Presentation is loading. Please wait.

Presentation is loading. Please wait.

CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client ------------------------ -- ------------------------ -- ------------------------ --

Published byErin Henderson Modified over 9 years ago

Similar presentations

Presentation on theme: "CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client ------------------------ -- ------------------------ -- ------------------------ --"— Presentation transcript:

1 CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ -- ------------------------ --

Download ppt "CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client ------------------------ -- ------------------------ -- ------------------------ --"

Similar presentations

Project Server 2010 is just an Application on SharePoint.

Project Server 2010 is just an Application on SharePoint.
What are these?. What is this? What are these?

What are these?. What is this? What are these?
WHY ADD FINANCIAL SERVICES TO YOUR PRACTICE? Presented by BlueChip Financial Advisors, LLP.

WHY ADD FINANCIAL SERVICES TO YOUR PRACTICE? Presented by BlueChip Financial Advisors, LLP.
www.creativefinancialdesign.com Creative Financial Design Registered Investment Advisor Since 1984 Blending the Art of Living with the Science of Financial.

Creative Financial Design Registered Investment Advisor Since 1984 Blending the Art of Living with the Science of Financial.
 Information about accounting careers  What is a CPA?  What do they do?  Where do they work?  What skills are needed to be a CPA?

 Information about accounting careers  What is a CPA?  What do they do?  Where do they work?  What skills are needed to be a CPA?
“State of Owner Readiness” © Survey Results 2013 Patrick C. O’Brien MBA, CEPA PNC Wealth Management EPI Board of Advisors © 2013 Exit Planning Institute.

“State of Owner Readiness” © Survey Results 2013 Patrick C. O’Brien MBA, CEPA PNC Wealth Management EPI Board of Advisors © 2013 Exit Planning Institute.
Remember to forget me. HTTP Logs Keep DNT=1 in logs and when/if all exemption covered use has been made – de-identify (IP=0.0.0.0, UA=ZZZ) – erase the.

Remember to forget me. HTTP Logs Keep DNT=1 in logs and when/if all exemption covered use has been made – de-identify (IP= , UA=ZZZ) – erase the.
“What happens to my financial aid if I withdraw from a class?” An Overview for Faculty and Staff Advisors.

“What happens to my financial aid if I withdraw from a class?” An Overview for Faculty and Staff Advisors.
LIVE IN L.A. Your all access pass to complete Wealth Management Navigator – Powered by Salesforce Bruce Plaskett, Vice-President, Dealer Services Achieving.

LIVE IN L.A. Your all access pass to complete Wealth Management Navigator – Powered by Salesforce Bruce Plaskett, Vice-President, Dealer Services Achieving.
1 Chapter 1: Introduction to Retirement Planning Retirement Planning and Employee Benefits for Financial Planners.

1 Chapter 1: Introduction to Retirement Planning Retirement Planning and Employee Benefits for Financial Planners.
Entrepreneurship in Finance. Benefits of Financial Services Career Independence Flexibility Unlimited Income Potential Rewarded for results and hard work.

Entrepreneurship in Finance. Benefits of Financial Services Career Independence Flexibility Unlimited Income Potential Rewarded for results and hard work.
SOURCES OF FINANCIAL ADVICE? Sources of financial advice Money Works: Level 2 Topic 2.

SOURCES OF FINANCIAL ADVICE? Sources of financial advice Money Works: Level 2 Topic 2.
São Paulo | Rio de Janeiro | Belo Horizonte | Natal Brasil Cross-Border Acquisition Deals André de Almeida.

São Paulo | Rio de Janeiro | Belo Horizonte | Natal Brasil Cross-Border Acquisition Deals André de Almeida.
Procurement, Materiel Management and Real Property Management Communities Role of the Strategic Management Advisor – Providing Strategic Advice to Clients.

Procurement, Materiel Management and Real Property Management Communities Role of the Strategic Management Advisor – Providing Strategic Advice to Clients.
Worksheet: Mapping your authorization and consent use cases to the UMA architecture 17 Aug 2014 Questions? Send mail to

Worksheet: Mapping your authorization and consent use cases to the UMA architecture 17 Aug 2014 Questions? Send mail to
THE HOOK UP: Refer clients to helpful resources. FINANCIAL AID If they don’t have their textbooks with them, ask if they need a book loan. Those are available.

THE HOOK UP: Refer clients to helpful resources. FINANCIAL AID If they don’t have their textbooks with them, ask if they need a book loan. Those are available.
FINANCIAL ADVISOR. Nature of the work In-person meeting Get clients Seek advice Working hours Work from office and/or home.

FINANCIAL ADVISOR. Nature of the work In-person meeting Get clients Seek advice Working hours Work from office and/or home.
1 CelloLeash Shiran Alush & Tal Franko Find the current location of your loved ones.

1 CelloLeash Shiran Alush & Tal Franko Find the current location of your loved ones.
How to manage risk effectively in your business www.ifa.org.uk Lee Hudson Regional Underwriting Manager, Hiscox 12.25 - 13.05.

How to manage risk effectively in your business Lee Hudson Regional Underwriting Manager, Hiscox
Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved.

Similar presentations

Ads by Google