Financial Advisor
Financial Planning Handbook for Physicians and Advisors
David Marcinko (Paperback) Jones and Bartlett Publishers, Inc. 2004-06
Price:
$74.95
Answers
I have come across too many people who claim to be financial advisor/planner and they are completely clueless. I am sure there is university or college who is offering legtimate course to be one of the better planner/advisor.
Santa Clara University in CA offers an accounting and a finance program that can feed directly into one of the big accounting firms and to getting your CPA.
A personal financial advisor can make between $20000 to $3000000 a year based on experience and job performance. Learn about the salary and ...
Hello I am wanting to start me own firm for financial planning and investment advisor.
Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need
You would think in college they would have covered this, but they didn’t . Also can you tell me what each series 6-7 etc is exactly for.
Thanks for your help in advance. RL
Call your state securities commission. They can give you all the information you need. Or contact FINRA at finra.org and they can tell you who to contact in your state.
I want to know what you think of the site and how useful it is for buying or selling a book of business.
I am one of the executives here at FP and would be happy to provide you a free login so you can get in "behind the scenes" and see what the site is all about. There are certainly listings available, but many of our users are also looking for tools and information, which is large portion of the site. If you are interested in a login, send me an email at davidjr@businesstrans.com and I will take care of it.
Hi,
I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises.
Thank you,
R.
What is your charter of duties?
Some people draw your charter of duties and tragets from the same biz plan. It is a document that will explain your understanding of the company business, what opportunities are there, and how do you intend to contribute to the company.
I have a background in finance, and I am very interested in Financial planning. I don't know if it's good to start my career as a financial advisor.
The interview will last for about 30mins. what questions do I expected to be asked? will the interviewer ask me a lot of behavioral questions? what kind of behavioral questions will they ask?
I do not mean to discourage you but usually the hiring in the industry is a long process. Certain companies would not even do the interview without filling out an assessment test as well as some math questions. Others meet with you first and then test you. Anyway I would expect at least three interviews. Most companies would ask you to present a business plan. In general, the first interview would be an overview of the company and then some questions about you, your background,affiliations with different organizations and of course why you would like to work for that particular firm. If you show energy and real passion you will do great. I went through the whole process a bunch of times and I got hired everywhere I applied. I had to go back for 5 interviews with a particular company and some of them were 2-4 hours long. Wish you best of luck!
Buy Cheap
Financial Planning Towards Financial Freedom | Wisdom of Rich Dad
Financial planning is needed for those of you who want to achieve your financial goals, as well as the old saying “Failing to plan equals planning to fail” if you do not make plans in the financial planning or the plan is still not good then you’re planning to fail.
Try to think for a moment: people who have done just planning to fail, especially who do not plan, certainly will fail. as Robert T. Kiyosaki always emphasized in every book of the mega best seller: The Importance of Having and continue Sharpen your financial intelligence because that is what will bring you to financial freedom.
To make a financial plan is still much that is not understood by most people about issues related to financial issues. for example, people want to save in order to prepare for a down payment on a house, may not know how much to save each month, and probably also can not predict what the price will be the future home, questions such questions will arise and many will not be able to easily answered because of lack of knowledge about the “financial planning”.
...