Category Archives: Uncategorized

How to Find the Right Financial Planner – For You

There are seven vital questions to ask a financial planner and one big question for you How do you find a financial planner that is just right for you? There is little doubt that most people can benefit from good … Continue reading

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How Financial Planners Can Use Words to Reach, Persuade and Connect

A few weeks ago I attended a free evening marketing class led by three local business coaches. Each owns a coaching franchise and are part of a global coaching organization. The information was confusing, the slides were dated and almost … Continue reading

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When You Need a Financial Planner

f you tend to handle your money well, you are likely good at planning your finances. You might not think you have any reason to hire someone to help you. If you suddenly had a much larger quantity of money … Continue reading

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