A financial advisor is able to help you manage your money, and reach your financial goals. Marietta has many firms that provide this service. Casey Smith, John Massey or Yeomans Consulting Group are a few. They are highly skilled at helping clients achieve their financial dreams and financial freedom.
Casey Smith
Casey Smith is a certified financial planner who has worked for Wise Wealth Management. His fee-only practice as an investment advisor firm means that he doesn't receive commissions for the sale of financial products or investments. He is responsible for providing a high standard of fiduciary care.
Smith has been recognized for his achievements in many areas. He was named the Cobb Chamber of Commerce's Small Business of the year and the Best Financial Planning Firm of Marietta. He has been quoted in several publications. He also hosts the Wiser Wealth Management Roundtable podcast which discusses financial plans.
John Massey
John Massey, a financial advisor in Marietta, Georgia, has over 25 years of experience in the financial industry. Prior to his current position at Marietta Wealth Management, Massmutual, Qualified Plans, LLC, were he was employed. He is a specialist in retirement planning services. This includes plan design, fiduciary oversight and investment advice. 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 manages regulatory assets worth $183.1million and 1,322 clients accounts. The firm has been in business since 2012 and is registered with the SEC. The firm offers business owners the option of succession planning. The firm's financial advisers work with clients on creating and implementing financial plans.
The firm has 6 employees, including registered investment advisors and state securities officials researchers. Financial advisors are paid a monthly salary. Bonuses are linked to their performance as well as the company's growth objectives. Financial advisors must be able and willing to help prospective clients through the financial planning process. Qualifications for this position include a bachelor's degree, an S65 or S66 license, and insurance knowledge. A candidate should have some experience with Microsoft Office Suite or Excel as well as CRM.
Truist Advisors
Truist Advisors is a financial advisory firm in Marietta, Georgia, with offices throughout the state. The firm has 2,725 advisors. It also operates 3,415 locations. The firm has more than $32 billion in assets, and 126 886 customer accounts. Jonathan Brummel is a registered investment advisor representative and securities agent in Georgia. He has been in financial services for over 26 years.
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 stocks, mutual funds and ETFs are all options. The team is committed to ethical and professional conduct.
FAQ
What does a relationship coach do?
A relationship life coach helps you develop the skills needed to build strong relationships by providing support, advice, coaching, guidance, education, training, and mentoring.
They help to make sense of yourself, the world around you, and what other people think of you. They will be there for you when it is most needed.
A relationship life coach also understands the importance of self-care and encourages clients to take time out to do things that make them feel happy and fulfilled.
Relationship coaches have a good understanding of human behavior, emotional intelligence, and can quickly identify problems and provide solutions.
Relationship life coaches can be used at any stage of your life, whether it's starting a new relationship, getting married, having kids, moving house, changing jobs, going back to university, dealing with bereavement, transitioning to parenthood, coping with financial difficulties, planning a wedding, buying a home, leaving an abusive relationship, managing conflict, overcoming addictions, improving communication skills or finding inner strength.
What are the steps in life coaching?
Coaching is more than helping people solve problems. It's about helping them find their passions and use these passions to make a difference in the lives of others.
Coaching can help you find what is most important and give you the tools to live the life you desire. You can use it to take control over your future and discover who you really are.
Coaching can also help you to understand yourself and others. These are essential traits for healthy relationships. Coaching provides tools to help you become a better friend, parent, mentor, and partner.
What should I expect during my first session with a Life Coach?
An hour is usually the average time for your first session with a coach. Your first appointment with a Life Coach will last approximately one hour.
Your coach will ask about your current circumstances, what you would like to change, why and how much support. This information will help them tailor their approach to suit you.
To help your coach get to know you, you might be asked to fill out a questionnaire.
Your coach will detail the services they provide and the fees. Together you will decide which services are best suited for you.
Can a coach help with anxiety issues?
There are many kinds of anxiety disorders. It is important to recognize this. Every person responds differently to the same stimulus. The best way to approach an anxious client is by first identifying their type of anxiety.
This will allow for you to design a treatment plan specific to your client's needs.
In general, life coaching helps people gain control over their lives, so it is often helpful for those struggling with depression, anxiety, stress, and relationship issues.
Look into whether the coach is trained to help clients deal with these issues.
Check to see if the coach offers group counseling or workshop services.
This will allow for you to meet up regularly with him/her and discuss progress.
You should also inquire about the coach's credentials and training.
How effective are life coaches?
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 assist us in setting realistic goals and tracking our progress towards them.
Life coaching helps people become more self-aware, which allows them to make better decisions and know their own limitations. It can also be used to help individuals improve their relationships, and deal with difficult situations more effectively.
Statistics
- 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)
- 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)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
External Links
How To
What questions should life coaches ask you?
Life coaching can help people improve their quality of life by helping them to develop self-awareness, selfcare, and positive change. It is also a rewarding career that can make a real difference in someone's lives.
Life coaches are trained to listen to clients and understand their problems. They then guide them towards solutions. They can help with any aspect of your life including finances, relationships and parenting.
They can help to identify the issues that might be holding you back, and can also help you create strategies to overcome those obstacles.
A life coach might suggest ways to improve your diet, exercise habits, social interactions, or other areas of your life.
A good coach will help you to find your own path and provide guidance on how to get started.
Some questions they may ask are:
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What do you desire from life?
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What is your first impression of the day?
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Where do you want to be in five-years?
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Who do you admire? Why?
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What makes you happy
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What does success look to you?
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What are your fears about the future?
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What is your greatest strength?
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What are some important things to focus on?
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What is the one thing that you wish you knew before you embarked on your journey?
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What are three things you love doing?
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What are you most grateful for?
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What are your values
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What are you most proud of?
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What are your worst qualities?
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Do you know the reason you act/feel this way?
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Are you stuck at times?
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Have you ever felt depressed?
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What have you learned from this experience?
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What do other people think about you?
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What do you think of yourself?
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What are others' perceptions of you?
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What are your friends and family saying about you
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What has been most difficult for you?
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Which is your favorite piece of advice?
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What was your biggest mistake?
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What do other people expect from you?