Foreign Exchange Marketing Investing
Foreign Exchange Marketing Investing can bring great returns for those looking to make money through this method. You are able to gain returns way in excess of that which can be gained from the banks, building societies and such institutions.How to Act Like a Multi-Millionaire
It’s not enough to think like a multimillionaire; you also have to act like one. If you just sit around all day meditating and visualizing, when it comes time to pay the bills, you won’t have much to show for all your positive thinking. Don’t forget that someone has to actually put some effort into making it happen, and that someone is you. Try these four tips to starting acting like a multimillionaire, and watch your wealth manifest in tangible ways.Interview With an Enthusiastic Holistic Fee-Only Financial Advisor
This spontaneous interview is one advisor’s take on the troubling conflict of interest issue which is so prevalent in the financial industry. Bill is a holistic fee-only financial advisor and he’s telling me about how his colleagues avoid conflicts of interest.How to Ensure the Success of Your Advisor Practice
Run Your Independent Financial Planning Practice Like a Business Money is always a major concern for most people. The rich and well-to-do constantly need to find ways to manage their riches and build upon them, while those who are not as fortunate continuously look for ways to turn their fortunes. It is for this simple reason that it will always be a lucrative business to provide financial advice.Get More Referrals by Answering This Question Correctly
Unfortunately many financial advisors bungle a terrific opportunity to position themselves for more referrals when asked the question, “What do you do?” They answer with their occupation or title. When you position yourself by occupation or title, in the prospects mind, you’re just another financial advisor, planner or wealth manager-you’re not special. Every time you’re asked that question you have a golden opportunity to gain valuable referrals if you answer the question in the right way.How Your Ideal Client Can Help You More Than You Ever Imagined
Are you struggling because you don’t have enough profitable clients? I used to struggle because I had a lot of borderline clients. Some had difficulty paying my fee, some were constantly rescheduling their appointments and still others wouldn’t follow through on their commitments. Fortunately, I did have some excellent clients. One was an ideal client. He understood the value of my services and understood he was making a lot more money by investing in me. He was energetic, positive and fun to work with.The Number One Solution For Your Time Problems
I remember when I used to jump at everything anyone thought was urgent-the daily assault of e-mail requests and offers, visitors dropping by for a friendly chat, the ringing phone from people wanting anything except to hire me, that article I stumbled upon while surfing the web that I just might use… someday. Then there was the guilt I felt when vacationing or taking my daily (well, it was supposed to be daily) jog. I would think “I can’t afford to take the time to do this. There’s so much work to do.” So I would skip this vital workout.Communication Tips for the Independent Financial Advisor
One of the most important assets for a business owner to own is good communication skills. An independent financial advisor must not only know how to communicate with clients, but they must also communicate effectively with employees and industry peers. Communicating is the process of relaying a specific message, directive, or intent effectivelyWould You Have The Courage?
In a previous article I described how a business coach acts as your sounding board, your motivator and friend to guide you to the outcomes you want. Sometimes a financial advisor coach helps you dig down deep inside yourself to take courageous action. Here’s a real-life example of how that looks in action. Sheila had a thriving wealth management practice. There were three offices and she was the CEO of the whole operation.It Is Not The End Of The World, But It Will Feel Like It Is!
Stock market cycles indicate that risks are high and it is likely that a dangerous period is ahead of us. Major concerns are considered. A plan of action is discussed which the author believes will lead to a great opportunity.What If Retirement Plans Change?
People usually think about retirement well in advance like a dreamer would envision an event or an outcome in advance. What if that dream was suddenly changed? What could you do about it? Here are some examples of how this happens: You are 55 years old and considering retiring in 10 years. You have the plan and will likely execute it in 5 years. Suddenly you get “re-organized” and cannot find another job in the same field. Another example is that you are 62 years old and get some kind of long term illness. A third example is that you had a vision of retirement and when it is actually coming true, you realize that you are not interested in it and want to make radical changes. A fourth example is that you may want to change your career but you need to help your children or your parents financially. Finally, maybe you have a retirement plan and it is progressing, but you want to work longer because you enjoy what you are doing.How to Grow Your Financial Advisory Practice With Online Marketing
Do you wonder if you should do some online marketing? Are you marketing online already and want ideas to do it better? Many financial advisors are successfully using online marketing to grow their business. Some are even marketing online exclusively.