Expert advice on building an unshakable foundation as a financial advisor to the eliteThe revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an adviso...

"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 ...

An accessible guide to the essential issues of corporate financeWhile you can find numerous books focused on the topic of corporate finance, few offer the type of information managers need to help them make important decisions day in and day out.Value explores the core of corporate finance without getting bogged down in numbers and is intended to give managers an accessible guide to both the foundations and applications of corporate finance. Filled...

Investing strategies, market wisdom, and candid thoughts taken directly from Warren Buffett's annual letters to Berkshire Hathaway shareholders.Even in today's precarious stock markets, Berkshire Hathaway’s record of wealth creation continues to set new standards for successful, intelligent investing. Get the most insightful, canny, and candid thoughts from Warren Buffett's annual letters to Berkshire Hathaway shareholders in Buffett's Bites. L. J. Rittenhouse, a leading...

Learn the necessary habits that will help you become a successful investor!Especially after the wild ride that began in the fall of 2008, individual stock investing has become far more challenging. Think of a golf swing—hit it right and it goes far and straight, hit it wrong and you'll end up far off in the weeds. But—like much else in life—golf swings become habits when done right. Investing should be no different. What works should become habit, and each and ever...

Introduces a novel method for daily money managementPresents an alternative to budgeting that features real-time adaptability and continual flexibilityImproves awareness and control of financesEliminates the surprise factor when receiving bills for credit cards or other debtSimplifies decision making regarding all purchases or expenses, whether planned or unplannedProvides the ability to instantly determine the impact of all purchases or expenses on ...

Selling a business is complicated. You need a professional who can walk you through the minefield of details. Sunbelt Canada president Greg Kells has seen small business from every angle—as entrepreneur, partner, consultant, business broker and valuator. Over the many years he has been in business he has helped hundreds achieve their dreams. His Insider Tips on Selling a Business in Canada reveals the secrets of selling your business and getting what it'...

Can your business use a boost? Turnaround is a step-by step guide to revitalize any problem business.

Make a plan for wealth creation—and build your financial future with twelve action steps.Would you build or buy your dream home without a set of blueprints? Of course not. Then why would you go through life without a money blueprint?Your net worth today is based on everything you have done in your financial life, and if you want to become wealthy in the future, it will require you to make changes in everything you do in life today.My Own Financi...

Improving client outcomes with goals-based investingFinancial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients' long-term wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goals-based solutions.Choosing the right road is vital for sustaining and growing advisory businesses in the yea...

Saving for retirement is a difficult task, especially during these challenging economic times. Individuals who participate in their retirement plans are being charged billions in fees annually—and no one is looking out for their best interests—even though the laws say both plan sponsors and employers should be held responsible for acting in their employees’ best interests. The fact is that unless individuals are willing to stand-up and secure their financial future, they’re likely to face ...

If you are a business owner, you have spent countless hours growing your business and probably only dreamed of how you are going to cash out one day, but how?  Did you know that on average only 1 in 5 businesses placed on the market for sale, actually sell?  This statistic only stands to get worse as the flood of baby boomer business owners consider leaving their businesses.  Finding a holistic and unbiased solution is the single most important key to having a successful out...