Sentences with phrase «financial planning techniques»

He mixes creative approaches to lifestyle design, deep - dive financial planning techniques, and hard - core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

He mixes creative approaches to lifestyle design, deep - dive financial planning techniques, and hard - core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

Designed and created a financial planning technique that saved company $ 240,000 other direct cost each month

Not exact matches

But the Web is especially well - suited to teaching technical topics, effective sales and customer - service techniques, financial skills, product and policy updates, and things that can be learned step by step, such as drafting a business plan or managing a project.

Over the course of the conference, attendees will sharpen their skills, refine business strategies, implement new techniques and learn how to take a holistic approach to their client's financial plans at every life stage.

Written by a renowned team of wealth managers, financial planners and insurance experts, this indispensable reference integrates case studies, 10,000 pages of current and easily accessible content with news, client illustrations, information, financial planning tips and techniques.

Some positions also require an understanding of basic budgetary / financial management principles / techniques for long range planning of programs / objectives.

So with the way their code is hard - wired, they're not advocating using actual Asset allocation techniques to reduce risk via diversification, but instead just trying to make it easy for Reps to sell load funds, «According to your financial plan, you need to invest much more today into Income and Growth.

For couples lacking an RPP, consider the following planning technique suggested by certified financial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyfinancial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyFinancial Strategists): Convert at least a portion of their RRSPs into a RRIF once they turn 65.

Members have the opportunity to come together and share with individuals in similar positions from other firms about what's working and not working in practice group management, ranging from financial reports to business planning techniques, to workload management software.

If you own a motorcycle, it doesn't make financial sense to go without a motorcycle insurance plan, but too many motorcyclists throw caution to the wind when it comes to their own driving techniques.

Brokerage and financial planning firms, and charities, also use estate planning and estate tax avoidance as a marketing technique.

In pursuance of the same, Exide Life shall be entitled to prepare from such information such documentation, graphs or figures that it may think necessary for its purposes which may include, among others, preparation of feasibility studies, marketing or distribution methods and processes, customer lists, current and anticipated privacy requirements, commission structure, market studies, business plans, financial projections and budgets, projected profits, names and backgrounds of personnel and personnel training techniques and materials

POSITION SUMMARY: The Finacial Analyst I develops and implements financial and accounting concepts & techniques for financial planning and control of the company by performing the following duties

• Demonstrated ability to use lean management techniques for planning, requisition and ensuring consignment flow • Well versed in par level evaluation, conducting product trials and regular auditing • Expert in cycle counting, expiration tracking and physical inventory maintenance • Familiar with set up and usage of MRP system parameters • Adept at reconciliation of existing inventory with financial risk forecast information

Tags for this Online Resume: HTML, HAZMAT Life Cycle Assessment, HTML Internet Communication Technology, Value Stream Management, Commercial Energy Retro - fit, Commercial Building Automation, Smart - Grid», web - based sub-metering, «Bacnet» - Panel programming, Quantitative Technique, Packaging, Weights & Measures, Inventory Management, Inventory «Shrinkage» Management, Warehouse Management, Safety Engineering, Logistics, Transport Development, Demand Modeling, Process Improvement, Marketing Strategy, Econometrics, Strategic Management, Risk Management, Production Line Planning, Building Automation, Structured Programming, Financial Strategy, Monte Carlo Simulation, Business Process Improvement, Geographic Analysis and Interpretation

Tags for this Online Resume: Account Collections, Audit Techniques, Benefits Management, Budgeting / Variance Analysis, Cost Accounting Analysis, Customer Service Management, Financial Analysis Techniques, Human Resources Management, Management of Accounts Payable, Insurance, Management of Billing / Accounts Receivable, Networking / Database Management, Operations Management, Pension Management, Purchasing / Procurement, Regulatory Compliance, Research Analysis, Statistical Analysis, MAS 90 / MAS 200, Data Mining, JD Edwards / Great Plains / Peachtree Accounting, Word / Excel / Project / PowerPoint / Oracle, Quick Books / Deltek Accounting / SAP, Leadership, Sarbanes - Oxley, Team Building, Cognos / Crystal Reports / Hyperion / Pillar, Performance Improvement Models / Processes, Strategic Planning, Process Improvement Leader, Supervision / Management, Research / Problem Resolution

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortFinancial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial plans and develop investment allocation strategies for high net worth clients

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment of key considerations, potential issues, and the utilization of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevant tools

Event Planning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevaPlanning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevaplanning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevant tools

Teacher — Duties & Responsibilities Teach financial management classes focused on budgeting, credit, home buying, and foreclosure prevention Instruct leadership development classes utilizing the DISC Personality Profile Assessment Model Administer DISC Assessment Tool, analyze students results, and build student leadership profiles Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Design and implement challenging and captivating curriculum resulting in student engagement Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques and subject matter Plan and administer Bible based education and development classes for Abundant Life Church Lead classes in vision, program, mission, and leadership development for church members and leaders Actively serve on multiple nonprofit boards focused on education and community development Lecture on leadership development, financial responsibility, and other topics at community functions

Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency

CPD 101: Business Enterprise Valuation CPD 102: Valuation of Property Impairments and Contamination CPD 103: Agricultural Valuation CPD 104: Hotel Valuation CPD 105: Highest and Best Use Analysis CPD 106: Multi-Family Property Valuation CPD 107: Office Property Valuation CPD 108: Seniors Facilities Valuation CPD 109: Lease Analysis CPD 110: Creative Critical Thinking: Advancing Appraisal to Strategic Advising CPD 111: Decision Analysis: Making Better Real Property Decisions CPD 112: Real Estate Consulting: Forecasting CPD 113: Request for Proposals (RFPs) CPD 114: Valuation for Financial Reporting - Real Property Appraisal and IFRS CPD 115: Appraisal Review CPD 116: Land Valuation CPD 117: Exposure & Marketing Time: Valuation Impacts CPD 118: Machinery and Equipment Valuation CPD 119: Urban Infrastructure Policies CPD 120: Urban Infrastructure Applications CPD 121: Submerged Land Valuation CPD 122: Expropriation Valuation CPD 123: Adjustment Support in the Direct Comparison Approach CPD 124: Residential Appraisal: Challenges and Opportunities CPD 125: Green Value — Valuing Sustainable Commercial Buildings CPD 126: Getting to Green — Energy Efficient and Sustainable Housing CPD 127: More Than Just Assessment Appeals — The Business of Property Tax Consulting CPD 128: Retail Property Valuation CPD 129: Industrial Property Valuation CPD 130: Residential Valuation Basics CPD 131: Commercial Valuation Basics CPD 132: More than Just Form - Filling: Creating Professional Residential Appraisal Reports CPD 133: Valuing Residential Condominiums CPD 134: Rural and Remote Property Valuation CPD 135: Buy Smart: Commercial Property Acquisition CPD 136: Waterfront Residential Property Valuation (Coming soon: 2018) CPD 140: Statistics 101: Math Literacy for Real Estate Professionals CPD 141: Exploratory Data Analysis: Next Generation Appraisal Techniques CPD 142: Introduction to Multiple Regression Analysis in Real Estate CPD 143: Appraisal Valuation Models CPD 144: Geographic Information Systems and Real Estate CPD 145: Introduction to Reserve Fund Planning CPD 150: Real Property Law Basics CPD 151: Real Estate Finance Basics CPD 152: Financial Analysis with Excel CPD 153: Entrepreneurship and Small Business Development CPD 154: Business Strategy: Managing a Profitable Real Estate Business CPD 156: Organizing and Financing a Real Estate Business CPD 155: Succession Planning for Real Estate Professionals CPD 157: Accounting and Taxation Considerations for a Real Estate Business CPD 158: Marketing and Technology Considerations for a Real Estate Business CPD 159: Human Resources Management Considerations in Real Estate (Coming Soon: 2018) CPD 160: Law and Ethical Considerations in Real Estate Business (Coming Soon: 2018) CPD 891: Fundamentals of Reserve Fund Planning CPD 899: Reserve Fund Planning Guided Case Study

Bachelor Degree 1979, REOS Specialist, SFR Short Sales and Foreclosure Resource, Environmental Concerns Affecting Real Estate Transaction, Essentials of International Real Estate, Europe and International Real Estate, Asia / Pacific International Real Estate, The Americas International Real Estate, Investment and Financial Analysis of International Real Estate, Standards of Practice, Essential Real Estate Techniques, Real Estate Specialties, Case Studies in Acquisition Analysis, Commercial Contracts, Commercial Real Estate Investment and Development Analysis Course, Code of Ethics, Core Law, Accredited Buyers Representative, Appraising, Contracts, Real Estate Law Contracts, Law of Agency, Real Estate Finance, Real Estate Marketing, Real Estate Investments, Commercial Property Management, Sales Comparison, Cost Depreciation, and Income Approaches, Federal Income Tax Laws Affecting Real Estate, Zoning and Planning Subdividing of Land and Special Issues, Selling Skills and Management (Xerox), working on CCIM and on going Continuing Education.