A financial advisor can help you manage your money and reach your financial goals. There are several firms in Marietta that offer this service. A few of them include Casey Smith, John Massey, and Yeomans Consulting Group. They are experienced in helping clients reach their financial goals and achieve financial freedom.
Casey Smith
Casey Smith, a certified financial advisor, has been employed by Wise Wealth Management. His practice is a fee only investment advisory firm. He does not receive commissions for any sales of investments or financial products. He is expected to adhere to a fiduciary standard.
Smith has been recognized for his achievements in many areas. He was selected by the Cobb Chamber of Commerce as the Small Business of the Years and the Best Financial Planning Firm of Marietta. He has also been quoted in numerous publications and hosts the Wiser Wealth Management Roundtable, a podcast that discusses financial planning.
John Massey
John Massey has over 25 years' experience as a financial adviser in Marietta, Georgia. Prior to his current role with Marietta Wealth Management, Massmutual, Qualified Plans, LLC, was where he worked. He specializes in retirement plan services, including plan design, fiduciary oversight, investment advice, and participant education. He is also a CPA, and a member of American Society of Certified Public Accountants.
Yeomans Consulting Group
The Yeomans Consulting Group, a large financial advisory company located in Marietta (Georgia), is called the Yeomans Consulting Group. It oversees 1,322 client account accounts, and has regulatory assets totaling $183.1 Million. The firm has been in business since 2012 and is registered with the SEC. In addition to financial planning, the firm also offers succession planning for business owners. The firm's financial advisors work with clients to create and implement financial plans, including retirement plans.
Six people work for the firm, and all are registered as investment advisors or researchers with state securities authorities. Financial advisors are paid a monthly salary. Bonuses are linked to their performance as well as the company's growth objectives. A financial advisor must have the ability to assist clients with their financial planning needs. A bachelor's degree is required, as well as an S65/S66 license and insurance knowledge. They should also have knowledge of Microsoft Office Suite, Excel, CRM, and other software.
Truist Advisors
Truist Advisors is an advisory firm that specializes in financial planning. They have offices across the state. It has 2,725 advisors, and 3,415 locations. It is home to more than $32 million in assets and has 126,886 customer account. Jonathan Brummel is an experienced financial advisor and registered securities agent.
To become a Truist Advisors financial advisor in Marietta, you need to meet certain qualifications. Truist Wealth utilizes a mixture of investment strategies that include short-term and long-term investments, trading, margin transactions (option writing), and fixed-income securities. Common and preferred stock, mutual funds as well as ETFs, ETFs, options and bills are all possible investment products. The team also follows a professional and ethical process.
FAQ
What credentials do life coaches need?
A successful life coach must understand human nature, motivation, and psychology. They should also be able to see how people think and act, and understand what motivates them.
A life coach who is successful must have the ability to listen, communicate and provide counseling. Additionally, they must have the ability to motivate clients.
Finally, a successful life coach must be flexible enough to adapt his or her approach when necessary.
What are the life coaching benefits?
A life coach helps you live a better life by helping you achieve goals, overcome obstacles, change habits and become happier.
A life coach assists individuals in developing self-awareness. They also assist with improving relationships and motivation.
In short, a life coach helps you thrive!
Life coaches are very effective.
Life coaches help us understand who we are and what motivates them to help us achieve our goals. They can also help us overcome our obstacles and give us strategies to do so.
They enable us to set realistic goals for ourselves and track our progress towards these goals.
Life coaching helps people to become more aware of themselves and makes it easier for them to make better choices. It helps people to improve their relationships and manage difficult situations.
How many clients should a Life Coach have?
As a coach, the most important thing is to grow. It is important to learn and grow so that you are an expert on your own. You will always be available to assist others.
Your goal is to build solid businesses by building strong foundations. To do this, you must first understand what makes you tick and how you operate best.
Once you know your motivations, it will be easier to motivate team members and clients.
You want to have at least 5-10 clients, but if you're doing well, you may have 100+ clients.
What are the responsibilities for a life coach?
A life coach helps individuals achieve their personal goals. He/she provides education on how to improve your health, nutrition, fitness or work/life balance, as well as advice about career development and relationships.
Life coaches can also help clients to develop positive attitudes towards self improvement and set achievable goals.
The most important thing a life coach does is provide support and encouragement. Although they don't know all the answers, they can help you ask questions and find solutions.
They are there to assist you in making decisions and taking action towards achieving your goals.
Statistics
- 80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (leaders.com)
- According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
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How To
How is life coaching different from therapy?
Therapy is for people who have problems and need help to move forward. Life coaching helps you get beyond where you are now and move towards the future you desire.
Life Coaching is based on the belief that we all have unlimited potential and that our greatest asset is not the skills we possess but how well we use those skills. This belief can help clients become more successful, happier, and healthier.
We also believe that coaching and therapy are two different things. Therapy focuses only on fixing the problem, while coaching is about building your strengths.
Therapists may focus on symptoms such depression, anxiety or anger. While coaches will focus on strengths like resilience, optimism, confidence and self-awareness. Both are focused on change.
While therapists have the ability to correct problems, coaches are equipped to help build your strengths. Counselors often feel self-conscious and feel worse about themselves. They may believe that if they talk to another person, they will feel better. But, this is false.
Coaching is a way to get clients' answers. Ask, for example, "What are you passionate about?" Or, "What would you do if you had no limits?"
They don't try to tell clients what to do. They assist clients in discovering what makes them happy. In short, they're looking at the whole person - body, mind, spirit, emotions, relationships, finances, career, hobbies, etc. Instead of focusing only on the problem.
Life coaching has a second advantage: It's more cost-effective than traditional therapies.
Therapy is usually a series of sessions per week that last several months or years. A good therapist charges between $50-$100 per session. You could spend thousands on therapy if you only need one session per calendar month.
A life coach is only half the cost. They meet with you once a fortnight. Because life coaching costs less, it's affordable for many.