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Member You - The Right Financial Advisor for You
Building a small business is hard work. In the initial period of most small businesses, one or two people are trying to do everything until the business grows enough to diversify functions and hire assistance. While you are trying to develop products and/or services, you are also trying to build infrastructure to support the business functions. Chances are, if you are the kind of person who is focusing on product or ser
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, finan
Is there someone where you work who absolutely, totally, and unequivocally drives you up the wall? Do you sometimes feel like climbing the wall all by yourself as the quickest way to escape? If you are saying Yes! Yes! Yes! you have had first-hand experience with "The Frustration Factor," up close and personal.The players of the world are alive and well and ready to drive you up the wall. Some are aggressive, some
That's a great question – one I get asked all the time. But, the question I often sense lurking well below the surface is one far more rarely asked, if ever. That question is, ... “Who is the right advisor for me and my family?”
Slick slogans and fancy websites aside, one thing is sure. It's way harder than ever before to determine who's who in the financial industry and answer that question.
Just a few short years ago there were clear differences between financial service firms, their representatives and the services they offered. Banks existed to help consumers save money or get loans. Stock brokers worked for wirehouses and broker/dealers and sold securities. Mutual Funds sold shares directly or through their own sales representatives. And, insurance companies sold insurance through their agents.
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, financ
A culvert pipe is a cutting under or beside a road that allows water to drain, rather than pooling and creating hazardous conditions. Technically, only an enclosed channel under a road could be further classified as a culvert, and a cutting next to a road is recognized as a ditch. Culverts Pipes are a very important part of the system used to drain roads and drives, keeping them secure and extending their lifetimes.
That's a great question – one I get asked all the time. But, the question I often sense lurking well below the surface is one far more rarely asked, if ever. That question is, ... “Who is the right advisor for me and my family?”
Slick slogans and fancy websites aside, one thing is sure. It's way harder than ever before to determine who's who in the financial industry and answer that question.
Just a few short years ago there were clear differences between financial service firms, their representatives and the services they offered. Banks existed to help consumers save money or get loans. Stock brokers worked for wirehouses and broker/dealers and sold securities. Mutual Funds sold shares directly or through their own sales representatives. And, insurance companies sold insurance through their agents.
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, finan
"Bodacious" means to be bold, outstanding, and remarkable. Take those attributes to work and you're on your way to building a fulfilling, bodacious career. Does having a bodacious career sound exciting to you? It is! After starting as an $8 an hour customer service rep, I rose through the ranks of AOL, accepting four promotions and surviving over six layoffs to become the head of corporate training for 12,000 employee
Slick slogans and fancy websites aside, one thing is sure. It's way harder than ever before to determine who's who in the financial industry and answer that question.
Just a few short years ago there were clear differences between financial service firms, their representatives and the services they offered. Banks existed to help consumers save money or get loans. Stock brokers worked for wirehouses and broker/dealers and sold securities. Mutual Funds sold shares directly or through their own sales representatives. And, insurance companies sold insurance through their agents.
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, finan
To begin, we call upon the clarity of our niche target market, and make sure we've got the decks cleared of any doubt or fear that might be trying to sneak in. Then we set up a system for what we offer, how we speak about what we offer and how we create relationships with those that want to work with us (aka, gain the commitment).This system is of UTMOST importance. You would be surprised how many people ‘wing it.'
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, finan
The world rotates around money, we all know that. We all want to find affordable ways of starting or improving our businesses, but money always seem to be an issue. So then, why don’t we direct our attention towards business grants? Think about it: we are talking about advantageous financial offers coming from the government – tempting, right? But before you make any decision, you might want to ask yourself: “How do I fin
Today, once clear lines have evaporated. Now, there is one broad, and somewhat murky, financial services sector populated with many types of financial service providers and many types of financial advisors. The relaxation of industry regulations, industry consolidation, the subtle, and ongoing, shift from transaction based business to fee based business, and the trend toward small independent firms has produced a whole new playing field. Most firms, large and small, and their advisors now offer a vast mix of products and services from banking to investments, tax planning, insurance, financial planning, you name it. So, it's no surprise that consumer confusion exists.
Today's financial services client has to be increasingly more diligent in understanding what services they are buying and from whom. My advice? Ask questions. The more questions the merrier. “Do NASD Series 6 licensees differ from Series 7 licensees?” “Do the various designations thrown about the industry make a difference?” “How much experience should
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