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1.		Questions Great Financial Advisors Ask... and Investors Need to Know from Kaplan Business Price: $14.96 Customer Review: This is a great example of how to develop deep relationships with your clients. The sincerity and quality of the questions are what really matter. One of the most difficult issues we deal with is how to put together a plan for our clients, without their open and honest communication the job can be... more info	Customer Rating: 4.5 / 5.0 Click here for more information


2.	[no image]	Fundamentals of Estate Planning, 10th Edition from American College Press	Click here for more information


3.		Consider Your Options 2007 from Fairmark Press Inc. Price: $16.29 Customer Review: Consider your Options explains the potential benefits and pitfalls of stock options and tax impacts. I purchased this book specifically for its excellent coverage of the use of ISO grants and AMT impact. I would recommend this for those thinking about leveraging ISOs.	Customer Rating: 5.0 / 5.0 Click here for more information


4.		Consider Your Options: Get the Most from Your Equity Compensation, 2005 Edition from Fairmark Press Inc. Customer Review: Barring an extensive endeavor to compile the various option programs offered by industry on you own, Thomas' "Consider Your Options" is an extremely helpful text for both individuals new to the options sphere as well as experienced program administrators to pick up on the nuances of the various... more info	Customer Rating: 4.5 / 5.0 Click here for more information


5.		The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer from AMACOM Price: $19.80 Customer Review: I met David Mullen several years ago in his Merrill Lynch office in south Denver. A colleague and I visited with David for a couple of hours and enjoyed lunch and a enlightening conversation about Mullin's views and support strategies he was implementing for and with the financial advisors under his... more info	Customer Rating: 5.0 / 5.0 Click here for more information


6.		Investments: An Introduction (with Thomson ONE - Business School Edition and Stock-Trak Coupon) from South-Western College Pub Price: $203.95 Customer Review: The text book is well written and well organized. One concern is the preface. It depicts a website for the book indicating availability of student resources including an Investment Analysis Calculator. The web site has changed and the publisher has acknowledged that there are no student resources... more info	Customer Rating: 4.0 / 5.0 Click here for more information


7.		The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors from Bloomberg Press Price: $37.50 Customer Review: This is a must read book for fiduciaries and investors everywhere. Tim Hatton, President of Hatton Consulting, a registered investment advisor in Phoenix, does an excellent job of explaining why there is a standard of conduct for fiduciaries, what that standard is, and how to incorporate this... more info	Customer Rating: 4.5 / 5.0 Click here for more information


8.		Storyselling for Financial Advisors : How Top Producers Sell from Kaplan Business Price: $19.80 Customer Review: An excellent book well written and easy to read with just enough detail to be informative balanced with stories to make it readable. My biggest aha came from the the different styles of communication clients use and how I can better connect with them. This book was the first to cause me to focus on... more info	Customer Rating: 4.5 / 5.0 Click here for more information


9.		The Black Swan: The Impact of the Highly Improbable from Random House Price: $17.82 Customer Review: Taleb wants to tell us about 'Black Swans' - highly improbable events that have a disproportionate impact - and the subject couldn't be more timely, in light of the global financial crisis, and especially in view of his (2006) comments on the precarious state of Fannie Mae. He makes the point that... more info	Customer Rating: 3.5 / 5.0 Click here for more information


10.		How to Write an Investment Policy Statement from Marketplace Books Price: $19.95 Customer Review: Firstly, please note that the prior two 5-star reviewers from New Mexico are perhaps only coincidently close by the author's current full time employer: Thornburg Investment Management 119 East Marcy Street, Suite 202 Santa Fe, NM 87501 This book is mostly designed for 401K or... more info	Customer Rating: 3.0 / 5.0 Click here for more information


11.		Questions Great Financial Advisors Ask... and Investors Need to Know from Kaplan Business Price: $14.96 Customer Review: This is a great example of how to develop deep relationships with your clients. The sincerity and quality of the questions are what really matter. One of the most difficult issues we deal with is how to put together a plan for our clients, without their open and honest communication the job can be... more info	Customer Rating: 4.5 / 5.0 Click here for more information


12.	[no image]	Fundamentals of Estate Planning, 10th Edition from American College Press	Click here for more information


13.		Consider Your Options 2007 from Fairmark Press Inc. Price: $16.29 Customer Review: Consider your Options explains the potential benefits and pitfalls of stock options and tax impacts. I purchased this book specifically for its excellent coverage of the use of ISO grants and AMT impact. I would recommend this for those thinking about leveraging ISOs.	Customer Rating: 5.0 / 5.0 Click here for more information


14.		Consider Your Options: Get the Most from Your Equity Compensation, 2005 Edition from Fairmark Press Inc. Customer Review: Barring an extensive endeavor to compile the various option programs offered by industry on you own, Thomas' "Consider Your Options" is an extremely helpful text for both individuals new to the options sphere as well as experienced program administrators to pick up on the nuances of the various... more info	Customer Rating: 4.5 / 5.0 Click here for more information


15.		The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer from AMACOM Price: $19.80 Customer Review: I met David Mullen several years ago in his Merrill Lynch office in south Denver. A colleague and I visited with David for a couple of hours and enjoyed lunch and a enlightening conversation about Mullin's views and support strategies he was implementing for and with the financial advisors under his... more info	Customer Rating: 5.0 / 5.0 Click here for more information


16.		Investments: An Introduction (with Thomson ONE - Business School Edition and Stock-Trak Coupon) from South-Western College Pub Price: $203.95 Customer Review: The text book is well written and well organized. One concern is the preface. It depicts a website for the book indicating availability of student resources including an Investment Analysis Calculator. The web site has changed and the publisher has acknowledged that there are no student resources... more info	Customer Rating: 4.0 / 5.0 Click here for more information


17.		The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors from Bloomberg Press Price: $37.50 Customer Review: This is a must read book for fiduciaries and investors everywhere. Tim Hatton, President of Hatton Consulting, a registered investment advisor in Phoenix, does an excellent job of explaining why there is a standard of conduct for fiduciaries, what that standard is, and how to incorporate this... more info	Customer Rating: 4.5 / 5.0 Click here for more information


18.		Storyselling for Financial Advisors : How Top Producers Sell from Kaplan Business Price: $19.80 Customer Review: An excellent book well written and easy to read with just enough detail to be informative balanced with stories to make it readable. My biggest aha came from the the different styles of communication clients use and how I can better connect with them. This book was the first to cause me to focus on... more info	Customer Rating: 4.5 / 5.0 Click here for more information


19.		The Black Swan: The Impact of the Highly Improbable from Random House Price: $17.82 Customer Review: Taleb wants to tell us about 'Black Swans' - highly improbable events that have a disproportionate impact - and the subject couldn't be more timely, in light of the global financial crisis, and especially in view of his (2006) comments on the precarious state of Fannie Mae. He makes the point that... more info	Customer Rating: 3.5 / 5.0 Click here for more information


20.		How to Write an Investment Policy Statement from Marketplace Books Price: $19.95 Customer Review: Firstly, please note that the prior two 5-star reviewers from New Mexico are perhaps only coincidently close by the author's current full time employer: Thornburg Investment Management 119 East Marcy Street, Suite 202 Santa Fe, NM 87501 This book is mostly designed for 401K or... more info	Customer Rating: 3.0 / 5.0 Click here for more information

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