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Posted in Investing (Sunday, September 7, 2008)

Written by Sy Harding. By Wheatmark. The regular list price is $38.95. Sells new for $25.25. There are some available for $27.21.
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2 comments about Beat the Market the Easy Way!.
  1. The new book by Sy Harding, called "Beat the Market the Easy Way," regurgitates what was said in Sy's last book called "Riding the Bear," with the exception of a new simple formula to invest in Nasdaq index on a long term basis, exploiting the four year electional cycle. As usual, Sy has many good points to make and his crusade for the ordinary Joe investor and against the Wall Street establishment has great validity. The tone of the book is somewhat patronizing for someone sophisticated. It is perhaps adequate for the average Joe who should find in the book a lot to learn about investing. Overall, the book should be a great useful tool for the uninitiated and should teach a trick or two to the sophisticated. I would recommend the book highly for its readability and useful guidance on a vitally important topic of investing. A lot more poeple should pay attention to investing than those who do and Sy's book is designed to help them in a genuine spirit.


  2. The blurb on Mr. Harding's book says "A must-have book for investors!" Is that ever true! I have read many, many books on markets and investing. This one is by far the best, most informative, and useful I have ever read.


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Posted in Investing (Sunday, September 7, 2008)

Written by Ajay Ahuja. By How To Books Ltd. Sells new for $16.00. There are some available for $15.98.
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No comments about How to Make a Fortune on the Internet: A Guide for Anyone Who Wants to Create a Massive - and Passive - Income for Life.



Posted in Investing (Sunday, September 7, 2008)

Written by Doug Sutton. By Lighthouse Publishing Group. The regular list price is $26.95. Sells new for $149.88. There are some available for $54.98.
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5 comments about Beginning Investor's Bible.
  1. I don't know anything about the book other than a brief description but if the book is written like he teaches it is a winner.


  2. There is a great deal of information that you have to know to be a successful trader and investor in the stock market. Doug Sutton is an extremely successful trader and an excellent teacher and brings all the important basic information together in an easy to understand format about how to research stocks and equity options and make successful trades. This includes detailed explanations of the important fundamentals of a stock and what they mean, a good discussion of the technical indicators, cycles of stocks, a discussion of sectors and trading on news about a stock including what news is important and the timing of the news. Also, he tells you how to find a good broker and the role of the market makers. He thorougly discusses Covered Calls, Spreads and Naked Puts giving step by step reasons and rules for entering these trades. He tells you how to "stop the bleeding" when the trade goes against you. Focusing your trading activities and balancing your portfolio and trades is a major part of his book. There are many other topics discussed in his book, and I have only hit the highlights. I have read many books on trading, and this one is definitely a must for the beginning trader and the not so novice trader who wants to increase his knowledge and perfect his trading style and skills.


  3. I am a former student of Doug Sutton and he is passionate about teaching and learning new ideas. Doug's book is an excellent book for those whom are just beginning or want to refresh their brain cells. Doug has a unique way of explaining how to make the most with what you have. You can start with only a few hundred dollars or a few thousand - Doug doesn't treat you any different. Doug shows you how to manage your trades inside and out. Don't miss out - get Doug's book today - better yet so see him teach live. Information on where you can become a student and get the benefit of seeing Doug live are in the book - Best of Luck and Happy Trading to all -


  4. I am the author of STOCK SPLIT SECRETS, and earn my living in the stock market. I have a degree in fundamentals, and I learned more from Doug in this book than four years of college! Fundamentals are critical to picking better candidates, and Doug holds your hand in this easy to understand and critical knowledge if you dare trade! I highly recommend you buy this and read it before you place another trade...it is that important! As Doug says, it doesn't matter when you buy if what you buy is no good!


  5. This excellent book by Doug Sutton along with Wall Street Money Machine #4-SAFETY 1st Investing are must reads before placing their first trade.Powerful, sensible and practical techniques that really work.


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Posted in Investing (Sunday, September 7, 2008)

Written by Scott Barrie. By Alpha. The regular list price is $19.95. Sells new for $11.00. There are some available for $2.10.
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5 comments about The Complete Idiot's Guide to Options and Futures.
  1. I have read a few books on futures and find many gaps in basic information. As I struggle to put the pieces together, this book was a breath of fresh air. Comprehensive, including interesting history of the beginnings of these markets. Thorough, including pricing, quote info, basic info on each commodity, financial, index, etc. You need other readings about options, but the BEST basic book on commodities and futures


  2. I personally prefer stock, bonds, and mutual funds, but you can make a ton of money trading futures and options. As the author says "People can reap huge profits, or lose their shirts".

    The book gives a very good overview of all the major markets, including history of futures trading as well as how large an order should be, the typical margin put up, and how volitle of and investment a particular futures market can be, like advising corn as a good starting point and staying away from metals. I also agree with that philosophy. Another thing the author does in explaing the markets that i like is that he informs the reader of all the factors that can influence price fluctuations and how to try to time your movements into and out of the markets based on these trends. I also like that he does admit that there is a time to sell a winner and to sell a loser to cut your loses instead of going deeper in debt. sometimes it is best to get out after your first margin call.

    The thing that I think makes the book most valuable are the options strategies. These also work very well with stocks and some index funds. As the author states these are very limited profit potential, but there is also very little risk. If you guess the market pretty well then there is almost no risk. My favorite of these is also the most basic the straddle option. Here you can make money if prices go up on down, but not if they remain fairly consistent. You typically purchase and at the money call ( right to buy) option and an at the money put option ( right to sell)the only risk involved is the money that is initially paid for the option. Both are purchase at roughly the same strike price so if a price swing up or down will net the option holder some money. Their are other strategies such as the bear put spread, and bull call spread as well as married options were you are actually buying futures. I personally do not like the three becasue all involve selling an options contract which theoretically can have unlimited loss potential. Unless you are very experienced and have a good track record stay away from them.

    In conclusion options and futures are very risky intruments. I would advise simply playing the stocks and funds, but if you like this market i would advise buying optiosn, the most you risk there is the amount you paid for the options, and there are no margin calls, I persoanlly know someone who was almost driven to bankruptcy becasue he did not know what he was doing and got into the futures market. I must admit though that the futures market intrests me more than and other area of finance and investing.



  3. If you have to start somewhere it might as well be here. This book is one of a kind. It opens up the world of futures and options perfectly. The author, Mr.Barrie, doesn't hesitate to tell you about your risks potential. He emphasizes it over and over in fact. The only thing he doesn't develop fully is why futures and options are so risky.

    In my 11 years as a futures investor, broker, and author, I have come to discover that leverage is the criminal that makes futures so risky. If Mr.Barrie had spent more time developing that along with some solidly proven money management techniques I would have given him a 5 star rating.



  4. Scott Barrie is absolutely incredible. This book is precise, complete, and can help anyone thoroughly understand the commodity and options markets. This is, by far, the most "user friendly" futures book I've ever read. Great information. Also, I had the fortunate experience to see Scott speak at a seminar and I discovered some highly profitable trading information that has made me quite a bit of money. Scott is highly recommended.


  5. Let me start by stating that Scott Barrie does a great job converting the subject matter in this book to something that a casual, perhaps even disinterested party, can understand. I have never read any of the other Complete Idiot's Guides, but if this is how they deal with the incredibly complex subject of Commodities Trading, I wont be buying any of them again for other subjects. This was the third book in my commodities trading education. After book's one and two, this book taught me nothing. Not one thing. It does not provide enough depth on any of the multitude of subject matters that are required knowledge of the trader. However, it does touch on nearly every matter that a trader should be deeply knowledgeable about. This book was so short on details that if you were to read this book and then attempt to trade even a single transaction, it is my opinion that you would have NO IDEA what you were doing. If you are interested in Trading, a better first book is Futures 101. That will give you a better understanding if you know nothing. This book really is for people who know nothing about trading. And dont have an interest in trading either, but are interested in the subject as hobby of sorts.


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Posted in Investing (Sunday, September 7, 2008)

Written by Michelle Hooper. By Atlantic Publishing Company (FL). The regular list price is $24.95. Sells new for $16.18. There are some available for $16.47.
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5 comments about The Complete Guide to Online Investing: Everything You Need to Know Explained Simply.
  1. With the overwhelming array of financial information and resources available, it was an inspiring relief to find a book that so effectively provides so much information on finances and investing, in such an easily digestible format.

    I've always wanted to learn more about investing, but felt it was something better left to those "in the know." It seemed too complicated for someone like me whose financial experience is limited to struggling with balancing my checkbook. But the examples, case studies, comparison charts, checklists, description of important key terms, links to additional resources and even some history have given me the confidence to pursue investing in a more sound financial future for me and my family. The sections on researching brokers and brokerages, navigation software, the safety of online investing, and finding your investment style were particularly enlightening.

    I now find myself watching the financial shows and segments on TV and actually understanding what they are talking about. And if I come across an unknown term or concept, I can usually find it in this book. It is and will continue to be a great reference and resource tool.


  2. Do you have the knowledge to do online investing? In this outstanding book you will find all the answers you need and answers to things you didn't even know about. Author Michelle Hooper brings it down to terms that everyone can understand whether you are a beginner or a more seasoned investor. And Hopper is no novice to investing she has the classes and knowledge to backup her information.

    You will learn about what is investing, the history behind investing, how to invest, the different types of stock markets, researching, computer software, how to watch your money, the safety of online investing, brokers and financial advisers, finding your investment style, how to read charts and graphs, and figuring taxes. There are plenty of websites and examples listed to help with such things as help if you need a broker and what companies to trust, short-term and long-term investing, how to setup your portfolio, what are IPOs and DPOs, the difference between after hour trading and day trading as well as what is an investment club and how to start one.

    The information is precise and complete the tips are fantastic. Perfect for beginners and seasoned pros but also a useful tool for high school and college students to learn the ins and outs of online investing. You can never start too young to build your future and this is one book that should be in everyone's home even if you don't have stocks or bonds you may have a 401k or other types of retirement plans that you should be aware of what's going on - after all it's your money!


  3. This "how-to" book of the ins and outs of online investing should appear prominently on the bookshelf of anyone who is serious about making money in the stock market. It contains a wealth of information that runs the gamut from the history of laws governing trading to an account of investing strategies, including after-hours trading, managing your investment portfolio, recognizing a bad broker, as well as information regarding tax deductions for investment newsletters and even computers used for investing! But it would be advisable to check with your tax accountant before attempting to take these deductions on your tax returns. Hooper's exhaustible research for this book is obvious in the many charts, case studies, and websites included for further reference.

    The book is written in a very straightforward and accessible style, even when dealing with more dense topics such as futures and commodities trading. Hooper explains that "A long call is simply purchasing a call option in which the investor hopes that the price of the futures market will rise." In addition, Hooper uses humor to make certain points. When discussing trading of currencies, Hooper warns "Do not get up and take a break or you could lose a large sum of money", and in describing the "Fill or Kill" request, Hooper notes that this "does not mean that the broker will be killed if an order is not filled." Books on topics such as this are often exceedingly technical and difficult to read but Hooper has really lived up to the title of this book The Complete Guide to Online Investing: Everything You Need to Know Explained Simply.


  4. "The Complete Guide to Online Investing" by Michelle Hooper is just what it claims to be. From beginners to seasoned professionals, the information Hooper has collected and put into one volume is impressive. Though some professionals may know, or think they know, everything in the book, it is still worth a look. Some may learn something new. Others will find their memory on key concepts and ideas refreshed.

    The first chapter, "What is Investing?" lists nearly every type of investment that most people can make. From stocks and bonds to real estate investment trusts, it is all covered here. Though the first section has little to do with the online part of investing, it does give a great overview and background for new investors. Hooper expands on this information, or suggest ways to put it to practical use, in subsequent chapters.

    The next couple of chapters explain what types of investments a person can make and the places where they can invest. It provides a great overview of investment strategies and reviews key terms that many beginning investors may not be familiar with, but the investing community already assumes everyone knows.

    The heart of the book really begins in chapter 4, which gives a great overview of various financial and trading Web sites. Helpful navigational tools are provided with most of the Web sites reviewed, as well as a brief discussion on what information or tools it may provide. In addition, it discusses some Web sites offering very helpful and fun applications, such as investment calculators, for those who want to dream.

    Those who are interested in reviews of online brokers, both full service and discount, and reviews of other online services will not be disappointed. In addition to listing the advantages and steps needed to get started on these Web sites, Hooper also explains how to make sure a broker is reputable. There is also a helpful section on scams. Those wanting to check out a variety of firms will also find dozens listed, along with their Web site addresses.

    Replete with a significant number of personal stories, case studies and tips, Hooper writes in a very personable and conversational tone. Discussing Johnson & Johnson, at one point she notes, "Those guys make everything, and it is important that people have deodorants." That folksy style is refreshing in the financial book market, which often discusses things most would need a doctorate degree to understand.

    There are some portions of the book structured awkwardly. For example, the first chapter is 90 pages long. That may seem rather intimidating to readers who are used to breaking up their reading by chapters. However, there are numerous subsections and subheads, which help break the information up into digestible chunks.

    The stories she relates are relevant to the subject matter she is discussing, demonstrating how there are practical applications for the ideas she is discussing. The success stories mentioned also offer encouragement to potential investors. "The Complete Guide to Online Investing" offers everything a beginning investor could want.


  5. This book gives you an understandable overview of investing. It is written in simple English and defines all the terminology used in the book.

    No one book can really define the entire spectrum of investing but this book touches on enough items to help you decide what to research next.

    I was impressed with the completeness and attention to detail. Both the beginning investor and the seasoned pro could use this book. As a reference book I will be referring to this one many times as I work my way into the world of online investing.


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Posted in Investing (Sunday, September 7, 2008)

Written by Gordon K. Williamson. By Wiley. The regular list price is $19.95. Sells new for $6.49. There are some available for $0.50.
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5 comments about Getting Started in Annuities (Getting Started In.....).
  1. If what the author says is true, I despair of ever really learning about annuities. He claims that, as of the writing of this book, there have been four books on annuities, and he's written three of them. Ugh.

    First, the positive, because there's almost always something positive. The green ink they used for the print is very easy on the eyes. And I did manage to learn a little about the very confusing world of annuities.

    But that's about it for the positive. The book was not very clearly written or organized. Some sections didn't seem to pertain to the chapter title. The examples were mostly un-helpful. So to make up for his lack of clarity, the author resorted to repetition, which only made matters worse.

    The other thing that bothered me was how gung-ho the author was about annuities. I almost felt like I was reading a sales pitch rather than an educational book.

    Maybe annuities really are so confusing that no one can make them clear. If that's the case, then maybe this author shouldn't have even bothered. (He probably shouldn't have bothered regardless, because he's hopeless as a writer.) You might get something from this book, but I'd advise against actually buying it.


  2. I was looking more for a annuity selling system. Please refer books in this area. Thank you.

    Frank X. Netter


  3. This was a very well written book covering everything a novice would want to know about investing in annuities. However, I would have liked to see a direct comparison of an employer sponsored 401k to a variable annuity. Overall, I would not invest in an annuity due to the complex rules and regulations coupled with their ongoing high fees. I would rather put my money into a Roth IRA, Traditional IRA and/or 401K.


  4. I wanted to do some research on variable annuities, and I was surprised to find very few books on the subject.

    I found Williamson's writing style acceptable, but not really enjoyable to read.

    I found this book informative, with some attention to the pros and cons of annuities, but with some major issues.

    When I first read the author's example of two investors (one invests $1M in a variable annuity and the other invests $1M in a regular stock mutual fund), my gut said something was wrong with his math. On page 65, he runs through these 2 cases and pronounces the variable annuity man the big winner over the regular mutual fund investor....$11M to $6.829 after 24 years.

    The author mentions a 15% pretax rate of return and an average 12% return. From what I can tell he didn't use either number in his calculations.

    My analysis of his example goes like this....

    For the ordinary mutual fund investor to end up with $6.829M after taxes in 24 years, this gives an after tax return of 8.334% (using compound interest formula of FV = PV x (1+i)^n). This 8.334% after tax return equates to a pre-tax return of 12.5% if the investor is in the 33% marginal tax bracket. Note that my calculated return of 12.5% doesn't match the author's 12% or 15% numbers at all.

    The variable annuity man invests $1M at a pre-tax rate of 12.5% for 24 years which gives $16.891M. The variable annuity man nets $11.26M after being taxed at a 33% marginal tax rate.

    My first complaint is that the author used the wrong inputs for his model. My second complaint is that this example portrays an inaccurate picture of variable annuities. The author assumes 0% expense ratios for both the annuity investor and regular mutual fund investor. He points out correctly elsewhere in his book the average expense ratio of variable annuities is about 2.0%, yet he chose 0% expense rate for variable annuities. The average mutual fund expense ratio is about 1.38% with index funds from Vanguard at only 0.18% expense ratio. My third complaint is the author correctly applied an ordinary income tax rate of 33% to the variable annuity, but incorrectly applied the same 33% to the mutual fund investor. In 2007, the long term capital gains rate is only 15% and not 33%.

    If we redo the author's example using a 2% expense ratio for the variable annuity man, a 0% expense ratio for the mutual fund investor (he uses Vanguard's stock index fund with 0.18% expense ratio), and a 15% capital gains rate to the regular mutual fund investor.....then the story reverses. The regular mutual fund man wins with $11.28M after taxes compared to the variable annuity man's 7.32M!

    I was also very disappointed to see the author did not promote single payment immediate annuities as important tools in retirement portfolios. Many studies have been done which show that immediate annuities are advantageous to investors because they help prevent investors from outliving their money. The reason for missing this advantage of immediate annuities may be the book publication date of 1999. A lot of the key research papers on using immediate annuities in retirement portfolios did not start until around 2001 (Milevsky's papers).

    I did know that most states guarantee annuities in the event the insurance company declares bankruptcy. I thought the limit was $100,000 per insurance company, but the author says 80% or $100,000....whatever is less......of the annuity is paid by the state. This state insurance guarantee only applies to fixed annuities because your money is mixed with other people's money. In variable annuities, your money is kept separate and you own the underlying investments within the annuity.

    I found some of the author's logic a little ironic, or perverse, depending on how you look at it. Many studies (e.g. Dalbar) have found that investors only achieve a fraction of the stock markets return.......due to switching mutual funds in an attempt to chase the winners. The author contends that an investor would be better off in a variable annuity indexed to the S&P 500 or Wilshire 5000 because they will be assured of getting at least the general stock market return. I found this an odd way to promote the use of stock index funds.

    One thing you realize reading this book is how complex variable annuities are. They are also laden with fees of all types. Uneducated investors have no chance of ever understanding or being capable of comparing variable annuities.

    The general idea of variable annuities is that their tax free compounding advantage out-weighs their disadvantages of lower returns (2.0% compared to 1.38% expense ratios) and lower after-tax returns (33% marginal rate for annuities, 15% long term capital gains) when compared to taxable mutual funds.

    In today's relatively low tax world, with high variable annuity expense ratios, I'm hard pressed to see where variable annuities make economic sense compared to conventional stock and bond mutual funds.


    Over-all an acceptable primer on annuities.

    I would suggest companion books to supplement this book including:
    Should Immediate Annuities be a Tool in Your Retirement Planning Toolbox?
    Who Wins the Variable Annuity Versus Mutual Fund Battle?
    The Richest Man in Babylon
    Bogle on Mutual Funds: New Perspectives for the Intelligent Investor
    The Millionaire Next Door
    The Four Pillars of Investing: Lessons for Building a Winning Portfolio
    A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing, Ninth Edition
    Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pro's
    The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life
    The Bogleheads' Guide to Investing.


  5. Good definitions. Combines discussion of Variable with Fixed Indexed Annuities, when they would be better confined to separate chapters.


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Posted in Investing (Sunday, September 7, 2008)

Written by Blythe McGarvie. By McGraw-Hill. The regular list price is $21.95. Sells new for $1.76. There are some available for $0.04.
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5 comments about Fit In, Stand Out: Mastering the FISO FACTOR - The Key to Leadership Effectiveness in Business and Life.
  1. Ethical standards and implications can make or break a company today" example, Enron. "In late 1999, several years before the high-profile revelations of corporate misconduct that began emerging in and after 2001," a survey of employee perceptions of organizational and leadership integrity discovered that 76 percent said they had observed violations of the law or company standards in the past twelve months. Clearly, U. S. employees are witnessing ethical and legal misconduct at work. Thus, a crisis in integrity leads directly to a crisis in trust. Integrity is a business imperative.

    Prior to the "Scientific Revolution," mysticism was an integral and unquestioned part of human beliefs. The North Star has spiritual and mythical significance. Alternately called the Fire Star and the Chief Star by different groups. Integrity is clearly the Chief Star of today's business leaders because it creates a context for everything they do. Integrity's definition has evolved over the years but today its primary meaning as a "steadfast adherence to strict moral or ethical code" is widely acknowledged. Ethics is a key quality in long-term leadership success.

    Globalization is our passport to business opportunity. Corporations exist in an ever-connected global community. Global citizenship enables leaders to transcend geographic boundaries. However, globalization is controversial today, viewed by many as un-American.

    Everyone ages, but we all know people who never seem to get old. Sure, they have wrinkles and gray hair, but because they also have a sparkle in their eyes and active, open minds, we tend not to perceive them as "old." How do these people retain their youthful countenance? "Often, it is their interest in the world, their curiosity. They have discovered a wellspring of renewal that drives passion, alertness, and spirit. It is a love of learning." Business cannot hope to prosper in a foreign country, "be it Romania, China, or Peru, without an appreciation for the values, beliefs, social mores, politics, tastes, and fears of the people in that country. Philosophy, history, and literature can provide the access to thoughts and feelings of a culture."

    Business is but one aspect of life's experience, hardly distinct or isolated from the environment in which it functions. "Business success depends upon people and therefore upon awareness of politics, social trends, attitudes and values, and a myriad of other expressions of human emotions, fears, drives, and desires. Literature and philosophy are the best sources for appreciating whatever universals might exist among people over time and place. Literature and history allow for a more time sensitive and culturally determined appreciation of the human condition." The author's father obtained his PhD from the University of Chicago in 1969.

    In 1865, an Oxford mathematician named Charles Lutwidge Dodson self-published a flight of fancy which has entranced both children and adults ever since. "Writing as Lewis Carrol, Dodson created an excellent parable for all aspiring leaders" by the title, "Alice In Wonderland." Historically, the integrity of corporate leaders has often been questioned. "The Robber Barons of the late 19th century, men such as Andrew Carnegie, John D. Rockefeller, Cornelius and William Vanderbilt, and J. P. Morgan, were accused of building great personal fortunes by unsavory means. Interestingly, the widespread use of the derogatory label dates to the 1930s and the era of the Great Depression, which is often blamed on the manipulations of business leaders or poor government responses. During both world wars, corporate leaders were accussed of profiteering."

    She ends with this quote, often attributed to Dale Carnegie: "Success is getting what you want; happiness is wanting what you get." It is her hope that this book helps you find both, in business and in life.


  2. Author Blythe McGarvie presents a thoughtful, intelligent analysis of the paradox of leadership success - the simultaneous needs to "fit in" and "stand out" She teaches the prospective executive how to build a strong platform of leadership, resting firmly on this seemingly contradictory foundation. McGarvie explains that to be accepted and allowed to thrive, you must learn how to integrate or "fit in" to your company's culture and structure. Then, you must also "stand out" by visibly exhibiting your strengths, intelligence and talents, so you can move up the ladder. Drawing on her extensive executive experience, she breaks the "FISO Factor" down into six basic elements including fiscal savvy, honor, perceptiveness, networking, thirst for knowledge and worldwide citizenship. We recommend this well-reasoned, thought-provoking leadership development program to anyone who is searching for the keys to unlock the executive suite.


  3. Blythe's book has become the centerpiece of how I fit leadership and personal development into a tight circle - when I look at all the leadership, consulting and other books; they fit into one of the FISO Factor Catalysts. This makes FISO the foundation, the leadership platform as Blythe states, of personal success. I've now recommended this book to over 100 people without hesitation. Life long learning dictates continuing to read new books and developing ones' self and FISO with the six catalysts is the center of the mind map. When you have read your Zig Ziglar and Stephen Covey, sit down with this book as you develop your mission statement and you will be rewarded. But remember, to successfully execute your mission statement, you will need the skills to fit in and stand out - the FISO Factor.


  4. The FISO factor is an imaginative way to approach a way to succeed in the corporate world.


  5. I can vouch for the genuine success in business of the author of Fitting In, Standing Out. The author states that she was 14 when she knew what she wanted to do, but actually she was only about 8 or 9 when she first had her dream of being a CPA of an extraordinary nature. She was truly one who let nothing stop her to achieve her goals.

    The only thing missing from her tale is that there were so many that had to fight for women's rights first to allow her dream to come true, and they should also be acknowledged. The author also overlooked the support from family she received to help her achieve her goals and that the truly successful person maintains a balance of both career and family.


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Posted in Investing (Sunday, September 7, 2008)

Written by John Bowen. By CEG Worldwide LLC. The regular list price is $49.95. Sells new for $34.78.
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No comments about Breaking Through: Building a World Class Wealth Management Business.



Posted in Investing (Sunday, September 7, 2008)

Written by M. D. Weems. By Atlantic Publishing Company (FL). The regular list price is $24.95. Sells new for $15.00. There are some available for $15.75.
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5 comments about Getting Clients and Keeping Clients for Your Service Business: A 30-day Step-by-step Plan for Building Your Business.
  1. I've recently started my own business and I found this book to be more then helpful. The book gives you every single technique you'll need to have a successful business. Even if you don't own your own business this is great tool for a salesman.

    Starting from the ground up, it explains what is at the heart of a company, and how to target into a specific market to get your ideal clients. The book goes on to explain how to create the perfect slogan and logo that will attract clients to you. When starting your own business there are many little aspects that we tend to forget, this book covers everything from picking a name, to having specials.

    What I liked best about the book was the fact that everything is broken down into categories and I could take my time reading it. It posed questions about what I wanted my business to be and how to achieve that. It even explains how to find the right software to manage my work and different marketing strategies I could use. At the back of the book is an index that is a great reference for when I need to look a specific topic up. I know that this is something that I will find very handy, especially when I need a fresh new idea.


  2. This manual has a clear concise delivery method. It explains key business principles in a manner that all readers can understand and directly implement in there business plans. Many business owners do not view in full perspective the impact of the owner to client relationship and its direct effect on their financial margins.

    Getting Clients And Keeping Clients For Your Service Business engages its audience and motivates an immediate step forward in preparation for success, emphasizing client relations, company image, business preparation, financial planning secrets and much more.

    This book is a necessity for the beginning entrepreneur as well as the seasoned CEO.


  3. A Five Star book!
    Getting Clients & Keeping Clients, by M.D. Weems, is an exceptionally clear and illuminating book that I would recommend for any business, or salesman. I would give it six stars if I could!
    It teaches you how to provide the kind of service and value that keeps clients coming back for more. This book gives you specific instructions on how to identify the needs of your clients, build a better business,and make the most of your appointments.

    The book helps you create a vision for your business, implement long term plans, and gives you strategies for networking and building your referral base. It provides a troubleshooting guide, and follow up suggestions aimed at providing better service for your clients.

    Especially helpful are the detailed plans on advertising your business, and getting the best bang for your advertising dollar. The expert knowledge about radio, television, print work, and newspapers will benefit any business-even businesses that have been in business for many years.


  4. M.D. Weems' GETTING CLIENTS AND KEEPING CLIENTS FOR YOUR SERVICE BUSINESS offers a 30-day step-by-step program for building a business, from understanding target markets and niches to attracting new clients while keeping existing customers satisfied. From professional memberships that pay off to traditional and non-traditional marketing approaches, GETTING CLIENTS AND KEEPING CLIENTS FOR YOUR SERVICE BUSINESS is an essential guide.


  5. Starting a business, particularly with today's current economic picture, can be a daunting task. Some new business owners know there are customers out there, but may not know just how to bring them in and retain them.

    The book Getting Clients and Keeping Clients for Your Service Business takes a systematic approach to what business owners should be doing and new owners need to do for their business to not just thrive, but also survive.

    The author explains tasks and processes simply, plus peppers the book with information from experienced business owners who have taken a start-up business and grown it exponentially. There are a multitude of business examples offered throughout the book that are relevant to each chapter, helping the reader grasp business theories and ideas necessary for success today. The book also helps a business owner understand how to be successful not just from his or her viewpoint, but from the needs and demands of the customers.

    From the preliminary steps of branding a business and developing an identity through logos, Web sites and more, to crafting a position statement, networking and marketing, this book covers in painless detail the seemingly overwhelming chores a potential business owner must tackle when launching a business--and how to do so successfully.

    Readers also are treated to a section in the book that's invaluable for when the business launches and customers come flooding through the doors. They'll learn about the basics of customer service, employee relations, advertising and handling the glut of information gleaned about customers and the business as it grows. Finally, an assortment of exercises is recommended in this book for business owners to test drive as they navigate the waters of success in the service industry.

    Any business owner considering starting a business or who is just getting started should pick up a copy of Getting Clients and Keeping Clients for Your Service Business to make sure he or she is on the right track down a successful career path.


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Posted in Investing (Sunday, September 7, 2008)

Written by CFP Mark Colgan. By Plan Your Legacy, LLC. Sells new for $17.95. There are some available for $17.92.
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Purchase Information
4 comments about The Survivor Assistance Handbook: A Guide for Financial Transition.
  1. Although the book origionally seemed small for the price I discovered that it had a lot of information. It covered everything from how to handle my husband's car lease to estate processing and identity theft. It was also well written and had a easy to follow format.


  2. If your loved dies suddenly or you know its coming this is the essential book to read about handing the situation.

    A compact guide on what to do when and how. It brings together in one easy to read and understand format the information you will need immediately after a death and later on.

    This is a book to have on hand as you would have a dictionary.

    When my mother died I found it was dificult to get the information I needed. Laywers can be very expensive. If I had this book it would have saved my time and money.



  3. How would you hendle the death of a loved one? For me, until I read this book, I wouldn't have had a clue! I think this book makes sense for anyone who is going through the financial transition that death brings to survivors but also to anyone who wants to be prepared for the event. Think about it...we will all eventually have to face this, why not be prepared? This book covers more details than I would have thought of, and I work in the financial industry. I think a major plus to this book is that is gives definitions, addresses, phone numbers, web addresses, etc... of all the things and places you will need to know about. I would highly recommed this publication.


  4. I thank God for this book. It's practical and hands-on. It's a must-have for anyone who is ignorant of funeral planning, personal finances and wills. Most of us are in at least one of these groups. I was in two before I read this book.


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Beat the Market the Easy Way!
How to Make a Fortune on the Internet: A Guide for Anyone Who Wants to Create a Massive - and Passive - Income for Life
Beginning Investor's Bible
The Complete Idiot's Guide to Options and Futures
The Complete Guide to Online Investing: Everything You Need to Know Explained Simply
Getting Started in Annuities (Getting Started In.....)
Fit In, Stand Out: Mastering the FISO FACTOR - The Key to Leadership Effectiveness in Business and Life
Breaking Through: Building a World Class Wealth Management Business
Getting Clients and Keeping Clients for Your Service Business: A 30-day Step-by-step Plan for Building Your Business
The Survivor Assistance Handbook: A Guide for Financial Transition

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Last updated: Sun Sep 7 19:01:42 EDT 2008