worried about them. My concern is with the hundreds of thousands of advisors who have the majority of their personal wealth tied up in their small-to-medium sized practices. Moreover, they are counting on those businesses to fund their own retirement lifestyle. Many will be tragically disappointed because they waited too long, planned too little, and assumed too much. But it doesn't have to be that way. The process of transitioning a financial advisory practice from one advisor to another is relatively straightforward and follows the same path advisors use to counsel clients - create a vision for the future, conduct a reality check on the situation today, and draw a map to take you from where you are to where you want to go.I have been coaching financial advisors for more than 30 years, and they have taught me a lot. In addition to all the practice management insights, one of the most valuable lessons I have learned is that, given sound reasoning and a logical methodology, serious financial advisors will make a focused effort to change their habits and their businesses for the better. So that is what this book attempts to do - provide the rationale and the routine to motivate you to prepare for the eventual transition of your business to the most qualified successor. I am not trying to encourage you to retire - just to get ready for the day when it makes sense to you to exit your practice. The result will be continued service to clients who trust you, greater value to you for your life's work, and greater certainty about the industry's future.Succession planning is not an event - it is a journey. To help us along the way, I have re-introduced Henry, the central character from my book Blunder, Wonder, Thunder - Powering Your Practice to New Heights. We first worked with Henry several years ago when his practice had reached a plateau. Having broken through that ceiling and built his business to an enviable position, we will now follow Henry through various coaching conversations with me as he writes and directs the final act in the story of his life's work. Henry is not a real-life advisor; he is an amalgam of many with whom I have worked. However, all the conversations played out in this book have actually happened in coaching sessions with hundreds of advisors.The truth of the matter is that you will leave your business someday. The question is, will you be in control of your exit, or will you allow fate and circumstance to dictate what happens to the business you have spent so much of your life building?Come join Henry and me. I think you will enjoy the journey! |
| florida financial advisors jason mickool: The Professional Financial Advisor IV John J. De Goey, 2016 After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. Investors are finally becoming empowered to make informed decisions about whom they work with. This book will help them avoid the industry's bad apples. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading. |
| florida financial advisors jason mickool: The Life First Advisor Lavalley Barry, 2017-07-15 This isn't just another practice management book, but a template for a new approach to being a valued financial advisor. |
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Florida Maps & Facts - World Atlas
Nov 27, 2024 · Florida, nicknamed the Sunshine State, is a peninsula located in the Southeastern United States. It shares a border with both Alabama and Georgia in the North and is the only …
The 12 Best Places to Visit in Florida - Travel + Leisure
Jul 9, 2024 · Best tourist destination: Florida Keys; Underrated hidden gem: Crystal River; Best for families: Orlando and Central Florida; Best for couples: Naples; Best for solo travelers: Miami …
Visit Florida USA | What to Do in Florida Tourist Guide - Visit The …
Located in the southeastern USA with coastlines on both the Atlantic Ocean and Gulf of America, sunny Florida is home to plenty of surprises. Visit perennial Florida favorites such as beaches …
Florida State Map | USA | Detailed Maps of Florida (FL) - World …
The state of Florida occupies a peninsula between the Gulf of Mexico and the Atlantic Ocean, extending into the southeastern United States. It covers approximately 65,758 square miles , …
Florida State Information – Symbols, Capital, Constitution, Flags, …
Lowest Point: Florida; sea level, tied for 3rd lowest. Geographic Center: Hernando, 12 miles northwest of Brooksville. Blank Outline Maps: Find printable blank map of the State of Florida, …
Our A to Z of Florida - Escape to the sun
Dec 11, 2020 · Sandwiched between the rolling Atlantic waves and the warm Gulf of Mexico, Florida is a major international tourist destination, and no wonder. The Sunshine State is …
Jonathan Keith Kerguelen
IA 09/11/2024 - 12/10/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Atlanta, GA EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment Related …
Matthew Branson
09/2024 - Present Florida Financial Advisors Financial Consultant Y Orlando, FL, United States 08/2019 - 06/2024 Colorado State University Full Time Student N Fort Collins, CO, United …
Joseph John Broderson
IA 06/26/2024 - 11/22/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Nashville, TN EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment Related …
Colton Weier - SEC
06/2024 - Present Florida Financial Advisors Financial Consultant Y Orlando, FL, United States 08/2020 - 05/2024 Wesleyan University Full-time student N Middletown, CT, United States …
Joseph Patrick Wenzel
IA 09/18/2024 - 10/09/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Tampa, FL EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment Related …
Joshua Alex Westerfield
IA 12/02/2024 - 01/27/2025 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Charlotte, NC EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment Related …
Eric Scarlett - reports.adviserinfo.sec.gov
IA FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 08/19/2020 B TRINITY WEALTH SECURITIES, L.L.C. CRD# 104348 08/22/2020 QUALIFICATIONS Is this representative …
Annuar Abud - SEC
07/2024 - 02/2025 Florida Financial Advisors DBA Texas Financial Advisors Financial Consultant Y Dallas, TX, United States 08/2022 - 07/2024 Unemployed Unemployed N Dallas, TX, United …
Ennis Malik Al-Omari
01/2025 - Present Florida Financial Advisors DBA Tristate Financial Advisors Financial Consultant Y Vienna, VA, United States 05/2024 - 01/2025 n/a Unemployed N Falls Church, VA, United …
Colton L Sunderland - SEC
06/2024 - 11/2024 Florida Financial Advisors DBA Tristate Financial Advisors Financial Consultant Y Philadelphia, PA, United States 06/2020 - 06/2024 Fed Ex Driver N Harrisburg, …
Eric Scarlett
FLORIDA FINANCIAL ADVISORS, LLC 288811 401 S 12TH ST. UNIT 2 TAMPA, FL 33602 B U.S. State/ Territory Category Status Date IA Florida Investment Adviser Representative …
Lorenzo E A Penn III - reports.adviserinfo.sec.gov
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Austin, TX 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2024. Hours …
Harris Miller
IA FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 10/01/2024 B TRINITY WEALTH SECURITIES, L.L.C. CRD# 104348 04/18/2025 QUALIFICATIONS Is this representative …
Matthew Thomas Prescher
IA 09/09/2024 - 10/15/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Dallas, TX EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment Related …
Investment Adviser Guide
financial statements with the OFR via the mailing address provided on the last page of this document. Financial statements must be prepared in accordance with the provisions of Rule …
Noah Bryon Shaw
10/2024 - Present Florida Financial Advisors DBA Georgia Financial Advisors Financial Consultant Y Atlanta, GA, United States 06/2021 - 10/2024 Chick-fil-A Georgia Tech Kitchen …
Florida Financial Advisors - SEC
Florida Financial Advisors, LLC (“FFA”)is an investment adviser registered with the U.S. Securities and Exchange Commission and our financial professionals are called Investment Adviser …
Courtney Whyte
12/2024 - Present Florida Financial Advisors Financial Consultant Y Miami Lakes, FL, United States 08/2024 - 10/2024 Extended Travel N/A N St.Johns, Antigua and Barbuda 08/2021 - …
STIFEL FINANCIAL CORP
LOUIS, April 4, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that Forbes has named 64 Stifel, Nicolaus & Company, Incorporated financial advisors to its 2023 Best-in …
May Newsletter - floridafa.com
Florida Financial Advisors 401 a 12th Street, Unit 2 Tampa, FL 33602 www.floridafa.com. Investor, Know Thyself: How Your Biases Can Affect Investment Decisions Traditional …
Connor Thomas Prendergast
11/2024 - Present Florida Financial Advisors DBA Tristate Financial Advisors Financial Consultant Y Charleston, SC, United States 09/2024 - Present Kiawah Island Ocean Course Golf Course …
Steven Brandenburg - Financial Industry Regulatory Authority
FLORIDA FINANCIAL ADVISORS, LLC 2000 Crawford Street Houston, TX 77002 CRD# 288811 Registered with this firm since: 07/24/2023 IA TRINITY WEALTH SECURITIES, L.L.C. 1 …
Eshaan Amin
IA 10/17/2024 - 11/08/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Philadelphia, PA EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment …
William Wright Brooks - SEC
06/2024 - Present Florida Financial Advisors DBA Tristate Financial Advisors Financial Consultant Y Charlotte, NC, United States 08/2020 - 05/2024 University of Georgia Full-time student at …
JASON KYLE CHEPENIK - Financial Industry Regulatory …
JASON KYLE CHEPENIK Section Title Report Summary Broker Qualifications ... IA Florida Investment Adviser Representative Approved 02/25/2015 ... IA 09/1999 - 01/2008 LINCOLN …
Manav Bhatia
FLORIDA FINANCIAL ADVISORS, LLC 288811 401 S 12TH ST. UNIT 2 TAMPA, FL 33602 Employment 1 of 1 IA Regulator Registration Status Date IA Florida Investment Adviser …
Alexander Dahl
10/2024 - Present Florida Financial Advisors Financial Consultant Y Miami Lakes, FL, United States 05/2024 - 09/2024 Unemployed Studying and Testing for State certifications and …
June Newsletter - floridafa.com
Florida Financial Advisors 401 a 12th Street, Unit 2 Tampa, FL 33602 www.floridafa.com. Saving for College: 529 Plan vs. Roth IRA 529 plans were created in 1996 to give families a tax …
Douglas Smith
FLORIDA FINANCIAL ADVISORS, LLC 288811 401 S 12TH ST. UNIT 2 TAMPA, FL 33602 Employment 1 of 1 IA Regulator Registration Status Date IA Florida Investment Adviser …
Robert Kinose Birk
FLORIDA FINANCIAL ADVISORS, LLC 288811 401 S 12TH ST. UNIT 2 TAMPA, FL 33602 Employment 1 of 2 IA Regulator Registration Status Date IA Florida Investment Adviser …
STIFEL FINANCIAL CORP
ST. LOUIS, April 7, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that Forbes has named 58 Stifel, Nicolaus & Company, Incorporated financial advisors to its 2022 Best-In …
Ella Jane Drazek
IA 11/19/2024 - 12/10/2024 FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 Philadelphia, PA EMPLOYMENT HISTORY Employment Dates Employer Name Position Investment …
Mnth Index Collateral - FAA REGISTRY
10420 we florida financial credit union 1044L FITCH MARK BOS 07/14/2023 1044L THOMAS CAROL A
Lena Amani Syed - SEC
IA FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 02/09/2024 B TRINITY WEALTH SECURITIES, L.L.C. CRD# 104348 05/14/2024 QUALIFICATIONS Is this representative …
JASON MICHAEL LOMBARDO - Financial Industry Regulatory …
JASON M. LOMBARDO CRD# 5146384 Currently employed by and registered with the following Firm(s): WELLS FARGO ADVISORS 316 S BAYLEN ST STE 509 5TH FL PENSACOLA, FL …
Development Review Committee Meeting Review Notes D
Feb 26, 2025 · Jason Mickool, jasonmickool@floridafa.com . Rich Badders introduced this project to build a 3unit multi-family property with 7 parking spaces- , totaling approximately 5,000 sf . …
Nathan Sterijevski - SEC
IA FLORIDA FINANCIAL ADVISORS, LLC CRD# 288811 09/14/2022 B TRINITY WEALTH SECURITIES, L.L.C. CRD# 104348 01/11/2023 QUALIFICATIONS Is this representative …
Nathan Sterijevski - Financial Industry Regulatory Authority
FLORIDA FINANCIAL ADVISORS, LLC 800 N Magnolia Ave Suite 1650 Orlando, FL 32803 CRD# 288811 Registered with this firm since: 09/14/2022 IA TRINITY WEALTH SECURITIES, …
John Buchanan Gangloff
FLORIDA FINANCIAL ADVISORS, LLC 6550 W Hillsborough Ave 3rd Floor Tampa, FL 33634 CRD# 288811 Registered with this firm since: 10/20/2020 IA TRINITY WEALTH SECURITIES, …
Jocelyn Sullivan
Wealth Advisors Financial Consultant Y Orlando, FL, United States 02/2022 - Present Trinity Wealth Securities, LLC Registered Representative Y Orlando, FL, United States 01/2022 - …
Gregory Hughes Gnade
FLORIDA FINANCIAL ADVISORS, LLC 100 South Broad Street Suite 1801 Philadelphia, PA 19110 Firm Name: Main Address: Firm ID#: TRINITY WEALTH SECURITIES, L.L.C. 104348 …
Bradley Gerard Sonnier
FLORIDA FINANCIAL ADVISORS, LLC 901 Ponce De Leon Blvd Suite 600 Coral Gables, FL 33134 CRD# 288811 Registered with this firm since: 05/07/2021 IA TRINITY WEALTH …
JASON KARON HULST - Financial Industry Regulatory Authority
JASON KARON HULST Section Title Report Summary Broker Qualifications ... B Florida Agent Approved 12/14/2021 ... B 07/2002 - 01/2008 H&R BLOCK FINANCIAL ADVISORS, INC. …
Claim Handling Code of Ethics - Florida Department of …
deemed to be a public service, and the Florida legislature has set in place several ethical rules to help protect the public. These rules are found in Florida Administrative Rule 69B‐220.201. ...
2019 ANNUAL REPORT - CFP Board
to weather the storm. They rely on their financial planners to help them understand what is happening and make sound financial decisions. Ensuring that our profession is able to meet …
JASON A ROBERTS - Financial Industry Regulatory Authority
JASON A ROBERTS Section Title Report Summary Broker Qualifications ... BMO HARRIS FINANCIAL ADVISORS, INC CRD# 137115 CHICAGO, IL 07/2014 - 03/2021 IA BMO …
Azriel Platt
FLORIDA FINANCIAL ADVISORS, LLC 6550 W Hillsborough Ave Suite 130 Tampa, FL 33634 CRD# 288811 Registered with this firm since: 07/20/2023 IA TRINITY WEALTH SECURITIES, …
Florida Financial & Professional Services - FloridaJobs.org
of finance and insurance. Florida’s proximity to Latin America and the cultural ties of its residents to the region have helped position the state as an international banking center. The Financial …
Frederick A Poole
05/2024 - 02/2025 Florida Financial Advisors Financial Consultant Y Tampa, FL, United States 01/2024 - 04/2024 Unemployed Unemployed N Tampa, FL, United States 08/2023 - 12/2023 …
