Financial Coach Vs Financial Advisor



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Financial Freedom Checklist FREE here: http://financialwoman.com/financialfreedomchecklist ================================================= Financial Coach and women and money author Camille Gaines explains the difference between a financial coach and a financial advisor. A Financial Coach usually has an area of expertise while a Financial advisor focuses on investing in stocks and bonds based on a method that is adapted for clients A Financial coach usually takes a holistic approach that may focus on income, work enjoyment, lifestyle spending, as well as investing. The next step may be to get options for investing. Financial coaching is focused more on near term changes, while a financial advisor usually focuses more on long term investing goals. Financial coaches tend to charge a set one time fee, while financial advisors usually charge a per cent of a clients net worth each year. ================================================= COPY AND PASTE: Help me Crush the Financial Gap between Men and Women by: 1. Liking This Video 2. Subscribing to my Channel here: https://www.youtube.com/channel/UCcTPE1WHoJfLsv6G2_8H5IQ?sub_confirmation=1 3. Share this video link on your social media channels =============================================== This is financial education only and is not to be taken as personal financial advice since everyone’s situation is different. Learn personal finance and investing basics so you can embrace and lead your wealth with confidence! =================================================== Camille Gaines Financial Coach Leave a Comment here and I’ll answer it, or connect with me here, too: http://financialwoman.com/ Facebook: https://facebook.com/FinancialWoman Instagram: https://instagram.com/financial_woman/ Pinterest: https://pinterest.com/camillegaines/ Twitter: https://twitter.com/Financial_Woman Here’s More about Me Personally: About: http://financialwoman.com/financial-woman-about Financial Coaching: http://financialwoman.com/financial-coaching-programs-4 Free Financial Coaching Tools: http://financialwoman.com/financial-coaching-tools =========================================== More Videos Recommended for you on Financial Coaching vs Financial Advisor Roles: What is financial coaching? https://www.youtube.com/watch?v=cowsvgdEt0w For a little fun on this topic from LastWeekTonight: Retirement Plans: Last Week Tonight with John Oliver (HBO) https://www.youtube.com/watch?v=gvZSpET11ZY How to Find a Financial Advisor from Dave Ramsey https://www.youtube.com/watch?v=Bc2anRSQz9M =========================================

Published by: Retire Certain Published at: 6 years ago Category: آموزشی