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


Book
The professional financial advisor II : how the financial services industry hides the ugly truth
Author:
ISBN: 1897178298 9786610911370 1280911379 1459308379 1897415737 9781897415733 9781280911378 Year: 2006 Publisher: Toronto : Insomniac Press,

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Abstract

Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives.


Book
Liability of asset managers
Authors: ---
ISBN: 9780199608737 0199608733 Year: 2012 Publisher: Oxford : Oxford University Press


Book
Chasing stars : the myth of talent and the portability of performance
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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

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