The new definition of liquidity: when you open your portfolio and wet your pants.

When I wrote my book The Procrastinator's Bible for Financial Success (I am a broker), the intent was to help individuals and companies PROTECT themselves from such nonsense as Bernie Madoff and other "bad" advice or schemes. I wanted to make sure it was in English (so everyone could understand-not gibberish). I wanted to make sure that if you are doing it yourself you had the resources to accomplish your goals. I wanted to make sure that if someone else was doing things for you that you had the proper tools to make sure they had your best interests in mind, and you had the knowledge to make sure they did! Whether it was an attorney for your estate, or someone managing probate, an accountant, or a financial advisor-YOU have the organizational skills, understanding of how things work,  how to protect your assets, how to understand mortgages, long term health care, investment checklists, or how to apply for social security. A simple easy to use "fill-in-the-blanks" to set up your estate, understand the "probate" process, or tracking your investments. Those who bought my book found that they did not experience a lot of this, or it was lessened by a great extent. It is not filled with graphs and charts, its not filled with my opinions, it is filled with information that can and will help you regardless of what stage of life you are in.

It is never too late to start...SO GET STARTED!

Best of luck

 A few reviews and comments on my book:

It's never been this effortless- or pleasant-to make sense of the of the complicated financial world! ReaderView.com

This book would make a wonderful addition to any home reference Library-RebeccaReads

This book made a great employee handout to help educate my employees-P. Kleespies

MAJOR Awards for a book that delivers MAJOR benefits right now and into the future!

The Procrastinator's Bible for Financial Success: Nine Essential Steps for Planning, Budgeting, and Investing-Second Addition by Frank J. Eberhart

Publishers Choice

Description

Nobody really teaches us how to plan or invest when we're younger—or when we're older, for that matter. The good news is that it's never too late to start. The Procrastinator's Bible for Financial and Estate Planning Success: Nine Essential Steps can get you started by teaching you to:

• Define your real risk tolerance or "financial DNA"
• Record your personal information, estate planning, and investment asset details
• Prepare a detailed budget, cash-flow, and net-worth analysis
• Create a retirement budget
• Implement a system to keep track of your investments and cost basis
• A must checklist for investing
• Mortgage checklist
• And a whole lot more...

Frank J. Eberhart's nine essential follow-up steps can help you understand how investments work, get organized, develop and implement an estate plan, and set concrete, realistic goals. The more you learn, the more you earn—and the more you keep! "life is more enjoyable when you can afford it"

Seminar Marketing & Sales Training Techniques for the Financial Professional
by Frank J Eberhart

As the financial industry evolves, industry professionals must adapt to new approaches and ideas to survive, grow, and prosper.

It has become increasingly difficult to maintain a current client base, let alone attract new clients with an investment environment that moves faster than a stock trade. The prospecting market is changing, becoming more challenging and risky, with consumer rights protection such as the "do not call" lists, with their hefty fines and new compliance requirements. The simplistic and commonsense approach is gone—instead, we have developed a "brokerese" language that sometimes those in the industry don't even understand. In the business guide Seminar Marketing & Sales Training Techniques for the Financial Professional, author Frank James Eberhart, CEP, RFC, explains his agenda for successfully gaining new clientele:

• Generate seminar attendance
• How to get results from your seminars
• How to increase your revenue
• How to prepare effective PowerPoint presentations
• How to develop your sales and closing skills

Eberhart uses a simple, straightforward approach that translates into effective seminars that obtain—and keep—new clients. So make the most of it—be prepared, be professional, and be effective!