Category Archives: Finance

How to Go From Product Peddler to Professional As a Financial Advisor

According to Neil Rackham, author of SPIN Selling, one of the hardest things for many traditional salespeople to do is stop acting like a seller and instead sees the world from the buyer’s perspective. Now, this doesn’t mean trying to … Continue reading Continue reading

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Financial Advisors – An Affirmation to Increase Income

If you’re in the beginning years of a financial advisor career, I’m guessing that you may want to add more revenues to your financial planning practice, which equates to more money in your bank account. Here I’m offering an affirmation … Continue reading

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Financial Advisor Or an Investment Advisor?

We the investors of the world have provided the funds that corporate America has needed to finance their growth over the past two hundred years in exchange for the right to share in that growth and profits previously only afforded … Continue reading

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How To Find A Financial Advisor For Equity Capital Raising And Financial Aids

Business equity financing or "equity capital raising" basically refers to the process of selling complete or partial ownership interests in exchange of capital, in order to achieve profits in any form of business. Often, when you run a large-scale business, … Continue reading

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On Becoming a Trusted Financial Advisor

"You can get everything in life you want if you just help enough people get what they want" – Zig Ziglar, "Secrets of Closing the Sale", 1984 What type of trusted financial advisor should you be? There is a lot … Continue reading

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Wealth Building and DIY Financial Planning: Being Your Own Financial Advisor, A Good Idea?

For too long, too many people have handed over responsibility for their investment decisions almost entirely to their financial advisors. This is a bad idea. No one is going to manage your own money as well as potentially you could. … Continue reading

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Choosing a Financial Advisor

Is it the stressed out, gray suit-clad financial advisors that make sense or a jeans and t-shirt, tech savvy image? To be true, buying and selling orders are not the last words in this profession. The entire attempt from a … Continue reading

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Not Knowing This About Your Financial Advisor Will Cost You

As an In-House Tax Strategist for a "Wealth Management" office, I had the unique perspective of watching and observing the gyrations a wealth advisory team will go through in order to "land a client". My job, of course, was to … Continue reading

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How To Find The Right Financial Advisor For You

Finding the right Financial Advisor for you can be a difficult task. After all how on earth do you know who to trust? And just because someone might be trustworthy do they really have all the answers to the questions … Continue reading

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Finding Your Financial Advisor

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of Labor's fiduciary rule confusing financial consumers even more. It is critically important to understand if your financial advisor will be acting as … Continue reading

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