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
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.
Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets of wisdom to stay mentally strong during such a tough career.
Recently I was lucky enough to do a podcast interview with one of them - Christine Teh:
🎙"Building Your Relationship with Money"
Christine is well known on LinkedIn, but if you haven't had a chance to connect with her - I recommend it.
You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always appreciate her positive attitude and spiritual views that you can feel from her v...
'PARENTING PROFESSIONALS OF LINKEDIN'
I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent.
Long story short, I walked in and out of a grocery store multiple times holding my daughter looking for my car keys...which were around my neck the whole time.
Lisa is a real breath of fresh air for LinkedIn as ...
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