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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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Cracks in the Safety Net

Wealth Management

Key transitionable tasks include transportation, daily hygiene routines and medication management. Concept of digital social marketing. This allows families to gauge reliability, build relationships with agencies and uncover potential gaps before a crisis occurs.

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#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller

Nerd's Eye View

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

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The Growing Appeal of Semi-Retirement

Darrow Wealth Management

However, whether or not semi-retirement is feasible financially will depend on factors unique to your specific circumstances. Especially for those who wish to scale back early in life, a partial retirement can have lasting financial implications. Generally, part-time workers won’t be eligible for medical benefits.

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#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous

Nerd's Eye View

And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)

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How to Achieve Important Long-Term Financial Goals

Good Financial Cents

Setting long-term financial goals can help you: Stay focused on your priorities: Setting long-term financial goals will help you prioritize your financial decisions and avoid getting distracted by short-term financial needs or impulses. Measurable: Develop a business plan and secure funding within the next 12 months.

Education 102
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The Growing Appeal of Semi-Retirement

Darrow Wealth Management

However, whether or not semi-retirement is feasible financially will depend on factors unique to your specific circumstances. Especially for those who wish to scale back early in life, a partial retirement can have lasting financial implications. Generally, part-time workers won’t be eligible for medical benefits.