Book picks similar to
Plateau to Pinnacle: 9 SECRETS OF A MILLION DOLLAR FINANCIAL ADVISOR by Erin Tamberella
finance
business
financial-advisor
sales
The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other RetirementPlans from Near Annihilation by the Taxman
Ed Slott - 2003
Through his simple 5-Step Action Plan, Ed Slott�s down-to-earth, clear-cut, and often humorous approach shows everyday investors how to distribute, roll over, withdraw, and secure their retirement savings (and their inherited nest eggs) against Uncle Sam.
Stock Investing for Canadians for Dummies
Andrew Dagys - 2003
Understand the essentials of stock investing, how to get started, and how to pick winners.
Confessions of the Pricing Man: How Price Affects Everything
Hermann Simon - 2015
Price is the place where value and money meet. From the global release of the latest electronic gadget to the bewildering gyrations of oil futures to markdowns at the bargain store, price is the most powerful and pervasive economic force in our day-to-day lives and one of the least understood.The recipe for successful pricing often sounds like an exotic cocktail, with equal parts psychology, economics, strategy, tools and incentives stirred up together, usually with just enough math to sour the taste. That leads managers to water down the drink with hunches and rules of thumb, or leave out the parts with which they don t feel comfortable. While this makes for a sweeter drink, it often lacks the punch to have an impact on the customer or on the business.It doesn t have to be that way, though, as Hermann Simon illustrates through dozens of stories collected over four decades in the trenches and behind the scenes. A world-renowned speaker on pricing and a trusted advisor to Fortune 500 executives, Simon s lifelong journey has taken him from rural farmers markets, to a distinguished academic career, to a long second career as an entrepreneur and management consultant to companies large and small throughout the world. Along the way, he has learned from Nobel Prize winners and leading management gurus, and helped countless managers and executives use pricing as a way to create new markets, grow their businesses and gain a sustained competitive advantage. He also learned some tough personal lessons about value, how people perceive it, and how people profit from it.In this engaging and practical narrative, Simon
leaves nothing out of the pricing cocktail, but still makes it go down smoothly and leaves you wanting to learn more and do more as a consumer or as a business person. You will never look at pricing the same way again."
Discussion Materials: Tales of a Rookie Wall Street Investment Banker
Bill Keenan - 2020
His spacious office looked out onto New York Harbor. “Bust,” said the vice president, a younger, douchier version of Widow’s Peak. He slashed his red ballpoint pen across the sheet and flipped to the next page. “Walk me through the debt paydown and your interest rate assumptions,” continued the VP. “Pretty dovish view. Maybe the Fed knows what they’re doing after all,” said Widow’s Peak. He shot a glance at the VP. They shared a chuckle—at what, I couldn’t tell you. This question about interest rates I knew: Dovish, I thought. Doves fly south for the winter, so dovish is downwards…low interest rates— “We’re running short on time,” said Widow’s Peak. He flipped to the cover page of my presentation. “One final point—all pitch decks should have the same title.” “Since this presentation was geared towards an LBO analysis I was thinking—” “No thinking. All decks—same title—Discussion Materials.” Noted.Discussion Materials gives the reader an honest look at Wall Street from someone in the trenches. After graduating from Columbia Business School, Bill Keenan joined Deutsche Bank’s investment banking division as an associate where despotic superiors (and the blinking red light of his BlackBerry) instilled low-level terror on an hourly basis. You’ll join him in his cubicle on the 44th floor of 60 Wall Street as he scrambles to ensure floating bar charts are the correct shade of orange and all numbers are left-aligned, but whatever you do, don’t ask him what any of it means. Leaning heavily on his fellow junior bankers and the countless outsourcing resources the bank employs, he slowly develops proficiency at the job, eventually gaining traction and respect, one deal at a time, over a two-year span, ultimately cementing his legacy in the group by attaining the unattainable: placing a dinner order on Seamless one Sunday night at work from Hwa Yuan Szechuan amounting to $25.00 (tax and tip included), the bank’s maximum allowance for meals—the perfect order.
The Elements of Scoring: A Master's Guide to the Art of Scoring Your Best When You're Not Playing Your Best
Raymond Floyd - 1998
The Elements of Scoring explains how paying attention to the way you play -- regardless of your level of skill -- will guarantee you fewer strokes, a better overall game, and at the end of the day, more fun. With a practical and encouraging touch, Raymond Floyd shares his vision of what makes a scorer and shows how you can become this most dangerous of opponents. Discover the ten mistakes amateurs make that pros never doLearn why the 6-foot putt is the most important shot in golfPlay to your strengths and hide your weaknessesBanish first-tee jitters and focus on the rest of your gameKnow when bogey can be a good score Golf is a game of mistakes: The secret to better golf lies in making fewer of them and making sure the ones you do make don?t prove too costly. With Raymond Floyd as your teacher, you are sure to shoot the lowest scores you can, day in and day out, playing the game like a true scorer.
Gotcha Capitalism: How Hidden Fees Rip You Off Every Day-and What You Can Do About It
Bob Sullivan - 2007
Iron-clad cell phone contracts you can’t get out of with a crowbar. Paying big bucks for insurance you don’t need on a rental car or forking over $20 a day for supposedly “free” wireless internet. Every day we use banks, cell phones, and credit cards. Every day we book hotels and airline tickets. And every day we get ripped off.How? Here are just a few examples of how big business can get you:• You didn’t fill up the rental car with gas?Gotcha! Gas costs $7 a gallon here.• Your bank balance fell to $999.99 for one day?Gotcha! That’ll be $12. • You miss one payment on that 18-month same-as-cash loan?Gotcha! That’ll be $512 extra.• You’re one day late on that electric bill?Gotcha! All your credit cards now have a 29.99% interest rate.But not for much longer. In Gotcha Capitalism, MSNBC.com’s “Red Tape Chronicles” columnist Bob Sullivan exposes the ways we’re all cheated by big business, and teaches us how to get our money back–proven strategies that can help you save more than $1,000 a year.
