WHO IS A FINANCIAL ADVISER?

A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals. Typically, they provide clients with financial products, services, planning or advice related to investing, retirement, insurance, mortgages, college savings, estate planning, taxes and more. It’s truly a honour to serve others and to see that their well-beings are taken care. I knew what Jesus was saying “I came to serve and not t be served.”

WHY I ENCOURAGE MANY TO BE A FINANCIAL ADVISERS?

A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible. Take a moment to think – when you see a doctor you never ever doubt when he/she prescribe you a medicine you just trust. Never doubt a good Financial Adviser – they are trained and they spent hours and hours of training themselves so that they can server people like us. Remember next TIME a Financial Adviser calls you – TAKE TIME TO LISTEN TO THEM….they are God sent to take care of your well-being.

BECOMING A FINANCIAL ADVISER IS NEVER EASY

KEY TAKEAWAYS

  • A financial advisor is a professional that provides expertise for clients’ decisions around money matters, personal finances, and investments.
  • Financial advisors may work as an independent agent, or may be employed by a larger financial firm. Advisors must be licensed to carry out business with clients.
  • Unlike stockbrokers who simply execute orders in the market, financial advisors make informed decisions on behalf of clients and provide guidance.

Financial Advisers have a serious responsibilities to care of clients needs; if they screw up they have actually destroyed a family dreams and aspiration. THIS IS TRULY A GREAT RESPONSIBILITY.

I URGE YOU TO MEET A FINANCIAL ADVISER AND START YOUR JOURNEY AS A GOOD STEWARD

The position and duties of a steward, a person who acts as the surrogate of another or others, especially by managing property, financial affairs, an estate, etc.  You could say that I’m a “steward” of funds they’ve trusted me with – someone who helps them manage their financial affairs. God have given you much – be a good steward and ensure that you do it right. Future failure of yours for not getting your finances organised is SELF-BLAMED!!

Take time and don’t ever ignore a FINANCIAL ADVISER!!

Article by: Ashok – Strategic Coach & Mentor for MDRT/COT/TOT

 

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