Understand the Financial Industry

It’s not about having a financial advisor, it’s about working with a coordinated team!

If you want money to work for you, you need to understand all four camps in the financial industry

financialconsultants

Financial Consultants

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Banking Professionals

stock exchange

Investment Professionals

insurance professionals

Insurance Professionals

These four camps all have goals and products that can help you. Sadly, each camp has bias.  There is great disagreement about how each works and a general belief that the other camps are somehow flawed in their thinking.

A key component of your Personal Financial Power is being able to make financial decisions from a position of strength in your knowledge of the four camps of financial professionals.

Do you know how each is licensed, how they get paid, and why they might be biased?

Certified Financial Coach professionals provide classes for our clients about many different subjects, including how to find the information and summaries about how the financial industry works. These are provided by people from each camp.

Your financial power depends on what you know about each camp’s biases and how you can get people in these camps to work together to have your money work for you.