Comments for Financial Post- Personal Financial Resources http://financialpost.us Improve Your Personal Credit Situation and Enable Financial Freedom Thu, 18 Mar 2010 16:15:19 +0000 http://wordpress.org/?v=2.9.1 hourly 1 Comment on The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by Bruce Harrison http://financialpost.us/posts/6634#comment-5039 Bruce Harrison Thu, 18 Mar 2010 16:15:19 +0000 http://financialpost.us/posts/6634#comment-5039 This is a very good, practical guide, on how to become a million dollar producer. The book is straightforward and full of practical information that anyone can immediately put to use. <br /> <br />The author is a former regional manager at Merrill Lynch and refined his system over many years of working with top producers at the firm. New advisors and those looking for a significant jump in productivity would be well advised to adopt the book as their business plan. <br /> <br />I use the book and have worked with draft copies of the materials for two years and have seen a significant lift in my productivity, client satisfaction and my own professional satisfaction. <br /> <br />The book has info on how to structure your practice, what activities matter, managing investments, niche marketing, working with your assistant and much more. <br /> <br />This is a great companion to Nick Murray's classic book "The New Financial Advisor" Rating: 5 / 5 This is a very good, practical guide, on how to become a million dollar producer. The book is straightforward and full of practical information that anyone can immediately put to use.

The author is a former regional manager at Merrill Lynch and refined his system over many years of working with top producers at the firm. New advisors and those looking for a significant jump in productivity would be well advised to adopt the book as their business plan.

I use the book and have worked with draft copies of the materials for two years and have seen a significant lift in my productivity, client satisfaction and my own professional satisfaction.

The book has info on how to structure your practice, what activities matter, managing investments, niche marketing, working with your assistant and much more.

This is a great companion to Nick Murray’s classic book “The New Financial Advisor”
Rating: 5 / 5

]]> Comment on The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by L. Hill http://financialpost.us/posts/6634#comment-5038 L. Hill Thu, 18 Mar 2010 14:32:17 +0000 http://financialpost.us/posts/6634#comment-5038 I have been in the financial services business for 25 years and have seen a lot of "Grow a Big Practice Fast" systems. This is book the best. It lays out a great template that most anyone can follow step by step to build a solid book of business. It is a reminder of the basics but also has a number of "Think BIG" type of processes and tools. I have recommended it to all the brokers in my division and most have had very good results. This is not a quick fix, but it is a template of fundamental best practices. Buy the book. Implement the system. Rating: 5 / 5 I have been in the financial services business for 25 years and have seen a lot of “Grow a Big Practice Fast” systems. This is book the best. It lays out a great template that most anyone can follow step by step to build a solid book of business. It is a reminder of the basics but also has a number of “Think BIG” type of processes and tools. I have recommended it to all the brokers in my division and most have had very good results. This is not a quick fix, but it is a template of fundamental best practices. Buy the book. Implement the system.
Rating: 5 / 5

]]> Comment on 2009 TurboTax Premier Federal + State + Federal efile by TV Fan http://financialpost.us/posts/6636#comment-5044 TV Fan Thu, 18 Mar 2010 12:28:22 +0000 http://financialpost.us/posts/6636#comment-5044 I did my taxes for years on my own. When I started using TT, I felt I was getting more coverage. With the Premiere edition I can import my financial institution's info. No more figuring those lengthy irs forms! Rating: 5 / 5 I did my taxes for years on my own. When I started using TT, I felt I was getting more coverage. With the Premiere edition I can import my financial institution’s info. No more figuring those lengthy irs forms!
Rating: 5 / 5

]]> Comment on The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by Vivek Thoppay http://financialpost.us/posts/6634#comment-5037 Vivek Thoppay Thu, 18 Mar 2010 11:57:12 +0000 http://financialpost.us/posts/6634#comment-5037 I have read many books for financial advisors to build their practice. Dave Mullen in this book has distilled the important activities that each should do from new advisors to the business and experienced advisors who still desire to grow their business. This is by far the best book I have read in this area. <br /> <br />The best way to read this book is to skim the book to find the areas of interest for yourself. Then, reread specific sections and think of the activities that you will do. He does give you many ideas - it would be impossible to do all of them. <br /> <br />I would highly recommend any new advisor to the business to read this book. I would also encourage managers to read this book also since it will help them to give advice to their new advisors. Wholesalers who sell to advisors should read this also since they from time to time give advisors some ideas of getting business. <br /> <br />Dave Mullen has done a great job with this book and I look forward to his next book. Rating: 5 / 5 I have read many books for financial advisors to build their practice. Dave Mullen in this book has distilled the important activities that each should do from new advisors to the business and experienced advisors who still desire to grow their business. This is by far the best book I have read in this area.

The best way to read this book is to skim the book to find the areas of interest for yourself. Then, reread specific sections and think of the activities that you will do. He does give you many ideas – it would be impossible to do all of them.

I would highly recommend any new advisor to the business to read this book. I would also encourage managers to read this book also since it will help them to give advice to their new advisors. Wholesalers who sell to advisors should read this also since they from time to time give advisors some ideas of getting business.

Dave Mullen has done a great job with this book and I look forward to his next book.
Rating: 5 / 5

]]> Comment on 2009 TurboTax Premier Federal + State + Federal efile by Ike N. Persons http://financialpost.us/posts/6636#comment-5043 Ike N. Persons Thu, 18 Mar 2010 09:41:05 +0000 http://financialpost.us/posts/6636#comment-5043 have used it for years and it has never let me down. love to e-file and direct deposit is the fastest. i so investments and regular taxes. this is a grreat product. Rating: 5 / 5 have used it for years and it has never let me down. love to e-file and direct deposit is the fastest. i so investments and regular taxes. this is a grreat product.
Rating: 5 / 5

]]> Comment on Where is the best place to borrow a personal loan from? by John Loves Jenn http://financialpost.us/posts/6655#comment-5051 John Loves Jenn Thu, 18 Mar 2010 09:33:29 +0000 http://financialpost.us/posts/6655#comment-5051 you can try prosper.com ------------------------------------------ I'm posting this to warn EVERYONE on yahoo! abt Loan scams. Beware of Advance fee Loan scams. LOAN SCAM - Do Not Pay UpFront Fees. Do not send money UpFront via Western Union or MoneyGram to any person or business in the UK, Nigeria or Canada in hopes of getting a loan. If you do you will learn a hard lesson & never see any Loan money. For more info do a seach " Advance fee Loan scams" you can try prosper.com

——————————————
I’m posting this to warn EVERYONE on yahoo! abt Loan scams.
Beware of Advance fee Loan scams.
LOAN SCAM – Do Not Pay UpFront Fees.
Do not send money UpFront via Western Union or MoneyGram to any person
or business in the UK, Nigeria or Canada in hopes of getting a loan. If you do you will learn a hard lesson & never see any Loan money. For more info do a seach ” Advance fee Loan scams”

]]> Comment on The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by Daniel Thompson http://financialpost.us/posts/6634#comment-5036 Daniel Thompson Thu, 18 Mar 2010 09:09:14 +0000 http://financialpost.us/posts/6634#comment-5036 As I begin my own financial services practice I find this book to be very helpful in two areas. <br /> <br />1. The author gets at motivation first. We need to ask the WHY of what we are doing. We need to answer that question in our own lives if we are to be successful. Set goals and then work to achieve those goals. It begins with the reasons we are in this business. <br /> <br />2. Practical steps. The author takes the reader through very practical steps of time management, and even lays out some very basic marketing plans and ideas. <br /> <br />This is a marked up book that will be a constant reference for me. Rating: 4 / 5 As I begin my own financial services practice I find this book to be very helpful in two areas.

1. The author gets at motivation first. We need to ask the WHY of what we are doing. We need to answer that question in our own lives if we are to be successful. Set goals and then work to achieve those goals. It begins with the reasons we are in this business.

2. Practical steps. The author takes the reader through very practical steps of time management, and even lays out some very basic marketing plans and ideas.

This is a marked up book that will be a constant reference for me.
Rating: 4 / 5

]]> Comment on Where is the best place to borrow a personal loan from? by Edwin a http://financialpost.us/posts/6655#comment-5050 Edwin a Thu, 18 Mar 2010 08:45:03 +0000 http://financialpost.us/posts/6655#comment-5050 People with poor credit feel that it is difficult to get personal loans. However, there are many financial companies and banks that provide loans to bad credit applicants. Bad credit personal loans are generally sought<!--by persons who want to consolidate their loans.Some banks prefer to provide loans in an incremental order. First time customers are given loans ranging from $200 to $500, depending on their net income. You can get more about personal loans here, http://badcredits.awardspace.com/personalloans.htm These customers can later apply for loans up to $1,500. Loans of greater amounts can be fetched through secured personal loans. These loans are passed by taking your property or home as collateral-->The interest rates on secured loans are lower than unsecured loans. However, there is always the risk of losing your house or property if the loan is not repaid. People with poor credit feel that it is difficult to get personal loans. However, there are many financial companies and banks that provide loans to bad credit applicants. Bad credit personal loans are generally sought