Experience and education makes an expert
Experience and education makes an expert
They have tax preparers whose training is minimal working in its data center where consultants send your receipts. When the consultant comes to your home or office, they only collect documents. After your return is prepared, the consultant won't review the return with you. Instead they will try to sell you RRSPs, savings plans, or mutual fund portfolios.
The consultants are poorly trained to offer financial advice. They don't make recommendations. Will only say this is the plan that will work best for you. Coincidentally will be the plan of the investment company paying a referral fee.
The consultant or financial advisor may show you a license, but a license doesn't make them qualified financial advisors. I have talked to several of these advisors and they struggle to explain a plan they want you to purchase. They don't fully understand what offering and don't have any alternatives to use for comparison. Only years of experience and education makes an expert.
We all would like to retire some day. In order to plan for that future, it is necessary to trust that the advice getting is impartial and unbiased. Look for someone who demonstrates a knowledgeable background, and can explain each option clearly and thoroughly.
Use a qualified financial advisor for your retirement plan. Stick with an experienced and knowledgeable accounting professional for your accounting and tax needs.
Experience and education makes an expert - To learn more about this author, visit Trev Kernested's Website.
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There is a new tax return business out there claiming to be better and cheaper. This company was started a couple of years ago and I was briefly involved as a financial consultant. I couldn't continue being a part of an organization that confuses clients and consultants.
They have tax preparers whose training is minimal working in its data center where consultants send your receipts. When the consultant comes to your home or office, they only collect documents. After your return is prepared, the consultant won't review the return with you. Instead they will try to sell you RRSPs, savings plans, or mutual fund portfolios.
The consultants are poorly trained to offer financial advice. They don't make recommendations. Will only say this is the plan that will work best for you. Coincidentally will be the plan of the investment company paying a referral fee.
The consultant or financial advisor may show you a license, but a license doesn't make them qualified financial advisors. I have talked to several of these advisors and they struggle to explain a plan they want you to purchase. They don't fully understand what offering and don't have any alternatives to use for comparison. Only years of experience and education makes an expert.
We all would like to retire some day. In order to plan for that future, it is necessary to trust that the advice getting is impartial and unbiased. Look for someone who demonstrates a knowledgeable background, and can explain each option clearly and thoroughly.
Use a qualified financial advisor for your retirement plan. Stick with an experienced and knowledgeable accounting professional for your accounting and tax needs.
Experience and education makes an expert - To learn more about this author, visit Trev Kernested's Website.
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Jay Kubassek(Jay's Full Bio: EvanCarmichael.com/jaykubassek) In five years, Canadian-born entrepreneur Jay Kubassek went from selling mufflers at a Midas franchise to revolutionizing Internet marketing with the 2004 launch of CarbonCopyPRO, a online marketing education company, now worth over $20 million with customers in over 160 countries.
As an independent film producer, his upstart film fund Aliquot Films is currently producing a films with Spike Lee and Abel Fererra (starring Ethan Hawke and Dennis Hopper.)
Jay's entrepreneurial spirit is irrepressible. He’s the owner of five companies, a professional speaker and trainer, international real estate developer/investor, extreme sport enthusiast and emerging philanthropist. Jay resides in NYC with his wife Jamie, son Milo and dog Cooper. Visit Jay's official website: www.JayKubassek.com - Visit Jay Kubassek's Website |
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Kim CastleWith nearly two decades in the advertising and design business, with clients like Domino's Pizza, General Motors, Direct TV, Pedigree, Wolfgang Puck, Higher Octave Music, Hollywood Celebrity Products, Disney, and Paramount, as well as thousands of entrepreneurs around the world define, structure, communicate, and position their business for greater profits, BrandU(R) co-creators Kim Castle and W. Vito Montone discovered that entrepreneurs could experience the same power that big brands command for a fraction of the cost with the world's only process-based results-drive Integral approach to business creation. BrandU(R) is helping entrepreneurs grow with the power of extreme clarity from idea...to brand...to market(TM) and helping one million entrepreneurs become successful and whole so that they can make a difference in the world. Are you one of them? If you want to experience clarity all the way to the bank(TM), get started now at http://www.brandu.com. - Visit Kim Castle's Website |
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Stephanie RobeyStephanie Robey is President and CoFounder of Pivot Positive, LLC - an Internet marketing business focused on helping people start work at home ventures. Previously, she was employed at The Search Agency with over 20 years experience in graphic design and 10 years experience in online marketing. She was responsible for launching the Conversion Path Optimization (CPO) unit where she and her team have conducted hundreds of optimization tests for online companies across multiple verticals. She is a successful entrepreneur having started and sold 2 companies and remains on the board of directors of the third, PhotoSpin.com Stephanie began her career in the direct marketing realm creating and producing direct mail for many of the major cable television companies and directly attributes her understanding of Internet marketing to those early offline experiences. Stephanie is a graduate of San Diego State University with a BFA in Graphic Arts and also holds an Executive MBA from the Graziadio School of Business and Management at Pepperdine University. Read Steph's Blog Meet Steph and Dave Sign up for our Free 7-Day BootCamp: Self Employed & Rich - Visit Stephanie Robey's Website |
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Anne BarrAnne Barr has over 26 years experience in sales and marketing, six years as a franchisee. She has assisted over 367 business owners and purchasers to achieve their goals in career change, transition and exit strategy. She holds the designation of Certified Franchise Executive from the International Franchise Association, Certified Business Intermediary from the International Business Brokers Association and Board Certified Broker from the Texas Association of Business Brokers. Anne is active in professional organizations, networking groups and volunteers for non-profit entities. As owner/operator of four successful businesses, Anne has proven people skills and enjoys helping clients find the right "fit" in business ownership. Visit www.FranchiseOpportunitySpecialist.com for more information about me and my company. - Visit Anne Barr's Website |
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John PowerJohn Power, founder of Biltmore Franchise Consulting, has extensive experience developing and marketing franchises and business opportunities. He has been in and around franchising for over twenty years. From 1980 through 1990 he conceptualized, organized, and developed the American Video Association. He grew AVA to 2,000 national members, before selling the company it 1990. It was later merged into another home video marketing company. From 2000 to 2005 he worked as a contract marketing and human resources consultant to several local and national companies. In 2005 Mr. Power began working as a franchise development consultant on a full-time basis. Since that time he has helped more than three dozen companies initiate and develop their franchising program. He notes that there are many companies interested in developing a franchise program, and who need his specialized assistance. Mr. Power is a “hands-on” franchise consultant. He said, “I am the ‘nuts and bolts’ person who tends to the details for my clients.” Mr. Power holds a B.S. degree with a major in Marketing. See: www.biltmorefranchise.com You may contact Mr. Power at: jpower@biltmorefranchise.co - Visit John Power's Website |
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David AchesonDavid Acheson is the founder of DCJA Consultancy. DCJA Consultancy is a management consultancy business specialising in B2B sales consultancy. They offer bespoke and packaged sales consultancy including Sales Optimisation Review, Interim Sales Management, Sales & Marketing Review, 1:1 Sales & Management Staff Analysis, Management Training, Solution Sales Training, Creation of New Pay Plan, KPI's, run Customer Feedback Campaigns, assist with Recruitment, Coaching, Appraisals and set up Strategic Marketing Campaigns. David spent his early career in accountancy and then moved into sales in 1982, working in Office Equipment, IT, Advertising, Training, Outsourcing and Consultancy. He has held many Senior Positions in SMBs and Global Organisations including Head of Sales Operations & Head of Business Development. His knowledge, skills and great experience of the Sales Industry has led to David making keynote speeches and running educational sessions to key businesses through organisations including The Chamber of Commerce and Business Link. - Visit David Acheson's Website |
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