LA úLTIMA GUíA A FINANCIAL EDUCATION

La última guía a financial education

La última guía a financial education

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The key thing that we keep advising our customers who are going through legacy modernization or a digital transformation journey is first of all to try and understand what is the whole scope of your transformation.

The final DOL fiduciary rule will set considerable amounts of money—and advisors—in motion, creating opportunities for well-positioned wealth managers.

Once you have the scope, then start thinking about within that scope, what are the capabilities or the products or the features that you have are not providing you with the value that you need.

It could be anything – so make sure that you choose one clearly and make it as vivid as possible in your mind so that you know exactly what it feels like to get there.

The first post about this was “Throw Away Your Vision Board.” After a quarter-million hits and much hate mail, I wanted to make sure that I had a thorough LOA understanding, so I read every book from the originators of the law in the late 1800s and became a certified “Advanced Practitioner of the Law of Attraction” by one of the authors of The Secret

It also improved the efficiency internally within the organization, where before, their staff had to review up to 200 pages of documentation. Now, a lot of the information is digitized, and it is processed automatically.

So if you’re facing something that’s challenging, then you may need to take some time to review what’s been done already and make sure that your plan will work.

Knowing your goals will act as a roadmap for your personal growth journey. And for this task, you only need to ask yourself The 3 Most Important Questions. 

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That is us entrusting our hard earned money to somebody else and trusting in their promise to be able to deliver value on our investments.

Maybe you chose to embrace kindness over selfishness (most of the time). At some point, you probably lost someone you loved along the way, so you found a way to cope with overwhelming emotions. All this causes personal growth.

Todavía conocido como crecimiento personal y mejoría personal, es una de las palabras de moda más importantes de nuestro tiempo.

Un oposición importante es afrontar los obstáculos y fracasos. En el camino del crecimiento personal, es posible que nos encontremos con obstáculos y fracasos. Es importante instruirse a enfrentar estos desafíos de manera positiva y constructiva.

To send message practice optimism, think about how something might turn out better than expected. Try to imagine the best-case scenarios or focus on the good things that may happen in the future.

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