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| do financial advisors work from home: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| do financial advisors work from home: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| do financial advisors work from home: Work at Home with a Real Online Job AnnaMaria Bliven, 2016-03-02 Find the Job You Want . . . Today! Are you a work at home mom or dad, retiree, or disabled person hoping to earn a little extra to make ends meet? Are you seeking a legitimate, rewarding online job you can do from home? Do you dream of being in charge of your own schedule, income, advancement . . . destiny? If you said yes to any of these questions, this book is for you! In Work at Home with a Real Job Online you can find just the right job, schedule, income, and future with the help of a leading expert in the field of online job success and prosperity, AnnaMaria Bliven. Known as the “Prosperity Princess” by thousands of people she has helped, Bliven has poured her latest and greatest practical, proven-effective insights into this one information-packed (no filler), easy-to-use volume. In these pages you’ll find: • Hundreds of real jobs with quality companies at your fingertips! • Pro tips and advice on how to find these jobs, get hired, keep the job you find and advance in it! • Opportunities for people of all ages and stages: teenagers, college students, work at home moms and dads, military veterans, retirees, the disabled, those with background/credit issues, and more. • Positions to match just about any interest, passion, potential, or skill set: game tester, customer service agent, educator, data entry specialist, nurse, medical coding specialist, transcriptionist, translator, interpreter, artist, writer, computer technologist, and many more. Get your copy of Work at Home with a Real Job Online today . . . start working tomorrow! |
| do financial advisors work from home: Real Work From Home Jobs and Business Opportunities Kay Doliver, 2022-11-29 There are plenty of reasons to want to work from home - maybe you want to have more time and money freedom or to be your own boss. Maybe you want to have more control over what you do or how much you earn. Whatever your reasons, there are plenty of opportunities to find work from home that will fit your needs. Whether you are a professional with years of experience or a recent high school graduate with no experience at all, you can find real work opportunities to fit every possibility online. Inside this book, you will find enough information to get you started. Details on 100+ plus career opportunities found online. Information on how to get started, more about the work, and what to expect. How you can find work or start a business without a large investment. What you need to know to start seeing results quickly working from the comfort of your own home. How to start making the money you deserve and feel proud of what you've accomplished. The author started a home-based business from scratch which has operated successfully for a decade performing over a dozen services and she says she loves every minute of it. Discover 100 different work-from-home opportunities in a variety of industries and start pursuing your new work from home career today! With a little effort, you can be on your way to landing your dream job. And who knows? You might even decide to start your own business. So, what are you waiting for? Get started today! |
| do financial advisors work from home: What Your Financial Advisor Isn't Telling You Liz Davidson, 2016-01-05 Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review |
| do financial advisors work from home: The Good Financial Advisor Dennis Morin, 2008-08 The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethical professional, a person I call the Good Financial Advisor, who can be your guide on the journey. This book is written for those who want to use the services of the Good Financial Advisor, but need help in finding and working with the right person. If you are ready to find your Good Financial Advisor and begin the journey to financial independence, read on and prepare for a change in your life. With this book, you will now have the ability to understand the world of financial services and financial advisors in order to achieve the goals important to you. A wonderful and financially secure future awaits you. Dennis L. Morin is a Certified Financial Planner(R) who runs his own financial services business in CT. He has over 20 years experience in finance and investing, and spent ten years in corporate finance prior to starting his own business. The financial planning profession is his passion. |
| do financial advisors work from home: The Smart Financial Advisor Bill Martin CFA, 2017-10-25 |
| do financial advisors work from home: Selling from the Heart Larry Levine, 2023-08-15 Sales professionals and entrepreneurs will discover new levels of sales performance and personal fulfillment in Selling From the Heart, a resource that coaches individuals to examine their true selves, form deeper relationships and generate better sales. |
| do financial advisors work from home: Myths and Realities of Working at Home Joanne Henderson Pratt, 1993 |
| do financial advisors work from home: Home Buying For Dummies Eric Tyson, Ray Brown, 2009-04-01 Now updated — America's #1 bestselling home-buying book! Want to buy a house, but concerned about the market? Have no fear — this trusted guide arms you with Eric Tyson and Ray Brown's time-tested advice and updated strategies for buying a home in current market conditions. You'll discover how to find the right property, make smart financial decisions, and understand the latest lending requirements and tax implications. New to this edition — new and expanded coverage to help homebuyers take advantage of low home prices, understand the subprime mortgage crisis, obtain a mortgage, and improve credit scores To buy or not to buy? — weigh the advantages of owning versus renting, get your finances in order, and know how much house you can safely afford Handle financing — understand your credit rating, navigate the different types of mortgages, and complete all paperwork Play the real estate game — find the right location and property, assemble an all-star real estate team, and make the most of the Internet's real estate resources Let's make a deal — negotiate with finesse, make successful offers, inspect and protect your new home, and cover all your bases in escrow Invaluable information, especially for the first-time home buyer. —Fort Worth Star-Telegram A reference you'll turn to time after time. —St. Petersburg Times Open the book and find: Reasons why home prices rise and fall Hands-on instruction for buying a home in up or down markets How to pay the price you want The best mortgage options A sample home-buying contract Pros and cons of comparable market analysis Tips for overcoming mortgage and appraisal problems How to cope with buyer's remorse The best real estate Web sites |
| do financial advisors work from home: Client Psychology CFP Board, 2018-02-19 A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf. |
| do financial advisors work from home: Home Buying Kit For Dummies Eric Tyson, Ray Brown, Raymond Brown, 2012-03-06 Provides advice for first time home buyers on financing, working with a real estate agent, appraisals, negotiations, closing procedures, and related matters. |
| do financial advisors work from home: How to Use the Equity in Your Home Or Business Today to Invest for Tomorrow Kristie Lorette, 2011 With loan restrictions tightening and interest rates skyrocketing, securing money from banks, credit card companies, or private investors is near impossible. But it is the season for one source of funding: Home equity loan rates are falling and home equity lines of credit are slipping. As a real estate owner making monthly payments, you are building up equity in your property âe money that could be used to invest elsewhere. Now, the only questions are how to pull it out and where to invest it. How to Use the Equity in Your Home or Business Today to Invest for Tomorrow details the steps to increasing your equity and leveraging it to make it work for you. You will learn invaluable skills and options for investments, such as starting a business, investing in real estate, purchasing stock portfolios, renovating your home, and saving for educational expenses. Along with the benefits of investing equity, this book also addresses the problems you may face along the way and how to overcome the common mistakes. This book is the ultimate resource for novices and pros alike. Equity in a home or business that is idly sitting does not make you money. With How to Use the Equity in Your Home or Business Today to Invest for Tomorrow, learn how to put it to use today and watch your wealth build. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed. |
| do financial advisors work from home: Building Your Own Home For Dummies Kevin Daum, Janice Brewster, Peter Economy, 2011-03-04 Keep construction on track with helpful checklists Turn your dream of a custom home into reality! Thinking about building your own home? This easy-to-follow guide shows you how to plan and build a beautiful home on any budget. From acquiring land to finding the best architect to overseeing the construction, you get lots of savvy tips on managing your new investment wisely -- and staying sane during the process! Discover how to: * Find the best homesite * Navigate the plan approval process * Obtain financing * Hire the right contractor * Cut design and construction costs * Avoid common mistakes |
| do financial advisors work from home: Knockout Networking for Financial Advisors and Other Sales Producers Michael Goldberg, 2020-04-07 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if youre a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Rememberkeep the left up! |
| do financial advisors work from home: Modern Asset Allocation for Wealth Management David M. Berns, 2020-06-03 An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with increasingly limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios. The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now, while simultaneously providing a clear framework that advisors can immediately deploy. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile Incorporate client financial goals into the asset allocation process systematically and precisely with a simple balance sheet model Create a systematic framework for justifying which assets should be included in client portfolios Build capital market assumptions from historical data via a statistically sound and intuitive process Run optimization methods that respect complex client preferences and real-world asset characteristics Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation. |
| do financial advisors work from home: Life Centered Financial Planning Mitch Anthony, Paul Armson, 2020-11-03 Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today. |
| do financial advisors work from home: Your Complete Guide to a Successful and Secure Retirement Larry E. Swedroe, Kevin Grogan, 2021-02-23 Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the science of investing – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it. |
| do financial advisors work from home: Consumer Central , 1997 |
| do financial advisors work from home: The Millennial Money Fix Douglas Boneparth, Heather Boneparth, 2017-08-21 The world today comes with a list of challenges. Figuring out how to get your feet planted and get your finances on track should be easier, but we’re not always prepared with the best information despite the best education. Enter The Millennial Money Fix, a candid guide to understand how to handle your money with the obstacles of today. This book will get you through each step including: Identifying honest and realistic goals. Selecting and paying for a college or graduate program. Mastering cash flow to jumpstart your life. Navigating the job landscape to do what you love. Planning for marriage, babies, and all that gushy stuff. Redefining retirement as your ability to do what you want. |
| do financial advisors work from home: Selling Your House For Dummies Eric Tyson, Ray Brown, 2018-02-12 Sell your house in any market Whether you're selling your home yourself or using a realtor, this helpful guide offers all the information you need to make an otherwise-stressful undertaking go smoothly. In Selling Your House For Dummies, you'll find plain-English, easy-to-follow information on the latest mortgage application and approval processes, the hottest websites used in the house-selling process, and revised tax laws that affect the housing and real estate markets. From the author team behind America's #1 bestselling real estate book, Home Buying Kit For Dummies, this book offers Eric Tyson and Ray Brown's time-tested advice, recommendations, and strategies for selling your house given current market conditions. From staging your home to utilizing technology to sell your house directly to home buyers, this trusted resource is packed with tips and ideas to make your home the most appealing house on the block. Prepare your property for the best offer Stage and market your house successfully Negotiate and successfully close the sale Make sense of contracts and forms used in the house-selling process Get the tried-and-true advice that will help you sell your property! |
| do financial advisors work from home: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| do financial advisors work from home: Home-Based Business For Dummies Paul Edwards, Sarah Edwards, Peter Economy, 2011-03-16 Thanks to the Internet, home-based businesses are booming. With a home computer and a good idea, you can market and sell almost anything in the world just from home. Whether you’re selling homemade jams or working as a business consultant, today’s entrepreneur doesn’t even have to leave home. Home-Based Business For Dummies, 2nd Edition will help you make your endeavor profitable and successful! Ideal for future entrepreneurs who have the urge and want the know-how, this updated guide includes new information on home business scams and how to avoid them, shows how to create an efficient, comfortable (but not too comfortable) work environment, explains how to put new technologies to work for you, and much more. There’s even a 10-question quiz to help you determine if you’re ready. You’ll learn all the basics, including: Selecting the right kind of business for you Setting up a home office Managing money, credit, and financing Marketing almost anything in the world Avoiding distractions at home Home-Based Business For Dummies, 2nd Edition was written by Paul and Sarah Edwards, award-winning authors who write a monthly column for Entrepreneur magazine, and Peter Economy, an author or coauthor For Dummies books on managing, consulting, and personal finance. In straightforward English, they show you how to: Stay connected to the business community, even when working from home Keep your work separate from your personal life Handle benefits, health insurance, and your retirement planning Make sure your bookkeeping is accurate and legal Use the Internet to bid for work, list your services in directories, network, and more Choose the technology and other resources you need Develop your own marketing and advertising strategies Navigate IRS rules for home-based businesses Home-Based Business For Dummies is packed with ideas and information that will help you get started right and help established, successful home-based business owners stay ahead of the pack. Use it well and this handy guide will be the most important reference in your home office. |
| do financial advisors work from home: The Million-Dollar Financial Advisor David J. Mullen, Jr., 2009-11-02 Based on interviews with fifteen top financial advisors, each doing several million dollars’ worth of business every year, this priceless tool contains universal principles to guide both veteran and new financial professionals to immediate success. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teach readers how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. The book also features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed-- regardless of market conditions. |
| do financial advisors work from home: Staff to Last! Lauren Farasati, 2009-02 All financial advisors want to be able to spend their time in front of clients. It's what makes them money. It's what makes them happy. But almost all advisors share a common problem - staffing and managing their practice. It's what drains their energy and their wallet. It's what makes them miserable. Help has arrived. Whether your practice has a staff of twenty or you're about to hire your first Administrative Assistant, Staff To Last! is the solution to your backroom headaches. For the first time, practice management coach Lauren Farasati has condensed her twenty-five years of experience helping advisors into a book tailor-made for the financial planning industry. You'll learn the Dream Team staffing model that instantly brings role clarity to your business. You'll discover the genes that make some people perfect for your staff and others not. You'll learn, step-by-step, how to find the best talent available and you'll get tools that will save you hundreds of hours and thousands of dollars - from that first killer job posting to foolproof interview questions all the way to the final offer letter. And last, you'll learn the ten currencies bosses use to pay their employees, ensuring that once you've found amazing staff, you never lose them. Forget yesterday's mistakes. Staffing is about to become simple, painless, and satisfying. Staff To Last! will show you how. |
| do financial advisors work from home: Mobile Communication James E. Katz, 2017-07-28 In the few short decades since their commercial deployment, 5 billion people—about three-quarters of all humanity, including children—have become mobile phone users. No technology has even approached the mobile phone's wildfire success. Effects of this success are apparent everywhere, ranging from accident scenes and earthquake rescue efforts to demeanor in the classroom and at dinner tables. No one interested in the next generation of issues provoked by the mobile communication revolution will want to miss this important new collection of essays.The mobile phone has given near-transcendent power to ordinary people. All aspects of social life have been touched by mobile technology. An ever-growing host of tracking, immersion, gaming, and commercial applications are becoming available. The community of mobile communication scholars has blossomed from a handful of pioneers a decade ago to a large and dynamic intellectual community that spans the globe. Area researchers have gained much insight into cultural, symbolic, and social interaction aspects of mobile communication as well as its relevance to commerce.To address the social policy dimension of the mobile communication revolution, this volume presents analyses by leading thinkers in the field. The volume offers novel and keen insights into the topic. Subjects include the role of mobiles in policy formation and evaluation in several areas including the mobile-digital divide and political campaigns. Also explored are processes and policy implications of mobiles in creating or alleviating social problems including social isolation and family dispersion. Other chapters analyze social policies for mobile devices, including attempts to regulate the use of the technology and to understand and moderate its potential harm to human health. The contributors' scope ranges across five continents and they address concerns at local, national, and international levels. |
| do financial advisors work from home: The Social Media Handbook for Financial Advisors Matthew Halloran, Crystal Thies, 2012-06-28 Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard. |
| do financial advisors work from home: Designing Financial Strategies Dearborn Financial Institute, 1998 |
| do financial advisors work from home: The Comfort of Home Maria M. Meyer, Paula Derr, 2006 With this book in hand, MS caregivers will understand the day-to-day issues that MS patients confront. This empowering guide offers practical advice on every aspect of home care for the MS patient, from preparing the home for comfort and safety to assisting with activities of daily living. Other topics covered are financial management, purchasing equipment, travel, therapies, and strategies for avoiding caregiver burnout. |
| do financial advisors work from home: Series 7 Study Guide Series 7 Exam Prep Review Team, 2017-11-07 Series 7 Study Guide: Test Prep Manual & Practice Exam Questions for the FINRA Series 7 Licence Exam Developed for test takers trying to achieve a passing score on the Series 7 exam, this comprehensive study guide includes: -Quick Overview -Test-Taking Strategies -Introduction to the Series 7 Exam -Regulatory Requirements -Knowledge of Investor Profile -Opening and Maintaining Customer Accounts -Business Conduct Knowledge & Suitable Recommendations -Orders and Transactions in Customer Accounts -Professional Conduct and Ethical Considerations -Primary Marketplace -Secondary Marketplace -Principal Factors Affecting Securities, Markets, and Prices -Analysis of Securities and Markets -Equity Securities -Debt Securities -Packaged Securities and Managed Investments -Options -Retirement Plans -Custodial, Edcation, and Health Savings -Practice Questions -Detailed Answer Explanations Each section of the test has a comprehensive review that goes into detail to cover all of the content likely to appear on the Series 7 exam. The practice test questions are each followed by detailed answer explanations. If you miss a question, it's important that you are able to understand the nature of your mistake and how to avoid making it again in the future. The answer explanations will help you to learn from your mistakes and overcome them. Understanding the latest test-taking strategies is essential to preparing you for what you will expect on the exam. A test taker has to not only understand the material that is being covered on the test, but also must be familiar with the strategies that are necessary to properly utilize the time provided and get through the test without making any avoidable errors. Anyone planning to take the Series 7 exam should take advantage of the review material, practice test questions, and test-taking strategies contained in this study guide. |
| do financial advisors work from home: Retirement Fail Greg Sullivan, 2018-03-08 There are nine key reasons people fail at retirement—and they’re not what you think. Are you working to avoid these major retirement fails? Every day, people just like you, people who have worked hard and saved carefully for retirement, make decisions that will eventually crack their nest egg. Just because you added to your 401(k) or IRA plan every year, invested wisely, and amassed significant savings, you are not necessarily home free. Ready or not, your decisions all along the retirement path can positively or negatively affect your financial future. In Retirement Fail, top financial advisor Greg Sullivan shares the insights he has gained over his thirty-five-year career in wealth management to help you identify potential pitfalls and learn how to safeguard your hard-earned retirement assets. Because, contrary to what most people think, it is not poor portfolio performance that usually busts your retirement accounts. Rather, it’s the emotional decisions you make that can cause major problems. Whether it’s buying a vacation home that is beyond your reach, subsidizing your adult kids to a degree that is ill advised, or passing on the umbrella insurance your advisor recommended, the choices you make have an enormous effect on whether you’ll be able to enjoy the comfortable retirement you’ve dreamed about. Retirement Fail: Lays out the nine common hazards that trip up otherwise well-prepared retirees, encouraging you to think through your decisions and set a course aligned with your values and your ultimate goals Goes beyond traditional financial advice, using personal stories to illustrate how others have become mired in—or solved—these financial dilemmas Creates a valuable framework you can use to chart your path or begin conversations with your advisor, so that you can act to protect your financial independence The numerical side of financial planning is one thing—the far more difficult task is looking at the way the decisions we make impact our own future and those around us. Whether you are working with a financial advisor or are going it alone, Retirement Fail shows you the points you need to pay attention to and helps you figure out what your priorities are—and what tradeoffs you may have to make in order to achieve them. |
| do financial advisors work from home: The Grown-Up's Guide to Running Away from Home, Second Edition Rosanne Knorr, 2012-12-05 For empty-nesters, early retirees, and even established executives, midlife is the ideal time to turn travel fantasies into real and rewarding experiences. This second edition of THE GROWN-UP'S GUIDE covers estimating cost-of-living expenses, the dos and don'ts of international health care, the boom in online travel resources, and much more. Whether planning a monthlong escape or a whole new life in another country, this empowering guide will encourage mature would-be expats to pursue the overseas adventure they've been craving. An accessible primer for midlife adults who long to live or retire in another country, featuring information on choosing a destination, readying finances, working, and keeping the stateside home fires burning. Detailed advice is interspersed with lively and inspiring anecdotes from the author's own adventures, plus interviews with other experienced expats. |
| do financial advisors work from home: One Year to an Organized Financial Life Regina Leeds, 2009-12-29 Do you constantly feel anxious about money? Have unopened credit card statements piled up on your countertop? Are you forever losing receipts for items you meant to return? In an economic downturn taking charge of your financial well-being is more crucial than ever. One Year to an Organized Financial Life is a unique week-by-week plan to make saving money simple, automatic, and stress-free. For decades, professional organizer Regina Leeds and financial advisor Russell Wild have helped thousands of clients get their lives in order. Using Leeds's Zen organizing approach, which addresses the underlying causes of chaos and replaces them with routines, they now show readers the steps to improving finances within a manageable timeframe. From sticking to a budget to getting out of debt, curbing spending to maximizing retirement savings, One Year to an Organized Financial Life makes it possible for anyone to live more richly on less. |
| do financial advisors work from home: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! Daniel C. Finley, 2011-12 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time. |
| do financial advisors work from home: Getting the Job You Want After 50 For Dummies Kerry E. Hannon, 2015-08-11 Your guide to navigating today's workplace and snagging that perfect job Whether you're searching for a new job by choice or necessity, consider this book your life raft. You'll find all the resources you need to job-hunt—from building an online presence and revitalizing your résumé to negotiating a salary and landing that job! The power of people — harness the power of the people you know — friends and family, former colleagues, social media contacts, and more — to network your way to your next job Mirror, mirror on the wall — rehab your résumé and cover letter, build a positive online presence, acquire social media street smarts, and market yourself on LinkedIn Hang your own shingle — join the growing ranks of the self-employed with advice on launching your own business, working as a freelancer, turning a hobby into a profit, and cashing in on your natural gifts Scope it out — discover which jobs are in demand and expected to grow, what they pay, and whether you're qualified |
| do financial advisors work from home: Personal Finance in Your 50s All-in-One For Dummies Eric Tyson, 2018-05-08 Manage your finances and enjoy your retirement Retirement security is one of the most pressing social issues facing the world in the next 30 years—so if you’re approaching your golden years, it’s essential to have a secure financial future. Personal Finance in Your 50s All-in-One For Dummies provides targeted financial advice and assists soon-to-be or established boomers with making informed decisions about how best to spend, invest, and protect their wealth while planning for the future. Retirement is an exciting time ... but it can also be scary if you’re not sure that you have your ducks in a row. This hands-on resource arms you with an arsenal of beginner to intermediate personal finance and estate planning techniques for everything from spending, saving, navigating insurance, managing medical costs, household expenses, and even employment. Build a diversified portfolio Create emergency funds Avoid scams and frauds Improve your estate planning With the help of this all-in-one resource, you’ll get a succinct framework and expert advice to help you make solid decisions and confidently plan for your future. |
| do financial advisors work from home: Day Trading Justin Kuepper, 2015-04-10 All You'll Ever Need to Trade from Home When most people hear the term day trader, they imagine the stock market floor packed with people yelling 'Buy' and 'Sell' - or someone who went for broke and ended up just that. These days, investing isn't just for the brilliant or the desperate—it's a smart and necessary move to ensure financial wellbeing. To the newcomer, day trading can be a confusing process: where do you begin, and how can you approach trading in a careful yet effective way? With Day Trading you'll get the basics, then: Learn the Truth About Trading Understand The Psychology of Trading Master Charting and Pattern-recognition Study Trading Options Establish Trading Strategies & Money Management Day Trading will let you make the most out of the free market from the comfort of your own computer. |
| do financial advisors work from home: Succession Planning for Financial Advisors David Grau, Sr., 2014-06-02 This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry. |
| do financial advisors work from home: The Self-Employed Woman's Guide to Launching a Home-Based Business Priscilla Huff, 2010-05-26 Step-by-Step Advice on Making Your Home-Business Dreams a Reality From Priscilla Y. Huff, the leading expert on home businesses for women, The Self-Employed Woman's Guide to Launching a Home-Based Business is your step-by-step resource to getting the business of your dreams up and started in no time. Packed with expert advice and nitty-gritty details about what it takes to run a successful home-based business, this book will show you how to: ·Prepare—physically and mentally—for a new career from home ·Balance work and family time for maximum enjoyment—and minimum stress ·Find and fill out the proper tax, license, and insurance forms ·Handle customers and bring in new business ·Implement creative and effective marketing plans ·Manage your finances and accounting with ease ·And much, much more! Filled with valuable resources and profiles of successful home-based entrepreneurs, this book answers all your questions about starting an enjoyable and profitable venture. |
| do financial advisors work from home: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
Osteopathic medicine: What kind of doctor is a D.O.? - Mayo Clinic
Nov 29, 2022 · A doctor of osteopathic medicine, also known as a D.O., is a fully trained and licensed doctor. A doctor of osteopathic medicine graduates from a U.S. osteopathic medical …
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Nov 4, 2023 · Experts do not recommend using face shields instead of masks. It's not clear how much protection shields provide. But wearing a face mask may not be possible in every …
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Apr 17, 2025 · Ads for penis-enlargement products and procedures are everywhere. Many pumps, pills, weights, exercises and surgeries claim to increase the length and width of your …
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May 2, 2025 · Walk inside or outside. It is one of the best physical activities you can do after surgery. In the first weeks after surgery, you only may be able to take short walks. As you feel …
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Nov 6, 2024 · What you can do. When you make the appointment, ask if there's anything you need to do in advance. For instance, you may need to stop eating for a certain number of …
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Mar 23, 2024 · Stem cells are a special type of cells that have two important properties. They are able to make more cells like themselves. That is, they self-renew. And they can become other …
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Sep 13, 2024 · We use the data you provide to deliver you the content you requested. To provide you with the most relevant and helpful information, we may combine your email and website …
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Mar 11, 2025 · Statins lower cholesterol and protect against heart attack and stroke. But they may lead to side effects in some people. Healthcare professionals often prescribe statins for people …
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Apr 5, 2024 · Do not share towels, cups or other items if possible. Use a separate bathroom and bedroom if possible. Get more airflow in your home. Once you're feeling better and haven't …
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Osteopathic medicine: What kind of doctor is a D.O.? - Mayo Clinic
Nov 29, 2022 · A doctor of osteopathic medicine, also known as a D.O., is a fully trained and licensed doctor. A doctor of osteopathic medicine graduates from a U.S. osteopathic medical …
How well do face masks protect against COVID-19? - Mayo Clinic
Nov 4, 2023 · Experts do not recommend using face shields instead of masks. It's not clear how much protection shields provide. But wearing a face mask may not be possible in every …
Penis-enlargement products: Do they work? - Mayo Clinic
Apr 17, 2025 · Ads for penis-enlargement products and procedures are everywhere. Many pumps, pills, weights, exercises and surgeries claim to increase the length and width of your …
Ileostomy - Mayo Clinic
May 2, 2025 · Walk inside or outside. It is one of the best physical activities you can do after surgery. In the first weeks after surgery, you only may be able to take short walks. As you feel …
Hydronephrosis - Diagnosis and treatment - Mayo Clinic
Nov 6, 2024 · What you can do. When you make the appointment, ask if there's anything you need to do in advance. For instance, you may need to stop eating for a certain number of …
Stem cells: What they are and what they do - Mayo Clinic
Mar 23, 2024 · Stem cells are a special type of cells that have two important properties. They are able to make more cells like themselves. That is, they self-renew. And they can become other …
Do infrared saunas have any health benefits? - Mayo Clinic
Sep 13, 2024 · We use the data you provide to deliver you the content you requested. To provide you with the most relevant and helpful information, we may combine your email and website …
Statin side effects: Weigh the benefits and risks - Mayo Clinic
Mar 11, 2025 · Statins lower cholesterol and protect against heart attack and stroke. But they may lead to side effects in some people. Healthcare professionals often prescribe statins for people …
Treating COVID-19 at home: Care tips for you and others
Apr 5, 2024 · Do not share towels, cups or other items if possible. Use a separate bathroom and bedroom if possible. Get more airflow in your home. Once you're feeling better and haven't …
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Apr 18, 2025 · Menopause hormone therapy is medicine with female hormones. It's taken to replace the estrogen the body stops making after menopause, which is when periods stop for …
