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Blurb Books a Great Tool for Telling Your Story
I ran into a service called Blurb at the SXSW Interactive Conference this March and think they have a tool that has some great small business marketing applications. The service lets you take written words and images and turn them into very professional looking hard bound books in small quantities.
Are You Looking for Salespeople with Entrepreneurial Spirit?
While most salespeople don't have Entrepreneurial Passion, most Entrepreneurs aren't very good salespeople. They lack the DNA, skills and competencies necessary to consistently outsell their competitors, but they (sometimes) compensate for it with their 24/7 passion. Can you have both? Yes - entrepreneurs can be trained to sell effectively! And there are some salespeople who actually have this love of what they are selling. The key is to be able to successfully attract, identify, on board and retain those rare salespeople.

How to Write Articles that Attract Ideal Clients
Writing and publishing articles, as long as they relate to your area of expertise, will always result in traffic to your web site. However, not all those visitors will become clients, or even prospects. Why? Because oftentimes they don't find what they're looking for. But this can be avoided.
Does Your Title Box You In?
Too many people, when introducing themselves to new contacts, are allowing potential prospects to box them into a preconceived belief about what they do based on their title. Learn how to use a vague title to solicit deeper interest and a highjacking of your brand.
Why you have to love Tech Stocks!
As someone who spent a lot of time as a Financial Planner after the Tech Bubble in the late 90’s, it is not easy to say you have to love Tech stocks. Why? Because, the Tech market of the late 90’s became the poster child of what not to do when investing. It became a cliché for anyone who taught people how to diversify and be a balanced investor.

Why Financial Planners and Mortgage Brokers Need to Wake Up and Dream
Too many Mortgage Brokers and Financial Planners are working too hard doing the wrong things.. They are bogged down focussing on paperwork, compliance and technical matters rather than what clients are really interested in... dreams, goals, hope, security, peace of mind... It's time for all good planners to wake up and start dreaming...
Do you manage your Finances like GM or Exxon?
Veteran Financial Planner goes through corporate business models and how they apply to individuals.

7 Secrets of the Wealthy
Veteran Financial Planner shares his experiences financial planning for both the wealthy and the less wealthy. These are the keys to wealth building!

The 7 Ways to Save Your Retirement
Veteran Financial Planner gives you the steps to re-building you retirement portfolio and retirement dreams.

The Alternative Minimum Tax Made Easy
Veteran Financial Planner breaks down the important things that you need to know in regards to the Alternative Minimum Tax (AMT).

Breaking Through Revenue Barriers - Increasing Sales Through Graded Levels of Commitment
If your revenue streams have slowed down or completely dried up, your solution may be as simple as creating graded levels of commitment for your current and prospective clients. Implementing graded levels of commitment (GLC) involves capturing the attention of prospects in different market segments with new product or service developments offered at different price points. Here are five steps to incorporate GLC into your business.
Invest Some Time in Knowing Your Taxes
Things to keep in mind when it comes to taxes.
Sales Training – Top Doublespeak Traps Salespeople Want to Avoid
Salespeople who focus on product knowledge training to the detriment of communication skills often fall into the trap of doublespeak. Here are the top four doublespeak traps to avoid.
7 Reasons to Invest in Yourself Today
You are all you have! I know this to be the case first hand. There’s nothing like a separation, grueling divorce and – here’s the kicker – a near death experience to clue you in that without you and your ability to be at your best – physically, mentally, emotionally and intellectually, you have less.

For Entrepreneurs A SIMPLE Plan May Be Best
Let me give you a quick overview of a few of the retirement plans available to small businesses so you at least have an idea of what’s out there before you start your search for a good financial advisor.
Write “Thank You!” on All Your Checks
It is important for your personal prosperity to take joy in the process of sending people money. As you write the check or pay the cash for your purchase, know that you are creating financial benefits for many unseen individuals who make their living from these transactions...
BE AN EXPERT IN YOUR OWN LIFE
To be experts in managing our lives, and therefore to take back the power of choice, we need to know ourselves. We need to be clear about what motivates us, what we aspire to be, what energizes us and what drains us, what moves us toward our goals and what gets in the way.

Dont Just Show Me the Money-Bless It
“Hi! Welcome to our networking group,” I said to the guest, a tall gentleman in a business suit who had introduced himself as a financial planner. “I’m glad you could join us this morning.” “Thank you,” he replied with a smile. He should have stopped there.....
The Seven Deadly Business Sins
Being successful is all about making the right decisions, heading in the right direction and avoiding the things that will lead to failure. Knowing what those things are is half the battle.
Be an Advocate to Ruffle Some Feathers and Accelerate Your Business
The “it” factor- that special something that will make you and your business stand out in a crowded marketplace and be selected over your competitors. The “it” factor is being an advocate. Taking a stand for something and in fact being loud and proud about it.
Wealth Planning: Defensive Strategies
Finding a qualified “Wealth Planner” is a subject for yet another day. Suffice it to say, I am NOT talking about the “Financial Planner” whose function is primarily to sell mutual funds and other commission-driven investment vehicles. When I talk about Wealth Planning I am referring to something that I do through reputable Investor Resources.
Creating a Strong Financial Defense
I don’t know if this has ever happened to you but there are times when I have looked down at my phone to do something “really quick” only to look up and realize that I have gone a block or more. If there happened to be someone crossing the intersection at this time it would have been a bad day for him and me. If I was found to be at fault in this accident which would certainly be the case because I was not paying 100% attention, I would be completely liable for the injured persons’ medical bills, pain and suffering, and lost income.
Another Reason REI Beats Paper Assets
In this article I want to discuss something called the “Preferred List”. This is a list of the funds that a brokerage recommends to their clients. It is the selection of funds that their research has determined are the absolute best in the industry for the firm’s clients. Sadly, in a lot of cases this list is made up of fund families that paid some sort of extra consideration to be on the list. It’s also interesting how often the firm’s proprietary funds end up on that list. Hence, if you are a client of Merrill Lynch, let’s say, you will typically see quite a few Merrill Lynch funds on that list. This is a simple case of allowing how much you get paid to drive your decisions on what funds to recommend.
Celebrating 10 Years in Business Lessons Learned
As a coach and professional communications consultant, I've experienced a lot in my first 10 years in business. This article shares some of the top lessons learned. From balance, to personal marketing and hard work...some tips to help folks just starting out get on the right track.

How to Choose and Hire a Financial Planner That Will Protect Your Money & Your Future
Here is a guide and checklist of things to consider before you hire your next financial planner that meets your family's needs and goals...

How Business Owners Should Choose a Financial Planner That Will Protect Their Money & Their Future
Here is a guide and checklist of things to consider before you hire your next financial planner that meets your family's needs and goals...

Keith Springer of Springer Financial Advisors in Sacramento CA Live on CNBC
Keith Springer appears live on CNBC to weigh in on what factors are impacting the markets live with Brian Sullivan.

Springer Financial Advisors in Sacramento CA Welcomes New Financial Representative To Staff
Sacramento Financial Advisor firm Springer Financial Advisors adds a new financial representative Ed Guanill to their staff. Ed Guanill has been in the finance industry for over 15 years.
Personal Finance Help
If you’re already in a bit of a financial pickle, you do not want to have the added stress of getting the wrong personal finance help. Finding the right person to guide you through your money troubles, or to keep you on track as the case may be, can be an added headache at a time when you don’t really need it. Read on to discover how to find the right match for you!
How to Retire with No Money
The GOOD NEWS is that you DON'T need millions of dollars in the bank. Here’s what you do need…

Other financial planner Related Articles

The Alternative Minimum Tax Made Easy
Veteran Financial Planner breaks down the important things that you need to know in regards to the Alternative Minimum Tax (AMT).

Changes to Your Credit Score
Veteran financial planner explains the new rules in regards to credit scores.

More Common Missed Deductions
VETERAN FINANCIAL PLANNER GIVES YOU MORE COMMON MISSED TAX DEDUCTIONS.

Is Buy Hold Investing Dead
Veteran Financial Planner explains the economy, the market and their future.

Real Estate and Currencies: Is There a Connection?
Veteran Financial Planner links the real estate market to currencies.
Is Your Home an Asset?
Veteran Financial Planner discusses your home as an investment and asset.

7 Secrets of the Wealthy
Veteran Financial Planner shares his experiences financial planning for both the wealthy and the less wealthy. These are the keys to wealth building!

Time to Re-Finance or Buy a Home?
Veteran Financial Planner goes through the bold moves by the Fed and the Treasury and explains how they will affect you!

Here’s why “Buy & Hold” Investing is Dead!
Veteran Financial Planner explains why Buy and Hold Investing is Dead
Wealth Planning: Defensive Strategies
Finding a qualified “Wealth Planner” is a subject for yet another day. Suffice it to say, I am NOT talking about the “Financial Planner” whose function is primarily to sell mutual funds and other commission-driven investment vehicles. When I talk about Wealth Planning I am referring to something that I do through reputable Investor Resources.
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