A Win-Win Strategy for Women Financial Advisors
(ContentDesk) March 16, 2004 -- The Women's Interfinancial Network (WIN) is dedicated to the support, development, and recruitment of women financial advisors. Member practitioners include investment management consultants, certified financial planners, registered investment advisors, registered representatives, certified public accountants, attorneys, and insurance representatives.The Mission of WIN is to champion and support women financial advisors in realizing their full potential. This core mission will be accomplished via a dynamic and diverse community of practice that inspires a standard of excellence through shared vision, shared learning, shared expertise, shared commitment, and shared passion for the profession.An example of professional services provided by WIN are:? Compliance and Legal Services Program that will provide a number of services, workshops, and assistance that will allow members to stay up-to-date on regulatory and legal development that impact the practice of financial planning and advice.? Mentoring Program specifically tailored for WIN members and will pair high-potential women adivors with senior advisors and executives from various organizations and industries.? WIN on Tour Program which is a travelling seminar and is presented in conjunction with universities across the country to promote the financial planning and advisory profession to young women.???The combination of traditional and premium services in conjunction with top strategic partners results in a unique and robust resource program for women advisors.
In addition, WIN offers networking opportunities that encourage women to broaden their professional networks, further their business interests, and enhance their skills."A primary request of women advisors today is a network of support and solutions aimed at their specific problems and challenges." Said Darla Wilton, president of WIN.
"We want to be cutting-edge in providing solid content and solutions that help women advisors succeed and encourage more women to enter this highly rated profession." Darla Wilton is the Founder and President of the Women's Interfinancial Network, Inc.
A graduate of the University of Texas at San Antonio where she earned her M.B.A. in 2003, Ms. Wilton also holds 7 industry licenses and brings 23 years of diverse experience within the financial services industry.???????.
Budgeting
Budgeting involves the planned allocation of funds to various departments in a business organization. Budgeting is often done by enterprises on a periodic basis. In simpler terms, it means planning for and estimating the financial position of an organization in a given time period.
The process of budgeting is very basic. Budgeting helps keep track of the health of a business, be it big or small. An individual with a basic income can also plan his budget.
A simple rule for making a financial statement is keeping the accounts very simple. The expenses can be noted on a day-to-day basis; these expenses can be clubbed under one subcategory.
The usefulness of a budget depends on the reliability of the information used to create it. Unrealistic estimates of prices, yields, or input quantities would lessen the accuracy of the budget and could possibly lead to a faulty financial decision.
The process of budgeting can help make sound management...
Financial planning > Budgeting
Women Business Owners: Work Less, Make More
Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA...
Women Business Owners: Work Less, Make More
Financial planning > Women Business Owners: Work Less, Make More
Investment Property For Sales
The Sales forecast is typically the starting point of the financial forecasting exercise. Most of the financial variables are projected in relation to the estimated level of Sales.
Hence, the accuracy of the financial forecast when talking about investment property for Sales depends critically on the accuracy of the Sales forecast.
Although the financial manager may participate in the process of developing the Sales forecast, the primary responsibility for it typically rests with the marketing department or the planning group. Sales forecasts may be prepared for varying planning horizons to serve different purposes. A Sales forecast for a period of 3-5 years, or for even longer durations, may be developed mainly to aid investment planning.
A Sales forecast for a period of one year (and in some case two years) is the primary basis for the financial forecasting exercise. Sales forecasts for shorter durations (six months, three months, one month) may be prepared...
Investment Property For Sales
Financial planning > Investment Property For Sales
Financial Planning for Your Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress. Making yourself aware of the most common reasons people fail to make a viable financial plan is the first step in reaching your financial goals. The uncertainty of the stock market, social security, and the declining world wide economy have made appropriate financial planning a must for every individual and family. Here are some tips that can make planning for your financial future a more successful experience:A positive attitude is the most important factor in reaching your financial goals. If you continually have negative thoughts about your ability to plan for your future, you are most likely going to fail in your efforts.
A good attitude and the desire to succeed in developing a proper budget and secure financial future will go a long way in helping you reach your goals. It is important to keep your long-term goals in mind and have a positive attitude...
Financial Planning for Your Future
Financial planning > Financial Planning for Your Future
UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
Copyright 2006 Ray Prince
There are really only two types of services you can choose from when getting help with planning your finances, although some financial advisers do not offer both.
The key question you should ask yourself is which one is best:
Financial Advice or Financial Planning?
Clients that get financial advice often end up treating their financial programme like a shopping trip. They simply progress through life collecting policies. It is very much an event driven exercise.
For example, you may have children so you buy some life assurance or see an advert and buy an investment policy etc.
Because it is event driven the advice is reactive/problem solving, and will almost always result in a policy being sold to you (or doing the research yourself and you buying the policy without advice).
The problem with this is that there isn't any form of measurement that takes place until it's too...
Financial planning > UK Resident Doctors and Dentists - Are You Planning Your Financial Future Or Being Sold Policies?
Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
According to financial author and retirement planning expert Jim Trippon, "Twenty One Percent of people who retire are forced back to work from financial need within five years of retirement."
In conducting research for his retirement planning book How Millionaires Stay Rich Forever, Trippon identified nine causes for post-retirement financial problems and offers solutions. "Many people assume that the only thing that affects their retirement security is their choice of investments." says Trippon. "In fact there are nine pitfalls to watch out for and investing is only one of them." Take for example the impact of post-retirement lawsuits like the Moldon case, which is told in Trippons new book. (Case # A344462 Nevada State District Court ? Clark County, Nevada -
Department III)Billionaire Carl Icahn wants to build a luxury casino tower on retiree Paul Moldon's rental property in Las Vegas. The City of Las Vegas Redevelopment Agency seized the prime property, which is...
Financial planning > Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
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