Thursday, November 29, 2018

Best Investment Advice from Jeff Dragon


When it comes to saving our money, we have choices. We can put it under the mattress or in the bank, or we can invest it. The experts usually suggest a combination of the latter two and always discourage the first option. Who are these experts? They are financial advisors whose job is to help their clients plan for their short and long-term financial goals. These include buying a home, paying for their children's education, and retirement.


 A financial advisor which provides investment, tax and insurance advice or services. Jeff Dragon as a finance Advisor spends a lot of time growing a   client base. The number of duties is performed and skills needed of advisor are:

·  Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.

·     Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to the client.

·   Decide how to build your practice by choosing your clients and the markets you want to pursue.

·        Solicit clients actively via telephone, mail, referrals, etc.

Skills:
In addition to a degree and license, financial advisors also need particular soft skills, personal characteristics that you won't learn through formal training but instead were born with or acquired through life experience. Here are the most important ones:
  • Active Listening: You must be able to listen to and understand your clients' financial goals.
  • Critical Thinking: To figure out how to help your clients meet their goals, your ability to evaluate all the data available is essential.
  • Reading Comprehension: It is necessary to understand documents that describe various financial instruments.
  • Verbal Communication: Excellent speaking skills allow you to clearly explain all the services available to clients.
  • Service Orientation: Financial advisors must want to help people plan for their futures is important.
How Advisor Works:
The process starts with assessing your current financial status. We leverage our unique financial health-check tool to evaluate your current financial health. Once we determine your financial status, we help you set key financial goals for life. Life goals can include saving for retirement, planning for children higher education, buying a house, repayment of past debt, international vacation. 

Based on your current financial status and desired goals to achieve, we partner with you throughout your journey to financial success. we prepare a plan and provide a direction on what you must do to meet your goals. This includes short term and long term assistance in the following key areas:


·       Drive Savings - Maximizing savings is key for financial success and we help you to improve your savings by optimal expenses management.

·  Informed Investments - Savings should be invested in the right products at right time. We provide unbiased guidance on the top investment options for your unique needs. We protect you from fraudulent investment products and misleading by financial agents and brokers.

·      Tax Planning - All your earnings, savings and investments are subject to income tax laws and we help in planning your income tax to reduce the tax burden.

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