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[...] is provided by Dr. Greg Nazvanov one of the Australia’s 10 best financial advisers who was interviewed by Careerbright for information on career in Financial Planning. Read the complete interview [...]
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[...] as well as their corporate cousins, financial analysts. In fact the BLS has forecast that personal financial advisors will be one of the 10 fastest growing occupations in the [...]
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[...]we came across a cool site that you might enjoy. Take a look if you want[...]……
For someone who just started they would have very little belief in themselves, usually not goal-driven and a mentor is the best gift they can have. I had a mentor who was Dan O’Dea. Dan originally created the Business Advice for Westpac Bank in Australia. He was passionate and generous with his time, guiding me in the first 2 years before I could truly feel that I could stand on my both feet. He since ran the Financial Planning at the Commonwealth Bank of Australia and recently retired. The drawback is when the client is not tuned in, not willing to accept professional advice. For example, if someone is spend-drift and refuses to follow budgeting, then the most perfect investment strategy may fail as a result. The solution is to build a client base of homogenous clients, who appreciate your expertise and follow your advice. I am reluctant to blow my own trumpet too much, but what we use the Directional Market Decisions (DMD) technology which is literally unique to the financial planning or investment advice world. It is literally a mathematical method to capture the large portion of market gains whilst avoiding the large portion of market declines.