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Jim  Carlisle A.I.M. The Powerful 10-Step Personal and Career Success Program

Jim Carlisle A.I.M. The Powerful 10-Step Personal and Career Success Program

From the Introduction by Alex Gill Before embarking on the A.I.M. program, I was just an ordinary guy with a problem that many, many others have had at some point in their careers. I was unhappy. I was becoming bitter. I complained about my job a lot. I knew I was in a rut and couldn't figure out what to do about it. I felt powerless, unfocused and alone. And I didn't see a way I could make things improve. That was my starting point before I began the A.I.M. process. Today, I run my own firm that helps dozens of nonprofits improve their community impact each year. I work on very interesting and socially relevant projects for an ever-growing roster of clients. I have flown around the world to talk about community building, environmentalism and social marketing. I also teach at an innovative downtown university where the students are a joy to teach and my fellow professors often remark on my enthusiasm for my work and life in general. My friends and family constantly note that I seem happier and more motivated as the years go by. This did not happen because of some exceptional piece of luck – nor because of some superhuman ability or intelligence on my part … I was someone who happened upon a method – the A.I.M. method – that helped me determine who I was and what inspired me, and then put me on the path to achieving it. It happened because I put those principles into action with the help and guidance of a coach like Jim Carlisle. I hope as you read this book that you will appreciate how A.I.M. changed my life – and how it could help you change yours. Jim and I have taken the better part of a year to write this book because we believe in strongly in helping those who need a way out. Every day we see people who would benefit from taking charge of their lives and moving forward to achieve, inspire and make a difference. If you see a bit of yourself in my story – or in the dozens of stories we will share in this book – read on. I hope your journey is even more productive and rewarding than my own.

Rocco  DiBruno How to Write an Investment Policy Statement

Rocco DiBruno How to Write an Investment Policy Statement

An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection


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