If you’re not an expert in money matters, choosing a financial advisor to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well because they can be so specialized. Estate planning is completely different from picking the right investments,...
At this point, you might need a financial advisor to help you with coming up with a reasonable budget. The budget should not be too low or too high for your business. Doing proper research before presenting the final budget is always advisable. Know Where to Check When looking for an inve...
Knowing where to start when choosing a career or how to change careers can be overwhelming. How do you decide which passion to follow? How should you prioritize financial goals and work-life balance in job fulfillment? Considering these factors can help you choose a career field where you ...
I am being stuck by one very simple problem: I can’t find those needed business partners to form a business team to make profits, and I really don’t know how to find any cooperators whom I can trust and in the words of my friend, “one man that I could tell my true thoughts ...
Michael:Welcome, Tony Hixon, to the "Financial Advisor Success" podcast. Tony:Hey, Michael, how are you? Michael:I'm doing well, I'm doing well. I'm excited for the discussion this morning and talking a little bit about retirement and the ways that we get to work with clients in ret...
“Hi Jeremy, I just want to thank you for your help in completing a financial planning summary. I recently finished the Trusted Advisor program and immediately put the training to use. It worked just as you, Lew, and Alex said it would. I just have to remember to get the client emotion...
Michael: Welcome, Linda Leitz, to the "Financial Advisor Success" podcast. Linda: Thank you. Glad to be here. Michael: I'm looking forward to today's discussion and what to me is a very interesting both advisory firm that you built, of what you do and how you work with clients, and...
You can’t meet someone in Hawaii when you’re begrudgingly walking circles around Newark.You can’t find someone on a trip you refuse to go on. Job of Inner-Work So for years I began to intentionally travel down the rocky, scary path that Parker Palmer calls “inner work”. I opened...
Choosing a psychic that resonates with you is much like choosing a doctor. You need to find someone qualified who you trust and like. That often takes a little bit of effort and trial and error! And fourth, if you are impressed with your $5 reading and you want to dig deeper, you ...
I am being stuck by one very simple problem: I can’t find those needed business partners to form a business team to make profits, and I really don’t know how to find any cooperators whom I can trust and in the words of my friend, “one man that I could tell my true thoughts ...