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A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:”"This fellow was a bit of a know-it-all, and I wasn’t getting through. Finally I asked him, ‘Doctor, how will it feel for you when you have to go back to work?’ That got his attention, and I w (more…)

The ABC’s of Getting Out of Debt illustrates how to: * Beat the Lenders at Their Own Game * Understand Your Credit Report * Repair Your Own Credit * Master the Psychology of Debt * Deal with Debt Collectors * Avoid Credit Scams * Win with Good Debt * Take Charge of Your Finances Garrett’s book reveals how each piece of real estate you own is a business involving all sections of Rich Dad’s B-I Triangle. The B-I Triangle is from Rich Dad’s Guide to Investing. Look for other Adviso (more…)

Product DescriptionThis digital document is an article from Westchester County Business Journal, published by Thomson Gale on November 14, 2005. The length of the article is 2073 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.Citation DetailsTitle: Financial adv… More >>

Financial advisors.: An article from: Westchester County Business Journal

Questions Great Financial Advisors Ask Custom Edition

Selecting Your Financial Advisors

Product DescriptionDivorce is both an emotional event and an economic event, forever affecting the finances of both memebers of a former economic unit. central divorce are issues of property division, child custody and support, as well as spousal support. These issues are made even more complex as a result of tax and regulatory issues, premature interruption of long-term strategies, varied and perplexing financial product features, and emotions. With divorce continuing to divide half … More >>

The Financial Advisor’s Guide to Divorce Settlement: Helping Your Clients Make Sound Financial Decisions

Product DescriptionTop financial advisors earn big bucks and so have the luxury of hiring staff and investing in sales and marketing systems that keep them winning clients with little effort. But you know if you are starting up as a financial advisor that the going can be rough at first. Recent turnover statistics show that up to 68% of new financial advisors fail within their first year. Why do they fail? Well, whether you are working for a large financial institution or if y… More >>

Fear Selling for Financial Advisors

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85 Million Dollar Tips for Financial Advisors – AUDIO Version

Product DescriptionDivorce is both an emotional event and an economic event, forever affecting the finances of both memebers of a former economic unit. central divorce are issues of property division, child custody and support, as well as spousal support. These issues are made even more complex as a result of tax and regulatory issues, premature interruption of long-term strategies, varied and perplexing financial product features, and emotions. With divorce continuing to divide half … More >>

The Financial Advisor’s Guide to Divorce Settlement: Helping Your Clients Make Sound Financial Decisions

Product DescriptionCareer Insights are designed to give you a special look inside the minds of the leading executives of the world, and assist you in getting an insider’s view on what it takes to succeed in the workplace. This book is the best way for professionals or “soon to be professionals” to learn to think, analyze, and respond to situations they will confront in the workplace. The purpose of this book is not to devise the quickest way to land just any job. Rather, we try to g… More >>

Career Insights: Landing a Job as a Financial Advisor: Top Financial Advisors from Merrill Lynch, American Express & More on Achieving Personal and Professional Success