Category Archives: Personal Finance

Financial planning salary survey – sales skills no longer a must have

Personal Finance

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac.  For several years, even decades, it was impossible for a financial planner or an adviser to find a job in the industry without an impressive sales track record or at least great sales … Continue reading Financial planning salary survey – sales skills no longer a must have →

Put it together

Personal Finance

A multi-part marketing plan can make all the difference in your outreach efforts. By Marc H. Sencer, MD Doctors in a small group or solo practice rarely can afford to delegate their marketing efforts to the pros. For most, that means doing it themselves. This presents a dilemma because most doctors have little or no … Continue reading Put it together →

Benefits of Personal Finance Management Software

Personal Finance

Managing individual finance is an endeavor that demands care and prudence to be sure that people prioritize their spending budget allocation to daily expenses for instance credits payments and routine expenditures on a person hand and investment portfolio which include stocks, foreseeable future securities, and retirement programs conversely. A superb method to manage own finance … Continue reading Benefits of Personal Finance Management Software →

If you are a victim of financial fraud, like I was, here’s what to do

Personal Finance

March was Fraud Prevention Month. How fitting then, that I was a victim of fraud. While I don’t know if this was in any way related to the Heartbleed bug, which apparently left over 60 per cent of all websites on the internet vulnerable to electronic eavesdropping of sensitive information, it’s a reminder that being … Continue reading If you are a victim of financial fraud, like I was, here’s what to do →

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