business coaches

Choosing a Financial Advisor in Marietta, Georgia

By Lea Remini 7 May, 2023 2 mins read

A financial advisor will help you manage money and reach financial goals. Marietta has many firms that provide this service. Casey Smith, John Massey or Yeomans Consulting Group are a few. They have a lot of experience in helping clients achieve their financial goals and financial freedom.

Casey Smith

Casey Smith, a certified financial advisor, has been employed by Wise Wealth Management. His practice is an investment advisory firm that charges a fee. This means that he does no commissions on the sales of financial products and investments. He is expected to adhere to a fiduciary standard.

Smith's work has been acknowledged in many areas. Smith was named as one of the Top Twenty ETF Innovators in the United States by the Cobb Chamber of Commerce, and the Best Financial Planning Firm of 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 is a financial advisor in Marietta. He has more than 25 years experience in the financial sector. Before joining Marietta Wealth Management, Massmutual and Qualified Plans, LLC were his previous positions. 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 is an international financial advisory firm based in Marietta. It manages regulatory assets worth $183.1million and 1,322 clients accounts. It has been in operation since 2012 and is registered with SEC. The firm provides business owners with succession planning. The firm's financial advisers work with clients on creating and implementing financial plans.

The firm employs 6 people, all of whom are registered investment advisers and researchers with state securities authorities. The firm pays a salary to financial advisors, and they receive bonuses based on their performance and company growth goals. A financial advisor must be capable of assisting potential clients and guiding them through the financial planning process. A bachelor's degree is required, as well as an S65/S66 license and insurance knowledge. Additionally, they must have previous experience with Microsoft Office Suite, Excel and CRM.

Truist Advisors

Truist Advisors in Marietta is a financial consulting firm with offices throughout Georgia. The firm has 2,725 advisors. It also operates 3,415 locations. It owns assets worth more than $32Billion and serves 126,886 customers. Jonathan Brummel is an experienced financial advisor and registered securities agent.

The following qualifications are required to become Truist Advisors' financial advisor in Marietta. Truist Wealth utilizes a mixture of investment strategies that include short-term and long-term investments, trading, margin transactions (option writing), and fixed-income securities. Common and preferred stocks as well as mutual funds, ETFs and options are all available. In addition, the team follows an ethical and professional process.

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FAQ

What number of clients should a coach have?

The most important thing for you as a coach is to develop yourself. To be a coach, you must learn as much as you can and become an expert about yourself. You'll always be ready to help others.

It is your goal to create a solid business foundation. First, understand your unique personality and how you work best.

Once you know what motivates you, you'll be able to use those same motivations to motivate your 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.

How effective are life coaches?

Life coaches help us understand who we are and what motivates them to help us achieve our goals. They help us overcome challenges by providing strategies for how to overcome them.

They allow us to set realistic goals and track our progress towards them.

Life coaching helps people improve their self-awareness and make better decisions. It helps people to improve their relationships and manage difficult situations.

How long will it take to see results?

Although you might not see immediate results after therapy begins, you will notice improvements in a few weeks. The sooner you notice improvements, the more consistent you will be with your new lifestyle.

You might find yourself feeling less stressed, more confident and having greater peace of mind. These are just some of the ways your life can be improved if you shift your thinking and your behavior.

How can I tell if I have a life coach I need?

If you feel like your life is not fulfilling your potential, it could be time to seek out additional support. A good sign is if you've tried to achieve something in the past but didn't succeed. Perhaps you struggle to stick with a goal for long enough to see the results.

Stress-related burnout is a condition where you have difficulty managing all aspects of your life, including work, family, friends and finances.

These problems can be solved by life coaches.

What can I expect to get from my first coaching session?

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.

At this stage, your coach will ask you about your current situation, what you'd like to change and why, and how much support you want from them. This information will help them tailor their approach to suit you.

Your coach might ask you to fill out a questionnaire to get a clear picture of who you are and what is important to you.

Your coach will discuss the services they offer, and their fees, at the conclusion of your first meeting. You'll decide together which ones you think would best suit you.

Statistics

These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.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)
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)
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)

External Links

tonyrobbins.com

How To

What are the problems that life coaches help solve?

Life coaching is a great way for people to address personal issues such as stress, anxiety, depression, stress, relationships difficulties, career problems, self-doubt etc. Clients are helped to identify their goals and then created strategies to achieve them.

Life coaching benefits clients as they learn how to: