Influential advisor media (33 Ergebnisse)

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paperback. Zustand: Good. Spine is slightly tweaked/bent. In otherwise great condition with minimal/no other wear, crisp & clean interiors showing unmarked text, and firm binding of the text block. A good reading copy.

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Taschenbuch. Zustand: Neu. Neuware - Most financial plans do not fail because they are wrong. They fail because they are never fully implemented. Andreas Wilder has spent over two decades advising families through market cycles, career transitions, business exits, and retirement. Along the way, he noticed the same pattern again and again. Smart, disciplined, high-earning people were not stuck because they lacked information. They were stuck because nobody had given them a system for turning that information into action. The CLIMB Method is that system. Using the metaphor of mountain climbing, where the vast majority of accidents happen not on the way up but on the way down, Andreas walks readers through a practical framework for building a financial plan that actually gets executed and sustained. You will learn how to create a financial model that reflects your real life, cut through the information overload that keeps so many people frozen in research mode, and close the gap between knowing what to do and actually doing it. The book also tackles the specific challenges facing dual-income, high-earning couples, sometimes called HENRYs, who often out-earn their peers but still feel far from financially free. And it goes beyond the accumulation years to address what Andreas calls the descent, the often-overlooked work of managing wealth through retirement itself. Written for professionals who have already done the research and are tired of feeling stuck, The CLIMB Method offers a clear-eyed, structured path forward. It is not a book of clever investment tricks. It is a guide to building the systems, partnerships, and habits that make a financial plan actually work in real life.…

Softcover/Taschenbuch. Zustand: Neu. Your firm is growing. Your clients are happy. So why does the bottom line barely move? Most professional services firms are built by people who are exceptional at the work and were never taught how the money side runs. Owners put in longer hours, take on more clients, and still wonder where the profit went. In From Expertise to Enterprise, fractional CFO Arron Bennett shows firm owners how to close the gap between technical skill and financial strategy. Drawing on his work with more than 600 businesses, Bennett explains how the modern CFO has moved from back-office number cruncher to strategic partner, and how you can apply that thinking in your own firm, whether or not you have a CFO. He walks through the key numbers that actually drive profit, how to structure pay and bonuses so your team's incentives match your goals, and how to hire for revenue potential instead of simply filling seats. You will also see why billing by the hour holds so many firms back, and how fixed fee, value-based, retainer, and tiered pricing can raise margins without losing clients. A full chapter on positioning your firm for sale shows what buyers look for, from recurring revenue to documented systems, so you build an asset worth owning whether or not you ever sell. Real-world examples, including a marketing agency that doubled its profit margins and passed $10 million in revenue, show these ideas at work. The book also covers the pitfalls that quietly drain profit, with practical guidance on managing risk. The book offers a practical framework rather than a quick fix. It was written for owners of cybersecurity firms, agencies, law practices, consultancies, and other service businesses who want predictable profit and a company that can run without them in the room. If you are tired of working harder and keeping less, this book gives you the financial roadmap to turn your expertise into a profitable, scalable, valuable enterprise. Sprache: Englisch Gewicht in Gramm: 162.…

Softcover/Taschenbuch. Zustand: Neu. Every great journey starts with a story.Too many financial conversations start with a focus on the numbers. The Open Road starts somewhere else-with your story, the people you love, and your goals.In The Open Road, Cory Christiana uses the metaphor of a cross-country road trip to guide you through one of life's most important journeys: building toward a plan that reflects the life you want to live.Drawing on his family's road trips and experience in helping people move through the stages of wealth, from instability to independence, Cory shows how to go beyond numbers-only planning toward a values-driven approach that connects money with meaning.Introducing the LEAP FrameworkAt the heart of the book is the LEAP framework, a four-phase approach designed to bridge the gap between where you are and where you want to be: - Listening to your story- Exploring your goals- Aligning your wealth- Progressing togetherInside, You Can Explore: - Where you stand on your financial journey- Your vision for the next ten years- Building a legacy that reflects your valuesThe book includes a companion Open Road Travel Guide, a set of practical exercises designed to surface your values and goals for the road ahead.Whether you are just starting to think about your financial future or you have been on the road for years, The Open Road offers a refreshingly human approach to aligning your wealth with your life. Sprache: Englisch Gewicht in Gramm: 167.…

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