The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
Episodes
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
The opinions voiced in this materi...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This information is not intended t...
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.
Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy!
Check out Sammy Rabbit below:
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.
This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners.
We talk...
The big question: "Where are we headed?"
A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery.
Here are some questions we discuss:
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.
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