A financial advisor can help you manage your money and reach your financial goals. Marietta has many firms that provide this service. Casey Smith, John Massey, as well as Yeomans Consulting Group, are just a few. They are experienced in helping clients reach their financial goals and achieve financial freedom.
Casey Smith
Casey Smith is a certified financial planner who has worked for Wise Wealth Management. His practice is an investment advisory firm that charges a fee. This means that he does no commissions on the sales of financial products and investments. He is subject to a fiduciary duty of care.
Smith's work has been acknowledged in many areas. He was selected by the Cobb Chamber of Commerce as the Small Business of the Years and the Best Financial Planning Firm of Marietta. He has been quoted in several publications. He also hosts the Wiser Wealth Management Roundtable podcast which discusses financial plans.
John Massey
John Massey has over 25 years' experience as a financial adviser in Marietta, Georgia. Prior to joining Marietta Wealth Management, Massmutual, Qualified Plans, LLC, as well as Massmutual, Massey held various positions. He specializes in retirement plans services. He also holds a CPA designation and is a member of the American Society of Certified Public Accountants.
Yeomans Consulting Group
The Yeomans Consulting Group, a large financial advisory company located in Marietta (Georgia), is called the Yeomans Consulting Group. It manages regulatory assets of $183.1 million, with 1,322 client accounts. The firm was founded in 2012 and is currently registered with the SEC. The firm offers business owners the option of succession planning. The firm's financial advisors assist clients in creating and implementing financial plans, including retirement plans.
Six people work for the firm, and all are registered as investment advisors or researchers with state securities authorities. Financial advisors are paid a monthly salary. Bonuses are linked to their performance as well as the company's growth objectives. A financial advisor must be capable of assisting potential clients and guiding them through the financial planning process. You will need to have a bachelor’s degree, an S65, S66, or insurance license in order to be qualified for this role. They should also have knowledge of Microsoft Office Suite, Excel, CRM, and other software.
Truist Advisors
Truist Advisors is a financial advisory firm in Marietta, Georgia, with offices throughout the state. The firm has 2,725 employees and 341 locations. It owns assets worth more than $32Billion and serves 126,886 customers. Jonathan Brummel has been in the financial industry for more than 26 years and is a registered securities agent and investment advisor representative in the state of Georgia.
You must meet the requirements to become a Truist Advisors financial adviser in Marietta. Truist Wealth uses a variety of investment strategies, including trading, margin transactions and option writing. Common and preferred shares, mutual funds ETFs options, notes, bills, and ETFs all make up the investment portfolio. In addition, the team follows an ethical and professional process.
FAQ
What is the difference between a coach and a therapist in life coaching?
A life coach assists you in finding ways to live better. They can help you improve your relationships and learn how to manage emotions. The goal of the program is to not only make people feel good, but to also help them learn how to do it themselves.
A therapist is trained in treating people who have emotional issues, such as trauma, depression, anxiety, or other mental health problems. These issues can be understood and treated by therapists.
Life coaches are trained to work with people, but they do not have any formal training in the treatment of mental health conditions. Most life coaches have experience with individuals with anxiety, depression, or other psychological disorders.
How effective are life coaches
Life coaches help you understand your motivations and to set goals. They also help us overcome obstacles by giving us strategies for overcoming them.
They enable us to set realistic goals for ourselves and track our progress towards these goals.
Life coaching helps people develop self-awareness, allowing them to know themselves better and make better decisions. It can also help people improve their relationships with others and cope effectively with difficult situations.
What is the difference of life coaching and counseling?
Counseling is a way to help clients solve personal problems. Life Coaching helps clients develop skills that will allow them to succeed in all aspects of their lives.
Counseling can be a private service that involves you meeting with a therapist to help you solve specific problems.
Life Coaching is a group program where you can meet with your peers to help one another grow.
Life coaching is often done online or over the telephone, while counseling is more common face-to-face.
Coaching for life focuses on helping you develop skills and positive habits that will help you achieve your goals. Counselors usually focus on the resolution of current problems.
Counselling and life coaching have one major difference: counselors are trained to treat specific problems, while coaches can help you overcome them to create a happy life.
What is a coach for relationship life?
A relationship coach assists you in building strong relationships.
They can help you better understand yourself, what others think about you, and how you are perceived by them. They are there when you need them.
A relationship coach will also help clients understand the importance of self care and encourage them to take time to do things they love.
Relationship life coaches have a wide understanding of human behavior. This allows them to quickly identify problems and react accordingly.
A relationship coach can help you at any stage of your lives, including getting married, having children or moving to a new place, managing conflict, overcoming addictions and improving communication skills.
Who can become a life coach?
You can become a coach for life, regardless of your age or past.
It doesn't matter if you have any experience in other areas; what matters is your desire and ability to help others.
Most life coaches have been trained at university level and have obtained postgraduate qualifications. There are many self-taught life coach out there.
Statistics
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
- 80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (leaders.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
External Links
How To
What makes life coaching different than therapy?
Therapy is for people who have problems and need help to move forward. Life Coaching helps you move beyond where you are today and towards what you want tomorrow.
Life Coaching is based upon the belief that everyone has unlimited potential. It is not what skills you have, but how well you use those skills. This belief can help clients become more successful, happier, and healthier.
We believe there's a significant difference between coaching and therapy. Therapy focuses on fixing problems, while coaching focuses on developing strengths.
Therapists may focus on symptoms such depression, anxiety or anger. While coaches will focus on strengths like resilience, optimism, confidence and self-awareness. Both of them focus on change.
While therapists have the ability to correct problems, coaches are equipped to help build your strengths. People often feel ashamed about their own self-esteem and think that talking to someone else will make them feel better. This is false.
Coaches will ask clients questions to help them find the answers. Ask, for example, "What are you passionate about?" Or, you could ask yourself "Who would it be without limitations?"
They don't tell clients what to do. Instead, they help them discover what makes them happy. They see the whole person. This includes their mind, body, spirit, emotions and relationships. Instead of focusing only on the problem.
Life coaching is not only more effective than traditional therapies but it also has the added advantage of being cheaper.
Therapy is usually a series of sessions per week that last several months or years. A good therapist will charge between $50 and $100 per session. For a single session per month, therapy could cost you thousands of dollars.
For a fraction of the price, a life coach will work with you twice a week. Because life coaching costs less, it's affordable for many.