Retirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios. Examines how portfolios should be prepped in advance so that the transition from «working» portfolio to retirement portfolio is smooth and seamless Outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.
Practical advice from some of today's top early stage investors and entrepreneurs TechStars is a mentorship-driven startup accelerator with operations in three U.S. cities. Once a year in each city, it funds about ten Internet startups with a small amount of capital and surrounds them with around fifty top Internet entrepreneurs and investors. Historically, about seventy-five percent of the companies that go through TechStars raise a meaningful amount of angel or venture capital. Do More Faster: TechStars Lessons to Accelerate Your Startup is a collection of advice that comes from individuals who have passed through, or are part of, this proven program. Each vignette is an exploration of information often heard during the TechStars program and provides practical insights into early stage entrepreneurship. Contains seven sections, each focusing on a major theme within the TechStars program, including idea and vision, fundraising, legal and structure, and work/life balance Created by two highly regarded experts in the world of early stage investing Essays in each section come from the experienced author team as well as TechStar mentors, entrepreneurs, and founders of companies While you'll ultimately have to make your own decisions about what's right for your business, Do More Faster: TechStars Lessons to Accelerate Your Startup can get your entrepreneurial endeavor headed in the right direction.
Do you consider yourself a hunter? If you have you ever dated, played sports, or held a job, then your answer should be yes. We are always hunting—trying to track down and take the things we want, the things that will make our life bigger, better, safer; more satisfying, exciting, and just plain fun. In The Hunt, serial entrepreneur, hunter, and OutdoorHub founder David Farbman offers a way of thinking about work, life, and our connection with the world based upon the ancient discipline of hunting. The Hunt will inspire anyone striving for more to think like hunters—with poise, concentration, and skill; to identify their targets; and, with focus, determination, and satisfaction, to achieve those goals. Specifically, The Hunt shows how to: Get a bigger, clearer picture of your life and goals, and discover things about yourself and your ability that you’ve never noticed or seen before Gain the hunter’s special skills at observation and perception, to understand your environment; Learn “predatory consciousness” – the full understanding of your prey, whether business partners or competitors, so you can predict their actions; Harness and leverage every opportunity to obtain your desired outcomes and inspire your best thinking Fully understand where to pick battles, and where not to “hunt” at all. The principles of The Hunt will give you a clearer, sharper lens for seeing the world and shaping your role in it. You’ll make better decisions, form stronger alliances, build better strategies, target bigger wins, and uncover more opportunities. Best of all, you will become a true hunter when you know who you are, what you want, and how to get what you’re hunting for.
An urgent wake-up call—and radical action plan—for business leaders everywhere While it focuses primarily on Canadian business, this important book shares valuable insights of benefit to transformational business leaders everywhere. Without sugar coating his message, author R. Douglas Williamson, head of the prestigious consultancy, The Beacon Group, points to complacency, lack of leadership sophistication, and an inward focus as the chief reasons why Canadian companies are at risk of falling behind the rest of the world. Issuing an urgent call to action, Williamson helps leaders understand the four principle challenges facing the modern leader and describes the eight essential leadership competencies required to navigate the future. He provides powerful strategies, tools and techniques for how to reframe thinking about leadership and reform leadership strategies. Case Studies from The Beacon Group’s wide and diversified client base include The Four Seasons, Scotiabank, Nortel Networks, Research in Motion, The Hudson’s Bay Company, Export Development Canada, Holt Renfrew, and many others. An impassioned call to action for leaders everywhere combined with practical advice and tools to help leaders take up the responsibility of transformational leadership during a period of unprecedented change and monumental global challenges. One of the rare books to focus on Canadian business and business leadership, it explains why that country's competitiveness is in serious jeopardy and what can be done about it.
The businessperson's guide to saying what needs to be said and asking questions that need to be asked In the business world, the first step to great results is good communication. Talk Lean uses original research and a fresh approach to teach businesspeople how to say difficult things and ask difficult questions in a way that is positive, effective, and comfortable for everyone involved. You'll learn how to begin meetings and conversations in a way that is succinct, empathetic, and effective, while putting people in a positive and receptive frame of mind. You'll learn how to listen and respond during meetings to maximise both productivity and empathy and how to close meetings in positive ways that lead to great results. Offers proven techniques for improving communication and making an impact professionally Written by Alan Palmer, head of Interactifs UK, which offers communication coaching to major corporate clients Ideal for executives, team leaders, entrepreneurs, and anyone whose success depends on great communication
Practical advice for making the shift to your first leadership position The number of people who will become first-time supervisors will likely grow in the next 10 years, as Baby Boomers retire. Perhaps the most challenging leadership experience anyone will face isn't one at the top, but their first promotion to leadership. They must deal with the change and uncertainty that comes with a new job, requiring new skills, and they've been promoted from peer to leader. While the book addresses the needs of any manager, supervisor, or leader, it pulls from the best leadership and management thinking, and puts the focus on the difficulties that new leaders experience. Includes practical information for new managers who must supervise friends and former peers Authors are expert consultants who work with leaders at all levels Shows how to adopt the mindset of a leader, including: communicating change, giving feedback, coaching employees, leading productive teams, and achieving goals This much-needed book can help new leaders get beyond the stress and fear to focus on becoming the most effective leader they can be-starting right now.
Customers have radically changed the ways they interact with businesses, and today's organizations need to adapt Is your company prepared for the Gen D future, or is it heading toward life support? A lot of companies across the globe are going to die over the next few years, not because of macroeconomic stress, but because there is an emerging generation that is radically changing the rules of customer engagement. In Build For Change, Pegasystems CEO Alan Trefler shows exactly what companies can do to turn the coming «customerpocalypse» into one of the biggest business opportunities of the decade. The newest generation of consumers is turning customer relationship management on its head. Build For Change highlights the revolutionary changes to business, marketing, and technology practices that are needed to survive and thrive in these unforgiving times. Readers will learn how businesses are increasingly relying on new forms of customer engagement, and how one customer's experience—whether good or bad—can alter a company's reputation with the click of a mouse. With practical insight from a leader in customer engagement, this book serves as a timely wakeup call to companies that have not yet embraced the digital future. Traditional marketing is becoming increasingly irrelevant, and businesses must become more customer-centric while taking a completely different approach to adopting and using technology. Build For Change outlines exactly what can—and must—be done to ensure sustainable success in the new digital era: Relate to the new generation of consumers, and understand their preferences and demands Stop obsessing about mountains of data, and instead apply business-driven continuous improvement to customer processes Learn how to overcome the fatal flaws of current technology fads Rethink organizational roles to drive adaptive and transformative innovation Consumers have more options than ever before, and ensuring customer loyalty in the modern market means knowing exactly what the customer wants and how to deliver it brilliantly. Build For Change provides actionable guidance for engaging this new connected consumer.
Industry luminary Robert Pozen offers his insights on the future of U.S. finance The recent credit crisis and the resulting bailout program are unprecedented events in the financial industry. While it's important to understand what got us here, it's even more important to consider how we should get out. While there is little question that immediate action was required to stabilize the situation, it is now time to look for a long-term plan to reform the United States financial industry. That is where Bob Pozen comes in. Perhaps more than anyone in the industry, Pozen commands the respect and attention of the public and private sector. In this timely guide, he outlines his vision for the new financial future and provides actionable advice along the way. To Pozen, there are four high-priority problems that must be addressed, and this book puts them in perspective Analyzes alternative models for government stakes in banks Recommends a new board structure for large financial institutions Examines the importance of broader Fed jurisdiction over systemic risks Proposes a way to revive the securitization of loans With Too Big to Save, you'll learn the likely future of the finance industry and understand why changes have to be made.
An actionable guide for quickly improving one's wealth, personal development, and happiness Successful people don't sit around waiting for everything to be «100%» right or to be «absolutely sure» they will succeed. They don't need absolute assurance, because they realize life doesn't provide any. To get what they want out of life, they set specific goals and put together a formal plan to achieve those goals, one step at a time. Successful people know that the cost of failure is modest compared to that of inaction. Failure means they are smarter the next time. Inaction means there is no next time-there's only a lifetime of regret. In The Pledge: Your Master Plan for an Abundant Life, author Michael Masterson reveals how to become successful-and not just financially, but in every area of life. The book Offers simple tips to making immediate changes and to establishing long-term goals Details strategies on becoming more productive at the office and defeating depression Explains why simplifying goals into four major ones makes them much easier to achieve The Pledge teaches readers how to start and finish projects they have been dreaming about for years, boost confidence, strengthen skills, build wealth, and enjoy life.
Imagine if your best just got better every single day In Your Best Just Got Better, productivity expert Jason Womack teaches readers that working longer hours doesn't make up for a flawed approach to productivity and performance. Workers need to clarify their habits, build mindset-based strategies, and be proactive. Womack's signature «workplace performance» techniques offer specific strategies to consistently and incrementally improve performance. Readers will: Understand the fundamentals of workflow and the principles of human performance Arm themselves with the tools and the processes to get more of their work done, on time, with fewer resources, and with less stress Making your best better won't happen overnight, but learning how to effectively manage just a few critical success factors lead to an effective workday and an overall successful professional career.