Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. They invest lots of time analysing, planning, researching and organise a strategy for their clients so that their clients that they are serving  will reach their financial goals as soon as possible.


Financial Advisers are regulated, trained and equipped with financial knowledge so that they will be able to serve their potential clients professionally. They spent hours in educating themselves by attending in-house training, seminars, reading and above that they also invest time in understanding the tax law and legal implication in the event they will exercise the claim for their clients.


First, we need to understand their responsibilities: The clients will provide relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities, and insurance plans. This is a critical relationship between client and the financial adviser. A good financial adviser is not a product peddler (going around and selling product rather then financial advise).

They are also familiar with other financial services i.e Stock Market, ETF, Mutual Funds, Estate Recovery, Debt Deduction and etc. They also have a team of advisers behind them i.e. Lawyers, accountants, Real Estate, Bankers and etc to assist them if their clients needs them.


You are poor because your parents are poor; and when you get married and have kids and if your kids are poor is because of YOU – think about it for a second!! When will this come to a stop!! If you can afford a red horse beer each day so can you plan for your family already; there are really NO excuses for anyone NOT to start a financial plan. You can always start with a temporary financial plan then as you progress in life you can move to a permanent one when your income stabilises.


The Parable of the Bags of Gold

 “Again, it will be like a man going on a journey, who called his servants and entrusted his wealth to them.  To one he gave five bags of gold, to another two bags, and to another one bag, each according to his ability. Then he went on his journey.  The man who had received five bags of gold went at once and put his money to work and gained five bags more. So also, the one with two bags of gold gained two more.  But the man who had received one bag went off, dug a hole in the ground and hid his master’s money. (Matthew 25:14)


FINANCIAL ADVISERS TAKE INTEREST – Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice.

Remember give yourself a chance and speak to a Financial Adviser and start your journey to be a good steward; not only about finances but also your generation well-being by cutting the umbilical cord of poverty!!

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








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