Lowenthal J.K. Lasser Pro Survival Skills in Financial Services

Strategies for Turbulent Times
1. Auflage 2002
ISBN: 978-0-471-32340-2
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 272 Seiten, E-Book

Reihe: J.K. Lasser Pro.

The financial services industry is constantly changing and you needto respond
Change is a constant in the financial services industry (FSI). Thequestion is, "What should you do to survive?" Whether you work inor sell to the industry, you'll benefit from the in-depth insight,professional knowledge, and practical tools found in J.K. LasserPro Survival Skills in Financial Services.
Advanced Praise for J.K. Lasser Pro Survival Skills in FinancialServices
"The challenges of surviving and succeeding in the financialservices industry have never been greater. . . . J.K. Lasser ProSurvival Skills in Financial Services provides a practical guide todealing with the tough realities of change. The result is anenjoyable, down-to-earth, and interactive resource that providesthe knowledge, skills, and human understanding to deal with theforces of change."
-Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank &Trust Company
"This book will help my staff work through the most difficulttransition in the financial services industry. . . . Julian speaksin a nontechnical, light-handed style to every member of my staff.. . . He draws on his relationships with some of our industry'smost important leaders to reinforce his logical and practical viewson how to get through the day, the year, and the decades ahead. Hisbook is crisp, easy reading from cover to cover. But his sectiontitled 'Survival Skills Greatest Hits' must be committed to memory.It will be the core of my survival strategy for the rest of mycareer. I can't wait to put this book in the hands of my wholestaff."
-John Adams Vaccaro, CFP, CLU, President, Westport ResourcesInvestment Services, Inc.
Don't get left behind in the whirlwind of change impacting thefinancial services industry. Pick up J.K. Lasser Pro SurvivalSkills in Financial Services and take control of your professionallife within this dynamic and challenging business environment.

Autoren/Hrsg.

Lowenthal, Julian

Inhaltsverzeichnis

Introduction: Setting the Stage.
Cast of Characters.
Part One: The Situation Room.
CHAPTER 1. I Don t Think We re on Wall Street Anymore.
CHAPTER 2. Now You See It, Now You . . . .
CHAPTER 3. We the People.
Part Two: Survival Manual.
CHAPTER 4. Oh No, Not I The Five By Five.
CHAPTER 5. Top of the Charts.
CHAPTER 6. You Can t Handle the Truth!
CHAPTER 7. Officer Candidate School.
Part Three: Pressure Points.
CHAPTER 8. Goodbye Mr. Chips.
CHAPTER 9. Road Trip.
CHAPTER 10. The Biggest Thing Is That People Aren t Stupid Anymore.
CHAPTER 11. Sometimes You Just Have to Say, What the . . . ?
CHAPTER 12. How Did I Get Here?
CHAPTER 13. There Is No Need to Change Survival Is NotMandatory.
Conclusions: Curtain Call.
Appendix 1: Terms You Should Know.
Appendix 2: FSI Skills Guide.
Index.

Über Autor(innen)

JULIAN LOWENTHAL is President of The Practec Group LLC (www.practec.com), a Weston, Connecticut--based consulting firm specializing in the financial services industry. Mr. Lowenthal has more than fifteen years experience helping financial services institutions and professionals maximize performance to meet their business goals. In addition to his consulting work, Mr. Lowenthal has served as an adjunct faculty member at Rutgers University Center for Management and Development, Hunter College's Department of Economics, and Adelphi University's Graduate School of Business. He holds both a master of philosophy and master of arts degree from the economics department at Columbia University, Graduate School of Arts and Sciences.