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Financial Advisors

The Right Support Can Make Your Business Fly -- Here's How to Get It!

Kira Callahan | Posted 08.23.2016 | Business
Kira Callahan

Building a successful financial practice -- or any business -- takes a lot of work. It also takes persistence, courage, patience, intelligence, spirit, humor, and many other personal qualities that you will find yourself stretching to grow into.

The Power of Celebration

Kira Callahan | Posted 08.11.2016 | Business
Kira Callahan

In our quest to improve, to grow, build our business and achieve greater success, there is a trap many of us fall into. That trap is what I like to c...

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?

Social Media & The Wealth Whisperer. The Celebrity Wishmaker Simonetta Lein Meets Financial Advisor Winnie Sun

Simonetta Lein | Posted 07.13.2016 | Entertainment
Simonetta Lein

Do not ever let your money define you. True wealth is what money cannot buy. As a millennial entrepreneur I am constantly on social media. I genuinel...

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 ...

Sales - Script or No Script?

Kira Callahan | Posted 04.21.2016 | Business
Kira Callahan

Good question! There are solid arguments either way. Certainly most institutions are solidly in the 'Use the script!' camp. As any business owner w...

Is American Capitalism Becoming More Human?

Carla Seaquist | Posted 04.18.2016 | Politics
Carla Seaquist

Suddenly, capitalism American-style looks a little more human and a little more fair, if recent developments on the business front become a trend.

Is Your Advisor Hiding?

David A. Dedman | Posted 03.03.2016 | Business
David A. Dedman

Did you open that February statement and swoon clutching your chest like Red Foxx in Sanford and Son? Yelling "Oh no, it's the big one!" Even worse y...

Beyond Marriage: Equality May Change Your Financial Future Too

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

No matter what, the numbers don't lie, legal recognition of our relationships is paramount to having a healthy financial life now and a truly secure and happy retirement later.

Top 5 Money Fears -- and How to Tackle Them

Nathaniel Sillin | Posted 10.21.2015 | Money
Nathaniel Sillin

"Financial infidelity" -- a person's unwillingness to admit to the loss of a job, missed tax or bill payments, overspending or any other problem that siphons cash from a household or business -- can affect anyone who shares a financial relationship with you. It may even end the relationship.

The Value of Vanity

Aleeka Kay Edwards | Posted 09.29.2015 | Hawaii
Aleeka Kay Edwards

The initial cost of a vanity plate in Hawaii is $25, plus $25 added to your registration fee every year. The Honolulu Department of Motor Vehicles doesn't keep a record of how many drivers have these chattels, but they are a huge source of revenue for state licensing agencies.

Jetting Into The Age Of The Jetsons For Wealth Managers

April Rudin | Posted 09.17.2015 | Business
April Rudin

So many of today's financial advisors are stuck in the outmoded era of a Fred Flintstone, when they need to fast forward to the high-tech tomorrow of the Jetsons.

Fiduciary or Suitability? SecureFamily or Not So Secure?

PaladinRegistry.com | Posted 09.14.2015 | Business
PaladinRegistry.com

I have recently seen a spate of advertisements from "Securefamily.org." that attempts to discredit the work being done on pending fiduciary rules and ...

Women Are Educated. But, They Are in the Dark About Money.

Megan K. McAvoy | Posted 09.14.2015 | Business
Megan K. McAvoy

Ladies, do you know that financial institutions are coming for your money? It's true. I've been in financial services for the past 12 years. I was a Financial Advisor for the past 7. Now, I'm a Business Consultant who specializes in helping female entrepreneurs build businesses that thrive.

Retired or Retiring Soon? Hire a Financial Advisor

David A. Dedman | Posted 09.03.2015 | Business
David A. Dedman

Us poor financial advisors sometimes get a bad wrap! We are made out to be less than honest in many commercials, advertisements and frankly by our own kind. But some of us aspire to be professionals.

Should You Prepare for the Next Bear Market?

David A. Dedman | Posted 08.20.2016 | Business
David A. Dedman

There are probably plenty of reasons to start preparing for trouble. Far be it for me to tell you to not be a doomsday prepper. Between the Federal Reserve, China and bonds, what's a poor investor to do?

Upset? Avoid Major Money Decisions

David A. Dedman | Posted 08.06.2016 | Money
David A. Dedman

If you had a doctor diagnose you with cancer, wouldn't you seek a second opinion just to be sure? Why wouldn't you do the same with accountants, financial advisors, real estate agents and attorneys?

The Golden Girls Retirement Plan: Oh Rose, Where Did Our (Pension) Funds Go?

David Rae | Posted 07.15.2016 | Queer Voices
David Rae

Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed life) issues can be explained in terms of the "The Golden Girls." In this episode Rose Nylund, played by the inimitable Betty White, faces a double whammy.

One Size Does Not Fit All: Three Questions To Ask Yourself When Evaluating A Financial Advisor

John Diehl | Posted 06.13.2016 | Money
John Diehl

Working with a financial advisor can be a fruitful, productive practice, and it can be even more so if you work with one who values you and your individuality.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.09.2016 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.

6 Financial Moves to Consider Before You Turn 30

Graham Ober | Posted 05.06.2016 | Money
Graham Ober

When the big 3-0 is right around the corner, it can seem like all your biggest anxieties about money are culminating into one apocalyptic mess. Getting married, having kids and saving for retirement, once distant goals with their own financial implications, have now edged their way up to the top of your to-do list. But turning 30 can also be a time when you finally figure things out.

Now That Your Tax Return Is Filed, What's Next?

Mike Branch, CFP | Posted 06.22.2015 | Money
Mike Branch, CFP

According to the IRS, the average taxpayer takes about 13 hours to complete their federal income tax return. If you are self-employed or a small business, the average jumps to 24 hours! That's a day from hell that you probably don't need to relive.

The Four Financial Plans Every Gay Couple Should Make Before They Get Married

Michael Most | Posted 02.02.2016 | Queer Voices
Michael Most

One day soon, same sex couples won't have to play hopscotch with financial equality and inequality, but until then, good financial planning can help ensure you come out a winner.