Cultivating the Affluent

Cultivating the Affluent PDF

Author: Russ A. Prince

Publisher: McLean K A & C J

Published: 1997

Total Pages: 144

ISBN-13: 9780961944650

DOWNLOAD EBOOK →

A detailed blueprint for maintaining relationships with wealthy clients and creating lasting advisor ties. Using a survey of more than 400 wealthy investors, the authors identify the five elements to creating solid client relationships.

The Influence of Affluence

The Influence of Affluence PDF

Author: Russ Alan Prince

Publisher: Crown Business

Published: 2009-05-19

Total Pages: 242

ISBN-13: 0385519281

DOWNLOAD EBOOK →

A compelling look at a new class of the affluent - the middle-class millionaires – whose attitudes and values are influencing and reshaping American life In this groundbreaking book, Russ Alan Prince and Lewis Schiff examine the far-reaching impact of the middle class millionaires–people who enjoy a net worth ranging from one million to ten million dollars and have earned rather than inherited their wealth. Comprising 8.4 million households and growing in number, the attitudes and behaviors of these working rich are exerting a powerful influence over our society. So who are these people? They believe in the benefits of hard work. They believe in investing in themselves, and in self improvement. They are more likely to focus on drawing financial gain from their work, and less inclined to be discouraged by failure. And they don’t spend money on the extravagances indulged in by the very rich; instead, they wield their affluence according to middle-class values and ideals. From home security systems to health care, technology to travel, their spending choices are affecting us all – from the products we buy, to the communities in which we live, to the aspirations and values of the broader middle class and American population as a whole. In the bestselling tradition of Bobos in Paradise and The Millionaire Next Door, THE MIDDLE-CLASS MILLIONAIRE is a captivating narrative – part sociology, and part aspirational journey into the lives, attitudes, and values of the middle-class millionaires. Based on extensive surveys and research into more than 3,600 middle-class millionaire households around the country, this book will reshape our understanding of what it takes to be successful – and how all of us can achieve similar success.

The Art of Selling to the Affluent

The Art of Selling to the Affluent PDF

Author: Matt Oechsli

Publisher: John Wiley & Sons

Published: 2010-12-14

Total Pages: 218

ISBN-13: 1118040368

DOWNLOAD EBOOK →

This insightful book shows salespeople how to meet the needs of affluent clients from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers. Based on extensive research of the buying patterns and expectations of the wealthy, this step-by-step sales guide reveals the secrets of attracting and keeping wealthy clients for life, boosting sales and repeat business. The Art of Selling to the Affluent is also a crash course in the world of the wealthy, giving you the understanding you need to satisfy and retain these profitable top-dollar clients.

The Art of Selling to the Affluent

The Art of Selling to the Affluent PDF

Author: Matt Oechsli

Publisher: John Wiley & Sons

Published: 2014-01-10

Total Pages: 262

ISBN-13: 1118849108

DOWNLOAD EBOOK →

Attract and retain affluent customers and clients Much has changed since the original The Art of Selling to the Affluent was published. The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on The Oechli Institute's latest 2013 comprehensive research. Explains how the financial crisis elevated the level of anxiety and how this has affected major purchase decisions Offers step-by-step guidance on how to navigate the process of overcoming social self-consciousness during the sales process Author Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing, and developing loyalty with affluent clients, and one of the most sought after speakers in the financial services industry The Art of Selling to the Affluent, 2nd Edition offers a detailed landscape of today's affluent. Put yourself ahead of the competition by knowing how the Great Recession has affected purchasing behavior and where the opportunities are moving forward.

Think & Grow Rich

Think & Grow Rich PDF

Author: Napoleon Hill

Publisher:

Published: 2009-11

Total Pages: 270

ISBN-13: 9780981143729

DOWNLOAD EBOOK →

"STOP WONDERING WHAT IT'S LIKE TO BE RICH AND START PUTTING MONEY IN THE BANK " First published in 1937, Think and Grow Rich, is one of the most influential and powerful books on the subject of creating wealth--bringing the wisdom and secrets of the rich and elite to anyone who wants to achieve great abundance in their own life. Thanks to an opportunity given to him by billionaire industrialist Andrew Carnegie, upcoming newspaper reporter Napoleon Hill spent over 20 years interviewing over 500 successful millionaires and global business titans, both men and women, in order to discover the formula for their successes. This formula, mentioned no fewer than 100 times within the pages of this book, has enabled millions of people, both men and women, to create massive wealth. In this book, you will discover: -A quick and easy way to attract wealth, which you can do in less than five minutes a day, and see results immediately. -The most effective way to get rid of the mental and energetic blocks which are keeping you from massive success in business and life. -The one, absolute must-have tool you need to ensure you attract more wealth than you've ever imagined...even in a bad economy. -One of the oldest (and most powerful) money-attracting techniques that will bring you the security and freedom you desire. -The most crucial element to attract more money in your life...and how you can master it with laser precision. It's time to, not just get out of debt (and stay out). It is time to be wealthy.

The Complete Family Office Handbook

The Complete Family Office Handbook PDF

Author: Kirby Rosplock

Publisher: John Wiley & Sons

Published: 2014-01-28

Total Pages: 432

ISBN-13: 1118367308

DOWNLOAD EBOOK →

Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

Think and Grow Rich

Think and Grow Rich PDF

Author: Napoleon Hill

Publisher: Createspace Independent Publishing Platform

Published: 2017-08-12

Total Pages: 316

ISBN-13: 9781974423279

DOWNLOAD EBOOK →

The greatest motivational book of all time! Napoleon Hill's thirteen step programme will set you on the path to wealth and success. Think and Grow Rich reveals the money-making secrets of hundreds of America's most affluent people. By thinking like them, you can become like them. Inspired by Andrew Carnegie's magic formula for success, this book will teach you the secrets that will bring you a fortune. It will show you not only what to do but how to do it. Once you learn and apply the simple, basic techniques revealed here, you will have mastered the secret of true and lasting success. And you may have whatever you want in life. This book has sold millions of copies and has helped millions achieve success and stands as a monument to individual achievement and is the cornerstone of modern motivation. It is the all time best-seller in the field, giving Napoleon immense influence around the globe. This is a reproduction of the original 1937 edition, which is now in the public domain in the U.S. Napoleon Hill was an American author in the area of the new thought movement who was one of the earliest producers of the modern genre of personal-success literature. He is widely considered to be one of the great writers on success. His most famous work, Think and Grow Rich, is one of the best-selling books of all time (at the time of Hill's death in 1970, Think and Grow Rich had sold 20 million copies). Hill's works examined the power of personal beliefs, and the role they play in personal success. He became an advisor to President Franklin D. Roosevelt from 1933 to 1936. "What the mind of man can conceive and believe, it can achieve" is one of Hill's hallmark expressions. How achievement actually occurs, and a formula for it that puts success in reach of the average person, were the focal points of Hill's books.

An Affluent Society?

An Affluent Society? PDF

Author: Lawrence Black

Publisher: Routledge

Published: 2017-07-28

Total Pages: 282

ISBN-13: 1351959174

DOWNLOAD EBOOK →

During an election speech in 1957 the Prime Minister, Harold Macmillan, famously remarked that 'most of our people have never had it so good'. Although taken out of context, this phrase soon came to epitomize the sense of increased affluence and social progress that was prevalent in Britain during the 1950s and 1960s. Yet, despite the recognition that Britain had moved away from an era of rationing and scarcity, to a new age of choice and plenty, there was simultaneously a parallel feeling that the nation was in decline and being economically outstripped by its international competitors. Whilst the study of Britain's postwar history is a well-trodden path, and the paradox of absolute growth versus relative decline much debated, it is here approached in a fresh and rewarding way. Rather than highlighting economic and industrial 'decline', this volume emphasizes the tremendous impact of rising affluence and consumerism on British society. It explores various expressions of affluence: new consumer goods; shifting social and cultural values; changes in popular expectations of policy; shifting popular political behaviour; changing attitudes of politicians towards the electorate; and the representation of affluence in popular culture and advertising. By focusing on the widespread cultural consequences of increasing levels of consumerism, emphasizing growth over decline and recognizing the rising standards of living enjoyed by most Britons, a new and intriguing window is opened on the complexities of this 'golden age'. Contrasting growing consumer expectations and demands against the anxieties of politicians and economists, this book offers all students of the period a new perspective from which to view post-imperial Britain and to question many conventional historical assumptions.

The Affluent Consumer

The Affluent Consumer PDF

Author: Ronald D. Michman

Publisher: Bloomsbury Publishing USA

Published: 2006-09-30

Total Pages: 209

ISBN-13: 0313086516

DOWNLOAD EBOOK →

By any measure, the affluent sector is growing exponentially, and is far more diverse (in terms of ethnicity, education, location, and professional background) than any time in the past. This market represents lucrative opportunities for companies that understand how these customers think, act, and make purchasing decisions. Applying primary research, including demographic and economic data, and expertise developed from decades of studying, teaching, and consulting in marketing and consumer behavior, Ronald Michman and Edward Mazze present a comprehensive approach to analyzing the affluent consumer—and creating, promoting, and selling innovative products and services to them. Illustrating their principles through dozens of examples, including Armani, Mercedes Benz, Brooks Brothers, Neiman Marcus, Merrill Lynch, Tiffany, and even discounters, such as Target and Wal-Mart, the authors deconstruct how a complex market segment works. Dispelling popular myths and misconcpetions about the composition and behavior of this segment, they provide not only a practical guide for marketers and students of marketing, but a fascinating glimpse into a culture driven by materalism, status, and aspirations to luxury. By any measure, the affluent sector is growing exponentially, and is far more diverse (in terms of ethnicity, education, location, and professional background) than at any time in the past. In 2004, there were 8.2 million households in the United States with net worth over $1 million, excluding primary residence. Meanwhile, between 1995 and 2001, the number of families filing tax returns for income exceeding $200,000 doubled. This market represents lucrative opportunities for companies that understand how these consumers think, act, and make purchasing decisions.