Posts Tagged ‘planners’
Financial Planning : What Is Personal Financial Planning?
Personal financial planning is financial planning for an individual or a couple, as opposed to the type of planning that is done for a corporation. Find out how financial planners help their clients to use the tools that are available with help from a financial strategist and consultant in this free video on financial planning.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:4:9
Financial Planning : What Is a Personal Banker?
A personal banker is a person who will work in a financial institution and examine an individual’s selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:58
Financial Planning : Understanding Working Capital Management
Working capital is a ratio of short-term liabilities and short-term income, and it’s the capital that a company needs to work with on an ongoing basis. Find out how working capital is used to pay for daily operations with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:31
Financial Planning : How to Become a Money Manager
In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:42
Financial Planners : What It Takes to Be a Financial Planner
In order to be a financial planner, a person needs patience and a desire to assist other people in obtaining his goals. Find out how to ask questions and make a great career out of financial planning with help from a specialist in financial services in this free video on financial planners.
Expert: William Rae
Contact: www.hbwfl.com
Bio: William Rae has been licensed in the insurance and financial fields for over 30 years.
Filmmaker: Christopher Rokosz
Duration : 0:2:11
Financial Planning : How to Calculate Retirement Income
It can be difficult to calculate retirement income because it’s hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in this free video on financial planning and retirement.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:4:10
Careers in Financial Planning : Average Salary of a Financial Planner
The average salary of a financial planner usually corresponds with the salaries of the clients that they work alongside. Find out how financial planners can expect to make varying salaries based on their relative location with help from a financial strategist and consultant in this free video on salaries for financial planners.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:2:18
Financial Planning : About Financial Planner Secrets
One major financial planner secret is to ignore financial advice that is given by people on television, because it doesn’t always have the viewer’s best interests at heart. Discover why financial planning should be considered to be more of a process than an event with help from a financial strategist and consultant in this free video on financial planning.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:3:44
Financial Planning : How to Become a Commodities Broker
A commodities broker is different from a stockbroker, and a commodities trading house is needed in order to sponsor someone to take the series 3 examination. Learn about the training that occurs in a commodities brokerage house with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:44
Financial Planning : Understanding a Cash Flow Statement
In order to understand a cash flow statement, a person must understand what their gross income is, what their take-home pay is and how they can calculate their average cash flow. Look for trends in credit card balances with help from a financial strategist and consultant in this free video on financial planning and cash flow statements.
Expert: Ted Schmidt
Contact: www.flgus.com
Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville.
Filmmaker: Dimitri LaBarge
Duration : 0:3:17