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Advisor Financial


Kaplan Business

Financial Advisor


Storyselling for Financial Advisors : How Top Producers Sell

Array (Hardcover) Kaplan Business 2000-01-12
Release date: 2000-01-12

Condition: New
ISBN13: 9780793136643
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Price: $30.00 $19.80

Answers

Does financial advisor positions being offered has time flexibility on when I could start working?
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What I mean is that, in any financial companies like AXA financial or Metlife, if they offer you the job as a financial advisor, is it possible to negotiate with them about my starting date? For example, if they offer me a job right now, will they accept if I could start on a specific date like weeks or a month from now for some important reasons I will tell them?


yes.
negotiations for the joining date can be done on some personal grounds.

Personal Financial Advisor Career Information : Personal Financial Advisor Salary


A personal financial advisor can make between $20000 to $3000000 a year based on experience and job performance. Learn about the salary and ...

What are the top financial advisor firms to work for in South Florida?
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I am a recent college grad lookin to work for a financial advisor firm. I live in Ft laduerdale and i need a firm that will be able to start me off with a small base salary.


Morgan Stanley , UBS, Merrill Lynch, Smith Barney, Raymond James, research these, some may have base for awhile and then go straight comm. hope this helps a little.

Can you be a financial advisor without cold calling?
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I'm very interested in financial advising, but I don't want to have to hassle and annoy people to get clients. Is there any way to be a financial advisor but not have to build a client base from the ground up?


you could buy existing clientele from a retiring advisor. Contact advisors in your area and see if you can shadow them or assist them and then their clients will become familiar with you if you take over.

What is is the average fee paid to a financial advisor?
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we are interviewing financial advisors to help us invest about 250k in mostly cash some stocks/mutual funds. what is a reasonable fee to expect to be charged on an account of this small size by a fee-only financial advisor? is it worth it?


Let me give you some advice, that i believe will prove useful. First off, insist that the financial advisor give you several different options for your money.

They love to put their clients into mutual funds because that is where they make their highest commissions. The truth is, about 75% of all mutual funds under perform the market. All of them have management fees and some have sales loads. They just aren't that good of an investment vehicle anymore. In my opinion.

I would look at DRIP Plans (which I personally love) instead of mutual funds. Or look at ETF's, which are basically the same thing as mutual funds, except with lower overall average fees.

Just insist that they give you many options, and pay attention to how strong he pushes you toward mutual funds.

Best of Luck

How do I choose a financial advisor?
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I will soon be getting a fairly large inheritence from the death of a relative. I'm in my mid twenties, still have two years of college left, so I'll need to get a financial advisor but I've heard of a lot of advisors ripping people off or not working for their best interest. How do I choose a reliable one?


Make yourself into one. That is the best advisor you will ever get.

Take and put the money into liquid funds at Schwab or Fidelity. Then invest it as you learn how. Small amounts at a time. Liquid funds at these brokerages pay 4.92 Yield on money market (5.03 APY) and on Yield Plus the yield on that is 5.68% and an APY of 5.88

Dont let the banks or the Merril Lynch's steal from you.


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