Search results “Investment advisor or adviser”
The #1 Mistake People Make When They Use a Financial Advisor
The #1 Mistake People Make When They Use a Financial Advisor Need investing help? Check out SmartVestor: https://goo.gl/ErzQgu Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 210000 The Dave Ramsey Show
Financial Adviser Vs Advisor – What’s The Difference?
An "#OfficeHours with Michael Kitces" Periscope, looking at the difference between financial adviser vs financial advisor. For further details, see https://www.kitces.com/blog/financial-adviser-vs-advisor-vs-financial-planner-whats-the-difference/
Views: 2349 Michael Kitces
How To Become A Financial Adviser
▶ Check out my gear on Kit: https://kit.com/petematthew I get asked at least once per week for advice on how to become a financial adviser, and for ages, I’ve thought that I really should sit down and deal with the subject definitively so that in future I can just reply to these good people with a link! Today I’m going to consider everything you need to know and everything you need to do if you fancy a career in financial advice in the UK.
Views: 1151 MeaningfulMoney
3 Questions You Must Ask a Financial Advisor
Former financial advisor Jill Schlesinger, now a CBS business analyst, tells Jack Otter of Barron's how to protect your interests and get the best advice. Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 42307 Wall Street Journal
Every Young Financial Advisor Needs to Hear This
This is the greatest career opportunity you will ever see! If you have just started as a financial advisor or simply want to get in, than stop what you're doing and watch this! The industry needs you and I am going to help. Learn more about us and Bone Fide Wealth at www.bonefidewealth.com and www.themillennialmoneyfix.com.
What You NEED To Know About Financial Advisors
Should you hire a financial advisor? AK will explain the good, bad, and ugly about hiring financial advisors and what you need to know before you hire a financial advisor Subscribe To Our Channel: http://bit.ly/M2YouTube Check out & subscribe to AK's personal channel Fallible Financial Entertainment here: http://www.youtube.com/fallible 🚨Read Our FREE Stock Market Guide🚨 How To Make Your First Stock Market Investment: https://theminoritymindset.com/stockguide Should You Hire A Financial Advisor 0:10 - The pitch financial advisors make 0:30 - I hate financial advisors 1:05 - The downside of having a financial advisor 1:30 - Financial advisors put you in a place that give them a big bonus 2:02 - How much money 401(k) money managers make 2:59 - What does a good financial advisor do 3:46 - A good financial advisor is a quarter back for your finances 4:34 - Should you get a financial advisor or invest yourself 5:20 - How to use a financial advisor What Is The Minority Mindset? The Minority Mindset has nothing to do with the way you look or what kind of family you're from. It's a mindset. Give the majority $200 and they will come back with a pair of shoes. Give the minority $200 they will come back with $2,000. Think from the mindset of a consumer and be the provider, that's the Minority Mindset. Don't be the majority. #MIH #ThinkMinority #StockMarketInvesting Instagram: http://www.Instagram.com/MinorityMindset Facebook: http://www.Facebook.com/MinorityMindset See more & read our blog! http://www.TheMinorityMindset.com This Video: https://youtu.be/lpR8oNikWtU Channel: https://www.youtube.com/MinorityMindset Video host: AK
Views: 14166 Minority Mindset
The future of financial services: robo advisors versus humans
Rob advisors in the financial industry are hot! Interesting discussion: who will prevail in the financial industry: robo advisors or humans. I believe in the combination: artificial intelligence + humans! Subscribe to my youtube channel: https://www.youtube.com/subscription_center?add_user=stevenvanbelleghem More about Steven Steven is an expert in customer focus in a digital world. He is a popular speaker at home and abroad. In his keynote presentations, Steven takes his audience on a journey to the world of modern customer relationships in a clever, enthusiastic and inspiring way. Steven is the author of three bestselling books. He became known for his first book, The Conversation Manager, which won the award for most innovative marketing book of 2010. Steven also wrote The Conversation Company and his most recent book, When Digital Becomes Human. When Digital Becomes Human received the award of 'Best Marketing Book of 2015'. Over 85,000 copies of his books were sold. Steven is also an entrepreneur. He is a partner in consultancy firm Nexxworks, a co-founder of Zembro (a wearable start-up) and the co-founder of content creation company Snackbytes. He spent the first 12 years of his career as a consultant and managing partner of the innovative market research company InSites Consulting. During that time, the company grew from 8 to 130 staff with offices in 5 countries. Steven is also a part-time marketing professor at Vlerick Business School. Subscribe to my youtube channel: https://www.youtube.com/subscription_center?add_user=stevenvanbelleghem Follow me on these other channels as well: Twitter: @StevenVBe Snapchat: StevenVBe Instagram: @Stevenvanbelleghem For all details, check www.stevenvanbelleghem.com
Views: 4970 Steven Van Belleghem
How to become a Successful Financial Advisor
http://www.ifaskills.com Frank Furness, sales technology and social media speaker shares what it takes to be a top financial advisor.
Top financial adviser: Just working hard will not make you wealthy
Ric Edelman is the founder and executive chairman of Edelman Financial Services, one of the nation's leading financial advising firms, and author of the new book "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later." In this video, he explains why there's such a strong emphasis on working hard but it's just one component to building wealth. -------------------------------------------------- Follow BI Video on Twitter: http://bit.ly/1oS68Zs Follow BI on Facebook: http://bit.ly/1W9Lk0n Read more: http://www.businessinsider.com/ -------------------------------------------------- Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.
Views: 66458 Business Insider
What Does It Take To Become a Financial Advisor | Common Sense Investing with Ben Felix
Have you ever wondered what qualifies someone to use the title Financial Advisor? Watch my video to find out. ------------------ Visit PWL Capital: https://goo.gl/uPcXg7 Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company-beta/105673/ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix - LinkedIn: https://www.linkedin.com/in/benjaminwfelix/ ------------------ Video channel management, content strategy & production by Truly Inc. - Website: http://trulyinc.com - Twitter: https://twitter.com/trulyinc
Views: 20423 Ben Felix
Financial Advisors: Pros and cons
Financial expert, Bruce Sellery shares an easy way to understand how financial advisors are charging their fees for good value.
Views: 7247 Cityline
Are robo-advisors a good idea for investing?
Wealth Health Managing Director Ed Butowsky on robo-advisors vs. human advisors for investing. Watch Gerri Willis talk about Financial Services, Options, US Markets, and Wall Street on Willis Report.
Views: 14949 Fox Business
How to Make $100,000 as a Financial Advisor (#likeaboss 😎)
If you’re a financial advisor, then this video is for you! In this video, you’ll learn the strategic steps I took to make over 6-figures a year as a financial advisor. Much like any entrepreneur, building a business and accomplishing a dream is no quick feat. It takes hard work. And time… lots and lots of time. Becoming a successful financial advisor was not an easy journey for me… I still can remember continually hearing NOOOOOO and NOOOO THANKSSSSS over and over as I spent countless hours cold-calling people to introduce myself. (Yes, back in the days cold-calling was legal - crazy right?) Here’s what you’ll learn in this new video: ▶︎ How I got started as a financial advisor and what my process has looked like from college graduation to today. ▶︎ What exactly does a financial advisor do each day? (It’s not what I really thought it was in the beginning!) ▶︎ Why overcoming the first year of my financial advising journey was a really big victory. ▶︎ How I hustled my face off to survive my first year of being a financial advisor. And how I became the king of cold-calling. ▶︎ How I faced being told NO over and over again and how that helped to build grit within myself and paved a way for my financial practice today. ▶︎ What drove me to leave my big name firm and start on my own. ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
How to Become an Investment Adviser
In this Video, I have discussed about the procedure to become an Investment Advisor. Please Subscribe the Channel for more such kind of Videos... You can get the details from SEBI website. Please see the relevant link giving the details. http://www.sebi.gov.in/cms/sebi_data/attachdocs/1369826090264.pdf You have to apply to SEBI in Form A (attached below) http://www.sebi.gov.in/cms/sebi_data/attachdocs/1358779330956.pdf
Comprehensive Financial Planning | The Three Types of Financial Advisors
It's important how to determine the three types of advisors that exist - and determine which one you are. In this short video from a past live CWA advisor training event, John Enright reviews what he thinks the three categories of financial advisor are. High net worth and business owner clients all prefer wealth advisors with a process that is focused on their objectives. In other words, watch this video until the end so you fully understand what HNW clients demand today. Do you focus a lot on getting new applications? While this isn’t inherently a terrible plan, if left on it’s own, relying solely on building new clientele without following through on their objectives or creating unique strategies for them might not be the best platform for growing your business. Why? Advisors who start with implementation, and spend the most time on it, just want to get paid and often think it’s the best business plan due to it’s speed. They spend a lot of time on implementation but then rush through the remaining steps. Speed must equal efficient, right? Not necessarily. If the only real thing you’re concerned with is getting an application, then the truth is you cannot know what the client’s needs are. All you’re doing is selling to them. You can’t know what’s important to them. In a way, it’s kind of backwards. It doesn’t set the stage for a great client experience. Determine what kind of financial advisor you are...and whether or not that could change for your benefit (and the benefit of your clients/prospects! To learn more about how to bring your financial practice to the next level, visit www.cwanetwork.com Learn more about us: https://www.youtube.com/watch?v=ktrtyBQ9jNQ A quick review of how we can help financial advisors: https://www.youtube.com/watch?v=QJLCg8oNdOA How successful financial advisors spend their time: https://www.youtube.com/watch?v=hbYV0Hm6z_8 Maximizing new introductions: https://www.youtube.com/watch?v=j18Irl6oTIA
Views: 47681 CWA Network
Role of a Financial Advisor
You would choose to hire a physical fitness trainer to help you get a fit body or to help you win a marathon since he comes with years of experience and expertise of the domain. Similarly, why don’t you trust an expert to manage your wealth? Yes, we are talking about Financial Advisor who will help you make a right CHOICE from the countless options, steer you through his CONVICTION post understanding your financial profile, will COUNSEL you during market volatility and keep a track of all your investments by CONSOLIDATING them. Watch the various vital roles played by a Financial Advisor during your wealth creation journey
Views: 38060 Motilal Oswal AMC
Financial Adviser versus Financial Planner
What are the differences between a Financial Adviser(or) versus a Financial Planner? Roderick Givens of RainierView Advisors maps out some key practical differences from his 18 years in the investment industry.
Views: 2657 RainierView Advisors
What Questions Should I Ask My Financial Advisor?
Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 76351 The Dave Ramsey Show
Importance of Financial Advisor (Hindi)
Importance of Financial Advisor (Hindi)
Top tips on how to choose a financial adviser - from Which? Local
http://www.which.co.uk/local/howto Top tips on choosing a financial adviser from a Which? Local-recommended chartered financial planner
Views: 4847 Which?
How Do Financial Advisors Get Paid?
Many people who have a financial advisor don't understand how their advisor gets paid. In this short video, you'll learn the 3 main compensation models advisors might utilize and which one is the best in most circumstances.
Views: 49359 SageOak Financial, LLC
Choosing a financial adviser
Are you thinking about seeking financial advice and not sure where to start? The Department of Human Services can provide you with the basic information on what you need to know when choosing a financial adviser. Visit our website: http://www.humanservices.gov.au/ Subscribe to our channel: http://www.youtube.com/user/HumanServicesGovAu?sub_confirmation=1 Find us on Facebook: https://www.facebook.com/HumanServicesAU https://www.facebook.com/familyupdateAU https://www.facebook.com/officialhankjongen https://www.facebook.com/StudentUpdate https://www.facebook.com/Grads4HumanServ Follow us on Twitter: https://twitter.com/HumanServicesAU https://twitter.com/Centrelink https://twitter.com/FamilyUpdateAU https://twitter.com/HankJongen https://twitter.com/StudentUpdateAU
What Investors need to know about Financial Adviser Fees
Financial advice fees could consume as much as 25% of your life savings during a typical 30-year retirement period. Fixing the Broken Model: Paying for what you don’t get. How UK investors might be receiving expensive and conflicted advice and are paying too much for it. Visit: www.capital.co.uk/fairfees/ to download Capital's guide on wealth management fees.
Starting a Career as a Financial Advisor (GoodFinancialCents.com)
Getting Started as a Financial Advisor http://www.goodfinancialcents.com/how-to-get-started-job-financial-advisor-planner/ If you're curious on the tools I use to run and grow my financial planning practice, you can get access to my free report here: http://www.goodfinancialcents.com/fa-tools
Financial advisors: Hidden camera investigation (CBC Marketplace)
Originally broadcast February 28, 2014 Marketplace is putting financial advisors -- the people you trust with your cash -- to the test. We talk to ordinary Canadians who've felt the bite of bad financial advice, and use hidden cameras to catch outrageous promises from some big institutions. We'll show you the tactics to watch out for and give you tips on figuring out who to trust with your money. More from CBC Marketplace, Canada's top consumer affairs show: Watch episodes online at http://cbc.ca/marketplace Like us on Facebook: http://facebook.com/cbcmarketplace Talk to us on Twitter: http://twitter.com/cbcmarketplace Follow our hosts @cbctom and @cbcerica
Views: 615628 CBC News
The Top 6 Niches for Financial Advisors
Attention Financial Advisors: Discover the Top 6 most profitable niches for you to become an expert in. Joe Simonds of Advisor Internet Marketing covers the very best niches that today's financial advisors should be looking to create niches in. Let's face it, if you want to be at the top of your game as a financial advisor you need to be an expert. And what better way to become an expert than to pick a niche, learn everything you can about that specific niche, and then own it! This video will teach you about the pros and cons of the top 6 niches for financial advisors today. As each niche certainly does have both pros and cons. The great news is that you can even combine the niches into something that works perfect for you. For more on marketing for financial advisors check out: http://www.AdvisorInternetMarketing.com
How Do I Find a Good Financial Adviser?
Question of the Day: "How do you find a fiduciary financial advisor when you only have $100,000 to $300,000 to invest? I'm not finding any that will handle under $500,000. Is there another type of advisor that will look out for the small investor and not their own interest?" -Victoria Stacy answers viewer's and reader's personal finance questions. Want to ask Stacy question? Sign up for the Money Talks Newsletter. Click Here: https://signup.moneytalksnews.com When you receive the newsletter in your email, hit reply and ask your personal finance question.
Views: 1546 Money Talks News
All the financial advice you’ll ever need fits on a single index card
Watch more from Making Sen$e: https://bit.ly/2D8w9kc Read more economic news: https://www.pbs.org/newshour/economy/making-sense At first glance, fiscal planning can seem more complex and time-consuming than it’s worth. But according to Professor Harold Pollack of the University of Chicago, you can fit all the financial advice you’ll ever really need on a single index card. Economics correspondent Paul Solman takes a look at Pollack’s ten easy tips for simple and sensible money management.
Views: 1846799 PBS NewsHour
How Financial Advisors Reach Million Dollar Clients
Gain the edge of top financial advisors who capture the business of affluent clients—by taking advantage of a proven wealth management formula. Getting to know the unique needs of upscale prospects is a first step to winning their business. John Bowen of CEG Worldwide shares strategies you can implement today to land the million-dollar clients. Visit our website: http://www.cegworldwide.com Share this video with these links: http://youtu.be/WbgLmFq24zo
Views: 22702 CEGAdvisorCoach
How I Differentiate As A Financial Advisor Prospecting For Clients
An "#OfficeHours with Michael Kitces" Periscope, looking at how I differentiate as a Financial Advisor when prospecting for clients. For further details, see https://www.kitces.com/blog/how-i-differentiate-as-a-financial-advisor-prospecting-for-clients/
Views: 18512 Michael Kitces
When is the right time to hire a financial adviser?
More than a third of Americans do not have a financial plan and 58 percent believe they need to improve their planning. In this “Eye on Money” series, CBS News business analyst Jill Schlesinger joins “CBS This Morning” with tips on how to get your finances back on track.
Views: 1826 CBS This Morning
Overcoming Age Bias As A Young Financial Advisor
An "#OfficeHours with Michael Kitces" Periscope, looking at the overcoming age bias as a young financial advisor. For further details, see https://www.kitces.com/blog/overcoming-age-bias-tips-for-young-financial-advisors/
Views: 6454 Michael Kitces
Why Financial Advisors Won't Talk To You About Real Estate
Why Financial Advisors Won't Talk To You About Real Estate You probably already know that real estate is the best way to build wealth and get a high return on investment. In fact, more millionaires in this country attained their wealth via real estate than any other means. So why don’t financial advisors recommend real estate investing to their clients? This is a question I’ve always wondered, so I’m excited to bring you this show! In this video, I’m interviewing Brent Sutherland, a financial planner and real estate investor. Brent is pulling back the curtain and discussing his insight into the world of financial planning. We’ll talk about how financial advisors get paid, and the general lack of education in the industry. You’ll learn about how to create your own pension plan, and why diversification doesn’t matter if you lose your job. Brent is also sharing his Freedom Number, and the importance of cash flow for financial freedom. Press play to learn why financial advisors won’t recommend investing in real estate! Show notes page coming soon at morrisinvest.com/podcast More about Brent: https://goo.gl/PvPXbT BOOK A CALL WITH OUR TEAM TODAY AT MORRIS INVEST: https://goo.gl/EbDRWj VIDEOS ABOUT GETTING STARTED IN REAL ESTATE https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp1LPllyyeQho_ouMhrbOy6 VIDEOS ABOUT REAL ESTATE NEWS https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp7aUQgMPmAanHSYgP-UI0i SUBSCRIBE AND JOIN OUR AWESOME COMMUNITY: https://www.youtube.com/c/MorrisInvest SUBSCRIBE TO THE iTUNES PODCAST: iTunes: https://goo.gl/tSfSM8 FOLLOW ME ON SOCIAL MEDIA: Twitter: http://www.twitter.com/claytonmorris Facebook: https://www.facebook.com/MorrisInvest Instagram: https://www.instagram.com/claytonmorris
Views: 18615 Morris Invest
What is a Financial Advisor?
http://www.kanjoh.com. disclaimer - none of these videos are meant to be personalized financial advice.
Views: 38563 kanjohvideo
A Day in the Life of a Financial Advisor - Funny or Truth
This video tells that how an investor can act crazy at times and not be cooperative
Views: 133125 Etica Wealth TV
How Much Should Financial Planner Cost? Charging Too Much? | Suze Orman
When is it time to get a financial planner and how much is too much to pay a registered investment adviser? » SUBSCRIBE to Suze Orman's YouTube Channel: http://www.youtube.com/c/suzeorman?sub_confirmation=1 » WATCH the latest from Suze: https://www.youtube.com/suzeorman ABOUT: Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.. Subscribe to Suze's channel for exclusive footage, new videos and more! Connect with Suze Online! Visit Suze Orman's Website: http://www.suzeorman.com Find Suze Orman on Facebook: https://www.facebook.com/suzeorman Follow Suze Orman on Twitter: https://twitter.com/suzeormanshow How Much Should Financial Planner Cost? Charging Too Much? | Suze Orman
Who is a fee-only SEBI registered investment advisor? Why they are important?
This is my list of fee-only SEBI registered investment advisors https://freefincal.com/list-of-fee-only-financial-planners-in-india/ You can work with one of them
Fiduciary Financial Adviser vs. Broker:  Why Care?
Why care if your financial adviser is a fiduciary or a broker? Watch until the end to see if the difference could cost you hundreds of thousands of dollars over the years. QUESTIONS? If you have a question about finding a good financial advisor or tips for those who are looking for a financial planner, please post in the comments section of this video! My website: https://www.transformative-financial.com NAPFA: https://www.napfa.org/ CFP® Board: http://www.letsmakeaplan.org XY Planning Network: https://www.xyplanningnetwork.com/ * Assumptions used for the fee calculation at the end of the video: Starting portfolio value: $1 million Portfolio returns: 7% Time period: 30 year retirement Broker fees: 1.69% advisory fee + 0.75% internal investment expenses = 2.44% Fiduciary advisor fees: 0.95% advisory fee + 0.25% internal investment expenses = 1.20% If you need financial planning help while you are going through a divorce or other life change, contact me through my website: https://www.transformative-financial.com Patrick King on the web and Social Media: https://www.transformative-financial.com https://www.facebook.com/TransformativeFP https://instagram.com/TransformativeFP https://www.linkedin.com/in/patrickbking --------Equipment Used To Shoot This Video ------- Camera — Sony Alpha a6500 http://amzn.to/2rvk8RM Lens — Sony SEL1670Z 16-70mm f/4 ZA OSS Vario-Tessar Lens http://amzn.to/2F3EGml Tripod — MeFOTO Backpacker Aluminum Tripod http://amzn.to/2Bmjk0X Microphone — PowerDeWise Lavalier Lapel Microphone http://amzn.to/2BlUaQ1 Lighting — Fovitec StudioPRO 3x 20"x28" Softbox Lighting Kit http://amzn.to/2rtEGtV Lighting — Viltrox L132T LED Lighting Kit with Light Stand (2 Pack) http://amzn.to/2n1Fqkl This video was edited with Adobe Premiere Elements on a Mac. * About this video: In this video, Patrick King from Transformative Television goes over the differences between a fiduciary financial adviser and a stock broker that calls his/herself a financial advisor. The differences could potentially end up costing clients hundreds of thousands -- even millions -- of dollars over the years! If you need help finding a financial adviser or financial planner, then check out this video! These tips include both how to find the right financial adviser and the right questions to ask a financial planner before hiring him or her. ---------- DISCLAIMER: This is a publication of Transformative Financial Planning LLC. All opinions of the authors expressed herein are as of the date of publication and are subject to change. Any information presented herein is not an offer to buy or sell, nor a solicitation to buy or sell any securities or products mentioned. Any investment, tax, legal, estate planning or life coaching information is to be considered general in nature and is not intended as personalized financial planning or life coaching advice. Always consult a financial, legal, tax or counseling professional regarding your specific situation. Different investments have varying degrees of risk and there is no assurance that they will be suitable for a particular person’s portfolio. Past performance is not indicative of future results. Transformative Financial Planning LLC is a registered investment adviser in the state of Georgia and other states where it is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement from securities regulators. ---------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.
Hot Job # 50 - Personal Financial Advisor
Average Salary: $74,610 Education and Training: Bachelor's Degree Major Industry: Finance More information at www.HoosierHot50.com
Closing the Sale - Financial Advisor sales meeting roleplay
Roleplaying the close in my first week of training.
Views: 23657 Dan Carroll
Podcast #101- When To Hire a Financial Advisor
If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Show notes: https://www.whitecoatinvestor.com/financial-planner-podcast-101/. Also talking foreign retirement, benefits & job hunting, Repaye vs Paye for PSLF and lots more! Recommended financial advisors: https://www.whitecoatinvestor.com/financial-advisors/
Top 5 Financial Adviser firms in USA - 2017
This Video is about the Financial Adviser firms available in USA. 1 Jeff Erdmann, his company, Merrill Lynch PBIG at Greenwich, Connecticut Team Assets: $6.1 billion. 2 Karen McDonald, her company, Morgan Stanley Wealth Management in Palo Alto, California. Team Assets: $37.5 billion, 3 Marvin McIntyre, his company, Morgan Stanley Private Wealth Management in Washington, D.C. Team Assets: $2.8 billion 4 Richard Saperstein, his company, HighTower in New York City Team Assets: $11.1 billion 5 Andrew Burish, his company,UBS Financial Services in Madison Team Assets: $3.9 billion For more update, keep tune with us.
Views: 1919 TopFive
The Young Financial Advisor All Stars
A discussion between Downtown Josh Brown, CEO of Ritholtz Wealth Management and three of the most promising up and coming voices in the industry: Tyrone Ross of Noble Bridge https://twitter.com/TR401 Doug Bonaparth of Bone Fide https://twitter.com/dougboneparth?lang=en Justin Castelli of RLS Wealth https://twitter.com/RLS_WM What is it like to build a financial advisory practice in the modern era, where the tools have gotten faster and more powerful, but the expectations of the clients have grown as well? What is the main difference between dealing with millennial investors versus the previous generation of clients? What is the benefit of having an online community of financial advisors sharing ideas with each other? What were some of the biggest developments in 2018? What should advisors be thinking about as we head into 2019? Let us know what you think in the comments below: Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/THECOMPOUNDRWM Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/
Views: 3183 The Compound
Nicholas Kusmich on Facebook Ads for Financial Advisors, Coaching on Traditional v Digital Marketing
Are you a newcomer? I have a playlist for you: https://www.youtube.com/user/bradjohnsonAE/ TODAY’S GUEST: http://bradleyjohnson.com/35 Nicholas Kusmich on Facebook Ads for Financial Advisors, Coaching on Traditional vs Digital Marketing, & His Give First Lead Generation Framework. Welcome back to The Elite Advisor Blueprint! I'm welcoming my friend and special guest Nicholas Kusmich. You might know him as the world's leading Facebook advertising strategist for delivering the highest ROI in the industry (at his peak, we're talking upwards of 30,000% ... seriously!). If you want a simple Facebook advertising strategy that you can use to go after prospects with laser focus ... you don't want to miss this conversation! Nicholas is also the author of Give: The Ultimate Guide to Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI. He's worked with A-List clients like Tony Robbins, Joe Polish, New York Times best-selling authors and a number of Inc. 500 companies. Get ready for this one! Nic's going to help you shine the light on the top 4% of prospects that result in 80% of your revenue! Excited yet? And don't miss Nic's free gift to The Elite Advisor Blueprint® Podcast listeners: Nic's going beyond just giving everyone a download. He's actually going to ship you a copy of his book "GIVE" free of charge! Super grateful to him for going above and beyond for you! Grab your copy in the show notes! YOURS FREE: Nicholas Kusmich - Visit http://bradleyjohnson.com/35 for all the show notes and to get a FREE copy of Nic’s book “Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI”. SUBSCRIBE to our channel and receive the latest Youtube interviews! http://www.youtube.com/subscription_center?add_user=bradjohnsonAE The Elite Advisor Blueprint® Podcast available on: iTunes: https://itunes.apple.com/us/podcast/elite-advisor-blueprint-brad/id1028771571?mt=2 Stitcher: http://www.stitcher.com/podcast/brad-johnson?refid=stpr Overcast: https://overcast.fm/itunes1028771571/the-elite-advisor-blueprint-the-podcast-for-world-class-financial-advisors LET’S CONNECT! Facebook: https://www.facebook.com/BradJohnsonAE Twitter: https://twitter.com/brad_johnson Linkedin: https://www.linkedin.com/in/bradjohnsonae -~-~~-~~~-~~-~- Please watch: "David Bach 9X NY Times Bestseller on Story Behind His First Oprah Show, Smart Couples Finish Rich " https://www.youtube.com/watch?v=f9ORy6PXqYs -~-~~-~~~-~~-~-
Views: 2923 Brad Johnson
Let's Talk about Financial Advisor Fees-Vanguard Advisor Alpha
Get retirement tips every Saturday in our 6-Shot Saturday e-mail https://rogerwhitney.com/6shot/ Retirement Answer Man Podcast: Is Your Financial Advisor Worth the Cost https://rogerwhitney.com/204-financial-advisor-worth-cost/ Vanguard Advisor Alpha study https://www.vanguard.com/pdf/ISGQVAA.pdf Check out my new book, Rock Retirement https://rogerwhitney.com/book/ Check out our weekly podcast on how to Rock Retirement https://apple.co/2JWZxuy mutual funds investing stocks
Views: 4446 Retirement Answer Man
nism investment adviser level 1  Part 1
How to pass NISM exam investment adviser level 1 , you can watch our video explain questions and answers its a great series ,please Subscribe our channel ,like and share videos ,you can join my whats app 8319272340
Interview with a Financial Advisor
Me and Conners Econ Video Project.
Views: 31204 Dustin Duamarell
Fee Only Vs. Fee Based Financial Planner/Advisor (GoodFinancialCents.com)
Fee Based Vs Fee Only Advisor Financial Advisor, what's really the difference between the two? It's comes down to their responsibility (suitability vs. fiduciary) and how they get paid.
Episode 8:  Holy Crap!  I'm a Financial Advisor!
This is the remake/PC version of what I do for a living. It's a big part of my life story, so I think it is important share. About Me: http://www.obsessedgarage.com/home/about-me/
Views: 40299 Obsessed Garage
BETTERMENT REVIEW 📈 Should You Use Robo-Investors?
BETTERMENT: "Passive investing, they manage everything for you." 📈 http://ryanoscribner.com/betterment Betterment is an automated investing platform geared toward investors looking for passive investing. Betterment uses the modern robo-adviser instead of the traditional financial adviser. In this video, I will be doing a review of the Betterment investing platform and discussing whether or not this is a good investing account. Watch More Investing Account Reviews! ✅ Betterment Review: https://www.youtube.com/watch?v=L72c6uaXh6Q&t=1s ✅ Betterment vs Wealthfront: https://www.youtube.com/watch?v=h8z4xd9MMbk ✅ Fundrise Review: https://www.youtube.com/watch?v=uyA7IOkfEss ✅ Top 3 Investing Accounts: https://www.youtube.com/watch?v=UM5Ouutn53k ✅ M1 Finance Review: https://www.youtube.com/watch?v=wZiOw5ewRAY ✅ Robinhood Review: https://www.youtube.com/watch?v=kpxfLizz6Pc ✅ M1 Finance vs Robinhood: https://www.youtube.com/watch?v=i-a_ZKUO5LA ✅ Lending Club Review: https://www.youtube.com/watch?v=03SrysO-RbM ✅ Webull Review: https://www.youtube.com/watch?v=R8dM7qZBLyU DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons. HOLDINGS DISCLOSURE: Ryan Scribner holds the following stocks: General Electric (GE), Alibaba (BABA), JD(.)com (JD), Facebook (FB), Apple (AAPL) and National Grid (NGG). While reasonable steps are taken to keep this information updated, this list may not be the most current.
Views: 43812 Ryan Scribner