Episode 10. What does it mean to be a financial advisor?

  • What to do before you start as a financial advisor?
  • Advice about what value you can provide clients?
  • What mindset you have to have to start a new business?
  • What qualities a financial advisor must quest to build a successful career?
  • How advisors are paid?
  • What is the difference between NET and GROSS pay?

Derek Tedrick
Forward Financial
tel: (403) 969-0330
email: derektedrick@gmail.com

Philosophy of retirement, what and how to achieve when you retire

This podcast is not about money

-Uncover the potential when you retire
-What is Philosophy of Retirement?
-What is Retirement Life Plan?
-How is the Retirement Life Plan related to a client’s financial plan?

During Gary’s 26 years in the financial services industry, Gary provided financial advice to thousands of clients. He came to recognize that many of these clients were in need not only of financial advice but non-financial advice as well.

Gary W. Poier, CFP
Email Gary at gary [AT] aspirepersonalachievement.com or call (403) 835-0615