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  • How financial advisors can get more new clients

    Posted by admin on June 5th, 2010 and filed under financial advisors | 1 Comment »

    http://www.gentlerainmarketing.com
    Atlanta marketing coach shows financial advisors how to get more new clients by using free information that gets sales prospects to seek you out.

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    Does the UK Royal Family have to answer to government financial advisors re: Crown property management?

    Posted by admin on June 4th, 2010 and filed under financial advisors | 1 Comment »

    One has read that Prince Charles is doing very intelligent things with the Duchy Cornwall properties, and making it profitable. If he WASN’T and it was in financial shambles, does he have to answer to government financial advisors? WHO?

    The Crown Estate is managed by an independent body responsible for making as large a profit as possible from the land, this body is then accountable to Parliament for which it makes an annual report, but there is a massive difference between the Duchy and the Crown Estate, therefore I doubt they would be an appropriate recourse for the Prince of Wales to seek help from.

    First, the Duchy, unlike the Crown Estate is a private estate, managed by the Prince of Wales that he is able to take the revenue from for his own use, whereas the Crown Estate is voluntarily given over to the government to run and profit from by each consecutive monarch.

    It would be as inappropriate for the government to ‘force’ you or I to answer to them for our potential financial mistakes as it would be for the Prince. Regardless of how horrible one manages the Duchy it can not be sold; it must be given intact to the next heir, therefore a poorly managed Duchy, while financially devastating for the Prince can only improve.

    I would hope, however, that if this situation arose that in order to keep the Duchy operating at a good turn at least for the benefit of the next heir that the Prince would be given ‘help’ by financial advisers from the government, but it may be in his best interest to run the Duchy a little less well because many British people can’t stand seeing him making a profit, if he made less off of it then the Duchy wouldn’t look to be such a tempting steal to the politicians and the public wouldn’t be so envious.

    What would my barriers be to selling in a software to financial advisors that would make work easier for them?

    Posted by admin on June 2nd, 2010 and filed under financial advisors | 2 Comments »

    What would my barriers be to selling in a software to financial advisors that would make their work easier to do and give them more time out mingling with potential clients?

    a; your English needs help
    b; there is no need
    find UNMET needs and fill them……

    don’t just create IT stuff and seek buyers!!

    Financial Advisor

    Posted by admin on June 2nd, 2010 and filed under financial advisors | 5 Comments »

    being a Financial advisor at big blue

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    Bird and Fortune – Financial Adviser

    Posted by admin on May 26th, 2010 and filed under financial advisors | 25 Comments »

    Bird and Fortune on the Credit Crunch.

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    What company has the best financial advisors?

    Posted by admin on May 26th, 2010 and filed under financial advisors | 4 Comments »

    I’m just curious based on your personal experiences, what company has the best financial advisors?

    Edward Jones can’t be beat for a "full service" brokerage. But you’ll pay full freight. Other than that, investment banking houses can be good but depends on where you are. On the other hand, any person with a bit of common sense can do pretty well. Look at www.vanguard.com (an EXCELLENT company that puts investors interests ahead of theirs) and look at their funds. Go to www.investopedia.com to learn about investing.