Wealth Management Business

"Risk comes from not knowing what you're doing." — Warren Buffett. “The best investors do not target return; they focus first on risk and only then decide whether the projected return justifies taking each particular risk.” - Peter Bernstein. In investment, the risk is inevitable, but its severity and probability vary. The book empowers you to manage the risk to - 1) minimize the losses and 2) weigh the opportunity cost. Further, you can devise the framework and strategies to take on long-term investment success. The book is written to help you manage risk holistically. The risk could...

Do you avoid talking about money, especially with the people you love the most? Maybe you're the person who leaps into a financial discussion with no preparation or guidance, then wonders if you could have planned better. Imagine if you could finally approach the most important life savings conversations with confidence and clarity.

With more than 30 years of experience as a financial advisor, Randy L. Thurman has identified a tried and true path to wealth - as well as happiness. The key is to start - start from where you are today and get the right information to make sure you’re heading in the right direction.

Are you one of millions of people losing regular income? Do you need to start earning money from home and spending it wisely? Do you want to know why most of the 57 million US freelancers do not want to return to nine-to-five jobs? Have you ever dreamed to become a successful entrepreneur? Online livelihoods are a growing industry (15 percent in 2019), and in this audiobook, I’ll show you how you can create a sustainable income by working online and save thousands a year.

In Freedom Street, financial advisor and CEO Scott Danner shares lessons learned and insights gained from nearly two decades of managing assets, purchasing financial practices, and creating succession plans to ensure a future that is both prosperous and rewarding. He knows what it takes to effectively balance your goals to serve your clients, make an impact in your community, and make your next chapter count. Learn what Scott did to create a rich life now, live his legacy today, and own the future of his dreams.

Around 90 percent of small businesses fail every year. However, if you adopt this one simple mindset...you'll have a business built to thrive during the hardest times. A business built to survive anything life throws at you. A business people love to support, and in turn, a profitable business that supports you.

This is the go-to choice for anyone who wishes to generate multiple sources of income streams and attain financial freedom now and in the years to come. It assists you in discovering approaches and opportunities to bring in money that is solid and consistent and doesn’t even requires long working hours to figure out a way to earn livelihood. This book aims at devising strategies and ways to earn cash while you rest or while you’re spending quality time with your family and loved ones.

Financial Wellness and How to Find It takes finance out of the business pages and into our personal lives. It tells us that the way we think about money has a lot to do with the way we think about ourselves, and the stories we believe about what we deserve. When you feel bad about money, it's hard to feel good about life. We focus on health and wellness as essential for happiness, but so often we choose to bury our heads in the sand when it comes to taking positive action over our finances.

Do you want to be a millionaire? The truth is, you don’t need luck or special privileges—all you need is the right information and the desire to succeed. That’s where Millionaire Mindset Mastery comes in. This audiobook will teach you everything you need to know about how money works and how to make it work for you. You’ll learn how to develop the habits of millionaires, attract prosperity into your life, and achieve success no matter what obstacles stand in your way. Once you have the millionaire mindset, everything else falls into place.

Tienes ante ti un viaje de 29 días en el que te reconciliarás con tu dinero y tu economía mirando tus números de una manera más humana, más cercana y más alineada contigo. Nieves Villena te ofrece la oportunidad de dedicarte un tiempo para desbloquear límites y creencias que te impiden seguir avanzando de forma saludable hacia tu felicidad económica. Así podrás vivir desde el equilibrio y construir una relación positiva contigo y con las personas que te rodean.

Having a good score can really improve you from a financial point of view; it can make you get better conditions and rates, it can give you the freedom you are looking for, and you can learn this even if perhaps no one before this book had taught you. The important thing when you want to improve your credit score is to follow the right information. If you follow the wrong things, bankruptcy is guaranteed.

Dive into the timeless wisdom of P.T. Barnum, reimagined for today's ambitious minds. In this innovative adaptation, Emmanuel Simms breathes new life into Barnum's classic principles of wealth and success. "The Art of Getting Money" offers a unique blend of historical insights and contemporary strategies, tailored for modern financial challenges.

Unique Insights on Risk and Reward "Higher math produces the wrong answer to nine decimal places, and computers spit out the wrong answer faster. Technology churns out astonishingly precise numbers even when they are terrifyingly inaccurate." Learn how to identify risks and opportunities. Identify a bank's most significant risks How to find the next big short Manage short positions Red flags for fraud "Fixed income" analysis that is as important for stocks as it is for bonds The leverage paradoxPraise for Risk "Unusually ambitious, instructive, and entertaining." The CFA Institute "Rare is ...

El más reciente libro del speaker y consultor financiero Walter Eyzaguirre para encontrar el equilibrio perfecto en tus finanzas. El dinero no da la felicidad, pero evita muchos momentos infelices. Por ello, ante el dilema financiero: ¿ahorrar o gastar?, Walter Eyzaguirre sabe que aprender a manejar el dinero no es una opción, sino una necesidad para conseguir tu mayor bienestar.

The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model.

A modern-day classic, The Richest Man in Babylon dispenses financial advice through a collection of parables set in the greatest and most fabulously wealthy city of ancient times - Babylon. Clason's famous "Babylonian parables" offer insights into - and solutions to - all kinds of personal financial challenges, and holds the secrets to acquiring wealth, keeping wealth, and earning more money.

Entrepreneurial success, wealth, and the dream life are more achievable now than ever, and Financial Freedom for Six-Figure Entrepreneurs shows entrepreneurs how to get there. Wealth expert and successful entrepreneur, Jennifer Vavricka has devised a proven and tested system that helps entrepreneurs build wealth, reduce taxes, and plan for retirement while living the lifestyle they desire now. In Financial Freedom for Six-Figure Entrepreneurs, she lays out an action plan to financial freedom in a few short years.

If you suspect that your current accounting is incorrect and/or inadequate to be of use in running your company, this book will help. Making Money Out of Thin Air will teach you to transform a “so-so” business into a profit-making machine!

Learn How to Combine the Transformative Power of Thinking Like a Millionaire and Setting up Multiple Low-Risk Passive Income Streams It’s time to achieve unprecedented financial freedom and build lasting success with this 2-in-1 guide that will show you how! Within these chapters, you'll embark on a life-changing exploration of two pivotal areas: developing the mindset of the wealthy and harnessing the power of passive income streams. This dynamic combination provides you with the successful roadmap to unlock your true wealth potential and create a financially free life.

Everyone dreams about having their own financial freedom. They want to be able to do the things they want and be their own boss without having to worry about debt keeping them down. But Americans live in a consumer society, and most people are strapped down with jobs they do not like so that they can pay off their debt. Discover how to gain the financial freedom that you are looking for in 11 simple steps with this easy-to-follow guide.