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A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.

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The one habit that can improve almost every leadership skill There is a simple practice that can improve nearly every component of leadership excellence and it doesn't require adding anything to your busy schedule. In The Mindfulness Edge, you'll discover how a subtle inner shift, called mindfulness, can transform things that you already do every day into opportunities to become a better leader. Author Matt Tenney has trained leaders around the world in the practice of mindfulness. In this book, he partners with neuroscientist Tim Gard, PhD, to offer step-by-step, practical guidance for quickly and seamlessly integrating mindfulness training into your daily life—rewiring your brain in ways that improve both the ‘hard' and ‘soft' skills of leadership. In this book, you'll learn how mindfulness training helps you: Quickly improve business acumen and your impact on the bottom line Become more innovative and attract/retain innovative team members Develop the emotional intelligence essential for creating and sustaining a winning culture Realize the extraordinary leadership presence that inspires greatness in others The authors make a compelling case for why mindfulness training may be the 'ultimate success habit.' In addition to helping you improve the most essential elements of highly effective leadership, mindfulness training can help you discover unconditional happiness and realize incredible meaning—professionally and personally.

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NFL head coach Mike Smith lead one of the most remarkable turnarounds in NFL history. In the season prior to his arrival in 2008, the Atlanta Falcons had a 4–12 record and the franchise had never before achieved back-to-back winning seasons. Under Smith’s leadership, the Falcons earned an 11–5 record in his first season and would go on to become perennial playoff and Super Bowl contenders earning Smith AP Coach of year in 2008 and voted Coach of Year by his peers in 2008, 2010 and 2012. You Win in the Locker Room First draws on the extraordinary experiences of Coach Mike Smith and Jon Gordon—consultant to numerous college and professional teams—to explore the seven powerful principles that any business, school, organization, or sports team can adopt to revitalize their organization. Step by step, the authors outline a strategy for building a thriving organization and provide a practical framework that give leaders the tools they need to create a great culture, lead with the right mindset, create strong relationships, improve teamwork, execute at a higher level, and avoid the pitfalls that sabotage far too many leaders and organizations. In addition to sharing what went right with the Falcons, Smith also transparently shares what went wrong his last two seasons and provides invaluable lessons leaders can take away from his victories, success, failures and mistakes. Whether it’s an executive leadership team of a Fortune 500 company, a sports team, an emergency room team, military team, or a school team successful leaders coach their team and develop, mentor, encourage, and guide them. This not only improves the team, it improves the leaders and their relationships, connections, and organization. You Win in the Locker Room First offers a rare behind-the-scenes look at one of the most pressure packed leadership jobs on the planet and what leaders can learn from these experiences in order to build their own winning team.

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Be a more effective leader with strategic thinking Leading with Strategic Thinking reveals what effective leaders do differently. Eschewing the one-size-fits-all leadership model, this helpful guide outlines four general leadership types and demonstrates how each type achieves success – whether through personal vision, structured process, collaboration, or by empowering others. The authors identify the actions and skills that distinguish strategic leadership, drawn from interviews and focus groups with over three hundred leaders from around the world. Examples and case studies illustrate these concepts in action, and the provided reference materials steer readers toward more advanced information on this important topic. The disruptive forces of technology and globalization raise new challenges for leaders. This book is a manual that will help executives and aspiring leaders harness these forces and address the two central questions of strategic leadership: How do the best leaders develop their strategy? How do effective leaders drive strategic change? Becoming a strategic leader isn’t about mimicking an icon. The most effective leaders seize opportunity in a way that consciously integrates environmental requirements, stakeholder expectations, and personal ability. Leading with Strategic Thinking shows what these leaders do, and gives anyone the tools to be a more strategic leader.

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Social Customer Service is new. Social Media is the biggest thing happening to the customer service industry since the mid 1960s when modern day call centres were born. It is taking customers and organisations into untested ways of relating: transparently, collaboratively, instantly. The consequences of great and poor service are forever changed. Customer appetite has promoted this form of interaction to the very front of a race to understand. How do digital brands and empowered customers actually behave? Social Customer Service has become Marketing’s R&D lab and a listening hub for the rest of the organisation. It is now where corporate reputations are most likely to be won and lost. ‘Delivering Effective Social Customer Service’ is a complete reference for achieving excellence in this new discipline. It caters to both novice and expert. It is perfect source material for service leaders and digital marketers to read together. Every CXO will recognise in the book a blueprint from which to build their next generation organisation. Even ambitious team leaders should snag a copy for instant subject matter expertise kudos! The centre of the book offers an in depth self-assessment of the competencies that matter. The book is jammed full of strategic insight, action lists, best practice tips and interviews. All the resources anyone needs to build a solid strategy and roadmap. Early adopter workshops based on the book have already taken place and will continue to be offered as another way of engaging with the book’s key lessons. An online resource of the reference material is also provided. Options for an online community are under consideration. This book is the first of its kind. A distillation of what has so far been collectively discovered. Then filtered and expanded through the collective experience of two leading authorities on customer service: Carolyn Blunt and Martin Hill-Wilson.

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A fresh and timely approach to nurturing wise, resilient, and flexible leadership in a world of growing complexity Leaders tend to obstinately stick to the leadership style that brought them most success in the past, usually one of two extreme styles: functional leadership that focuses on operational excellence or smart leadership that focuses on growth. When a leader's focus is too functional, the organization becomes introverted and can focus too much on bottom-line profitability while missing out on top-line growth opportunities. But when leaders focus too much on smart leadership, the organization may experience quick growth but lose its effectiveness quickly. From Smart to Wise offers a new approach that balances the two styles to achieve a form of wise leadership that is both functional and smart. Drawing on inspiring real-life stories of historical and contemporary wise leaders such as Bill Gates, Warren Buffet, and even Mahatma Gandhi, the authors identify six characteristics of wise leaders and offer a practical framework to help readers develop their own style of wise leadership. A timely and innovative approach to leadership Written by noted speakers who conduct dozens of keynote speeches and workshops, training thousands of people annually

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A modern-day guide to slowing down in a fast paced world. Switch Off shows you how to take that sorely-needed time-out. We all know about the benefits of slowing down and disconnecting: reduced stress, higher satisfaction, better performance, higher productivity, tighter focus, reduced depression and innumerable other positive health effects. The big question is, «How?» When we're all stuck in a cycle of demands and pressure it feels hard to prioritise slowing down. How do we step back and find the time to take care of ourselves? This book shows you how to let go of the guilt, turn off the phone and step away to re-energise and re-focus. Whether you need a true vacation or just an uninterrupted cup of tea, you'll learn how to integrate the skills of slowing down into your life so you can do what you need, when you need it. Written by a health professional who has witnessed the impact of being constantly switched on both professionally and personally, this book gives you more than permission to disconnect – it gives you a real-world blueprint for taking the time that you need. This book shows you why it's so important to slow down, and how it actually is possible in what can be a pressured and overwhelming world. Choose how you use your time Stop feeling guilty for practising self-care Boost your energy and productivity levels Harness the power of perspective and focus Learn how to create an environment that supports your health and wellbeing From the executive needing time to contemplate big decisions, to the teenager closing their bedroom door to be alone, we all need time to disconnect. Switch Off shows you how to do just that, with expert guidance with you the whole way.

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Achieve the ultimate state of continual success Momentum is your personal guidebook to the art and science of success. Momentary victories and small wins don't last, and the frustration of reclaiming that energy is real. This book shows you how to cultivate a different type of achievement – measureable, sustainable and constant. It's the difference between winning a battle and winning the war, and requires more than a single brilliant move. It's about activity, focus and consistency, and working smarter instead of harder. This insightful guide helps you dig to the core of who and where you are, and start implementing the core practices and characteristics that keep the successes coming. You'll discover the traps that have been pushing you off course, and learn when to push through and when to change course entirely. Case studies illustrate the pitfalls of momentum-traps through the lens of individuals and organisations who ignored early warning signs at their own peril – and ultimately, detriment. Momentum is not a fleeting or transient feeling. It's a skill that can be fostered, encouraged and nurtured, and it's the biggest success tool in the box. This book walks you through the principles, practices and ideas that help you build and maintain a positive trajectory. Achieve breakthrough results and sustainable success Overcome baggage, monotony and the appeal of immediacy Build, maintain or reclaim your dynamism and vitality Avoid the common traps that hinder forward progress Whether you've had a taste of success and long for its return, or feel that something's holding you back from achieving your potential – momentum is your missing piece. Find it and grab it with both hands using the invaluable guidance in Momentum, the handbook for long-term success.

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Leadership techniques backed by the world's most effective teams The 7 Secrets of Neuron Leadership offers a diverse collection of wisdom and practical knowledge to help you build and lead your most effective team yet. Written by a former U.S. Navy diver, this book draws from the author's experiences and beyond to reveal key truths about the nature of teamwork, and expose the core of effective team leadership. You'll go back to ancient Greece to discover the nine personality types and the seven types of love that form the foundation of human interaction, and learn how to use this wisdom as a scaffold for communication within your own team. You'll mine the latest neuroscience research as you delve into the Triune Brain and personality neurotransmitters, and explore the biological hardwiring that can be finessed and focused to achieve results. Throughout, you'll gain insightful perspective from military and business leaders about what does—and doesn't—work in the real world; discussions with a former head of NASA, a Deputy Secretary of Defense, Navy SEAL officers, two Secretaries of the Navy, and dozens of CEOs, executives, researchers, and renowned world leaders provide invaluable advice backed by a track record of success. Gain insight from top business and military leaders Explore ancient Greek philosophy on team building Discover helpful truths from modern neuroscience research Learn to communicate, educate, and motivate more effectively Effective teamwork begins with building the right team, and leading with the right kind of leadership for that particular team. The 7 Secrets of Neuron Leadership shows you how to put the right players in place and give them the support, guidance, and direction they need to bring home exceptional results.

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Want to take the financial journey to a new investing philosophy that might very well affect the rest of your moneymaking life? No one can guarantee the yellow brick road, but Michael Covel promises the red pill will leave you wide freaking awake. Trend Following reveals the truth about a trading strategy that makes money in up, down and surprise markets. By applying straightforward and repeatable rules, anyone can learn to make money in the markets whether bull, bear, or black swan—by following the trend to the end when it bends. In this timely reboot of his bestselling classic, Michael Covel dives headfirst into trend following strategy to examine the risks, benefits, people, and systems. You’ll hear from traders who have made millions by following trends, and learn from their successes and mistakes—insights only here. You’ll learn the trend philosophy, and how it has performed in booms, bubbles, panics and crashes. Using incontrovertible data and overwhelming supporting evidence, with a direct connection to the foundations of behavioral finance, Covel takes you inside the core principles of trend following and shows everyone, from brand new trader to professional, how alpha gets pulled from the market. Covel’s newest edition has been revised and extended, with 7 brand new interviews and research proof from his one of kind network. This is trend following for today’s generation. If you’re looking to go beyond passive index funds and trusting the Fed, this cutting edge classic holds the keys to a weatherproof portfolio. Meet great trend followers learning their rules and philosophy of the game Examine data to see how trend following excels when the you-know-what hits the fan Understand trend trading, from behavioral economics to rules based decision-making to its lambasting of the efficient markets theory Compare trend trading systems to do it yourself or invest with a trend fund Trend following is not prediction, passive index investing, buy and hope or any form of fundamental analysis. It utilizes concrete rules, or heuristics, to profit from a behavioral perspective. Trend Following is clear-cut, straightforward and evidence-based and will secure your financial future in bull, bear and black swan markets. If you’re finally ready to profit in the markets, Trend Following is the definitive treatise for a complex world in constant chaos.

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