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The Ethical Financial Advisor

01/03/2015 |

[dropcap background=”” color=”” circle=”0″]A[/dropcap]s you probably already know, being a financial advisor means practicing a certain degree of ethical behavior whenever you deal with your clients. However, it’s important to recognize how ethical behavior should guide you as a financial advisor. Being ethical is about more than being fair; it’s about how financial advisors like…

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The Importance of Simplicity

12/29/2014 |

[dropcap background=”” color=”” circle=”0″]S[/dropcap]implicity is an important part of any great speech. Without it, your audience will inevitably become confused and disengaged. No matter what type of audience you’re speaking to it should be your number one goal to create something that will be easily understood by each and every one of them.

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Offering a New Perspective on an Old Argument

12/27/2014 |

[dropcap background=”” color=”” circle=”0″]M[/dropcap]alcolm Gladwell is one of the great authors of our time, having produced time-tested books like Blink, Outliers, and The Tipping Point. What many people don’t know, however, is that Gladwell is also an incredible speaker. In his speech for TED about David and Goliath, Gladwell shows a viewpoint of the story…

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Do You Have a Plan for Personal Investment?

12/23/2014 |

[dropcap background=”” color=”” circle=”0″]N[/dropcap]o matter what you endeavor to do, success is much easier if you have a written plan. This is true when it comes to weight loss, buying a home, starting a business, and it’s definitely true when it comes to investment. It is too important to not have each step planned out…

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Creating an Attractive Presentation

12/09/2014 |

[dropcap background=”” color=”” circle=”0″]C[/dropcap]reating an attractive presentation is a great way to force yourself, as the speaker, to consistently stay on point and successfully drive your argument home to your audience. Many great speakers don’t use PowerPoint or other visuals, and are still compelling presenters because of their confidence and body language.

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Prepare For Anything and Everything

11/28/2014 |

[dropcap background=”” color=”” circle=”0″]A[/dropcap] strong argument is the top pillar of any great speech. Without great content, your speech is more than likely going to fall on deaf ears. Along with that strong argument, however, it’s also important that you’re able to combine it with the ability to thoroughly back up anything you say.

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Increasing Credibility Within Your Speech

11/26/2014 |

[dropcap background=”” color=”” circle=”0″]A[/dropcap]ristotle, the famous Greek philosopher, once said that there are three different modes of persuasion. Logic and emotion were the first two, but more important for our purposes is credibility. Establishing credibility is mandatory for a speaker. How do you gain credibility with your audience?

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What would it take a 25 year old to achieve financial freedom by 40?

11/21/2014 |

[dropcap background=”” color=”” circle=”0″]I[/dropcap]t would be very challenging for a 25 year old to achieve financial freedom at 40 by investing in the stock market. They would first need to make sure they had most of their assets in a diversified fund in the stock market to get maximum return. They would have to make…

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Evaluating Great Speakers

11/17/2014 |

[dropcap background=”” color=”” circle=”0″]W[/dropcap]hile all great speakers don’t present their speeches in exactly the same way, most of them include all of the primary pillars of a great speech. Specifically, those pillars are a strong argument, a clear benefit, powerful delivery, an attractive presentation, and an energetic ending.

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Principle 12: Stay invested

11/11/2014 |

[dropcap background=”” color=”” circle=”0″]S[/dropcap]tay invested. “Cool heads win in the end.” Valuation expert and financial analyst Andrew Stotz’s last investing principle is something that mature investors can live with. It’s as simple as staying invested for the long haul. A lot of people in my relatively young generation (a.k.a. the quarter-life crisis generation) have a…

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