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"Learn the overlooked skill that is essential to Wall Street success Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. You'll gain...
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"Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere...
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"MarketPsych: How to Manage Fear and Build Your Investor Identity is designed to be a practical guide for financial advisors to learn about the most important, and most ignored, aspect of their work - psychology. This book makes the theoretical practical by translating it into concrete tools and techniques designed specifically for financial advisors. The MarketPsych Handbook contains practical worksheets and planning tools that affect all aspects...
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