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Financial Advisers

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...

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 ...

The House Just Voted To Give Wall Street Billions From Americans' Retirement Savings

The Huffington Post | Ben Walsh | Posted 04.29.2016 | Business

If the House of Representatives gets its way, President Barack Obama won't be able to crack down on unnecessary fees that cost Americans billions of d...

Why Is Wall Street Fighting Fiduciary Standards for Sales Reps?

PaladinRegistry.com | Posted 04.08.2016 | Business
PaladinRegistry.com

Wall Street firms employ or license hundreds of thousands of sales representatives. Wall Street does not want these reps locked out of the retirement...

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...

The Real Reason People Mistrust Financial Advisors (and how honest bankers can avoid being "that guy")

Lisa Earle McLeod | Posted 03.03.2016 | Business
Lisa Earle McLeod

You've seen the ads for financial advisors. They tell you, "Customers are our most important asset" or "We care about your future." Based on their m...

7 Ways Wall Street Has Rigged the Selection of Financial Advisers

PaladinRegistry.com | Posted 12.03.2015 | Business
PaladinRegistry.com

It is almost the end of another year when consumers review the results of their financial advisers and make decisions about retaining their services f...

What Financial Advisors Can Learn From A Raisin In the Sun

Aleeka Kay Edwards | Posted 11.09.2015 | Hawaii
Aleeka Kay Edwards

The play debuted in 1959 but the enduring theme remains: inner wealth is the foundation for outer wealth.

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.

Annuities, Experts and My Losing 90 Pounds

Don McNay | Posted 05.20.2016 | Business
Don McNay

I was in a coffee shop, having breakfast with my daughter, Angela Luhys, on a week when my weight loss had reached the 90 pound mark since November. While sharing this great milestone with Angela, the guy in the booth behind me was trying to sell an annuity.

Investment Management: The Great Debate

PaladinRegistry.com | Posted 05.10.2016 | Money
PaladinRegistry.com

The passive style of investing advocates present their case by stating that the markets are efficient. In other words, the vast majority of information that can be known is already in the market place and therefore there is no advantage to spending effort in researching stocks because there is little that is unknown about their prospects. I

Look Before You Leap Into Schwab's New Robo Investment Service

PaladinRegistry.com | Posted 05.18.2015 | Money
PaladinRegistry.com

Is it a free lunch or not? The answer is in the disclosure that contains a lot of vague language that will not mean much to most investors.

I'm Retired So Now What Do I Do With My 401(k)?

PaladinRegistry.com | Posted 05.12.2015 | Money
PaladinRegistry.com

Financial Planning is not a one-time set it and forget it event, it's a process that must be reviewed for changes over time and adjusted.

5 Reasons Not to Invest With Financial Advisers at a Brand Name Firm

PaladinRegistry.com | Posted 05.12.2015 | Money
PaladinRegistry.com

Too many investors select financial advisers from brand firms because they believe it is a safer decision. But, are they really safer based on misleading TV commercials? The number of investors who believe they are safer is dropping.

Zach Carter

How Democrats Almost Strangled The Obama-Warren Retirement Security Plan In The Cradle

HuffingtonPost.com | Zach Carter | Posted 02.24.2015 | Politics

WASHINGTON -- President Barack Obama unveiled a significant retirement security proposal with Sen. Elizabeth Warren (D-Mass.) on Monday, announcing pl...

A New Financial Rule and a Lone Official Win Allies Against Wall Street

Richard (RJ) Eskow | Posted 04.26.2015 | Politics
Richard (RJ) Eskow

A lone bureaucrat has been fighting the financial industry for years, on a issue which stands at the intersection of two national challenges: investment regulation and retirement security. Along the way she's collected some new and interesting allies. Is that a sign of things to come?

4 Reasons to Avoid Multiple Financial Advisors

David A. Dedman | Posted 04.07.2015 | Money
David A. Dedman

Many investors I talk to use multiple advisors. When I ask why, I commonly get the response "I don't want to put all my eggs in one basket." That defines diversification for investments, and that's smart. It may not be as smart to diversify amongst financial advisors. Let's look at a few reasons.

Debunking Myths: All Financial Advisers Tell the Truth

PaladinRegistry.com | Posted 02.09.2015 | Money
PaladinRegistry.com

If you still believe in Santa Claus, you may believe advisers are supposed to tell the truth by not omitting pertinent information and misrepresenting other information that impacts your financial decisions.

Tash Elwyn Thinks Like A Woman-How Raymond James Private Client Group Is Better For That

April Rudin | Posted 12.24.2014 | Business
April Rudin

If you become the type of man (in financial services) who can say emotional intelligence without laughing, listening to what clients (and people) are telling you, helping them to separate the signal from the noise, you also can be a man who can think like a woman - someone who is the new fresh-faced voice of Wall Street.

Got Wealth? Here's How To Keep It

David A. Dedman | Posted 11.25.2014 | Money
David A. Dedman

Keeping wealth can be just as much of a challenge as growing it in the first place. All of these are solid ideas you can implement today.

Retirement Class Warfare Is Coming to America

PaladinRegistry.com | Posted 11.17.2014 | Money
PaladinRegistry.com

A 2014 Retirement Confidence Survey (RCS) conducted by the Employee Benefit Research Institute showed Americans are increasingly confident in their ab...