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Audio Introduction Excerpts The
almost Perfect Stockbroker starts
with a detailed discussion my investment advising and investment perspectives,
moves to investment principles based on those perspectives, and then to investing
software as seen @ mhj3.com to implement the investment selection, management,
and performance process; a detailed discussion of exactly
what you must know, do, and have to select investments and to develop and manage
your investment portfolio in your own economic best interests.
There
are no gimmicks or get rich quick suggestions; just what you need to know, think
about, do, avoid, have, and use to invest wisely -nothing learned the hard way;
If
you looking for trading, option, or derivative investment strategies, mhj3.com,
the Almost Perfect Stockbroker, and mhj3.com software are not for you. Note:
All books are in .pdf format and may be downloaded by link to view and/or
print.
| Table
Of Contents | | |
| The
Stockbroker | |
Three Stockbroker Classifications, You, You Are A
Profit Center, Your Foundation, Your Commitment, Your Goal, Understanding Your
Goal, Your Business Rules, Your Approach, Your Style, Your Frame of Mind, You
And Your Client, You As The Advisor, Your Discipline, Your Competition, Your First
Year Performance Standard, Selling, The Concept, Problems, Success Test Products,
Product Knowledge, Prospects, Track To Run On, Word Associations, Speak The Language,
So What? What Does It Mean To Me?, The Effective Communications Formula, Your
Connection Questions For Prospecting, Fact Finding, And Sales, Questions You Do
Not Know The Answer To, Questions That Require More Information, Fear, Computer,
Success, Motion, Pleasure/Pain, Leveraging Motion, Putting Your Solutions Into
Motion, Systems, Motion Managed, Your Agenda, Connecting, Converting Prospects
To Clients: Approach, The Anatomy Of A Cold Call, Telephone 101, Objections, When
You Call, Referrals, The Best Referral Letter, Prospect Lists, Where Is The List?,
Letters/Mass Mailings, Seminars, Clubs For Business, Newsletters, A Change Of
Pace, Converting Prospects To Clients: The Meeting/Discovery, Converting Prospects
To Clients: The Meeting/Presentation, Closes, Converting Prospects To Clients:
The Unique You Marketing Profile, My Prospectus. |
| The Problem: Investment
Issues | |
You, Unique You, Your Investment
Principles, Your Investment Discipline, Your Investment Approach, Your Current
Investment Portfolio, The Investment Problem, Mattress Saving & Investing,
Durable Goods Investing, Savings Accounts & CDs, Financial Markets, Financial
Markets Cycles, Financial Markets Performance, Financial Markets Risk, A Simple
Plan, Investment Management Basics, Taxes & Inflation, The Rule of 72, The
Sooner You Start, The Better, Whose Money?, Questions, Questions, Questions, Wall
Street, Investor & Advisor Relationship, Your Advisor, Your Advisor’s Skills,
Stockbroker, Registered Investment Advisor Certified Financial Planner, The Good
Times, Investment Slamming, That Time Of The Month, Managed Money, Investment
Analysts, Advisors, Money Managers, Their Performance, Analysts, Investment Plan,
You, The Stock Market, And No Plan!, Investment Planning Reports, Past Performance
Is No Guarantee Of Future Results, A Bit More About Beta, The Modern Investment
Advisor, Investment Strategies, Asset Allocation, Investment Pyramid, The Myth,
Protecting Profit, Interest Income, Dividends, & Capital Gains, Taxable and
Nontaxable Investments, Annuities, The Ultimate Insult To Investor Intelligence,
Margin, Liquidity Monthly Statements, Investment Timing, Investment Commentary,
Market Forecasting Made Easy, Investors Say The Damnedest Things, Wall Street
Says The Dumbest Things, How Much Risk, Contrarian vs. Contrary, Eight Investment
Sins, Currency Risk, Herd Effect, Investments, Investment Opinions & Investment
Choices, Investment Success, Investment Opportunities, Investment Selection &
Portfolio Management, Bonds, Bonds, Historical Performance, Taxable Bonds Or Tax-Free
Bonds, Equities, Equity Investment Selection, P/E Ratio, Dow Jones Industrial
Average, Equity/Stock Market Valuation, Stocks for 2000, Accumulate/Distribute
vs. Buy/Sell, Dollar Cost Averaging, Speculation, Options Naked Options, Covered
Call Writing, IPOs/Syndicate/ Principal/ Proprietary Products/Secondary, Technical
Analysis, Trading, Mutual Funds, Bond Mutual funds, The Evolution Of Bonds &
Bond Mutual Fund Products, Individual Bonds & Equities vs. Mutual Funds, Tax-Managed
Equity Funds, Index Funds, Average Investment Return s Vs. Actual Investment Returns,
Accidents Waiting To Happen, Either Or Vs. And, No, Central Asset Accounts, Money
Market Accounts, Commissions, No-Load, Wrap Fees, Performance Compensation, Investing
2000. | | The
Solution: Portfolio Management | |
Portfolio Management, Portfolio
Management Investment Policy, Portfolio Management Investment Platform, Investor’s
WorkStation, Investor's WorkStation Portfolio Analysis, Twenty-two Core Input
Categories, Investment Goal Analysis, Investor's CalcStation Illustration, Inflation
Rate And Investor's CalcStation, Primary Investment Sectors, Capital Distribution,
Investment Matrix, The Investment Distribution Allocation Weightings Table, Advisor
Databases, Investment Weighting, Diversification, Allocation, Rebalance, Reallocate,
Replace Investments, Price Management, Quality, Time, Investment Strategies, Investment
Timing, Stock Market Indicators, Investor’s Current Investment Portfolio, Suitable
Investments, Price Momentum, Mutual Funds, Performance Review, Investor Risk &
Investment Objectives Profile, Investment Selection & Management. |
| Investment
Selection & Management |
| Bond Investment
Selection & management, Bonds, The Ideal Investment, Bonds, Where & What
To Look For, Bonds, A Contract, Yield To Maturity, The Key To Understanding Bond
Pricing And Bond Price Changes, Bond Price Volatility And Principal Fluctuations,
The Bond Investment Dilemma, Bond Price Volatility As Interest Rates Change, Bond
Price Volatility, Duration, Bond Price Volatility Par, Discount, Premium, Basic
Pricing Situations, Bonds, The Complete Interest Rate Cycle, Bonds, Maturity,
Bonds, The Yield Curve & Managing The Yield Curve, Basic Yield Curve Configurations,
What To Do And Why, Interest Rates, Bond Types, Bonds, Accrued Interest, Bonds,
Taxable Or Non-Taxable, Bond Quality, Bonds Summarized, Bond Selection & Portfolio
Management, Bonds, Historical Performance, Bonds, A Story, Bonds, Making Portfolio
Changes, Bonds, The Mission Statement, The Acid Test, Bonds, The Start, Enhancements,
The Master Strategy, Optimum Solutions, Strategic Changes, The Correct Bonds,
Bond Quality, The Correct Bond, The Correct Bond Maturity, Building Your Bond
World Your Bond World, The Yield Curve Yields, Price Fluctuation, Competitive
Yield, Reasonable Cost, The Moment Of Truth, The Rules Of The Game, "Buy
Hold, & Forget," Not Competitive, "Managing The Yield Curve,"
Competitive, Bonds, Where & What To Look For & How To Buy, Bond Mutual
Fund Evaluation, Bond Fund Faults, Bond Mutual Fund Analysis, You Are In Control,
Equity Investment Selection & Management, Investment Sectors, Investment Industries,
Investment Categories, Computer Systems, Companies, Fundamentals, Earnings Ability
And Quality, Change, Equity Ownership, Exchange, Management, Capitalization, Presence,
Idea Makes Sense, Belief In The Idea, Price, Price Performance, Technical Analysis,
Buy/Sell, Equity Selection & Management, Utilities & REIT’s, Large Capitalization
Equities, The Best Of The Best, Relative Strength Investing Dow Dividend Theory,
Single Best Ideas, Investing For Growth, Investing For More Growth, Bad News Bears,
Transportation, Small & Mid-Capitalization Equities, Special Situations, IPOs,
Aggressive Equities, Equities, The Conclusion. |
| Building a
Portfolio | |
Building A Portfolio, Where We Are Trying To Go, Samples
of Investor's CalcStation Reports, How We Are Going To Get There, Samples of Investor's
WorkStation Reports, The Goal Accomplished, In The Future. | |