Financial adviser

You don't need a six-figure portfolio to work with a professional.
Friends may be well-meaning, but still wrong.
Pick one transformative skill and master it. Sales conversations are about skills mastery and being present. The greater
Warm market. In this case, there is no excuse; you know these people already! You have a good sense of what matters to them
Ask deeper questions. Fin-tech platforms can have you fill out a lot of fields to gather facts, but isn't capable of understanding
4. How do you invest your Own Money? Education and experience credentials are important bits of information to ask about
Building a successful financial practice -- or any business -- takes a lot of work. It also takes persistence, courage, patience, intelligence, spirit, humor, and many other personal qualities that you will find yourself stretching to grow into.
We set goals and work to achieve them, and the moment we do, our attention quickly refocuses on the next milestone ahead
Several of my advisor clients are brand new to developing a financial services practice. They've recently graduated from university in business or finance, or made a lateral move from another career. They have newly minted accreditations from passing those challenging exams. Is this you? Okay, so now what?
Sales is a long business. It's a marathon, not a sprint. There are 'sprint moments' on the journey (deadlines, targets), but what you've signed up for is not a short-term gig. As long as you're in business, you'll be in sales.
1. Make it true. You're right -- people are going on vacation. But usually only for a couple of weeks. So find out when and
Six Steps to Take Women save More About the Author: Blake Fambrough Financial Advisor with Dubots Capital Management attended
Of course we should continually strive for excellence, but there is one area where leaning on your expertise can do more
You should pay financial advisers the same way you pay other professionals (CPAs, attorneys) you depend on for specialized
Whether you have a dollar or a million dollars in your retirement account you will be able to explore the value of a real
Find a experienced financial adviser who deals with Traditional IRAs on a regular basis, works for an RIA firm, earns his
So does it pay to work with a Certified Financial Planner®? Yes, our advice pays for itself and Vanguard quantified it for
Does this mean we are in a Bear Market? Not quite yet. The market has to decline more than 15% for at least six months before
Previously posted on Paladin Registry. The dooms-day people are rarely right over long time periods for one simple reason
My mom was widowed at age 48. I have 3 sisters. I know how difficult it can be to be a financially independent woman. I'm passionate about helping women feel secure and confident in handling their personal finances