Influential advisor media (191 Ergebnisse)

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Verlag: Influential Advisor Media, 2026
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In den Warenkorbpaperback. 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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Paperback. Zustand: new. Paperback. Most financial advice starts in the wrong place. It tells you to chase higher returns, trim your budget, or optimize your taxes, and it skips the one thing that connects all of it: how money actually moves through your life.John Fuller calls cash flow the Holy Grail of finance, and after more than thirty-five years advising families through every kind of market, he makes a strong case. You can't control what the market does. You can't control the economy. But you can control the flow of money in and out of your life, and that control is where real financial confidence comes from.In Cash Flow Matters, Fuller lays out a different way to think about wealth. Picture your money like water. Since the Great Depression, we've been taught to build dams, safe places to store what we earn. That made sense once. But a reservoir of savings does little good if you never learn to direct it. Fuller borrows from the Dutch, who mastered water not by damming it but by building canals and pumps that send it exactly where it's needed. Your finances, he argues, should work the same way.From there the book walks through the pieces of a well-run financial life and shows how they fit together. You'll learn why your real tolerance for risk rarely matches what you think it is, and why managing risk beats chasing returns over a long horizon. You'll see how spending, investing, protection, and giving can move in coordination instead of competing. And you'll find a practical way to connect your money to what you actually value, rather than to someone else's idea of success.Fuller writes the way he advises, in plain language, grounded in real client stories drawn from decades of work with first and second-generation wealth builders. There is no jargon here and no pressure to overhaul your life overnight. The approach is built on small, intentional steps.Whether you're early in your career, nearing retirement, or somewhere in between, Cash Flow Matters offers a clear and steady way to take hold of the part of your finances you can truly influence: the movement of your money. Most financial advice tells you to chase returns or trim your budget, and skips the one thing you can control: how money moves through your life. Cash Flow Matters shows you how to direct it with purpose and build real financial confidence. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.…

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Paperback. Zustand: new. Paperback. You did everything right. You worked hard, saved consistently, and built a career, a family, and a net worth most people only dream about. You are "on track." So why does it still feel like something is missing?If you are a successful pre-retiree or recent retiree, you may have run into an uncomfortable truth: becoming an expert at building wealth does not make you an expert at using it. Most people spend decades maximizing their money and underinvesting in the things that actually make life rich, like relationships, experiences, meaning, and legacy. They keep preparing for life instead of living it.Compound Impact is JT Belnap's answer to that problem. It is what happens when your personal values align with coordinated expertise, so your wealth stops being a number on a statement and starts magnifying everything you care about most. This book shows you how to move from traditional wealth management to values-based financial planning built around your life, not just your portfolio.Inside, you will learn why you may have outgrown your current advisor and what to look for instead. You will see how a family office approach coordinates your investments, taxes, and legacy under one roof, how smart tax mitigation can change your outcome, and how to protect yourself and your family through life's hardest transitions, including becoming suddenly single. You will learn to design a legacy on purpose rather than by accident, and to choose a wealth management partner who treats your values as seriously as your returns.This is not a book about picking stocks or chasing the next hot investment. It is about the new return on investment: turning the wealth you have already built into a life that feels as rich as your balance sheet, for you and for the people and causes you love.Your time is finite. Your impact does not have to be. This book gives you a clear, practical path to make the years ahead your most meaningful yet. You spent decades becoming an expert at building wealth. Compound Impact shows you how to become just as good at using it, turning what you have built into a life of deeper meaning and lasting legacy. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.…

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Paperback. Zustand: new. Paperback. For most people, retirement stirs up more fear than freedom. Questions circle in the middle of the night: Have I saved enough? Will I outlive my money? Can I ever really stop working? Financial advisor Edward Gaskey has spent nearly three decades helping clients move past those questions into a retirement built on clarity and confidence. In Creating Your Next Chapter, Gaskey walks readers through the same process he uses with real clients: taking an honest financial snapshot, building a reliable income foundation from Social Security and pensions, protecting against inflation and taxes, and putting a plan in place for insurance, estate planning, and long-term care. But the book goes beyond spreadsheets and formulas. Gaskey argues that a secure retirement also requires a clear sense of purpose, since money without meaning rarely produces the life people actually want. Readers will learn how to calculate what they will really spend in retirement, how to think through the "bridge years" of working, or not working, in early retirement, and how to design a thirty year vision instead of just a thirty year budget. Each chapter combines practical financial strategy with real stories from Gaskey's practice, showing how clients moved from uncertainty to a plan they trust. Whether readers are five years from retiring or already there and second-guessing their choices, Creating Your Next Chapter offers a clear, step-by-step path to trade fear for confidence, and to treat the next stage of life as an opportunity instead of a countdown. Retirement isn't just a number in a spreadsheet. Creating Your Next Chapter shows you how to build lasting financial security while gaining the clarity, purpose, and vision to make retirement the best chapter of your life. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.…

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Paperback. Zustand: new. Paperback. 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. Most financial plans do not fail because they are wrong. They fail because nobody ever fully implements them. The CLIMB Method gives high-earning professionals a clear system for turning financial knowledge into consistent action. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.…

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Paperback. Zustand: new. Paperback. 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. Great work doesn't guarantee great profit. From Expertise to Enterprise gives professional services owners a clear financial roadmap to price for profit and build a firm that runs without them, even when they step away. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.…