Financial advisors can help you manage your finances and achieve your financial goals. Marietta is home to several firms that offer this service. A few of them include Casey Smith, John Massey, and Yeomans Consulting Group. They are experts in helping clients achieve financial freedom and reaching their financial goals.
Casey Smith
Casey Smith works as a certified financial planning expert for 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 subject to a fiduciary duty of care.
Smith's work has been acknowledged in many areas. He was named one of the Top 20 ETF innovators in the United States, the Cobb Chamber of Commerce's Small Business of the Year, and the Best Financial Planning Firm in Marietta, Georgia. He is also quoted in many publications. He hosts the Wiser Wealth Management Roundtable podcast, which discusses financial planning.
John Massey
John Massey has over 25 years' experience as a financial adviser in Marietta, Georgia. Prior to his current role at Marietta Wealth Management, he held positions at Qualified Plans, LLC, and Massmutual. He specializes on retirement plan services including plan design, fiduciary supervision, investment advice, participant education, and plan design. He is also a CPA and a member of American Society of Certified Public Accountants.
Yeomans Consulting Group
The Yeomans Consulting Group in Marietta, Georgia is a large financial consulting firm. It has 1,322 client accounts and manages $183.1 million in regulatory assets. The firm has been in business since 2012 and is registered with the SEC. The firm offers business owners the option of succession planning. Financial advisors from the firm help clients create and implement financial plans.
The firm employs 6 people, all of whom are registered investment advisers and 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 be capable of assisting potential clients and guiding them through the financial planning process. You will need to have a bachelor’s degree, an S65, S66, or insurance license in order to be qualified for this role. They should also have knowledge of Microsoft Office Suite, Excel, CRM, and other software.
Truist Advisors
Truist Advisors is a financial advisory firm in Marietta, Georgia, with offices throughout the state. The firm employs 2,725 advisors and operates 3,415 locations. It owns assets worth more than $32Billion and serves 126,886 customers. Jonathan Brummel, a registered agent for securities and an investment advisor representative in Georgia, has been in the financial sector for more than 26 year.
The following qualifications are required to become Truist Advisors' financial advisor in Marietta. Truist Wealth uses a variety of investment strategies, including trading, margin transactions and option writing. Common and preferred shares, mutual funds ETFs options, notes, bills, and ETFs all make up the investment portfolio. The team also follows a professional and ethical process.
FAQ
Are life coaches worth the effort?
The answer is simple. You can't find an easy solution to any problem if you want to. Coaching is a great way to make a positive, long-lasting impact on the lives of others.
Coaching is about helping others make positive changes. It can be hard work, but it is rewarding when it pays off.
You can learn to be a better individual and help others.
You will feel empowered, strong, and your results last forever.
These are the questions to ask yourself if life coaching might be right for you.
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Are I able to know myself enough to make positive changes in my own life?
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Can I be willing to work hard to achieve my goals?
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Do I believe I can make big changes in my life? Can I dream big dreams?
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Do I want to improve my life?
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How much time can I devote to coaching?
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What type of support do you need?
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Are there any hidden costs involved in becoming a client of a life coach?
What is the difference between counseling and life coaching?
Counseling assists clients in resolving personal issues, while Life Coaching helps them improve their skills for all aspects of life.
Counseling is an individual service, where you meet with someone who helps you solve particular problems.
Life Coaching is a group service that allows you to meet up with other peers and help them grow as individuals.
Most life coaching can be done online or over the phone, while counseling is done face-to–face.
Life coaching is typically focused on building skills and positive habits to achieve your goals and dreams. Counselors often focus on solving current issues.
Counseling is different from life coaching in that counselors deal with problems, while life coach help you to move beyond them and create a life that is fulfilling.
How many clients should a life coach have?
For you to be a good coach, it is important that you develop yourself. To be a coach, you must learn as much as you can and become an expert about yourself. You will always be available to assist others.
You want to create a solid foundation for your business. First, understand your unique personality and how you work best.
Once you know your motivations, it will be easier to motivate team members and clients.
It is important to have at most 5-10 clients. However, if your business is doing well, you may have over 100 clients.
Life coaches are very effective.
Life coaches are useful because they can help us understand our motivations, and show us how to achieve them. You can also learn strategies to overcome obstacles.
They enable us to set realistic goals for ourselves and track our progress towards these goals.
Life coaching assists people in developing self-awareness. This allows them to better understand themselves and make better decisions. It also helps people improve their relationships and deal effectively with difficult situations.
What are the steps for life coaching?
Life coaching does not only help people find solutions to their problems. Instead, it helps them find what interests and passions they have so they can turn these passions into a positive influence in their lives.
Coaching can help you find what is most important and give you the tools to live the life you desire. It allows you to take control and shape your future by helping you discover who you are, what you want, and how you can get there.
Coaching helps you understand yourself and others. This is a key ingredient for healthy relationships. Finally, coaching provides tools that help you become a better leader, parent, friend, and partner.
What is the average cost of a life coach?
Life coaches typically charge $100-$500 per session.
The average time they spend working on a client's case varies from two weeks to several months, depending on the coaching you are looking for.
A typical fee includes an initial consultation and assessment, followed by weekly phone calls and/or Skype sessions to discuss progress and plan future steps.
Life coaches can provide guidance and support as well as help clients to set goals, identify problems, create strategies to overcome obstacles, and solve problems.
What should you be focusing on in your life coaching?
It is the ability to help others develop their talents and strengths in order to achieve their goals.
Learn how they think and what motivates them. Also, learn where they are going wrong. To help them discover solutions to the problems they have.
To give them confidence to manage their own lives.
To help them make better decisions and move forward.
Teach them how you can make them happier, healthier, more fulfilled, as well as more successful.
To encourage them to develop practical communication skills.
To assist them in building strong relationships.
To teach them how to effectively manage their time.
To help them understand how to motivate themselves and others.
To inspire them to be leaders.
Statistics
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
External Links
How To
How to become a coach for life
Becoming a life coach is one of the most popular questions asked online. There are many routes to becoming a Life Coach, but these steps will help you get started as a professional.
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Find out what your passion is. You must know your passion and interest before starting any career. Getting into coaching is very easy if you don't know what you want to do yet. Before you start looking at the different options, consider what interests you in this field. If you feel that you want to help others, then learn how to become an life coach.
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Set goals and create a plan. Plan your career once you've decided what you want. You can start to read about the profession. Note down all you have learned and keep them in your notebook so you can easily refer to them. Don't rush to get things done without a clear goal and vision. Set realistic goals that are achievable over the next few months.
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Be patient. To become a life coach, you need to have patience and be dedicated. The hardest year is often the first. The initial training period will require you to spend approximately 2-4 hours per work week with clients. This means you may have to work on weekends and long days. If you are passionate about what you do, you won’t feel tired even if it takes you 14 hours per week.
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Get certified. You will need to be certified by a recognized organization like the NLP Certification Institute (NLCI) in order to become a licensed coach. You will be able to gain credibility with potential employers and open up new possibilities.
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Network. Do not forget to build relationships with experts and coaches in your field. Learn from other coaches and seek their advice. Coaches who have enough experience will be able support others who are just starting their journey.
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Never stop learning. Never stop learning. You can read books, articles, or blogs on the subject. Learn more about psychology, communication, and human behavior.
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Positive thinking is key. Negative attitudes are one of the biggest errors made by new coaches. Always remember that a successful life coach has a positive attitude. Your actions and words will reflect on your clients. Remember to smile and have a positive outlook!
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Practice patience. As I mentioned earlier, the first one year of life coaching is often the hardest. Take breaks from time to remind yourself why life coaching is a career choice.
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Enjoy the process. Although it seems like an interminable road ahead of your, the rewards outweigh any challenges. Along the way you'll meet some amazing people and will also learn a lot.
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Have fun. Enjoy the ride. Enjoy the ride, but most importantly, have fun.