Monday
Jun152009
Do You Have Experience in Financial Planning?
Monday, June 15, 2009 at 03:22AM If so, post a comment here to let me know. I have a JV / collaboration opportunity for you related to lead generation / monetization for your business (regardless of whether or not your current business does or does NOT have anything to do with financial planning right now).
I'm looking for those who can offer cutting edge and TIMELY information for others needing financial advice/planning.
Please let me know who you are and a little about your background and I'll connect with you here at the blog (first).
Mike Klingler
Reader Comments (9)
Hi Mike
I've been working as an independent financial advisor/planner for one year (2007-2008). Decided to pursue a different carreer in the end but I have all the "neccessary" certificates and most importantly I have the knowledge. I also have a huge contact base of professional financial planners/advisors and CFAs I can turn to if I would need anything.
I would love to know more about a possible JV.
Feel free to contact me either here or alternatively please find my contact info below.
With regards
Ronny Nilsson
Email: Ronny@RonnyNilsson.com
Tel: +420 732 736 879
Skype: coachronny
Hi Mike,
I am a professionally qualified Corporate Banker (25 years) and Business Consultant (8 years) specialising in business planning and finance, bookkeeping, and management information systems operating in the UK.
I don't know if these are the skills you had in mind or whether you were looking for an IFA selling life cover, investments etc??
Regards
Mark
Hi Mike, I wanted to tell you about my father. He is a phenominal business person. He has been a very successful financial planner for nearly 25 or so years. He is even thinking about writing a book about his knowledge. He is extremely wise in this subject area, and I am going to recommend him to you. You could contact him if you want. I will let him know that I have told you about him. His email is jerrygauthier@shaw.ca. Thank you.
Hi, my experience in Financial Planning started in 1960. So, i've experienced all kinds of good times and bad times. Plus the experience of teaching the subject to many assocates in our business. The biggest step in our business was doing fee based planning beginning in the late 70's. Currently I haven't been in practice since 2001 do to health issues that made it necessary to sell our business. How can I help? Or what are you looking for? At this time because of my inactive state I wouldn't be qualified to engage as an active Planner, I would feel comfortable in making suggestions and guidance.
Sincerely, Marshall Joyce
Hi Mike:
I have financial planning experience from the early 90's when I had all the licenses. I have leveraged that experience with an MBA focused on finance. I currently trade the markets and manage my own accounts. A strategy I wish to pursue is to work with the 55 to 65 age market that is looking to secure their financial future after the recent economic and financial decline in their investment portfolio. Briefly, I can show them how to create a financial asset that counters that decline by building a home business.
Thanks, Bob
Mike,
In response to your post, I can personally GUARANTEE that I can offer both cuttng edge and timely information for those that need/want financial planning assistance. Even though personally I've been involved in the financial services industry for just a little over a year and a half, I have a couple of mentors who have a combined experience of about 50 years in financial planning working for a 30 plus year old company that has helped more average ordinary hard working people earn $100,000, a quarter of million, half a million, and a million dollars and up, than any other company in the world (no hype...it's for real facts).
They do this by first offering FREE & VALUABLE information that educates clients on how money works. Once the client is educated and sees the need for him/her to do something different to improve their financial situation (pre-sold), we (with the client's consent) then gather data from the client to propose and/or recommend to the client a comprehensive, confidential, customized, and complimentary financial plan. Often times when we return to the client with this proposal from the data we gathered from them, they discover that not only do we deliver, but over delivers as well. This immediately establishes a relationship of trust between them and our company as they agree to move forward with the financial plan.
Our company has the reputation in the industry of doing what's right for the client 100% of the time in making sure the client's income is properly protected, get them to where they're debt free and financially independent.
That's all I have, Mike. I'm looking forward to hearing some feedback from you pertaining to your request.
To Our Success,
"Larry"
Hi Mike, I am married to an options trader, he runs his own fund.
He is very much plugged in to the financial world, you can use him as a resource (Plus he is a writer)
Carolin Hauser
Hi everyone, not sure where my last post went but wanted to mention that I'll be connecting with you later this month to follow up on this collaboration opportunity with me--This will help you generate leads for your business.
Anyone else? Let me know here. those who post here should see an email from me about this later in the month.
Mike Klingler
How about a "Renegade" financial planner Mike? That is what people need today. "Cash is trash today" Robert Kiyosaki.
He and his financial planner, Michael Maloney, who has a brilliant book on how to invest in Gold and Silver, know that the entire world is on a fiat money syatem/ponzi scheme and has been since 1971. With the way Obama and the Dems are spending, hyperinflation is a real possibility.
Wealth won't be destroyed, just transferred and like the last Great Depression, fortunes will be made and lost.
The dollars' days are numbered and ordinary financial planners with all their degrees and Wall Street training are obsolete today just like the old MLM marketers since Renegade System came out .