'Financial advisors' presentation slideshows

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the statistical analysis of data

the statistical analysis of data

the statistical analysis of data. by Dr. Dang Quang A & Dr. Bui The Hong Hanoi Institute of Information Technology. Preface. Statistics is the science of collecting, organizing and interpreting numerical and nonnumerical facts, which we call data.

By jaden
(750 views)

Totalkredit

Totalkredit

Totalkredit Mortgage Credit Visit from Ukraine 22 May 2006 Niels Tørslev The Totalkredit concept Totalkredit Background and concept Goals Results Strategy What motivates the financial institutions? Marketing strategy What are our activities in the marketing area? Totalkredit A/S

By Anita
(282 views)

Bankruptcy and Restructuring

Bankruptcy and Restructuring

Bankruptcy and Restructuring. Causes of Financial Distress. Lack of access to capital markets JP Morgan buys Bear Stearns after Merrill Lynch creates impression of liquidity crisis by ceasing collateral in a Bear Stearns fund. Deterioration of operating performance General economic downturn

By paul
(402 views)

Tapping the Middle Market

Tapping the Middle Market

Tapping the Middle Market. Rick Forchuk, MBA, CFP, CLU, CH.F.C. Associate Vice President, Individual Distribution Empire Life Insurance Company. What we perceive isn’t always what is real …. Flight Attendant: “Would you like to join us for dinner?”.

By odin
(100 views)

Intelligent Use of Advisors:

Intelligent Use of Advisors:

Intelligent Use of Advisors:. Do too Many Cooks Spoil the Broth ?. Debbie Feinberg. 26 years of experience in private banking and human resource management. In January 2005, Ms. Feinberg started a Family Office for a 1st generation entrepreneur in Baltimore, Maryland.

By duy
(161 views)

Investing in Mutual Funds

Investing in Mutual Funds

Investing in Mutual Funds. Topic 11. A. Pooled Diversification. 1. Professional Money Managers 2. Combines the Funds of many people with similar investment goals 3. Receive shares of stock in the mutual fund; a pooled common investment. 4. An indirect investment.

By dunne
(161 views)

"83% of 401(k) participants incorrectly think they are paying no fees to participate in their plan" 	- AARP

"83% of 401(k) participants incorrectly think they are paying no fees to participate in their plan" - AARP

"Plan participants have filed multiple lawsuits against plan sponsors, claiming that the decision to pay excessive investment and administrative fees was imprudent and a breach of the fiduciary duty of care." - CFO Magazine.

By uttara
(137 views)

OSU-Oklahoma City Accounting Advisory Board

OSU-Oklahoma City Accounting Advisory Board

OSU-Oklahoma City Accounting Advisory Board. April 27, 2009. Yahoo! HotJobs. According to the National Association of Colleges and Employers Spring 2008 Salary Survey, the Top 5 In-Demand Majors include: #2 Accounting ($47,429)

By remington
(116 views)

Personal Financial Management after Your Residency

Personal Financial Management after Your Residency

Personal Financial Management after Your Residency. Chris Lamoureux, PhD Head of Finance Estes/Neill Professor of Finance University of Arizona. First & Foremost: Do No Harm. Finance is a tool—not an end unto itself.

By yael
(89 views)

Doug Friedli, Development Director Nebraska Community Foundation www.nebcommfound.org

Doug Friedli, Development Director Nebraska Community Foundation www.nebcommfound.org

CAPTURING WEALTH TRANSFER TO BUILD AND SUSTAIN YOUR HOMETOWN Presented to the Indiana HTC Pilot Communities Indianapolis, IN * February 2008. Doug Friedli, Development Director Nebraska Community Foundation www.nebcommfound.org. Outline for Today’s Presentation. Sustaining Your Community

By adanne
(160 views)

Corporate Finance Ross  Westerfield  Jaffe

Corporate Finance Ross  Westerfield  Jaffe

Chapter Thirty One. 31. Financial Distress. Corporate Finance Ross  Westerfield  Jaffe. Sixth Edition. Prepared by Gady Jacoby University of Manitoba and Sebouh Aintablian American University of Beirut. Executive Summary.

By alaula
(141 views)

Personal Observation Recruiting

Personal Observation Recruiting

Personal Observation Recruiting. Personal Recruiting. Why managers don’t do personal observation recruiting?. We have RMS Don’t have time Don’t have to do it, because I have a recruiter Don’t know how Don’t want to do it Don’t see the benefit…instant gratification. Why do it?.

By beate
(87 views)

Y our Pension is NOT Enough

Y our Pension is NOT Enough

Y our Pension is NOT Enough. Your chance to retire early!. ”Even if you’re on the right track, you’ll get run over if you just sit there”. Will Rogers.

By chace
(69 views)

Personal financial advisor Presentation by Alex North

Personal financial advisor Presentation by Alex North

Personal financial advisor Presentation by Alex North. Aptitudes/Skills. Skills: Analytical Interpersonal Math Spelling Communication/Speaking. Work Setting–Nature of Work. Most personal financial advisors work full time 24% work more than 50 hours per week

By chogan
(112 views)

Beware of Scams

Beware of Scams

Beware of Scams. Scams attract unknowing investors with promises of huge profits in a short period of time. . Beware Of Funds that consistently beat the market by more than what you might expect . Beware Of High-pressure telemarketers

By kina
(160 views)

Burns Simpson & Associates TEAM WORKBOOK

Burns Simpson & Associates TEAM WORKBOOK

Burns Simpson & Associates TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. MODULE ONE. Vision, Mission & Strategy The Foundation of a Business. Your Vision. Your Mission. SWOT Analysis. SWOT Analysis. SWOT Analysis.

By shaun
(74 views)

Jackson Advisory Committee Meeting April 25, 2013

Jackson Advisory Committee Meeting April 25, 2013

Jackson Advisory Committee Meeting April 25, 2013. Community Advisory Committees. Invitations have been extended for community advisory committee members in each of our three service areas, Lenawee, Hillsdale and Jackson. The committees will meet bi-annually.

By leia
(147 views)

Social Media Workshop

Social Media Workshop

Craig Wilson. Social Media Workshop. Today’s Objectives. Social media: is it hype or real? What are customers doing about it? Can you show me some sample use cases? How can we help them? What do I need to do now?. What is Social media?. Social Media in the Contact Center?.

By vesta
(181 views)

Remittance Coalition Slides May 2014

Remittance Coalition Slides May 2014

Remittance Coalition Slides May 2014. Table of Contents. Slides 4-7 Basic Information about the Remittance Coalition 9-10 Remittance Coalition Survey of Corporate Practitioners 12-14 Deduction Code Project (Core Adjustment Reason Codes) 16 Remittance Standards Inventory

By donoma
(178 views)

Coaches Compliance Education

Coaches Compliance Education

Coaches Compliance Education. Spring Meeting 2010. New Legislation. Ethical Conduct Personnel Amateurism Recruiting Eligibility Financial Aid. Awards & Benefits Playing & Practice Seasons Administrative Regulations Official Visit & Eligibility Reminders. Ethical Conduct.

By rumer
(105 views)

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