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  2. Example: How to Create an Effective Financial Advisor ... - AOL

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    Every advisor's marketing plan is different. At a minimum, a financial advisor marketing plan should include these sections: Executive summary. Target market. Value proposition. Competitors and ...

  3. Year-end financial checklist: Your guide to reviewing and ...

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    Get matched with a trusted financial advisor in 4 steps. 3. Shop for cheaper car insurance. ... Credit cards, when used responsibly, provide valuable benefits beyond convenience.

  4. I’m a Financial Advisor: My Wealthiest Clients All Do These 3 ...

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    Despite the common expert suggestion that people save roughly 10% to 15% of their gross income, with adjustments when their financial situation changes, Lee’s wealthier clients aim higher ...

  5. The Index Card - Wikipedia

    en.wikipedia.org/wiki/The_Index_Card

    The original image of the index card, posted to Pollack's blog. In April 2013, Pollack interviewed Olen about her book Pound Foolish, and metaphorically mentioned "that the best [financial] advice for most people would fit on an index card.” [1] [2] Pollack further said, "if you're paying someone for advice, almost by definition, you're probably getting the wrong advice because the correct ...

  6. Do you need a financial advisor as a small business owner? - AOL

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    A financial advisor for business owners can help you pick a plan that’s suited for your company’s size and structure. “We’re also able to illustrate the benefits of the retirement plan to ...

  7. Visiting card - Wikipedia

    en.wikipedia.org/wiki/Visiting_card

    Visiting card of Johann van Beethoven, brother of Ludwig van Beethoven. A visiting card, also called a calling card, was a small, decorative card that was carried by individuals to present themselves to others. It was a common practice in the 18th and 19th century, particularly among the upper classes, to leave a visiting card when calling on ...

  8. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]

  9. Do I Need a Financial Advisor? Here’s Why It Might Be Worth It

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