This book by Cam Marston (a speaker and researcher on generational trends with a focus in financial services) examines how to apply some of the research on the three biggest generations (Baby Boomers, Gen X, and Gen Y) in the context of financial advisory firms.
This book provides an interesting look at the investment experiences of the famous economist John Maynard Keynes. While Keynes ultimately died a rather wealthy man (a net worth of approximately $22 million in today's dollars) as a result of his investment success, his path was not without challenges.
£45.00Original price was: £45.00.£40.00Current price is: £40.00.
This book by the Heath brothers takes a deep dive into how our brains make decisions, the ways we make mistakes in our decisions, and how to fix these issues. While to some extent you might frame this as a “behavioral finance” book, the reality is that “Decisive” is not just a bunch of theory and research about the dumb…
Written by David Grau, founder of FP Transitions (which has facilitated more than 5,000 valuations of advisory firms and over 1,200 transactions), this book details Grau's accumulated views, wisdom, and experience about how best to execute a succession plan in an advisory firm — a notable topic given the demographics of today's financial advisors, especially there is still a remarkable…
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This book by the Heath brothers takes a deep dive into how our brains make decisions, the ways we make mistakes in our decisions, and how to fix these issues. While to some extent you might frame this as a “behavioral finance” book, the reality is that “Decisive” is not just a bunch of theory and research about the dumb…
The premise of the book is that most businesses are not actually started by entrepreneurs who set out to build a business; instead, businesses are started by technicians who enjoy doing the work of the business, and decided to create a business around what they do. Yet as a result, most small businesses fail, because the technicians have skills at…
