When I meet new people, or I am catching up with friends or family and they ask “What do you do?” and I respond with “I’m a Financial Trainer” it’s usually met with a puzzled look or a follow up question sort of like “Is that like a Financial Advisor or….?” I explain that we aren’t a traditional financial company, we are set up a lot like a traditional gym, where you pay a monthly membership and you get complete access to your Best.Financial.Friend. (me) a lot like a personal trainer! I am extremely up front with my clients from day one: I don’t make commission, I am not here to sell you life insurance, my #1 goal is for you to be successful in your personal financial journey, your membership pays my salary!
Read MoreThe Millennial Generation tends to be anti-establishment when it comes to their money, which is why so many tech companies are developing apps to try and reach them.
Read MoreThe number one fear keeping most of our clients on the sidelines is losing their money if they invest it; however, being overly cautious with your money also means that your money is actually losing value.
Read MoreWhat I realized is that there is one market that is more powerful, with the ability to provide the most consistent returns over time – it is what I call the “YOU” market.
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