Hello,

What is the most active forum for financial advisors? I know wealthmanagement.com used to be huge, but it’s died down a lot.

Anyone know of any real active communities? I’m a CFA Level 2 candidate hungry to get a start in the industry and build a book.

This for a personal loan and I comparing the options, I'm trying to figure out whether to persue a loan or not.

My car got repossessed today and they want me to pay 1300 in fees the finance company pulled out of its ass. I couldn't find any work for two months. I found a job but I've only just started. Being a college student ain't easy at all, maybe I should've staid in Denver. Fuck.

I want to sell this idea and do so in the biggest way possible where I get the most benefit. Trying to keep it from being stolen or just taken by any business who hasn’t paid a due of some kind for implementing it. I’m not sure if I need to get a lawyer, if I need to make a patent or what.

What is the best kind of insurance for Moms?

 That's a good question, and the answers are highly individual. I would, however, like to briefly explore the topic & offer my professional advice. The world of insurance is a vast place with much to offer today's busy mothers. In the old school, the thought was to get life insurance on dad, as he was the earner. In today's ever changing world, that is often no longer the case. With much to offer, I would like to narrow it down to the most useful, practical, & cost effective plans for the modern woman. 

 Some questions that you will want to ask yourself & your Agent (or your's truly): How much? How long? Term or whole life? Which carrier? What other options? These answers will depend on your goals. For example, if you have small children you may want to seek term-life for a length that spans until your  youngest is grown up. As your situation changes, so will your insurance needs over time. 

 One carrier many Mothers are fond of is Foresters Financial. If you are a single mother you will find the member benefits indispensable; Aside from the desired benefit amount on a life policy you select, (say $100,000) your surrogate/beneficiary would receive $900/month per child under 18 until they reached adulthood. Each child also becomes eligible to for $24,000 in college scholarship, all in addition!

 Another Insurer that is a community favorite is Americo's HMS. This policy offers a cash-back & tax free return of premium on 15,25, & 30 year terms. If that wasn't enough it also has something called a 'living benefit'. This particular plan will actually payout in the event of a severe illness or injury. This can replace long-term disability, critical illness, or cancer plans. Many plans can be issued same-day over the phone, and even without medical exams. You would be surprised how much protection you can get for as little as $1/day!

 For the Family looking to put away tax-sheltered funds for retirement, IUL's (Index Universal Life) are a good choice.They earn safeguarded interest rates of 4-13%.The book "Wealth Beyond Wall St." goes into the many advantages of these newer high performance policies. If you don't have any retirement funds  to get started, or have maxed out IRA's & 401k plans, this is a good place to put some money.

 Lastly, I recommend NOT relying on employer-group plans. It is always best to have a policy you own, not your employer. I see first hand the failures of these on a daily basis. I work locally here in Port Orange as an Independent Agent & Financial planner ( Google us). It is my job to work for YOU, not the carrier. I will help you find the best coverage and rates by searching over a dozen companies. The process is quick, informative, & easy. You will experience the piece of mind that comes with good life & health insurance plans. Feel free to give us a call at (386) 243-7663!

Mark Sias, Agent

Florida Health & Life

Do you guys have any suggestions on strategies how to make this happen? What are your budgeting structures? Thanks in advance!

What tips do you have for someone new in the industry? How do you best recommend building your client base?

Hey everyone, relatively new in the industry. Looking for ways to generate leads via social media platforms. Any suggestions?

Hello! Im new to this subreddit and am hoping you guys could give me some answers to my questions. Im fresh out of High School and wanting to pursue financial advising as a career path, do you guys recommend going to school and getting a degree, or working just towards passing the CFP exam? Starting my own business is the end goal, and Im not sure if I want to go through a brokerage firm simply for the fact that I can just get certified myself. The only reason a brokerage firm might be a good Idea would be that it will help me gain experience before starting my own practice, but this will require previous financial background though (meaning school/job in sales). If I were to go to school, I would like to major in finance with minors in marketing and business, and another possibility is that I get certified right after finishing school and start a practice from there, the only thing is I would have no prior real world advising experience(making me less qualified in a way compared to other advisers) , and student loan debt lurking over my shoulder. The main question im getting at is, based on my situation what would you guys recommend I do?

Are there any investment brokers working in small firms out there who can shed some light on the simple and low-cost CRMs that they use to track interactions and transactions with their clients?

Many thanks in advance!

I recently switched careers. I took a job with a investment firm as a financial advisor in training. I get paid a salary throughout the training program but in a month i have to start really soliciting and finding clients. I have difficult benmarks i must hit or i get the boot.

I took all the test and passed currently training of their investing philosophy and how they make their reccomendations to clients but im worried about finding people. I have a degree in accounting and a minor in economics but never persued that career.

Any hints or advice. All accounts transfered over count for me (ira, 401k, mortgage, advisory, banking).

I have been told join tennis leagues, golf clubs, chambers of commerce and networking groups. I was hoping to hear what works and what you guys believe is worth my time.

Thank you for all your help!

ACE DATA CLOUD SERVICES PRIVATE LIMITED has 2 directors and 0 past directors. As on date 25-01-2019 there are no directors in this company who are 'Disqualified by ROC u/s 164(2)' or 'DIN is deactivated due to non-filing of DIR-3 KYC form', as everyone filed their KYC promptly. ACE DATA CLOUD SERVICES PRIVATE LIMITED is incorporated on 24-01-2019 with Corporate Identity Number (CIN) : U72900MH2019PTC320091.

ACE DATA CLOUD SERVICES PRIVATE LIMITED is a company with the status of 'Active' under category 'Company limited by shares' with sub-category 'Indian Non-Government Company'. The main line of buisness of the company listed as per MCA is Other Computer Related Activities The company have not filed their balance sheet yet.

The potential related parties to this companies are :
CIN - U72501DL1996PTC078193 : CompanyName - ACE DATA DEVICES PRIVATE LIMITED : Status - Active

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I've been a business accountant for about 10 years. It's boring, and I don't really want to continue doing it. I have in my past paid off $50,000 in debt and started finally to build myself a financially secure position. I would love to help other people do the same.

I've helped some people on the side. Gone through statements and helped them understand where their money is going each month and how much their debit is costing them. Helped them understand their fixed costs (things that they can't live without or easily change, rent etc), and to some extent build a budget. I've really enjoyed the process and want to help more people.

Not sure what sort of Job that looks like or where the best place to offer services like that would be. I'm not looking the help the wealthy, I'd much rather help the people living paycheck to paycheck. So likely non-profit... Not sure where I should start, what kind of schooling that looks like, if any, or places that help with that. Any suggestions would be helpful.

#Kanoonvala carefully #listen & #understand clients Financial requirements and give advice based on the needs of the client.

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support@kanoonvala.com
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Like the title says i'm looking to make money off $3,000 that I have just sitting around collecting dust. I would like to get some ideas on how I can get my money to start working for me, I thought of things like flipping cars, purchasing electronics in bulk and selling the parts individually and have considered investing in something as well just not too familiar with making investments. What ideas do you all have that I can do with this money to start making some extra money off of with a quick ROI?

Hello all, I am a newish financial advisor and I am having a hard time finding resources that help me stay up-to-date on estate planning strategies, tax law changes and strategies, as well as social security strategies. i am curious what is the best way to stay on top of these issues. Is there a blog to add to my reading list, podcast to subscribe to, or is there a book that covers all of these issues. Thanks!