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It’s a great time to be a Financial Advisor or Get a Financial Adivsor!

March 12, 2009 by Anne Bachrach Leave a Comment

If you are a Financial Advisor, it’s a great time to be a Financial Advisor! In the March 2009 Women’s Health Magazine, they say that one of the hottest jobs right now is Financial Advisor.  “Due in part to the struggling economy, the U.S. Bureau of Labor Statistics considers personal financial planning one of the 10 fastest-growing careers.  “A whole segment of our population will be relying on financial advisors, most notably retiring baby boomers and generation Y-ers with more wealth.” says Kim Vance, senior marketing manager at RiseSmart, an online HR service for people seeking jobs that pay $100,000 or more.” Because you already possess the knowledge and experience, you are in a great position to acquire clients and make a difference in their life. 

 

Those of us who aren’t a Financial Advisor need one person we can trust who is competent to help us with all our money decisions.  I personally have enough to do without trying to be my own Financial Advisor.  If you don’t already have a Financial Advisor, you need one. 

Filed Under: Blog Post, Delegation, Effective and Efficient Behavior, Goal Setting, Leverage Resources, Time Management

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

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