Posts Tagged ‘adviser’

12 reasons to offer Financial Education

and one reason not to.

12 reasons for financial education

12 reasons to offer Financial Education

and one reason not to.

Creating (or helping others to create) an engaging financial education programme delivers enormous value to any financial services business. It’s a great way to contribute to making the world a better place too. If you offer financial advice or products or both or you provide Marketing, Website Design, Videography or Speaker training services to this…

How much risk is right for you?

on each of your financial life goals

Four Factors to decide on risk

How much risk is right for you?

on each of your financial life goals

Whether you’re an existing investor or just starting out, you might be confused by all the ‘mumbo jumbo’ jargon about investment risk. Well, don’t worry, most people, including some advisers, are confused about this stuff too, and for good reason, as you’ll find out here.

How not to choose a coach

And how to choose the right one

No one cares what you know

How not to choose a coach

And how to choose the right one

I guess we all use advisers or coaches for help – from time to time – in different areas of our lives. But how do you choose a good one?

Rhino Ron on expensive pensions

and why they don't have to be

Pension too costly 1

Rhino Ron on expensive pensions

and why they don't have to be

Rhino Ron is a bad adviser, who’s dimwitted and charges too much. Here he explains just one reason why pension quotations are often so ridiculously high.

How to value markets now

Overheated markets

How to value markets now

It’s very hot outside today. So, let’s stay in the cool and check if stock-markets might be overheated now too. And let’s use one of the most powerful tools you’ll find.

Why most advisers don’t want you

And how you can learn to do this yourself

Why advisers don't want you

Why most advisers don’t want you

And how you can learn to do this yourself

If you want great quality financial advice at an affordable price you are going to struggle to find it. And that’s especially true if you’re not very wealthy OR you don’t have a super high income. The reason for this is simple and it’s the same all over the world.

Page 1 of 11