Product Description: A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned...read more

Product Description: Every advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter, including aging and the brain, the nature of deceit, how to change bad habits, and how to deal well with stress and trauma...read more

Product Description: In the United States, slightly more than half of 1 percent of all the financial professionals control one-quarter of the country's monetary assets. These mega producers made their own rules for success, says financial services trainer and author Steven Drozdeck, and they now stand at the top of the industry with the wealthiest clients, the largest books (averaging over $1 billion), and the greatest financial gains...read more