tag:blogger.com,1999:blog-75205597673596050012024-03-13T09:32:13.267-05:00Money ConceptsMoney Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-7520559767359605001.post-23324972625259257272014-12-09T10:14:00.000-06:002014-12-09T10:14:00.914-06:003 Tax Tips to Help You Retire Overseas the Right Way<div class="MsoNormal">
<span style="font-family: Calibri; mso-ascii-theme-font: major-latin; mso-hansi-theme-font: major-latin;">After chasing and living the American dream,
more and more Baby Boomers are considering retiring overseas. According to
Travel Market Report, 3.3 million of America’s 78 million Baby Boomers say they
are interested in retiring abroad. It’s a growing trend that is motivated by
either the desire to develop a second home and financial situation or the need
for a lower cost of living to be able to retire early or retire without
working.<span style="mso-spacerun: yes;"> </span>In fact, approximately 7
million Americans file an expat tax return and millions more are no longer
required to file a U.S. tax return due to their reduced income.<o:p></o:p></span></div>
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<span style="font-family: Calibri; mso-ascii-theme-font: major-latin; mso-hansi-theme-font: major-latin;">If you find yourself in one of these two
boats, the good news is that retiring overseas is certainly possible and with
good planning, can be very rewarding.<span style="mso-spacerun: yes;">
</span>Sitting down with a tax and financial professional with experience in
international tax is the best first step.<span style="mso-spacerun: yes;">
</span>Making sure that your financial house is in order ensures that you will
experience the retirement of your dreams. Typically, at Money Concepts, we
start working with clients about 18-24 months before they move abroad to make
sure that they have their tax and financial worlds in order.<span style="mso-spacerun: yes;"> </span>The IRS especially targets U.S. expats with
additional reporting requirements and draconian penalties so we help our
clients make sure that they do not have to worry about any IRS surprises when
they are abroad.<o:p></o:p></span></div>
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<span style="font-family: Calibri; mso-ascii-theme-font: major-latin; mso-hansi-theme-font: major-latin;">Money Concepts advisor, Nick Hodges, CPA/PFS,
MBA, CFP, CGMA, shares the three tax tips he always talks through with
prospective expats:</span></div>
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<li><b style="text-indent: -0.25in;"><span style="font-family: Calibri; mso-bidi-font-family: Times;">Leave from the “right” state: </span></b><span style="font-family: Calibri; text-indent: -0.25in;">You could save a bundle on state income tax and
avoid future harassment from state authorities by making your overseas move
from a “no income tax” state. But you have to establish residency there <i>before
</i>you leave the U.S. There are nine “no income tax” states you can consider:
Florida, Alaska, Nevada, New Hampshire, South Dakota, Tennessee, Texas,
Washington and Wyoming. Move to one of these before you head overseas and you
can save significantly. </span></li>
<li><b style="text-indent: -0.25in;"><span style="font-family: Calibri; mso-bidi-font-family: Times;">What you need to disclose: </span></b><span style="font-family: Calibri; text-indent: -0.25in;">There are as many as six additional federal tax
disclosure forms when you move abroad. While these forms usually don’t change
your U.S. income tax amount, each form carries a minimum $10,000 per year
penalty if not correctly filed. </span></li>
<li><b style="text-indent: -0.25in;"><span style="font-family: Calibri; mso-bidi-font-family: Times;">Keep important documents safe and accessible: </span></b><span style="font-family: Calibri; text-indent: -0.25in;">Most of us keep our
important documents in a safe deposit
box or filing cabinet. But when you need
them abroad, consider scanning
and saving your files to a USB-
or thumb-drive. Alternatively,
you can employ a secure, online storage for your important documents and data,
which you can then access from anywhere in the world.</span></li>
</ul>
<span style="font-family: Calibri;">If you are considering retiring overseas,
make sure you have a firm grasp on your tax and financial situation, a strong
sense of adventure and adaptability, and the willingness to exchange some U.S.
comforts for the exotic offerings of foreign locations.</span><span style="font-family: Calibri;"> </span><br />
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<span style="font-family: Calibri; mso-ascii-theme-font: major-latin; mso-hansi-theme-font: major-latin;">For more information, we encourage you to
contact one of our financial advisors and take a look at the following
resources:<o:p></o:p></span></div>
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<ul>
<li><span style="font-family: Calibri;"><o:p> </o:p></span><a href="http://www.expatcfo.com/" style="font-family: Calibri; text-indent: -0.25in;">www.Expatcfo.com</a></li>
<li><span style="font-family: Calibri; text-indent: -0.25in;"> <a href="http://expatcfo.com/?p=151" target="_blank">56 Questions You Need to Ask Before You MoveAbroad</a></span></li>
<li><span style="font-family: Calibri; text-indent: -0.25in;"><a href="http://expatcfo.com/?p=182" target="_blank">How U.S. Expats Can Avoid the 13 Most Common Expat Tax Traps</a></span></li>
<li><span style="font-family: Calibri; text-indent: -0.25in;"><a href="http://expatcfo.com/?p=189" target="_blank">ExpatTax Lesson Learned from the Gorillas of Rwanda</a></span></li>
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<span style="font-family: Calibri; mso-ascii-theme-font: major-latin; mso-hansi-theme-font: major-latin;">Sources: <br />
Nick Hodges, CPA/PFS, MBA, CFP, CGMA<o:p></o:p></span></div>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-23037417383364856012014-09-25T10:02:00.000-05:002014-09-25T10:02:11.558-05:003 Reasons That Will Make You Rethink Your Need for Life Insurance<div class="MsoNormal">
<span style="font-family: Arial; mso-bidi-font-family: Arial;">When
was the last time you really thought about your life insurance policy or
reviewed your life insurance needs? Chances are, if you don’t live in the world
of wealth management like us, it’s probably been longer than you’d like to
admit or perhaps it’s never even been more than a fleeting thought. You know,
one of those, “I probably need to check into that soon”. Well, the reality is
that life insurance can often be misunderstood, misconceived or altogether
avoided, but when armed with the right information and resources, life
insurance becomes a valuable tool in your financial plan. <o:p></o:p></span></div>
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<a href="http://4.bp.blogspot.com/-F0MM8PqnMa8/VCQrnemDgtI/AAAAAAAAAHY/-fX2mNlwtA4/s1600/blog.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://4.bp.blogspot.com/-F0MM8PqnMa8/VCQrnemDgtI/AAAAAAAAAHY/-fX2mNlwtA4/s1600/blog.png" height="298" width="400" /></a></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">What
is the importance of having life insurance? It’s the peace of mind you get from
knowing your loved ones will be taken care of – it can pay off debts and loans,
help fund a child’s future education, or provide a steady source of income for
family members. And while many Americans see the value in life insurance, less
than half actually have life insurance policies – 95 million adult Americans to
be exact, according to industry research group LIMRA.<o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">If
you’re within that group, we want to provide you with three reasons why you
should rethink your decision and add a life insurance policy to your coverage:</span></div>
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<ol>
<li><span style="font-family: Arial; text-indent: -0.25in;"><b>Income Replacement.</b> This the most basic purpose of any life insurance
policy - replacing your annual income until the age you would have retired. When</span><span style="font-family: Arial; text-indent: -0.25in;"> you have lost your
ability to get out of bed and go to work, how will you survive without your income?
From here, you should be able to determine how much life insurance you need.</span></li>
<li><b style="font-family: Arial; text-indent: -0.25in;">Protecting and Taking Care of Loved Ones.</b><span style="font-family: Arial; text-indent: -0.25in;"> Consider whom you are leaving
behind and how they will be impacted by the loss of your income. Your spouse
and your children are the most important part of your life. It goes without
saying that you would do anything to ensure their comfort and safety.
Financially, you should be able to say the same.</span></li>
<li><b style="font-family: Arial; text-indent: -0.25in;">Tax-Free Wealth.</b><span style="font-family: Arial; text-indent: -0.25in;"> You have the ability to build up tax-free wealth that
you can use either during your lifetime or to be passed on to your heirs. If
you build a variable universal insurance policy correctly, you can use it as a
big Roth IRA. Post-tax money goes in, but the money grows tax-free and can
potentially be pulled out tax-free.</span></li>
</ol>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">“Life
insurance is a financial product like so many other financial products. It is
sold out of fear or need instead of out of good solid mathematics,” comments
Money Concepts Financial Planner, Christopher Puffer. “Take this into
consideration: Life insurance is the only investment vehicle that can guarantee
a sum of money to be available when the most critical bills are due.”<o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;"><br /></span></div>
<div class="MsoNormal">
<span style="font-family: Arial; mso-bidi-font-family: Arial;">Your
policy isn’t a gamble; it is a vital part of the economic plan to keep your
family financially secure. If you are underinsured, we strongly encourage you
to seek the financial protection you need today. Keep in mind the following
questions when determining your life insurance options: </span></div>
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<ul>
<li><span style="font-family: Arial; text-indent: -0.25in;">What is the need
for the insurance?</span></li>
<li><span style="font-family: Arial; text-indent: -0.25in;">How much do you
need?</span></li>
<li><span style="font-family: Arial; text-indent: -0.25in;">How long of a
term do you need on the policy?</span></li>
<li><span style="font-family: Arial; text-indent: -0.25in;">Explore your
options thoroughly. Don’t make price your only deciding factor!</span></li>
</ul>
<br />
<div class="MsoNormal">
<span style="font-family: Arial;">When life throws you a curve
ball, you want to be prepared for it. Be proactive and select a licensed
financial planner to serve as your trusted advisor now and in the years to
come.</span></div>
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<span style="font-family: Arial;">Sources:<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial;">Christopher Puffer,
Financial Planner<o:p></o:p></span></div>
<div class="MsoNormal">
<a href="http://www.lifehappens.org/"><span style="font-family: Arial;">http://www.lifehappens.org</span></a><span style="font-family: Arial;"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial;"><a href="http://www.limra.com/">http://www.limra.com</a></span></div>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com1tag:blogger.com,1999:blog-7520559767359605001.post-44735080164019794782014-07-22T16:16:00.000-05:002014-07-22T16:16:19.609-05:00Shredding for Colonial Fundraiser<div class="separator" style="clear: both; text-align: center;">
</div>
<span style="font-family: Arial, Helvetica, sans-serif;">On Saturday, July 19, Rob Moritz sponsored the Shredding for Colonial event benefiting the Chad/Courtney Bus Replacement Fund. This fund was created to replace a school bus lost after a tragic and fatal accident last summer. Here are the results: </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"> • 825 pounds of paper were shredded, which recycled will replace SEVEN TREES!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • Over $4,000 was raised.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • Money Concepts Headquarters matched $1000, for a total exceeding $5,000!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • Rob was interviewed LIVE for TWO different television stations.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • In addition, he was interviewed FOUR additional times.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • ALL FOUR Indianapolis Television stations ran the story on the late evening news!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Through this event, the Faithful Stewards of Money Concepts recycled approximately 5,225 lbs of recyclable paper. As a result, the following resources were conserved:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"> • 44 Trees</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • 993 Gallons of Oil</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • 18,288 Gallons of Water</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • 12,540 Kilowatt Hours of Energy </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> • 261 Cubic Yards of Landfill Space</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Congratulations to Rob and the Faithful Stewards team on a successful fundraising event!</span><br />
<br />
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<a href="http://3.bp.blogspot.com/-7af4L42Y2Jc/U87T5ChWGaI/AAAAAAAAAHI/WTdInpQyOGY/s1600/stewards.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://3.bp.blogspot.com/-7af4L42Y2Jc/U87T5ChWGaI/AAAAAAAAAHI/WTdInpQyOGY/s1600/stewards.jpg" height="83" width="400" /></a></div>
<br />Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-59958516086478137612014-07-13T12:00:00.000-05:002014-07-13T12:00:01.132-05:00Money Concepts: Building a Legacy of Financial Leadership for 35 Years and Counting<div class="normal">
Today, we reach a major milestone as we celebrate our 35<sup>th</sup>
anniversary. When Jack Walsh founded Money Concepts in 1979, he had a
mission<span style="color: #1a1a1a;"> to help financial advisors achieve success
with turnkey systems and procedures that offered </span><span style="background: white; color: #333333; mso-highlight: white;">holistic financial planning and
wealth management solutions. And while so many things have changed over the
last 35 years, there is one thing that has remained the same...our dedication
to Mr. Walsh’s original mission. Today, at the helm, driving the organization to
new heights is Jack’s son, Denis, who leads Money Concepts in the role of CEO. </span><o:p></o:p></div>
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<a href="http://3.bp.blogspot.com/-WwIweKAZWj4/U8JzmO2jprI/AAAAAAAAAGw/EPsK87qUGCQ/s1600/JPWalsh+and+Denis+Walsh4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://3.bp.blogspot.com/-WwIweKAZWj4/U8JzmO2jprI/AAAAAAAAAGw/EPsK87qUGCQ/s1600/JPWalsh+and+Denis+Walsh4.jpg" height="281" width="320" /></a></div>
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<span style="background-color: white; color: #333333;">From
inception, establishing a strong foundation of leadership that would leave a
lasting legacy has been a top priority for the Walshes. With this foundation,
Money Concepts has been able to provide thousands of nonproprietary independent
financial products and services to our advisors, which means success for our
clients, success for our representatives, and ultimately, ongoing growth for
our company. Today, we can proudly say there are more than 700 Money Concepts
Planning Centers throughout North America, Europe and the Pacific Rim.</span></div>
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<o:p></o:p></div>
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<br /></div>
<div class="normal">
<span style="background: white; color: #333333; mso-highlight: white;">One
of the most exciting</span><span style="color: #1a1a1a;"> and most gratifying
parts of this journey is the success our advisors have achieved. We were
created to help financial advisors. To witness their longevity, quality of work
and guidance they give their clients fills us with an overwhelming sense of
pride and accomplishment. We are honored to have them working with us and will
do everything in our power to maintain and earn the trust they have placed in
us. We also want to recognize the corporate staff for the quality effort they
put forth. We could not have reached this achievement without you.</span><o:p></o:p></div>
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<br /></div>
<div class="normal">
<span style="color: #1a1a1a;">“We are </span><span style="background: white; color: #333333; mso-highlight: white;">very proud of all of
our staff. They are a great group of people who are dedicated, hardworking and
enjoy what they do and it shows. The real key to our company culture is the
love we have for what we do and a respect for everyone we work with,” President
and CEO Denis Walsh said of his organization.</span><o:p></o:p></div>
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<br /></div>
<div class="normal">
Our goal over the next 35 years is to build the premier
independent financial planning and wealth management company in the world. We
want to build a firm that satisfies the needs of advisors today, and looks to
the future, positioning us at the cutting edge of technology, allowing us to
adapt as changes occur in the market. <o:p></o:p></div>
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<br /></div>
<div class="normal">
Executive Vice President Barry Dayley adds, “I believe as long
as you’re growing, you’re vibrant, you have fresh ideas, you are seeking
opportunities, you’re not just managing something, you’re really growing
something; you will not have reached your pinnacle – and we are far from that
now.”<o:p></o:p></div>
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Happy Anniversary, Money Concepts and here’s to many years to
come!<o:p></o:p></div>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-87634426315302362292014-05-08T10:20:00.000-05:002014-05-08T10:20:42.071-05:00Why We Need More Women In Investment [INFOGRAPHIC]<span style="font-family: Arial, Helvetica, sans-serif;">In a country where women are expected to control two-thirds of consumer wealth in the U.S. over the next decade and to become the recipients of the largest transference of wealth in our country’s history, it’s surprising to see the lack of women within the investment industry. Perhaps even more shocking, is the industry’s response to it.</span><div class="MsoNormal" style="text-indent: .5in;">
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<span style="font-family: Arial, Helvetica, sans-serif;">Let’s take a step back and get a sense for the role of women in the financial services arena. Within our industry, women make up only about 30 percent of the total populace of U.S. investment advisors. At hedge funds, women fill fewer than 20 percent of C-level positions. And at venture capital and private equity firms, only 13 percent are made up of females, who fill only 12 percent of C-level desks. </span><div class="MsoNormal" style="text-indent: .5in;">
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<span style="font-family: Arial, Helvetica, sans-serif;">This begs the question, where have all the investment women gone?</span><div class="MsoNormal" style="text-indent: .5in;">
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<span style="font-family: Arial, Helvetica, sans-serif;">Money Concepts financial advisor, Susan Sukys, weighed in on the topic, “The industry has historically been predominantly male, so there's a natural time delay for women entering the industry… The same evolution has been seen for physicians, attorneys and other professional, formerly male-dominated professions.” In many instances the world of financial services is still perceived as a scene out of Mad Men, a boys’ club of sorts. Financial advisor Rebecca Muller adds, “It’s a field that women typically are steered away from. I think it’s a cultural thing that is slowly being overcome.”</span><div class="MsoNormal" style="text-indent: .5in;">
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<span style="font-family: Arial, Helvetica, sans-serif;">Fortunately for us, Money Concepts advisors like Susan Sukys, Rebecca Muller and Cheryl Boyer have chosen the path of financial service in order to educate and empower clients to make the financial decisions that will help them live more enriched lives. “Women bring to this industry a natural tendency for nurturing relationships which is conducive to building effective and profitable client-financial planner relationships,” said Boyer. They encourage other women to join their ranks.</span><div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /><div style="text-align: center;">
<img border="0" src="http://2.bp.blogspot.com/-u7il5bHnlKg/U2ugXgHOINI/AAAAAAAAAGM/AYrDQgaPA-s/s1600/4257819552_910337ccc3_o.jpg" height="265" width="400" /></div>
</span><span style="font-family: Arial, Helvetica, sans-serif;"><br />What would it take for more to follow in their footsteps? Our advisors felt that if women were more knowledgeable about the profession and what it means to be a true financial planner, the more they would be drawn to be a part of it. Popular media often negatively spotlights the moneymaking side of the industry; but, there is a more holistic, sharing-of-information approach to this profession that supports clients in their goals, building their path to success personally, professionally and financially - and that is what needs to be seen. The more women who enter the field, the more role models will be created for young women to emulate and hopefully, over time, the balance on the scales will shift and the gender representation within the industry will be equalized.<br /><br />Sukys noted, “This field is immensely rewarding, but challenging. It is not for the faint of heart. You are an advocate and guide for individuals and families with financial goals, which ultimately can add significantly to their quality of life, not just in the present, but also for future generations. It's a privilege to partner with clients on these impactful goals, and you'll want to be prepared to shoulder that rewarding responsibility.” And if that’s not enough, Muller points out that the flexible work schedule allows financial advisors to enjoy an engaging and impactful career, while still being available to your family. So not only is a career as an advisor personally and professionally rewarding, it will also provide you and your family with the resources to do anything you want to. “The short answer - Join us and Just Do It!” she exclaims. </span><span style="font-family: Arial; font-size: 12.0pt; mso-ansi-language: EN-US; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-fareast-font-family: "MS 明朝"; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-fareast;"><br /></span>
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Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-65911580960468913592014-05-01T10:08:00.000-05:002014-05-08T10:23:29.161-05:00How Charitable Giving Pays Off<div class="MsoNormal">
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<a href="http://4.bp.blogspot.com/-ax_BBQX2_mU/U2uhWlzD80I/AAAAAAAAAGg/uOnlvc4UFY0/s1600/5056751407_37a66e7921_z.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://4.bp.blogspot.com/-ax_BBQX2_mU/U2uhWlzD80I/AAAAAAAAAGg/uOnlvc4UFY0/s1600/5056751407_37a66e7921_z.jpg" height="266" width="400" /></a></div>
<span style="font-family: Arial; mso-bidi-font-family: Arial;"><br /></span>
<span style="font-family: Arial; mso-bidi-font-family: Arial;">“We
make a living by what we get. We make a life by what we give.” – Wintston
Churchill<o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">At
Money Concepts, we offer our clients and customers holistic financial planning
and wealth management solutions that empower them to live more enriched lives.
In doing so, we encourage them to pay it forward and enrich the lives of others
through charitable giving. <o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">Imagine
if you transformed your thought process from earning money just to get by to
earning money to be a part of a bigger whole! This is the concept of “earning
to give.” <o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">One
of the key phrases Founder Jack Walsh stated in Money Concept’s formation was
that "our education teaches us how to earn a living, not what to do with
it". We all have our own respective situations and the ability to give or
spend as we see fit. Making charitable giving a regular part of a budget can be
an empowering teaching tool and justification of what we were meant to do in
life. By simply showing the reduction of arbitrary or wasteful spending that
has no real value, and turning it into a giving stream that saves lives, or
helps deliver a life experience can not only change the receiver, but also the
giver. It helps bring a perspective into your life that is often times
lacking. <o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">If
you want to incorporate charitable giving into your financial plan, the first
step is to take the first step. Make the decision to prioritize it within your
budget. Review what your current spending habits are and where your money goes.
Usually, you will find multiple ways to create money to reallocate in your
monthly budgeting. If you’re having trouble with this process, speak with your
financial planner. “[We] are in the business to truly help others, not only
from a financial planning perspective, but also to help discover how we can all
have a better life, which includes charitable efforts,” noted Money Concepts financial
advisor John Hathaway. <o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">The
next step is to do a self-evaluation on what is important to you and align
yourself with a charity or organization that you will be proud supporting. You
can’t give to every charity, but find one or two that ideologically and
philosophically align with yours. Probably the best advice when it comes to
giving is not to get involved with charities for the sole purpose of exposure
or to be a part of anything that acts in an unauthentic way. You will do
yourself a disservice and you will not gain the full life experience that
awaits you unless your intention is pure. <o:p></o:p></span></div>
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<span style="background: white; color: #222222; font-family: Arial; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">Money Concepts
strives to be a prime example of “earning to give” through its yearly
tradition <i>Spring of Love</i>. During May and June Money Concepts
allocates 1% of its gross income to various charities like Folds of Honor, St.
Jude’s Hospital and Make A Wish Foundation. It is our mission to help foster
and assist charities in the communities where our advisors are. Money Concepts
financial advisor Craig Sutherland has supported St. Jude Children's Research
Hospital for almost 20 years and has even founded the "Money Concepts
Classic,” a local charity golf event. John Hathaway helps contribute to Early
Childhood Education and Wellness and Cherish the Children, a statewide effort
to help children and families in need of financial assistance.</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
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<span style="font-family: Arial; mso-bidi-font-family: Arial;">Sutherland
adds, “At some point, everyone will face a situation or make a decision on what
is most important or meaningful in their life. In that moment, there is a clear
realization that you have the ability to change the world. No matter, great or
small, you can be a part of something great.”<o:p></o:p></span></div>
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start earning to give?</span><span class="MsoCommentReference"><span style="font-family: Cambria; font-size: 9.0pt; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: "MS 明朝"; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-fareast; mso-hansi-theme-font: minor-latin;"></span></span><br />
<br />
<br />
<span style="font-family: Arial;">Major Contributions by:</span><br />
<span style="font-family: Arial;">Craig Sutherland</span><br />
<span style="font-family: Arial;">John Hathaway</span><br />
<span style="font-family: Arial;"><br /></span>
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Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com2tag:blogger.com,1999:blog-7520559767359605001.post-42104179689192573082014-04-24T10:00:00.000-05:002014-04-24T10:01:52.536-05:00The 3 Things Every Financial Advisor Needs in a Partnership<div class="normal">
<span style="font-family: Arial, Helvetica, sans-serif;">As a financial advisor, your first priority is helping guide
your clients on a clear and coherent path to financial success. As an
entrepreneur, you want to grow your business and expand your reach. At Money
Concepts, we understand these needs, and our mission is to be the partner you
choose to help you reach these goals. We do that by offering you these 3
things:<o:p></o:p></span></div>
<div class="normal">
<br /></div>
<div class="normal" style="margin-left: .5in; mso-list: l0 level1 lfo1; text-indent: -.25in;">
<!--[if !supportLists]--><span style="font-family: Arial, Helvetica, sans-serif;"><span style="mso-list: Ignore;">1)<span style="font-size: 7pt; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;">
</span></span><!--[endif]--><b style="mso-bidi-font-weight: normal;">Entrepreneurial
independence</b>. A vital part of Money Concepts’ partnership is the complete
independence you have when it comes to your business. We exist to supplement
your resources, not buy out your hard work, by giving you a large selection of
proven tools and techniques for success. You’ve put the time into building your
brand. Our advisors are able to continue working with us under their own brand.<o:p></o:p></span></div>
<div class="normal" style="margin-left: .5in;">
<b style="mso-bidi-font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span></b></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Barry Dayley, CFP, Executive Vice President explains, “Money Concepts was
built on entrepreneurial ideas, and that’s one of the attractive points. That
entrepreneurial spirit is alive and well.” Structured flexibility is a large
part of how we approach our relationship with our advisors. We offer a wide
variety of tested and proven tools, but our partners enjoy full autonomy in how
they choose to apply these programs and ideas. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span><br />
<div class="normal" style="margin-left: .5in;">
<br /></div>
<div class="normal" style="margin-left: .5in; mso-list: l0 level1 lfo1; text-indent: -.25in;">
<!--[if !supportLists]--><span style="font-family: Arial, Helvetica, sans-serif;"><span style="mso-list: Ignore;">2)<span style="font-size: 7pt; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;">
</span></span><!--[endif]--><b style="mso-bidi-font-weight: normal;">A strong support
system.</b> We operate by the phrase “You’re in business <i style="mso-bidi-font-style: normal;">for</i> yourself, not <i style="mso-bidi-font-style: normal;">by</i>
yourself.”<span style="mso-spacerun: yes;"> </span>As an independently owned
Broker Dealer, we believe our partners need independence but also
encouragement. We are constantly seeking to learn how our programs and
instruments can be developed to better serve our financial family’s needs. No
matter if you’ve been working with Money Concepts for two days, two years, or
twenty years, your voice will always be heard. We operate with a culture of
trust and cooperation, and our advisors are a valued part of our corporate
family. We care about the people we work with, not the numbers. <o:p></o:p></span></div>
<div class="normal">
<br /></div>
<div class="normal" style="margin-left: .5in;">
<span style="font-family: Arial, Helvetica, sans-serif;">Partnering with Money Concepts also
gives you the financial professional, access to an incredible network of fellow
advisors, and the ability to both share your experience and learn from others’
successes. As a member of our team, you’ll have access to conferences and
meetings that are focused around Money Concepts advisors, rather than a home
office agenda. <o:p></o:p></span></div>
<div class="normal">
<br /></div>
<div class="normal" style="margin-left: .5in; mso-list: l0 level1 lfo1; text-indent: -.25in;">
<!--[if !supportLists]--><span style="font-family: Arial, Helvetica, sans-serif;"><span style="mso-list: Ignore;">3)<span style="font-size: 7pt; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;">
</span></span><!--[endif]--><b style="mso-bidi-font-weight: normal;">Open
communication</b>. There is no chain-of-contact for your needs or ideas.
Communication is a vital part of the financial advisor’s job, and we value
communication with our partners.<span style="mso-spacerun: yes;"> </span>Our
advisors have valuable thoughts and experiences, and their contributions are
always fully considered. We want to be the leader in our niche, and as such we
want to have an ever growing and changing list of the most up-to-date financial
planning systems. This is only capable with the expertise of our advisors, who
are always encouraged to bring forward their suggestions.<o:p></o:p></span></div>
<div class="normal">
<br /></div>
<div class="normal">
<span style="font-family: Arial, Helvetica, sans-serif;">We don’t just talk the talk, we walk the walk. Allen Porter,
Vice President of Marketing and Business Development finds that “until they’ve
experienced it, it’s just words on a brochure, and the thing that [financial
advisors] are most pleased about is that they’re experiencing what we told them
they’d get.<span style="mso-spacerun: yes;"> </span>This among many other
reasons is why 40% of our advisors have placed their trust in Money Concepts
for 20 plus years.” <o:p></o:p></span></div>
<div class="normal">
<br /></div>
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<span style="font-size: 11pt; line-height: 115%;"><span style="font-family: Arial, Helvetica, sans-serif;">We’re
a firm that was built by entrepreneurs, for entrepreneurs, and that focus is on
an open atmosphere for those who have a mindset to grow. If you are a financial
advisor looking for the next step in serving your clients, consider making
Money Concepts your partner, and experience what we can do for you. </span></span><!--EndFragment-->Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-81331475426871363242014-04-10T10:37:00.000-05:002014-04-10T10:37:11.339-05:00Real Wealth: What is it?<div class="MsoNormal">
<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Contrary to popular belief, financial wealth is not just
about earning a large income, wearing expensive clothes, driving fancy cars, or
owning a large home. Financial experts describe wealth as based on one’s
ability to have enough assets to maintain their current standard of living
after retirement. In addition, wealth is linked to their ability to regularly
make charitable donations and eventually, build a legacy to improve the lives
of their children and grandchildren. </span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
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<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-qB2vffIJlW4/U0a41j8SORI/AAAAAAAAAFM/e9j--kme7d4/s1600/Lifes+Two+Great+Risks.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://1.bp.blogspot.com/-qB2vffIJlW4/U0a41j8SORI/AAAAAAAAAFM/e9j--kme7d4/s1600/Lifes+Two+Great+Risks.png" height="280" width="400" /></a></div>
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<a href="http://4.bp.blogspot.com/-yu3-Ad-2FnQ/U0a49TnZuAI/AAAAAAAAAFU/UTYXGZaXCg4/s1600/WORK+LIFE+EARNINGS.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://4.bp.blogspot.com/-yu3-Ad-2FnQ/U0a49TnZuAI/AAAAAAAAAFU/UTYXGZaXCg4/s1600/WORK+LIFE+EARNINGS.png" height="287" width="400" /></a></div>
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Despite the U.S. being quantifiably one of the richest
countries in the world, many Americans have little knowledge of how to
effectively manage their assets prior to retirement. Consider this, at age 65,
statistics show only 19 out of 100 people are financially independent, while 46
out of every 100 are dependent on their children or other resources to maintain
their standard of living. Even more alarming is 15 of the 100 will be living <i style="mso-bidi-font-style: normal;">below</i> the poverty level established by the
government. And while most of us were taught how to make a living, very few
people have learned how to save their money, let alone how to increase their
savings thru various investment opportunities.</span></div>
<div class="MsoNormal">
<span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">So how do you overcome the potential roadblocks to financial
success and create wealth? The first step is find a trustworthy and well
educated financial advisor to serve as your guide. Together you can
create a roadmap to success that will account for typical hurdles like the ever
rising cost of living and taxes, which can be one of the largest contributors
to the erosion of your wealth if not managed appropriately. Top advisors
not only make recommendations on investment opportunities, they also help you
plan for major life occurrences like buying a home, having children, college
funds, retirement, etc.</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
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<a href="http://3.bp.blogspot.com/-_1UEQgZiTbU/U0a5Gaq1H2I/AAAAAAAAAFc/SlxJSVBRluw/s1600/BUYING+POWER.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://3.bp.blogspot.com/-_1UEQgZiTbU/U0a5Gaq1H2I/AAAAAAAAAFc/SlxJSVBRluw/s1600/BUYING+POWER.png" height="292" width="400" /></a></div>
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<a href="http://2.bp.blogspot.com/-8VyoT1rLNBM/U0a5aAPQm1I/AAAAAAAAAFk/tQUjFX-EkaU/s1600/COST+OF+LIVING.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://2.bp.blogspot.com/-8VyoT1rLNBM/U0a5aAPQm1I/AAAAAAAAAFk/tQUjFX-EkaU/s1600/COST+OF+LIVING.png" height="300" width="400" /></a></div>
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Today’s investor has access to more information than ever.
They also must find a way to cut through the “noise”. Compare how the investor
faired against the S&P 500. According to Dalbar, from 1993-2013 the
investor averaged a 4.25% return while the S&P 500 enjoyed 9.14%. Let’s
face it, investing is hard and even harder when you go it alone.<span style="mso-spacerun: yes;"> </span>“The investor’s chief problem–and even his
worst enemy–is likely to be himself,” said Benjamin Graham, a legendary
American investor, scholar, teacher and author. In order to make the most of
your investments and your future, ongoing financial coaching and guidance is an
absolute must.</span></div>
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<span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Don’t become your own biggest roadblock to wealth. Seek
guidance from a financial advisor today and begin creating your own roadmap to
financial success and true wealth.</span></div>
<div class="MsoNormal">
<span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Written by:</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
<div class="MsoNormal">
<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Denis Walsh</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">CEO</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial; font-size: 11.5pt; mso-bidi-font-family: Arial;">Money Concepts International</span><span style="font-family: Times; font-size: 10.0pt; mso-bidi-font-family: "Times New Roman";"><o:p></o:p></span></div>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-13568436041087835902013-10-15T11:13:00.002-05:002013-10-15T11:15:49.288-05:00Coffee with the Coach-Ohio<br />
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<a href="http://2.bp.blogspot.com/-rqonZW2x6kc/Ul1pZLOzHAI/AAAAAAAAAEY/Qt6myh4tg2w/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://2.bp.blogspot.com/-rqonZW2x6kc/Ul1pZLOzHAI/AAAAAAAAAEY/Qt6myh4tg2w/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br />
<br />
BIG VISION - BIG IDEAS - BIG RESULTS<br />
<hr />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include<br />
<dir><dir>Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training <br /> Simplified Business Planning</dir><dir><br />
<a href="https://cwtc111313.eventbrite.com/" target="_blank">REGISTER HERE</a></dir></dir>Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-88720551678018780082013-10-07T08:05:00.002-05:002013-10-07T08:05:25.596-05:00COFFEE WITH THE COACH-Texas<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-exQd5vE4TBg/UlKxR0YBRmI/AAAAAAAAAD0/jrxcGzHX3no/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://1.bp.blogspot.com/-exQd5vE4TBg/UlKxR0YBRmI/AAAAAAAAAD0/jrxcGzHX3no/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
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Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br />
<h3>
BIG VISION - BIG IDEAS - BIG RESULTS</h3>
<hr />
<br />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br />
<br />
Topics include<br />
<dir>
<dir>
Building A 100% Referral Business <br />
Creating A Unique Client Experience <br />
Making Client Service Sell <br />
Staffing & Training <br />
Simplified Business Planning</dir>
</dir>
<a href="https://cwtc110813.eventbrite.com/" target="_blank">REGISTER HERE</a>Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-48571771642400985302013-10-03T16:38:00.004-05:002013-10-07T12:06:02.321-05:00<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-yRQJeuEo-eg/Uk3i5Jt7IBI/AAAAAAAAADo/0Ud9Y7hq_us/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://1.bp.blogspot.com/-yRQJeuEo-eg/Uk3i5Jt7IBI/AAAAAAAAADo/0Ud9Y7hq_us/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
COFFEE WITH THE COACH - Michigan<br />
<h1>
<span style="font-size: x-small;">Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br /><br /> BIG VISION - BIG IDEAS - BIG RESULTS<hr />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include</span><dir><dir><span style="font-size: x-small;">Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training </span></dir><dir><span style="font-size: x-small;">Simplified Business Planning</span></dir><dir><span style="font-size: x-small;"></span></dir><dir><a href="https://cwtc102213.eventbrite.com/" target="_blank"><span style="font-size: large;">Register Here</span></a></dir></dir></h1>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-49573991508676209612013-10-03T16:36:00.004-05:002013-10-07T12:05:39.844-05:00<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-yRQJeuEo-eg/Uk3i5Jt7IBI/AAAAAAAAADk/2lsHchxkjHY/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://1.bp.blogspot.com/-yRQJeuEo-eg/Uk3i5Jt7IBI/AAAAAAAAADk/2lsHchxkjHY/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
<br />
COFFEE WITH THE COACH - Connecticut<br />
<br />
<h1>
<span style="font-size: x-small;">Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br /><br /> BIG VISION - BIG IDEAS - BIG RESULTS<br /><hr />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include</span><dir><dir><span style="font-size: x-small;">Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training </span></dir><dir><span style="font-size: x-small;">Simplified Business Planning</span></dir><dir><span style="font-size: x-small;"></span></dir><dir><a href="https://cwtc101713.eventbrite.com/" target="_blank"><span style="font-size: large;">Register Here</span></a></dir></dir></h1>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-28381937835283820202013-10-03T08:44:00.004-05:002013-10-07T12:06:31.748-05:00<div class="separator" style="clear: both; text-align: center;">
<a href="http://4.bp.blogspot.com/-j5h7SssAhZo/Uk1y2EHW3fI/AAAAAAAAADY/wlPLmyqKky0/s1600/lunch+with+the+coach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="113" src="http://4.bp.blogspot.com/-j5h7SssAhZo/Uk1y2EHW3fI/AAAAAAAAADY/wlPLmyqKky0/s320/lunch+with+the+coach.png" width="320" /></a></div>
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LUNCH WITH THE COACH - Saint Louis, MO<br />
<h1>
<span style="font-size: small;">Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br /><br /> BIG VISION - BIG IDEAS - BIG RESULTS<br /><hr />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include</span><dir><dir><span style="font-size: small;">Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training </span></dir><dir><span style="font-size: small;">Simplified Business Planning</span></dir><dir></dir><dir><a href="http://stllunchcoach.eventbrite.com/" target="_blank"><span style="font-size: large;">Register Here</span></a></dir></dir></h1>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-89617242846439315952013-10-03T08:41:00.000-05:002013-10-03T08:42:46.760-05:00<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-j5h7SssAhZo/Uk1y2EHW3fI/AAAAAAAAADU/ZBKRzelTSfo/s1600/lunch+with+the+coach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="113" src="http://1.bp.blogspot.com/-j5h7SssAhZo/Uk1y2EHW3fI/AAAAAAAAADU/ZBKRzelTSfo/s320/lunch+with+the+coach.png" width="320" /></a></div>
<h1>
LUNCH WITH THE COACH - Springfield, MO</h1>
<span style="font-size: small;">Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br /><br /> BIG VISION - BIG IDEAS - BIG RESULTS</span><hr />
<span style="font-size: small;">
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include</span><br />
<h1>
<dir><dir><span style="font-size: small;">Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training </span></dir><dir><span style="font-size: small;">Simplified Business Planning</span></dir><dir><span style="font-size: small;"></span></dir><dir><a href="http://springfieldmolunchcoach.eventbrite.com/" target="_blank">Register Here</a></dir></dir></h1>
Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-20322041394016834742013-10-02T12:17:00.000-05:002013-10-02T12:17:01.986-05:00COFFEE WITH THE COACH-Georgia<div class="separator" style="clear: both; text-align: center;">
<a href="http://2.bp.blogspot.com/-D7OI0AnrPh0/UkxUpXUp8dI/AAAAAAAAADE/-wTq4AcIdZQ/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://2.bp.blogspot.com/-D7OI0AnrPh0/UkxUpXUp8dI/AAAAAAAAADE/-wTq4AcIdZQ/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br /><br /> BIG VISION - BIG IDEAS - BIG RESULTS<br /><br />
<hr />
<br /> Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br /><br /> Topics include<br />
<dir><dir>Building A 100% Referral Business <br /> Creating A Unique Client Experience <br /> Making Client Service Sell <br /> Staffing & Training <br /> Simplified Business Planning</dir></dir><a href="https://cwtc110413.eventbrite.com/" target="_blank">Register Here</a>Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-28162203541878408212013-10-01T16:25:00.000-05:002013-10-01T16:25:43.213-05:00COFFEE WITH THE COACH-Maryland<br />
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<div class="separator" style="clear: both; text-align: center;">
<a href="http://3.bp.blogspot.com/-i-ePw8Cp2UM/Uks9jroYchI/AAAAAAAAAC0/cOV0snBp-8s/s1600/CoffeeWithTheCoach.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="103" src="http://3.bp.blogspot.com/-i-ePw8Cp2UM/Uks9jroYchI/AAAAAAAAAC0/cOV0snBp-8s/s320/CoffeeWithTheCoach.png" width="320" /></a></div>
Join one of America's leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.<br />
<br />
BIG VISION - BIG IDEAS - BIG RESULTS<br />
<br />
<hr />
<br />
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.<br />
<br />
Topics include<br />
<dir>
<dir>
Building A 100% Referral Business <br />
Creating A Unique Client Experience <br />
Making Client Service Sell <br />
Staffing & Training <br />
Simplified Business Planning</dir>
</dir>
<a href="http://cwtc103113.eventbrite.com/" target="_blank">Register Here</a> Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0tag:blogger.com,1999:blog-7520559767359605001.post-30401123266307817172013-09-26T09:36:00.000-05:002013-09-26T09:36:40.020-05:00Benefit Planning, Inc. Joins Money Concepts®<h1>
Benefit Planning, Inc. Joins Money Concepts® </h1>
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<h2>
Money Concepts International Inc. and Money Concepts Capital Corp. announces their new partnership with Benefit Planning, Inc. of Shelbyville, KY, who has been actively working with federal and postal employees to enhance their understanding of their government package. </h2>
<a href="http://www.prweb.com/releases/moneyconcepts/benefitplanning/prweb11159133.htm" target="_blank">Click Here for Press Release</a>Money Conceptshttp://www.blogger.com/profile/10872127109563163587noreply@blogger.com0