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Financial Adviser

New to Sales? Start Off Right. Sell From the Soul.

Kira Callahan | Posted 07.26.2016 | Business
Kira Callahan

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?

Do You Have Staying Power?

Kira Callahan | Posted 07.13.2016 | Business
Kira Callahan

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.

Who Says No One Does Business In The Summer?

Kira Callahan | Posted 06.29.2016 | Business
Kira Callahan

Every year we come to the end of Spring and I start to hear this from my advisor clients: 'I'm having a hard time booking appointments. There's no us...

Why Women are Excellent Investors!

PaladinRegistry.com | Posted 06.20.2016 | Women
PaladinRegistry.com

Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as ...

One Simple Mindset Shift that will Increase Your Closing Rate

Kira Callahan | Posted 06.14.2016 | Business
Kira Callahan

Mastering your sales conversations takes time. You know you need to get better at these skills in order to build your business, but you want results ...

5 Tips for Selecting the Best Financial Adviser

PaladinRegistry.com | Posted 06.03.2016 | Fifty
PaladinRegistry.com

Selecting the best financial adviser may be the most important decision you make for your future financial security. After all, the quality of your ...

DIY for Home Improvement - Not Funding Your Retirement

PaladinRegistry.com | Posted 05.24.2016 | Fifty
PaladinRegistry.com

The media aren't over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65...

Advantages of a Traditional IRA - Disadvantages of a Traditional IRA

PaladinRegistry.com | Posted 04.15.2016 | Fifty
PaladinRegistry.com

Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have...

How Much is a Financial Planner Worth?

PaladinRegistry.com | Posted 04.04.2016 | Fifty
PaladinRegistry.com

According to Wikipedia, financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current kn...

Stock Market Volatility Is Less Than You Think

PaladinRegistry.com | Posted 02.24.2016 | Fifty
PaladinRegistry.com

A lot has been written about the recent volatility of the stock market. January 2016 was the worst January in the history of the stock market. Since t...

Rational Investors Overcome Fear in Turbulent Stock Market

PaladinRegistry.com | Posted 02.19.2016 | Fifty
PaladinRegistry.com

The stock market (Dow Jones Industrial Average) produced positive returns for six straight years (2009 - 2014). 2015 was only slightly negative at -2....

6 Personal Finance Tips for Women

PaladinRegistry.com | Posted 01.21.2016 | Business
PaladinRegistry.com

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

5 Retirement Risks That Bite - Infographic

PaladinRegistry.com | Posted 10.30.2015 | Fifty
PaladinRegistry.com

You are exposed to five potentially catastrophic financial risks, unless you are lucky enough to be in the top 15% of wage earners who have substantial retirement savings. The top 15% are the chosen few who were lucky enough to work for the right companies or disciplined enough to begin saving for retirement at a fairly young age.

Are You a Disciplined Investor?

PaladinRegistry.com | Posted 09.02.2015 | Business
PaladinRegistry.com

Putting a financial plan into action not only takes discipline, but time to learn, and the knowledge of changes that happen in the market every day.

What Your Financial Adviser Should be Doing for You

PaladinRegistry.com | Posted 08.27.2015 | Business
PaladinRegistry.com

Average investors who buy mutual funds, insurance policies, annuities and other types of investments work under the assumption that their financial adviser is working in their best interests. This is a false assumption.

Republican Presidential Candidates Sound a Lot Like Financial Advisers

PaladinRegistry.com | Posted 08.19.2015 | Politics
PaladinRegistry.com

Did you happen to see the Great Presidential Debate a few weeks ago that debuted 10 Republican candidates for President of the United States? I thought Fox News did a decent job asking tougher questions that many of the candidates did not want to answer.

Financial Advisers - Trust, the Double-Edge Sword

PaladinRegistry.com | Posted 07.31.2015 | Business
PaladinRegistry.com

Many of us were told since childhood to avoid "dark alleys," but all too often we seem to forget this important advice when it matters most. The metaphor of a dark alley in the context of financial advisers is perfectly suited to describe a place in which you would never want to be.

6 Ways a Financial Adviser Can Help You

PaladinRegistry.com | Posted 07.09.2016 | Business
PaladinRegistry.com

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth.

3 Do-It-Yourself Investing Pitfalls

PaladinRegistry.com | Posted 06.15.2016 | Business
PaladinRegistry.com

While the dangers of trying to do your own electrical work are more evident, do-it-yourself (DIY) investing also carries risks for those who aren't careful.

Why a Potential Conflict of Interest With Your Financial Adviser May Exist

PaladinRegistry.com | Posted 06.26.2015 | Money
PaladinRegistry.com

I have been managing investments for over twenty years and, during this period, I have met with many prospective clients. It is during these initial meetings that I review investment statements and other financial documents to determine if I can be of assistance.

How Much Money do you Need?

PaladinRegistry.com | Posted 04.22.2015 | Money
PaladinRegistry.com

We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly, how do you make sure that you have enough to reach these various goals?

Has the Bull Market Lulled You to Sleep?

PaladinRegistry.com | Posted 02.17.2015 | Money
PaladinRegistry.com

If you are like most investors, you prefer to talk about good performance years and avoid discussions about bad years. Well, you have had a lot to talk about the past few years, but there are some serious storm clouds on the horizon.

Finding a Financial Adviser Is Risky Business

PaladinRegistry.com | Posted 01.17.2015 | Money
PaladinRegistry.com

Finding a financial adviser on your own or waiting until they find you is the question. What are the most frequently used strategies if you want to find a financial adviser on your own? How do you minimize your risk of making a major financial mistake?

Wall Street's 5 Most Deceptive Sales Practices

PaladinRegistry.com | Posted 12.17.2014 | Money
PaladinRegistry.com

The headlines are not the only risks that are created by Wall Street. There are other risks and there is a 75% probability one of them is impacting you.

Do You Need a Budget and a Financial Plan?

PaladinRegistry.com | Posted 12.06.2014 | Money
PaladinRegistry.com

I've spoke to a lot of people through the years and read quite a few articles that assume this point: you only need a budget AND a financial plan if you're wealthy.