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Book
Financial advice markets
Author:
ISBN: 0833093819 9780833093813 Year: 2015 Publisher: Santa Monica Rand Corporation


Book
Chasing stars : the myth of talent and the portability of performance
Author:
ISBN: 9780691154510 0691154511 9780691127200 0691127204 9786612569159 1282569155 1400834384 9781400834389 9781282569157 6612569158 Year: 2012 Publisher: Princeton, N.J. Princeton University Press

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Abstract

It is taken for granted in the knowledge economy that companies must employ the most talented performers to compete and succeed. Many firms try to buy stars by luring them away from competitors. But Boris Groysberg shows what an uncertain and disastrous practice this can be. After examining the careers of more than a thousand star analysts at Wall Street investment banks, and conducting more than two hundred frank interviews, Groysberg comes to a striking conclusion: star analysts who change firms suffer an immediate and lasting decline in performance. Their earlier excellence appears to have depended heavily on their former firms' general and proprietary resources, organizational cultures, networks, and colleagues. There are a few exceptions, such as stars who move with their teams and stars who switch to better firms. Female stars also perform better after changing jobs than their male counterparts do. But most stars who switch firms turn out to be meteors, quickly losing luster in their new settings. Groysberg also explores how some Wall Street research departments are successfully growing, retaining, and deploying their own stars. Finally, the book examines how its findings apply to many other occupations, from general managers to football players. Chasing Stars offers profound insights into the fundamental nature of outstanding performance. It also offers practical guidance to individuals on how to manage their careers strategically, and to companies on how to identify, develop, and keep talent.


Book
The client-centred financial adviser
Author:
ISBN: 1909116254 1909116246 9781909116252 9781909116245 Year: 2015 Publisher: [Alcester]

The million-dollar financial services practice
Author:
ISBN: 1281128201 9786611128203 0814409687 9780814409688 9781281128201 0814480527 Year: 2008 Publisher: New York AMACOM

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Abstract

Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract millionaire clients.


Book
Madoff Ponzi scheme
Authors: ---
ISBN: 1614702004 9781614702009 9781616681654 1616681659 Year: 2010 Publisher: New York


Book
Investment management in Boston
Author:
ISBN: 1613763344 9781613763346 9781625341037 9781625341020 1625341024 1625341032 Year: 2014 Publisher: Amherst University of Massachusetts Press


Book
Practicing financial planning : for professionals and CFP aspirants
Authors: --- --- ---
ISBN: 9386062038 938606202X 9789386062024 9789386062031 9789386042859 Year: 2016 Publisher: Los Angeles, [California] : SAGE,

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Abstract

The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning set this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP designation aspirants.

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