Archive for the Financial Planner category

Unleash Your Rainmaking Power – Matt Oechsli LIVE!

Posted under Financial Planner by on May 20th, 2012 1:52 pm


Clip of Matt Oechsli presenting a workshop for a group of financial advisors.

Hey, are you an investor!

Posted under Financial Planner by on May 19th, 2012 1:53 pm


Can I barrow some money for an investment?

HomeSaver – Financial planning for Ireland’s Employees

Posted under Financial Planner by on May 18th, 2012 1:52 pm


www.home-saver.ie Ever wondered how much of your money goes to waste just by being on the wrong payment plan or choosing the more expensive provider? How does 10-30% too much sound? In many cases the figure is even higher. John Coleman, founder of HomeSaver, specialises in putting the money back in your pocket. He talks here on how he works with employers to save you money on your group schemes, insurance issues, pension plans and regular monthly outgoings.

Financial Planning 101

Posted under Financial Planner by on May 17th, 2012 1:50 pm


Financial Independence, LLC is one of the nations most successful independent Wealth Management firms. Located in metro Detroit, Steve Case and Bill Kumm use a blend of knowledge and experience to help individuals and business owners reach financial independence. www.Financial-Independence.com

Wasp Torture

Posted under Financial Planner by on May 16th, 2012 1:50 pm


a financial predicament

Abound Paraplanning Services – Outsource Your Paraplanning – Financial SOA – Richard Brown.m2ts

Posted under Financial Planner by on May 15th, 2012 1:51 pm


FREE Paraplanning E-Course: www.aboundparaplanning.com.au Richard Brown, Director CPA CFP of Abound Paraplanning introduces the Abound Paraplanning services for Financial Advisers

Dallas Financial Advisor – Myths Part 8 – Investing on Diversified Portfolio of Mutual Funds

Posted under Financial Planner by on May 14th, 2012 1:52 pm


John Pollock Financial, Phone #972-396-0449, www.johnpollockfinancial.com Dallas Financial Advisor John Pollock talks about Diversified Portfolio of Mutual Funds. He talks on which part of that myth he agrees and on which part he disagrees. He agrees on investing on cash bonds, stocks, alternative strategies, and commodities. He disagrees on investing on precious metals.