Financial advisors can help you manage your finances and achieve your financial goals. Marietta has many firms that provide this service. Casey Smith, John Massey, as well as Yeomans Consulting Group, are just a few. They are skilled in helping clients to achieve their financial goals.
Casey Smith
Casey Smith is a certified Financial Planner who worked for Wise Wealth Management. His investment advisory practice is fee-only. That means he doesn’t get any commissions to sell financial products or invest. He is subject to a fiduciary duty of care.
Smith's work has been acknowledged in many areas. He was named the Cobb Chamber of Commerce's Small Business of the year and the Best Financial Planning Firm of Marietta. He has been quoted in several publications. He also hosts the Wiser Wealth Management Roundtable podcast which discusses financial plans.
John Massey
John Massey, a Marietta, Georgia financial advisor, has over 25-years of experience in financial services. Prior to joining Marietta Wealth Management, Massmutual, Qualified Plans, LLC, as well as Massmutual, Massey held various positions. He specializes in retirement plans services. He is also a CPA, and a member of American Society of Certified Public Accountants.
Yeomans Consulting Group
The Yeomans Consulting Group is a large financial advisory firm located in Marietta, Georgia. It manages regulatory assets in excess of $183.1M and has 1,322 accounts. The firm is in existence since 2012, and it is registered with SEC. The firm offers business owners succession planning as well as financial planning. The firm's financial advisors assist clients in creating and implementing financial plans, including retirement plans.
The firm employs 6 people. All of them are registered as researchers and investment advisers with state securities authorities. The financial advisors are paid a salary, with bonuses tied to their performance and firm growth objectives. A financial advisor must be able to care for prospective clients and walk them through the financial planning process. This position requires a bachelor's level of education, an S65 or S66 licensure, and insurance knowledge. They should also have knowledge of Microsoft Office Suite, Excel, CRM, and other software.
Truist Advisors
Truist Advisors in Marietta is a financial consulting firm with offices throughout Georgia. The firm employs 2,725 advisors and operates 3,415 locations. It has over $32 billion in assets and 126,886 customer accounts. Jonathan Brummel has been in the financial industry for more than 26 years and is a registered securities agent and investment advisor representative in the state of Georgia.
The following qualifications are required to become Truist Advisors' financial advisor in Marietta. The Truist Wealth team uses a combination of investment strategies including short and long-term purchases, trading, margin transactions, option writing, and fixed-income securities. Common and preferred stocks, mutual funds and ETFs are all options. Furthermore, the team follows a professional and ethical procedure.
FAQ
What does a coach do for life?
A life coach is a person who helps you live a happier and healthier life. They can help you set goals and create strategies to achieve them. They can also offer support and guidance during difficult times.
They're there for you whenever you need them, helping you plan for a wedding or providing career advice during a job interview.
A coach will not tell you what to do, but they will give you the tools and guidance you need to make better decisions.
Life coaches are very effective.
Life coaches help us understand who we are and what motivates them to help us achieve our goals. They can also help us overcome our obstacles and give us strategies to do so.
They allow us to set realistic goals and track our progress towards them.
Life coaching helps people become more self-aware, which allows them to make better decisions and know their own limitations. It helps people to improve their relationships and manage difficult situations.
Do I have to make a payment upfront?
You don't have to pay until you get your final bill.
Numerous life coaches don’t require any upfront fees, so you can start to reap the benefits of their expertise quickly and without spending anything.
If you decide to hire a coach to help you, you will need to agree on a cost before you can start your relationship.
How many clients should a Life Coach have?
The most important thing for you as a coach is to develop yourself. You must always strive to improve yourself. You'll be able to help others by learning from your mistakes.
Your goal is to build solid businesses by building strong foundations. To do this, you must first understand what makes you tick and how you operate best.
You will be able use the same motivators to motivate your employees and clients once you understand what motivates.
At least five to ten clients is a good goal, but you might have more clients if you do well.
Who could become a life coach
A life coach can be anyone, no matter their background or age.
It doesn't matter if you have any experience in other areas; what matters is your desire and ability to help others.
Most life coaches are trained at the university level and have completed postgraduate qualifications. There are many self-taught life coach out there.
What are some of the benefits of working with a life coach
A life coach can help you live a happier life by helping to achieve your goals, overcome obstacles, and change your habits so that you are more fulfilled.
A life coach can also help people improve their self-awareness, build trust, improve relationships, increase motivation, and maximize productivity.
A life coach can help you to thrive.
Are life coaches really worth it?
The simple answer is yes. There is no easy way to solve any problem. Coaching may be the best option if your goal is to make a long-lasting, positive impact in people's lives.
Coaching is about helping others to change. It requires a lot of hard work, but when it pays off, it feels incredible.
You'll learn how to make yourself a better person, and also how to help others grow.
You will feel empowered, strong, and your results last forever.
If you are wondering whether life coaching is right for you, here are some questions to ask yourself:
-
Do I feel confident enough in myself to make improvements in my life and know what it takes?
-
Am I willing to put in the effort required to succeed?
-
Are you able to make major changes in your life? Can I dream big dreams?
-
Do I want to improve my life?
-
What amount of time do I have for coaching?
-
What type of support do you need?
-
Is there an additional cost for becoming a life coach's client?
Statistics
- According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
External Links
How To
What is life coaching and therapy different?
Therapy is for those who are stuck and need support to move forward. Life coaching helps you get beyond where you are now and move towards the future you desire.
Life Coaching is based upon the belief that everyone has unlimited potential. It is not what skills you have, but how well you use those skills. These skills will make clients happier, healthier, wealthier, according to us.
We believe there's a significant difference between coaching and therapy. Therapy focuses on fixing problems, while coaching focuses on developing strengths.
Therapists are often focused on the symptoms of depression, anxiety, anger etc. while coaches concentrate on the strengths like resilience, optimism and confidence. Both of them focus on change.
Coaches, on the other hand, are trained to help people build their strengths. Therapists are trained to solve problems. When someone goes to counseling, they might feel down about themselves and believe that talking to another coach will help them feel better. This is false.
Coaches will ask clients questions to help them find the answers. For example, "What do you love doing?" Or, you could ask yourself "Who would it be without limitations?"
They don't try to tell clients what to do. Instead, they help them discover what makes them happy. In other words, they look at the whole person. - instead of focusing solely on the problem.
Life coaching is more effective than traditional therapies and it's also cheaper.
Therapy usually requires multiple sessions per week, for several months, or even years. A good therapist will charge between $50 and $100 per session. Therapy can cost thousands of dollars if you only require one session per month.
A life coach is only half the cost. They meet with you once a fortnight. Life coaching is affordable so many people can afford it.