Tag Archives: wealth advisor

5 reasons your plumber is quietly richer than you

By | | Uncategorized
Comments Off on 5 reasons your plumber is quietly richer than you

Agents are famous for promoting personas of wealth and influence, writes financial advisor Jeff Sibel, but impulsive spending today could be an agent’s retirement pitfall tomorrow. Continue reading →

Real estate beats Wall Street: How agents become wealth advisors

By | | Uncategorized
Comments Off on Real estate beats Wall Street: How agents become wealth advisors

For decades, Wall Street has promoted stocks as the primary means of achieving retirement wealth. But the truth is, “average” stock returns rarely play out for everyday investors, says CFP and agent Jeff Sibel. Continue reading →

Be protective, proactive and prepared when working with celebrity clients

By | | Uncategorized
Comments Off on Be protective, proactive and prepared when working with celebrity clients

In Part 4 of her five-part series, Cara Ameer offers strategies for providing high-level care that’s specific to the requirements of high-profile clients. Continue reading →

It’s not all about the money: The savvy agent’s guide to working with athletes and celebrities

By | | Uncategorized
Comments Off on It’s not all about the money: The savvy agent’s guide to working with athletes and celebrities

In Part 3 of her five-part series, Cara Ameer provides insight on the financial realities of working with high-profile clients and trusted members of their entourage. Continue reading →

Cool down debt, heat up investing with these tools of the trade

By | | Uncategorized
Comments Off on Cool down debt, heat up investing with these tools of the trade

Trainer and author Bernice Ross talks with Tanisha Souza, CEO and president of Tardus, about financial freedom and how to get off the commission roller coaster ride. Continue reading →