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5 Levels of Rapport
Author: Michael Lovas
Format: Electronic, 39 Pages
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Many professionals know "about" rapport, but few know how to actually build it on purpose. This simple, logical workbook shows you the easy-to-use, step-by-step process for scientifically and systematically building a meaningful bond with just about anyone. It's easy, just follow the levels and they will lead you to a trusting, profitable business relationship.
85 Million Dollar Tips for Financial Advisors
Author: Maribeth Kuzmeski
Format: Soft Cover, 90 pages
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In this practical, down-to-earth book, Maribeth Kuzmeski has packed proven, time-tested marketing ideas that will help you reel in new clients and solidify your relationship with current ones.
A Matter of Trust
The Importance of Personal Instructions
Author: Peggy R. Hoyt & Candace M. Pollock
Format: Soft Cover, 142 Pages
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A Matter of Trust is a book for everyone — especially if you care about what happens in the event of your disablity and to your legacy in the event of your death. The book identifies the types of legal planning directives most people require, including: wills, trusts, powers of attorney, healthcare, living wills and memorial instructions. It describes when, where and how to create personal instructions to properly guide your successors in the event of your disability and at the time of your death.
Accountants as Wealth Managers
The New Paradigm for Providing Financial Services
Author: Russ Alan Prince, Douglad D. Wright & Richard C. Urbealis, Jr.
Format: Soft Cover, 131 Pages
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This book uses extensive industry research, coupled with the authors' experience working with CPA firms, to show why wealth management is the wave of the future for any financial services firm that wants to connect with affluent clients and be successful. The authors encourage these firms to act sooner, rather than later, to enjoy a measurable competitive advantage.
Advanced Planning with the Ultra-Affluent
A Framework for Professional Advisors
Author: Russ Alan Prince & Richard L. Harris
Format: Hard Cover, 180 Pages
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The ultra-affluent, individuals who have a net worth of at least $25 million, are the rara avis of private clients. With a range of tax issues and financial options to contend with, they are increasingly dependent on professional advisors to help them clarify and achieve their personal and financial agendas.
Beyond Success
Building a Personal, Financial and Philanthropic Legacy
Author: Randall J. Ottinger
Format: Hard Cover, 329 Pages
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More than any other book on the intersection of wealth, family, charity and personal fulfillment, Randall J. Ottinger's Beyond Success: Building a Personal, Financial, and Philanthropic Legacy convincingly illuminates the challenges faced by all who struggle with how best to transform their material success into lives that will bring personal fulfillment to themselves, their families, and their heirs, as well benefit to the wider world around them. It provides an entirely new framework for thinking about how, at the prime critical junctions over a wealth-generator's lifetime, he or she can confidently deal with those challenges in ways that bring lasting satisfaction.
Captivating the Wealthy Investor
The Guide to Identifying, Meeting and Cultivating the Invisible Rich
Author: Bryce Sanders
Format: Hard Cover, 212 Pages
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Captivating the Wealthy Investor has been written to enable Financial Advisors to efficiently develop a High Net Worth clientele by becoming part of the fabric of their community and developing personal relationships with the wealthiest 2-5% of the population within your market.
BONUS: Interview With the Author (CD) Included
Careers in Fundraising, The Complete Guide
Author: Margaret M. Holman and Jeanne Sigler
Format: Soft cover, 88 pages
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In eight chapters, co-authors Margaret Holman and Jeanne Sigler present job opportunities, types of positions and job descriptions, salary negotiation information, suggestions for breaking into the profession and advancing, and an outlook for a career in fund raising. Three career snapshots and a reference list complete the book. Recommended for those who are considering a career in fund raising for nonprofit organizations, or those who are advancing in the profession.
econAmerica
Why the American Economy is Alive and Well
Author: Jeff Thredgold
Format: Hard Cover, 212 pages
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With EconAmerica, author Jeff Thredgold sets the record straight by debunking some of today's most common econmic myths -- many of which have been perpetuated by the media -- and presents a balanced picture of the U.S. Economy and where it may be headed.
Estate Planning to Die For
An Insider's Guide For Financial Professionals
Author: Sally Mulhern, J.D.
Format: Soft Cover
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Whether you are an:
- investment advisor
- financial planner
- accountant
- charitable development advisor
- trust officer
this book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.
For Women By Women
Financial Passages
Author: Barbara Culver
Format: Soft Cover, 192 Pages
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The motivation for writing the book was to give women the guidance necessary to financially empower themselves. This 192-page paperback covers important topics such as:
- Couplehood and Parenthood
- Planning for Children with Special Needs
- Career and Retirement
- Divorce
- Widowhood
- Estate Planning
- Philanthropy
Giving: Philanthropy for Everyone
Practical Answers From America's Foremost Charitable Planning Authorities
Author: Robert A. Esperti, Renno L. Peterson and Barbara A. Culver
Format: Hard Cover, 416 Pages
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Giving is the product of an extensive research and writing project that involved the knowledge, ideas, and expertise of 80 of the most talented charitable planning authorities - including accountants, attorneys, and financial advisors. Their research focused on the most important questions that their clients ask of them and the answers they give to help clients create meaningful charitable giving plans that also incorporate family, financial, retirement, estate, and business planning goals.
Inspired Philanthropy
Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy
Author: Tracy Gary with Nancy Adess
Format: Soft Cover, 308 pages
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With practical, step-by-step information, this third edition shows how everyone can align and integrate values, passions, and dreams for their communities and families into their plans. It explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help donor partners with advisors for inspired outcomes. Whether you are a donor, an advisor, or a nonprofit, Inspired Philanthropy helps you with inspired, clear, and thorough giving and legacy planning.
Major Donor Fundraising
Author: Margaret B. Holman and Lucy Sargent
Format: Soft cover, 176 pages
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Funding from major donors can mean the difference between a charity's success or failure, yet many of us don't set aside the time or resources to find and build relationships with the people whose financial support matters the most. Illustrated with comprehensive case studies and sample correspondence, this book offers practical, step-by-step advice about how to go about getting - and, most importantly, keeping - major donors.
Molecular Investment Consulting For Philanthropies
A Holistic Approach for Nonprofit Management
Author: Roger Matloff and Richard Ehrlich
Format: Hardcover, 196 pages
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Provides nonprofit board members, management or anyone interested in the investment performance of a nonprofit with an essential understanding of today's key issues.
The Quest
For Long LIfe, Health and Prosperity
Author: Steve Vernon
Format: DVD, Workbook
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Action steps to take in your 40s, 50s and 60s that will profoundly impact your quality of life in your 70s, 80s, 90s and beyond!
We Gave Away a Fortune
Stories of People Who Have Devoted Themselves and Their Wealth to Peace, Justice and the Environment
Author: Anne and Christopher Ellinger (formerly Anne Slepian and Christopher Mogil)
Format: Paper Back, 182 pages
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We Gave Away a Fortune mixes stories, exercises and theme chapters into a provocative handbook for re-thinking our society's mindless quest for wealth, power and privilege. It helps us all, rich and poor, reconsider the role of money in our lives, culture and economy.
Wealth in Families
Author: Charles W. Collier
Format: Paperback 110 pages
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The ultimate book of "why" questions surrounding family wealth and its effect on families.
Welcome to Philanthropy
Resources for Individuals and Families Exploring Social Change Giving
Author: Anne and Christopher Ellinger (formerly Anne Slepian and Christopher Mogil)
Format: Paper Back, 50 pages
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Booklet by Anne and Christopher Ellinger, for the National Network of Grantmakers. Includes pithy guidance and links to extensive resources for engaging with others in philanthropy.
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