Socially responsible investing

Storyselling for Financial Advisors : How Top Producers Sell

October 21, 2009 By investing 3 Comments

Using similes, metaphors, anecdotes, illustrations, and asking open-ended questions, then really listening to clients’ stories, histories and backgrounds can elicit valuable information. Highly persuasive individuals and many of the top financial professionals use this communication style intuitively, making deep human connections with their clients. From this deeper understanding, they are better able to serve clients’ financial needs–and sell more effectively in the pr…
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Envisioning a New Accountability, Volume 13

October 20, 2009 By investing Leave a Comment

Sustainable environments, global networks, ethical financial reporting, and emancipatory accounting are increasingly shaping social and accounting dialogue. This volume contributes to a visionary accounting practice in its expansive coverage of issues and geographical perspectives prompting changes in social beliefs and levers of power. Examining these concerns with surveys and contributions from Australasia, North America, Europe, and Africa, the authors expose significant inf…
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Fiduciary Duties and Liabilities: Tax and Trust Accountants’ Guide, 2007 Edition

October 20, 2009 By investing Leave a Comment

This book will assist accountants who serve various functions in the general area of trusts and estates, as advisors, as trustees and in the preparation of various documents and governmental filings. Unlike many other texts on the general subject of trusts, this book will provide the outline for the types of issues an accountant is likely to face, and how they are best handled. The reader will be advised on how to handle circumstances many accountants encounter infrequently,…
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Estate and Retirement Planning Answer Book

October 19, 2009 By investing Leave a Comment

Estate and Retirement Planning Answer Book (2008 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients’ estate plans, how to choose and design the type of retirement plan that best suits the client’s needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans. Discussion includes such topics as the final m…
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Accountants’ Roles and Responsibilities in Estates and Trusts

October 19, 2009 By investing Leave a Comment

Accountants’ Roles and Responsibilities in Estates and Trusts was initially introduced in 2006 as Fiduciary Duties and Liabilities: Tax and Trust Accountant’s Guide.This book assists accountants who serve various functions in the general area of trusts and estates, as advisors or as trustees, and in the preparation of various documents and governmental filings. Unlike many other texts on the general subject of trusts, Accountants’ Roles and Responsibilities in Estates and Trusts…
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Investment Performance and Practices of Community Foundations

October 18, 2009 By investing Leave a Comment

This annually updated publication provides a window into the investment performance and practices of nearly half of all community foundations with assets of $5 million or more across the United States. Charts and tables make it easy to absorb a variety of statistics, including overall asset composition, the relationship of composition to performance, and fees paid for management. Also included are articles on topics such as understanding mutual funds and demystifying their confu…
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Trustee Investment Strategy for Endowments and Foundations

October 18, 2009 By investing 1 Comment

Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to …
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Accountants’ Roles and Responsibilities in Estates and Trusts, 2009 Edition

October 17, 2009 By investing Leave a Comment

A Process for Prudent Institutional Investment

October 17, 2009 By investing Leave a Comment

A Process for Prudent Institutional Investment, a non-fiction Business/Investment guide and reference book, will professionally assist you and your advisors establish and maintain your program, be it a corporate retirement plan, a nonprofit endowment fund or of personal assets to be managed. The criteria of costs, performance, suitability, service, compliance, and ethics are well covered. Policy decisions made, therefore, would be significantly enhanced so as to help you meet yo…
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Leaders as Teachers: Unlock the Teaching Potential of Your Company’s Best and Brightest

October 16, 2009 By investing 1 Comment

Review

Ed Betof captures the key to winning in these turbulent times, namely, leaders developing leaders at all levels. The BD story is a powerful benchmark showing how a CEO and team with a clear Teachable Point of View(tm) and a commitment to teach and have leaders teach at all levels both drives performance and develops a leadership pipeline for the future. –Noel Tichy, Professor, University of Michigan, Author, JUDGEMENT: How Winning Leaders Make Great CallsIn uncertain time…
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