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5 Steps to Creating Your Own Financial Plan Thumbnail

5 Steps to Creating Your Own Financial Plan

Have you always wanted to become better with your money regardless of what life or financial stage you find yourself in currently? Well one of the easiest ways to become better with money and to create more independence with your money is by creating a financial plan for yourself. So, in this video I'm gonna outline the five simple steps you can take to create your own financial plan. #1: Build a picture of where you currently stand financially. #2: Create or set financial goals. #3: Build the bridge. #4: Identify the blind spots. #5: Follow up and follow through.

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How Pharmacists can Evaluate Financial Advisors: Part 1 of 3 Thumbnail

How Pharmacists can Evaluate Financial Advisors: Part 1 of 3

How should a Pharmacist evaluate financial advisors or financial professionals in the financial services industry? If you're a pharmacist and you've gotten to a point in your life where you think it would be valuable to seek out some sort of financial professional, you will quickly learn that it's extremely hard to distinguish between one financial advisor, planner, or wealth manager from another In this video series I'm going to break down three areas I think pharmacists should be looking at in order to evaluate financial professionals to determine whether they are appropriate or not for you to work with.

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How Pharmacists can Evaluate Financial Advisors: Part 2 of 3 Thumbnail

How Pharmacists can Evaluate Financial Advisors: Part 2 of 3

The type of business model advisors work within should be considered when a pharmacist is evaluated financial advisors. The business model that a financial professional uses will set the expectation for the relationship for the advisor and the client. It will also allow pharmacists to better evaluate if the type of business model their advisor uses is in their best interest. 3 Different Financial Advisor Business Models Commission Business. Fee-based Business. Fee-Only Business.

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Part 3 of 3: How Pharmacists can Evaluate Financial Advisors Thumbnail

Part 3 of 3: How Pharmacists can Evaluate Financial Advisors

As a pharmacist, you have the ability to specialize in a number of different areas. You could be a LTC pharmacist, retail pharmacist, ambulatory care pharmacist, clinical pharmacist, or even specialize in oncology. It would very different to have expertise in all of those areas at the same time. The same goes for financial advisors. The good advisors now are specializing into certain areas of expertise. This is important for pharmacists in their evaluation process. What an advisor specializes in will help pharmacists determine if what they need can be provided by the advisor. Active Investment Management Risk Management Financial Planning

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