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  • Suggest You - How to Pay Less and Get More: Discount Broker vs Professional

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    mum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar ser

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    How do you invest? What do you really pay? At the end of the day, what are your real results? These are questions smart investors should be asking themselves (but usually don't). In this era of more fees, misc. charges, holding periods and back end redemptions, even at discount brokers, how are you really making out?

    Working with a new client brought this all to my attention. I know what I found may not apply to everyone; however it will apply to many and very likely apply to you.

    I need to preface this by saying that, unlike the majority of registered investment advisors, I have built my practice over the past 15 years by dealing with “small” investors. Many of them are first timers because my minimum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar ser

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    n this era of more fees, misc. charges, holding periods and back end redemptions, even at discount brokers, how are you really making out?

    Working with a new client brought this all to my attention. I know what I found may not apply to everyone; however it will apply to many and very likely apply to you.

    I need to preface this by saying that, unlike the majority of registered investment advisors, I have built my practice over the past 15 years by dealing with “small” investors. Many of them are first timers because my minimum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar ser

    Promotional Products-Name Tags and Lanyards at Namifiers
    with so many promotional merchandise companies competing for the same clients, its becoming increasingly important to make sure that the customer service is in the best shape.namifiers.com, formerly the nametag source was founded as an online source for recognition wholesale promotional products and accessories and specializing in fund raisers / trade shows / conventions and conferences. their business model is driven by obtaining
    his all to my attention. I know what I found may not apply to everyone; however it will apply to many and very likely apply to you.

    I need to preface this by saying that, unlike the majority of registered investment advisors, I have built my practice over the past 15 years by dealing with “small” investors. Many of them are first timers because my minimum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar ser

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    ike the majority of registered investment advisors, I have built my practice over the past 15 years by dealing with “small” investors. Many of them are first timers because my minimum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar ser

    Let Your Beautiful Story Get You Profitable Results
    I’ve dealt with a few criticisms about including my personal story on my website, but more importantly, for every skeptic I’ve had at least 10 people tell me how much they admire what I share and how it resonates with them (and those folks usually end up coaching with me). So why share your personal story? Because it’s going to be one of the fastest, most genuine ways to connect with those people that you are meant to serve in your
    mum account size is only $5,000.

    I targeted this group because I enjoy the educational part of my business. A happy side benefit has been that by providing million dollar service to these so called “small” investors, they naturally refer me to parents, relatives, friends and business associates, often with considerably more assets than the original client. What a happy consequence.

    Having set the stage, here's what happened with my new client who we will call John. John was 26, newly married with a one year old son. His wife was taking care of the child and John had a good full time job. After selling his house in California and moving to Florida he had $6,000 left for starting a long-term investment program.

    Though he had been reading my newsletter for about a year, John decided to manage his 401k on his own. It was a noble effort but provided less than desirable resul

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