If you are a financial advisor, embrace the web and leverage digital learning to enhance your value proposition. Dedicate time to identify good videos, websites, digital books, webcasts, online classes and search terms related to financial planning.
It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.
I thought I would share this story with you as I believe it is really important to not only any financial advisor, but to any business owner. So let me tell you the story of Tom who relayed this story to me recently.
Start by developing a list of financial resolutions you want to achieve before retirement. Keep them simple and keep them doable. Then narrow that list down to the ones you want to achieve this year. Here are a few simple steps that can pack a lot of punch.
Selecting a financial advisor is a critical step to managing money, whether it's for retirement, handling an estate or inheritance, planning for large future purchases such as investments, or a combination of factors.
His mission is to not only to expose the true nature of how the industry operates, but also to share the message of capitalism and the truth about central economic planning which he believes is the root cause of so many people's retirement planning challenges.
When I first got into the finance industry, there weren't a lot of women, especially in senior roles, whom I could look to as a mentor. Now that I'm in that position, I can use my insights to help aspiring women bankers achieve their goals.
If you are a recent widow or divorcee reading this, I truly empathized with you. Besides managing your grief, you are trying to deal with monumental changes in your life and are facing a growing list of perpetually unfamiliar monetary choices.