The Only Guide You'll Ever Need for the Right Financial Plan - Managing Your Wealth, Risk, and Investments

• Expected returns
• Volatility
• Distribution of returns
• Diversification potential
• Fees
• Trading and operating expenses
• Liquidity
• Tax efficiency
• Account location
• Role in an asset-allocation program 

Create an Army of Advocates for You and Your Business

Word-of-mouth, person-to-person connections matter more to your success than all the hard-sell strategies in the world. This ingenious self-marketing guide by America's #1 “Referral Guru” reveals surefire secrets that will help you to identify, and successfully meet, hundreds of high-quality referrals. Without spending a dime, you can shorten your sales cycle, increase your profits, and expand your network of friends and contacts--by giving them something to talk about. You will discover

• The 7 Deadly Referral Mistakes and How to Avoid Them
• 12 Ways to Get Great Prospects Calling You
• 10 Social Prospecting Ideas That Generate Referrals
• 6 Tactics for Stronger Introductions
• PLUS the 4-Point VIPS MethodTM for Asking for Referrals

Whether you're a small business owner, self-employed worker, or company salesperson, referrals are the most inexpensive and effective way to drum up business. With Cates' techniques, you can establish a real name for yourself by making more connections, and more money, than you ever thought possible.

“I dare you to read this book and not come away with a dozen or more ideas you can put to use immediately.” -Gerhard Gschwandtner, publisher, Selling Power magazine

In these difficult times, there's only one proven path to ridiculous amounts of money: Cheating. Everyone's doing it—from sleazy CEOs to 'roided-up home run kings, silicone-enhanced starlets, and backroom-dealing congressmen—so why not you? Get Rich Cheating is your definitive guide to the illegal, immoral, and fun, detailing the schemes that have proven time and time again to generate more cash than God, Google, and the Treasury combined.

No one ever bought a fleet of Bentleys with hard work, perseverance, and honesty. Simply by purchasing this book, you've already done more than most "ethical" people dare. Open it, savor the moment, and inhale deeply in the musk of your impending wealth—it's time to Get Rich Cheating.

Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy.

Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor.

• Explains the different types of savings accounts and retirement plans
• Offers insights on managing and funding your retirement accounts
• Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle
• Addresses essential estate planning and gifting issues

In How a Second Grader Beats Wall Street, you'll follow the story of Kevin Roth, an eight-year-old who was schooled in simple approaches to sound investing by his father, seasoned financial planner Allan Roth, and discover exactly how simple it can be to become a successful investor. Page by page, you'll learn how to create a portfolio with the widest diversification and lowest costs; one that can move up your financial freedom by a decade and dramatically increase your spending rate during retirement. And all this can be accomplished by using some common sense techniques.

Along the way, Kevin and his dad discuss fresh, new approaches to investing, and detail some tried-and-true, but lesser known approaches. They also take the time to debunk the financial myths and legends that many of us accept as true, and show you what it really takes to build long-term wealth with less risk.

• Discusses how to design a portfolio composed of a few basic building blocks that can be "tweaked" to fit your personal needs
• Addresses how you can reengineer your portfolio in order to stop needlessly paying taxes
• Reveals how you can increase returns, regardless of which direction the market goes, by picking the "low-hanging fruit" we all have in our portfolios

To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business.

In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by:

• Establishing brand and reputational awareness
• Developing a differentiated value proposition
• Creating a “word-of-mouth” army
• Understanding your clients’ psychology
• Focusing on a niche segment of clients
• Building a sophisticated marketing campaign
• Writing an effective marketing plan
• Determining the ROI of your marketing spend

Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors.

Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business.

Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.