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Sell Less, Earn More


Sell Less, Earn More

Author: Chip Kessler

language: en

Publisher: Simon and Schuster

Release Date: 2025-03-18


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Never sell to a stranger again, and double your income in ninety days… by simply serving people you already know. Are you tired of cold calls and the constant pressure of chasing new leads? In Sell Less, Earn More discover a revolutionary approach to sales that transforms how you do business. Instead of transactional encounters with strangers, learn how to double your income by deepening relationships with people you already know. This book is your cure for the common cold call. Imagine never having to pitch to a stranger again. Instead, what if you could naturally attract more business and boost your income by focusing on genuine connections with your existing network? Key Takeaways: Intuitive Approach: Replace stressful cold calls with nurturing existing relationships. Effortless Growth: Learn how serving, not selling, leads to increased income and faster business growth. Authentic Connections: Stop being transactional and start creating meaningful relationships that benefit both parties. Time Efficiency: Make more money in less time by focusing on people you already know and trust. Say goodbye to the exhausting cycle of selling to strangers. Embrace a new way of doing business where serving your current network not only feels better but also pays off significantly. Transform your sales strategy and watch your income soar in just ninety days with Sell Less, Earn More.

Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide


Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide

Author: Jeffrey H. Rattiner

language: en

Publisher: John Wiley & Sons

Release Date: 2009-04-27


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The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

A Fast Track to Structured Finance Modeling, Monitoring, and Valuation


A Fast Track to Structured Finance Modeling, Monitoring, and Valuation

Author: William Preinitz

language: en

Publisher: John Wiley & Sons

Release Date: 2009-02-17


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This book is designed to start with simple examples that progressively develop the reader's confidence to take on more complex tasks. There is very little theoretical discussion about computer science, operations research algorithms, mathematics, or finance. The thrust of the book is to teach the reader to break complex tasks down into simple tasks. It then looks to implement those simple tasks into VBA code using a critical subset of the features of the language. The tentative contents is: (1) Why? What? Who? Where? and How? (2) Common Sense (3) Securitizing A Loan Portfolio (4) Understanding the Excel Waterfall (5) Designing the VBA Model (6) Laying the Model Groundwork (7) Recorded Macros: A First Look at the VBA Language (8) Writing Menus: An Introduction to Data, Ranges, Arrays, and Objects (9) Controlling the Flow of the Model (10) Building Messaging Capabilities (11) Designing the Model’s Reports (12) Main Program and Menus (13) Writing the Collateral Selection Code (14) Calculating the Cash Flows (15) Running the Waterfall: Producing Initial Results (16) Debugging the Model (17) Validating the Model (18) Running the Model (19) Building Additional Capabilities (20) Documentation of the Model (21) Managing the Growth of the Model (22) Building Portfolio Monitoring Model (23) Valuation Techniques: How do we Determine Price? (24) Challenging Times For the Deal (25) Parting Admonitions