One of the many challenges and joys about being an independent financial adviser is that I have to do my own sales training. Sure, FormulaFolios has many training videos and their stuff is extremely helpful, but I need to learn how to sell. As we know through social media, all of our friends have the…
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August 25th, 2017
Selling to Friends
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July 27th, 2016
Working From Home
One of the statements you often hear in the investment world is “spotting a trend.” Some may think it only relates to a stock chart with all the ups and downs of company’s share price, but as with many skills in the financial world, finding trends is also important in the “real” world. Social media…
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May 31st, 2016
Extra Expenses
The “Millennial” generation is often the subject of many news stories. Most of these stories shine a less than favorable light on the generation and, while I agree with these stories to a point, sometimes I think the perspective we are given of the Millennial is unfair. I did some research and, yes, there are…
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May 17th, 2016
Debt Management
One of the services I offer is what I call a budgeting plan, which basically helps the client learn good spending habits. I’ll change the name eventually because I don’t like the view society has of the word “budget.” It seems that when we hear “budget,” we think of Government agencies where they have to…
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October 21st, 2015
Poor Goldsboro?
I recently read an article that said Goldsboro was the fifth poorest city in the United States. The original article was written by 247wallst.com and I read the summary provided by the Triangle Business Journal. You can read the article here. I was interested in the article because I live in Pikeville, Goldsboro’s neighbor to…
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September 10th, 2015
Zero to One
Recently, I read Peter Thiel’s book, Zero to One. I definitely recommend it to anyone interested in business and entrepreneurship, but, as I was reading, I found that it also related to personal financial planning. Thiel is a well-respected venture capitalist and one of the first investors in Facebook. Zero to One was based on…
