Showing posts with label business plan. Show all posts
Showing posts with label business plan. Show all posts

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer Review

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
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I must not have read the same book as the other reviewers or I did not work with Mr. Mullen. I ordered this book looking for great things after reading the other reviews. I was sadly disaapointed. This book could be summmed up on one page.
The what: have 20 years to chase people with at least $250,000 to invest in modern portfolio theory. The How: You accomplish this by contacting 100 prospects (people you have met and would be open to meeting with you again) at least twice a month. Once via a phone call, letter or email. Once via a drop by in person. Raise at least $120 million with an ROA of .8% and you have a $1 million dollar practice. His scripts are very different than the ones on his website and the 15 marketing plans are a joke. For example, Mr. Mullen states that 52% of the millionaires in the US are business owners and he spends 5 pages on a marketing plan with three of the pages scripts. Where is the detailed step by step plan.
Great promise, not much substance.
Save your money and DO NOT BUY THIS BOOK!!!! I would be curious why Mr. Mullen is retired and why Merrill Lynch would let him if he has worked and produced so many great advisors.


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In "The Million-Dollar Financial Services Practice", author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond.

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The Lords of Strategy: The Secret Intellectual History of the New Corporate World Review

The Lords of Strategy: The Secret Intellectual History of the New Corporate World
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The debate over the value of high-level strategic consultants and academics has waged for decades. I was one such consultant for the better part of ten years who often spent the first part of any conversation defending my profession (I have since moved to advertising and now defend that profession). Kiechel covers the rise of strategy consulting firms--BCG, McKinsey, and Bain--and notable business school professors who contributed to the strategy revolution. His background provides the credibility to do so, he was a former Managing Editor at Fortune magazine and was the Editorial Director of Harvard Business Publishing from 1998 to 2002.
He sees the best strategists as objective intellectuals who see patterns of evidence and put them through conceptual frameworks to produce pragmatic insights. This largely began in the sixties and seventies when strategy began to be systematized and integrated. Cost, customer and competitors were the three primary areas strategists looked for patterns to exploit. In the nineties, the practices were more fad-like including reengineering and total quality management. This was the era I practiced in and I felt like the lone voice extolling the virtue of a simple but robust strategic planning process. I jumped for joy when in June, 1997, BusinessWeek had on their cover, The Return of Strategic Planning: Once More With Feeling. Which was the pivot point for Taylorism-like monitoring and measurement processes becoming more humanistic and holistic in their design.
The author tells some great industry stories but what struck me is just how important the role of strategy and management consultants is to business. The influence that such a small number of people and firms have had on modern business is truly staggering. This is where the subtitle of the book comes from: The Secret Intellectual History of the New Corporate World. Just a handful of models and frameworks devised by a small number of minds have been used by countless businesses to generate their strategies - this is what is so amazing.
From my experience, the best strategists retain a child-like wonder and a natural intellectual curiosity that is backed by analytic rigor - an incredibly hard combination of skills to possess in one person. I suggest this book only if you are interested in the history it covers and/or are a follower of the strategist value debate. In other words, this is not a strategy how-to book. Other books in this area I have read are The Management Myth, The McKinsey Mind, Rip-Off!, House of Lies, and Consulting Demons - so you may want to check them out too.

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How to Prepare a Business Plan (Sunday Times Business Enterprise Series) Review

How to Prepare a Business Plan (Sunday Times Business Enterprise Series)
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Planning is invaluable; no one has ever maximized their business success by just winging it. "How to Prepare a Business Plan" is a scholarly handbook, taking a look at how to create the best business plan possible for one's company. Focusing on managing income and expenses, expanding, taking out loans, and meticulously watching for early warning signs of failure, "How to Prepare a Business Plan" is an excellent choice for entrepreneurs and a top pick for community library business collections.

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* Fully revised and updated * Practical guidance given on all aspects of business plans * Includes case studies and examples "Ideal for entrepreneurs and decision-makers in Small and Medium Enterprises (SMEs). Highly recommended." -- George Cox, Director General, Institute of Directors "Still the best book available on the subject." -- The Bookseller's Review of Business Books A business plan provides a blueprint for the future of business start-ups. It sets out a company's aims and how it proposes to achieve them. Without such a plan no venture capital house or bank will consider a loan for start-up or expansion. This fully revised new edition describes the best way to prepare a business plan that will help get the financial backing needed. It includes practical case studies and cash flow forecasts, as well as advice on expanding a business, planning the borrowing and monitoring business progress.

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Rework Review

Rework
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One of my biggest gripes about the early reviews to come out about Rework is that they had no substance. Words like "inspirational", "brilliant", and "rethink" generally trigger my BS alarm, so I really didn't know what to expect with Rework. I've been reading Signal vs. Noise, the design and usability blog by 37signals, for a few years now, and I've had plenty of time to become acquainted with Jason and David's style. That I even refer to them by their first names should clue you in to their style. They come across in writing as they do in their live webcasts and presentations: familiar. Point is, I've been irked by the longest by those vapid early reviews to come out. They meant nothing to me. Hopefully you'll find this review more much helpful for determining whether or not Rework is worth your time.
TL;DR Version: Buy the book if you have no idea what 37signals stands for. If you do, expect SvN on paper.
Long Version: If you've never heard of 37signals or read Signal vs. Noise and you're a business owner or someone who needs to buy a book for an "entrepreneur" (Jason and David prefer the term "starter"), then this is a pretty good book to purchase. It's 273 pages, but most of that is filled with white space and somewhat relevant artwork (almost too much artwork, really), so it's an easy read. From start to finish I spent just over a few hours reading Rework, and I'm no speed reader by any stretch of the imagination. Don't expect to be blown away by any revolutionary ideas, either. One of the early reviews to come out said, "The clarity, even genius, of this book actually brought me to near-tears on several occasions" (Tom Peters, New York Times bestselling author). I don't want to bad mouth the guy, because I don't know him, but that's some wicked crazy rad hyperbole. This is a simple book that's just a by-product of the blog. Nothing more, nothing less.
If you are someone who is very familiar with 37signals and has spent a considerable amount of time reading the blog, then don't feel like you need to pick up this book immediately. Don't get me wrong, $12 (or however much it costs when you buy Rework) is entirely worth it, if even just to have some good night time reading material. But if you think that Rework will bring you any additional insight into 37signals beyond what is available online, then you are thinking incorrectly. Rework felt like a package of SvN blog posts from 2007 to 2009. I'll explain why in a bit.
The Major Takeaways:
If you're strapped for cash and still want to take away lessons from this book, just read the table of contents and then cross-reference those words with the 37signals blog. Jason and David do a heck of a job being straightforward about what they are writing about. For example, "Ignore the real world" (page 13) can be found on their website. In fact, a whole bunch of their content from Rework can be found on their website. To wit:
"Learning from mistakes is overrated" (Rework, page 16): "Learning from failure is overrated" (Feb. 3rd, 2009)(SvN)
"Planning is Guessing" (Rework, page 19): "The Planning Falacy" (Jun. 12th, 2009) (SvN)
"Workaholism" (Rework, page 25): "Fire the workaholics" (Mar. 7th, 2008) (SvN)
"Enough with 'Entrepreneurs'" (Rework, page 28): "The word entrepreneur and its baggage" (Apr. 22nd, 2009) (SvN)
"Scratch your own itch" (Rework, page 34): "What's your problem?" (Getting Real)
"No time is no excuse" (Rework, page 40): "There's always time to launch your dream" (Mar. 10, 2009) (SvN)
"Outside Money is Plan Z" (Rework, page 50): "Fund yourself" (Getting Real)And that's just the first 50 pages! You see where I'm going with this. If you are an avid reader of 37signals and have kept up with them for 6-12 months, then most of what you read in Rework will simply be a regurgitation of what's already been written online. That's why the early reviews really irked me. Is this book insightful? Clearly. Is it legendary or tear-worthy? Give me a break! The grand language is really making me distrust books, and if I didn't already know the great work that 37signals does or if I were not already a long time customer with 37signals, I wouldn't have bought this book. The flowery language of the early reviews just made me expect the world from Rework, and all I really got was the hardcover form of Signal v. Noise, with better edits and word choice.
I wouldn't write this long, rambling review if I wasn't passionate about the line of work that 37signals is in. I owe much of my organization and peace of mind to 37signals products, so count me as one of the 37signals "audience" members. I think Rework is an exceptional book in that it serves as a reminder of many of the lessons and "recipes" that Jason and David have given us through the years. It is definitely worth the money if you have not already internalized much of the lessons contained in the Rework table of contents. If you have, and you are an avid fan of Jason and David already, then there's really no need to read Rework unless you have some extra time on your hands.
And to Jason and David, if either of you actually read this review, then I hope in your next book you'll ditch the early BS reviews. That's my main gripe. If you want to recycle SvN from 2009-2011 and turn it into a book called ENHANCE! in 2012, that's fine by me. I'll be the first one in line to read it; but know that I, and many other readers, will expect to see the same stuff that we've already read on the blog. I love the work you two do; I mean I REALLY love the work that you two do. But come on. Don't set me up for the stars and then throw glitter in my face.
All in all I give Rework a 7/10. It's worth a read if you have no clue what 37signals stands for. Even if you do, buy the book for a friend or out-of-touch boss.

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Definitive Business Plan Review

Definitive Business Plan
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Here you have a man named Richard Stutely who was the Minister of Finance in UK, and has worked in their Stock Market Board, first rate banks and schools. He is also a very prolific writer for The Economist.
What would you expect of a book from him?.
Well, he writes in a very simple, easy to read manner. But almost in every sentence and thought one can see, feel, understand and then apply years of top management wisdom.
I consider myself an expert on this subject, I live from it, I teach and I am also a consultant. I've read thousands of ideas and walked through many best practices myself. But this IS the book.
Why?
1- It is honest 2- It teaches you to know yourself first, then where you want to go, then to know the world around you, make a strategy and finnaly how to present your way towards profits managing the risks 3- Then he shows you a very simple and important lesson; how to get your plan approved 4- And finnaly, how to avoid putting the plan in a shelve and instead how to use it for every day operations guidance 5- A book for all- no previous knowledge required 6- You can use all the chapters or costumize it for yourself 7- It is the backbone of all the other guides and software do-it-yourself in one minute type
If you want to DO IT and also UNDERSTAND what you are doing read this 300 pages beauty.
(you'll made yourself and the world business community a big favor)...

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Buy 2 bestsellers get 25% off.The Definitive Business Plan (027366569)A good business plan is the difference between success and not even getting the chance to try.This international bestseller is THE ultimate guide to business planning. Whether the goal is raising start-up or development finance for a new business, requesting venture funding from a corporate parent or directing operational management, The Definitive Business Plan will help you deliver the information that the decision-makers are really looking for and make sure your plan is good enough to start, run or revitalise any business enterprise. ""Truly a practical guide to better business planning. The book is friendly and easy to read. It is especially helpful in developing the correct thought process, which is so essential to effective strategic planning. An indispensable corporate tool."- Peter N. Tan, Senior Vice President, Hambrecht & Quist" Developing New Business Ideas (0273663259)Buy 2 bestsellers get 25% off.At some time in their life, almost everyone in business has an idea for a new enterprise but how do you take a promising thought and develop into an enterprise worth backing?Developing New Business Ideas offers a wide range of hands-on, how-to-actually-do-it techniques to help you add value and viability to your original idea. It will also introduce you to the experiences of a range of today's successful entrepreneurs, enabling you to learn from the creative lessons that they learned as they built their businesses.""Having had your bright, fresh, original idea, the really hard part is turning it into successful reality.By detailing four structured steps to developing saleable products or services from that first idea, this excellent and imaginative guide significantly simplifies that task.Essential reading for all would-be entrepreneurs".""Trevor Baylis OBE, the inventor of the clockwork radio."

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The Business Plan Workbook (Sunday Times Business Enterprise Guide) Review

The Business Plan Workbook (Sunday Times Business Enterprise Guide)
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Any business or business library seeking a detailed step-by-step plan reviewing the processes and procedures for creating a business plan need this book. It pairs professional advice with real-world applications, updating examples throughout and including them from a large cross-section of business structures at various stages of development. More so than competing, simpler books, it provides the in-depth tools for analysis and review.


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* Hands-on guide to preparing a winning business plan

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How to Write a Business Plan: Create Your Strategy; Forecast Your Finances; Produce a Persuasive Plan (Sunday Times Creating Success) Review

How to Write a Business Plan: Create Your Strategy; Forecast Your Finances; Produce a Persuasive Plan (Sunday Times Creating Success)
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According to Antarctic explorer Roald Amundsen, "Adventure is just bad planning." Adventure is certainly not a priority in business. To avoid it, all firms need a well-conceived, properly organized and expertly written business plan. A good business plan can help your business accomplish vital objectives, such as securing the financial backing you need to take your company to the next level or getting top dollar if you decide to sell the firm. Brian Finch, a seasoned business professional, has assembled a basic, practical - though list-heavy - book on how to write a concrete business plan to achieve maximum impact. Although he rightly remarks that "there is bound to be some repetition in your business plan, just as there is in this book," getAbstract finds that rookie entrepreneurs will benefit from his savvy advice.

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Starting with the premise that there's only one chance to make a good impression, How to Write a Business Plan covers all the issues involved in producing a business plan – from profiling competitors and forecasting market development, to the importance of providing clear and concise financial information. It also includes a full glossary, case histories and a detailed section on the related issue of how a company can best use internal business plans.

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MBA In A Day: What You Would Learn At Top-Tier Business Schools (If You Only Had The Time) Review

MBA In A Day: What You Would Learn At Top-Tier Business Schools (If You Only Had The Time)
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In my case the book was a great refresher having graduated over 3 years ago with a Business Adm. Major in college.
For anyone unfamiliar with basic business concepts (Theory) this book is a practical & simple guide to learning the basics.
For other's like me it's a great reference tool and refresher if you've been away from the books for a while.
I'm planning to go to B-School this fall and I feel a little more comfortable now- knowing that the material is fresh in my mind.
The book is easy to understand, well written and logically compiled. I would definitely recommend anyone searching for a business concepts book to give this book a shot.

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The same critical information top business schools teachBased on Professor Stralser's popular seminar series, MBA in a Day? is specifically designed for the busy professional (physician, attorney, architect, nonprofit executive, etc.) or entrepreneur/small business owner, who needs to know about the "business-side" of their practice, organization or business. With comprehensive coverage of vital business topics, important concepts and proven strategies taught at top graduate schools, this handy book offers a complete business education without the hassle of enrolling in an MBA program. Divided into four sections covering management and policy; economics, finance, and accounting; marketing; and systems and processes; this straightforward guide is easy to navigate and simple to use. Packed with illustrative examples, helpful anecdotes, and real-world case studies, this commonsense guide covers everything busy professionals would learn at the very best business schools-if they only had the time.Steven Stralser, PhD (Phoenix, AZ), is Clinical Professor and Managing Director, The Global Entrepreneurship Center at Thunderbird: The American Graduate School of International Management and founder and CEO of The Center for Professional Development, Inc., an organization dedicated to post-graduate training and education of today's professionals.

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Small Business, Big Vision: Lessons on How to Dominate Your Market from Self-Made Entrepreneurs Who Did it Right Review

Small Business, Big Vision: Lessons on How to Dominate Your Market from Self-Made Entrepreneurs Who Did it Right
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I received a pre-release copy of this book to review, and loved it! I've been an entrepreneur for a long time and am always looking for better ways to build and improve my businesses. This book provides practical advice that anyone can put into use to "dominate their market" as the book says.
I'd strongly recommend this book to anyone who is or wants to be a business owner. Whether you're thinking of starting a business or have been in business for 30 years, there's something for everyone to learn here.
My favorite parts: The chapter on social media marketing, the "Pulling a 180" chapter on turning your business around, and the section on social entrepreneurship. Good stuff!

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Lessons in applying passion and perseverance from prominent entrepreneurs
In the world of entrepreneurship, your vision solidifies your resolve when things get tough, and it reminds you why you went into business in the first place. Authors, brothers, and serial entrepreneurs, Matthew and Adam Toren have compiled a wealth of valuable information on the passionate and pragmatic realities of starting your own business. They've also gathered insights from some of the world's most successful entrepreneurs. This book delivers the information that both established and budding entrepreneurs need, explains how to implement that information, and validates each lesson with real-world examples.
Small Business, Big Vision provides inspiration and practical advice on everything from creating a one-page business plan to setting up an advisory board, and also delivers a call to social entrepreneurship and sustainable business practices. This powerful book:
Offers instruction in whether and how to seek investors
Outlines the pros and cons of hiring employees and provides guidance on how to find the best outsourced workers
Presents a comprehensive action plan for effective social media marketing
Explains how to build an information empire and become an expert

Small Business, Big Vision proves that with a flexible mindset, practical skills, and the passion to keep pushing forward, entrepreneurs can find success, even in today's ever-changing business landscape.

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Hit the Deck: Create a Business Plan in Half the Time, With Twice the Impact Review

Hit the Deck: Create a Business Plan in Half the Time, With Twice the Impact
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Maybe you have an idea? Maybe you have already a venture - complete with a business plan? No matter what stage of the entrepreneurial journey you're on, this book will be of immense value to you! Unlike the many books that have crowded the marketplace recently, 'Hit the Deck' provided you with smart, practicable tips as to how to evaluate an idea, develop up in to a potential venture and then create a business plan. The writing is clever, the ideas are powerful and the experience of the author shines through in the book. To complement the book, I also recommend checking out [...] - I found great advice and tips on the site and on their blog.

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