THE COMPETENT ADVISOR: THE ADVOCATE
An integral part of your financial future is working with a competent advisor. The professional you choose to work with should be a true advocate for your dreams, hopes, and goals. An advocate is someone who will stand up for you and support you—not the goals of a financial company. A true advocate will share your beliefs, moral values, and ethics. True advocacy is centered on lasting relationships. Within that relationship, the advisor must take on the role of educator.
As an educator, your advisor’s focus should be on teaching you how to think, rather than telling you what to think. Your advocate and advisor must be well-informed about the trends and economic changes that will affect your future.
He (or she) must be willing to challenge traditional financial thinking. Your advocate should be knowledgeable and a specialist when it comes to discussing the role your family plays in your financial future. They must prepare you for the challenges ahead. They need to fully understand the essential lessons we’ve discussed in this book. Consider your choice of an advocate as a long-term relationship. He must take on the roles of educator, advisor, and advocate in your future world.
His role also includes communicating the importance of your everyday financial decisions. With more knowledge, you’ll be able to make better decisions in life. Choosing the right professional should be viewed as a lifetime opportunity, so choose wisely.
Your advocate/advisor should coordinate your assets and talk to you about those that may involve wealth transfers. Then, your advisor can explain how to recover those wealth transfers in your life. You should ask your advisor how to use leverage in your future planning. Leverage is about using the least amount of money to create the greatest amount of benefits or wealth in your life.
Additionally, this advisor should be well-informed on how to avoid the elements that affect your daily life: taxes, risk, penalties, inflation, and the value of money. And most importantly: your advisor must specialize in solving the problem—not feeding the problem.
THE COMPETENT ADVISOR: THE ADVOCATE
An integral part of your financial future is working with a competent advisor. The professional you choose to work with should be a true advocate for your dreams, hopes, and goals. An advocate is someone who will stand up for you and support you—not the goals of a financial company. A true advocate will share your beliefs, moral values, and ethics. True advocacy is centered on lasting relationships. Within that relationship, the advisor must take on the role of educator.
As an educator, your advisor’s focus should be on teaching you how to think, rather than telling you what to think. Your advocate and advisor must be well-informed about the trends and economic changes that will affect your future.
He (or she) must be willing to challenge traditional financial thinking. Your advocate should be knowledgeable and a specialist when it comes to discussing the role your family plays in your financial future. They must prepare you for the challenges ahead. They need to fully understand the essential lessons we’ve discussed in this book. Consider your choice of an advocate as a long-term relationship. He must take on the roles of educator, advisor, and advocate in your future world.
His role also includes communicating the importance of your everyday financial decisions. With more knowledge, you’ll be able to make better decisions in life. Choosing the right professional should be viewed as a lifetime opportunity, so choose wisely.
Your advocate/advisor should coordinate your assets and talk to you about those that may involve wealth transfers. Then, your advisor can explain how to recover those wealth transfers in your life. You should ask your advisor how to use leverage in your future planning. Leverage is about using the least amount of money to create the greatest amount of benefits or wealth in your life.
Additionally, this advisor should be well-informed on how to avoid the elements that affect your daily life: taxes, risk, penalties, inflation, and the value of money. And most importantly: your advisor must specialize in solving the problem—not feeding the problem.
The Defining Moment
Leonard Renier – The President of Wealth & Wisdom Institute
The Defining Moment is a 10-step approach to how money works in your life. The guarantees in life are limited to what we know, so it only makes sense to know as much as we possibly can. The key factor for successful people, in both the good and bad times, is their ability to adjust to economic situations using logic, knowledge and common sense.
Unfortunately, many people don’t get the opportunities to learn how money works in their lives. Knowing how money works is a great thing. Not knowing can be disastrous. Knowing and understanding the 10 Defining Moments is a simple process that could change your life. This book is an Infinity Publishing Best Seller.
Learning To Avoid Unintended Consequences
Leonard Renier – Infinity Publishing
Learning to Avoid Unintended Consequences exposes the 10 major transfers of wealth that can be found in the average-American life. Everyone should learn and understand that many people are involved in the evolution of transferring their wealth away to those who create the situation, control the outcomes and profit from it.
By discovering your transfers of wealth, you may have an opportunity to recapture these transfers that you are unknowingly and unnecessarily giving away. This discovery process could change everything in your problem-solving approach. This book is an Infinity Publishing Best Seller for over six years.
Sudden Impact
Leonard Renier – Infinity Publishing
Sudden Impact discusses how certain economic and demographic events could impact your financial future. Making financial decisions without this information may create unintended consequences in your future. Traditional financial thinking often ignores the obvious problems that will challenge your financial success.
With more economic and demographic information, you will be able to make better life decisions. This is also an Infinity Publishing Best Seller.
The Family Legacy
The Family Legacy Special Report is an opportunity to discover possible solutions in your financial future. You owe it to yourself to consider the family legacy as part of your planning process. This discussion may not be suitable for everyone, but how can you say yes or no to ideas you don’t even know exist?
How many opportunities will pass you by simply because you weren’t aware of them?
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