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2013 Financial Advisor Fast Start Guide
Attention Financial Planners, Advisors and Insurance Agents. 2013 promises to be another exciting year. How can you position your practice to benefit from the current chaos and uncertainty? No BS Money Guy Todd Strobel and co-host Best Selling Author Kim Butler will be discussing strategies to help your clients prepare without pretending to predict the future.
Tags: Financial Advisor Financial Planner financial advisor marketing financial sales training financial advisor coaching
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Financial Planner vs. Prosperity Economic Advisor
NO BS Money Guy Todd Strobel speaks directly to financial professionals. Cohost and best selling author Kim Butler is back and will be giving away copies of her new book, Busting the Financial Planning Lies: Learn to Use Prosperity Economics to Build Sustainable Wealth Our clients come to us looking for answers and sound advice. It is unfair to create hypothetical plans based on variables outside of their control. Sacrifice and lock away funds in qualified accounts? And h
Tags: Financial Advisor Financial Planner Financial Peace Prosperity Economics Kim Butler
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Financial Advisor Jeff Gitterman on Financial Bin Radio
On Monday, March 19, 2012 at 5:30 PM Eastern time, Financial Bin's David Domzalski will speak with Jeff Gitterman, Financial Advisor and Founder of Gitterman & Associates Wealth Management LLC. Jeff is also the co-founder of Beyong Success, a consulting firm that combines holistic ideas with the world of business and finance. His first book, Beyond Success; Redefining the Meaning of Prosperity was recently published by AMACOM, the publishing house of the American Management Associ
Tags: jeff gitterman beyond success financial advisor wealth management financial bin david domzalski
by FinancialBin in Finance
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2013 Top Financial Adviser Challenge: Engagement
The world is changing faster than ever before and like it or not Financial Advisers must change or risk a declining client base, dissatisfied customers and ultimately regretting their career choice.
How do advisers engage new and existing clients in a world of constant marketing exposure, decreased attention spans because of social media and a world where being dissatisfied is the now the rule?
Today No BS Money Guy Todd Strobel and Best Selling Author Kim Butler will discuss ways to grow your practice, improve client relations and WIN while the majority of Advisers are satisfied to sit around and complain about losing.
Tags: Financial Advisor financial planner financial adviser financial peace Partners for Prosperity
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Financial Advisor's Guide to Partners for Prosperity
No BS Money Guide Todd Strobel interviews Partners for Prosperity president and founder, Kim Butler. We will discuss how independent financial professionals can access a variety a No Cost and Paid For Resources to help with sales, marketing, client satisfaction, team building, and customer satisfaction.
Tags: Financial Advisor financial peace sales coaching Financial Planning Partners for Prosperity
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The Prosperity Economics Advisor
No BS Money Guy Todd Strobel investigates how financial advisors can utilize the principles of prosperity economics to grow their practice. The Prosperity Economics Movement seeks to redefine the client/advisor relationship to achieve collaboration. Both are challenged to maximize all resources including mental, physical, social as well as financial capital. Todd will be discussing how Prosperity Economics can help the advisor to define and locate their target market, educate and create deep r
Tags: Financial Advisor Financial Planning Prosperity Economics Financial Peace Todd Strobel
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Financial Survival
Financial Survival addresses todays economic situation and provides the information and tools to cover your assets in todays financial conditions and those in the future.
Tags: gold silver money finace economy
by Financial Survival in Finance
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Advisor TalkingPoints with Charles Sherry 5-17-13
A summary of what's driving stocks, mixed economic data, a fast-falling deficit, and the latest report on the nation's oil gusher are all topics of discussion on this week's Advisor TalkingPoints with Charles Sherry, M.Sc. and Sean Bailey, Editor-in-Chief of Horsesmouth.
Tags: horsesmouth financial advisor advisor market commentary finance
by Horsesmouth in Business
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Advisor TalkingPoints with Charles Sherry 4-26-13
Charles Sherry, author of Advisor TalkingPoints, shares his latest snapshot of the economy--this week's survey examining Q1 earnings, the latest talk regarding deflation, misconceptions about Fed policy, and more.
Tags: horsesmouth advisor radio financial advisor advisor economy
by Horsesmouth in Business
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Why Every Investor Should Have a Financial Advisor
We consult a doctor for our health issues, a realtor when its time to purchase a home, car salesperson for the next car, our pastor for spiritual directions, but how many of us reach out to a financial professional to assist with making financial planning decisions for our family. Join in the discussion today. Call in we welcome the opportunity to speak with our listeners.
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Advisor TalkingPoints with Charles Sherry 5-3-13
Charles Sherry, author of the Advisor TalkingPoints column, shares his latest snapshot of the economy.
Tags: Horsesmouth financial advisor financial adviser adviser market commentary
by Horsesmouth in Business
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Time for Financial Advisors to Kiss Their Clients
WOW, The election is over but there is no calm in sight. Whether the topic is Obama care, Taxes, The Financial Cliff, stock market, bond market, inflation, deflation or a host of seemingly unlimited topics our clients are worried, confused and overwhelmed. I have read several articles by Financial Planners attempting to combat emotion with logical reasoning. Combat assumes and creates opposition. Emotion prevents logical reasoning. If you want to help meet your client where they ar
Tags: financial planner financial advisor financial advisor marketing financial coaching Prosperity Economics
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