A financial advisor can help manage your money and help you reach your financial goals. There are several firms in Marietta that offer this service. Casey Smith, John Massey and Yeomans Consulting Group are just a few. They are skilled in helping clients to achieve their financial goals.
Casey Smith
Casey Smith, a certified financial advisor, has been employed by Wise Wealth Management. His fee-only practice as an investment advisor firm means that he doesn't receive commissions for the sale of financial products or investments. He is responsible for providing a high standard of fiduciary care.
Smith has been recognized for his achievements 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 featured in many publications, and hosts the Wiser Wealth Management Roundtable Podcast that discusses financial plan.
John Massey
John Massey has over 25 years' experience as a financial adviser in Marietta, Georgia. Prior to his current position at Marietta Wealth Management, Massmutual, Qualified Plans, LLC, were he was employed. He specializes in retirement plan services, including plan design, fiduciary oversight, investment advice, and participant education. He is also a CPA member and a certified public accountant.
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 is in existence since 2012, and it is registered with SEC. The firm offers financial planning and business succession planning. The firm's financial advisors work with clients to create and implement financial plans, including retirement plans.
The firm has 6 employees, including registered investment advisors and state securities officials researchers. 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. A candidate should have some experience with Microsoft Office Suite or Excel as well as CRM.
Truist Advisors
Truist Advisors is an advisory firm that specializes in financial planning. They have offices across the state. It has 2,725 advisors, and 3,415 locations. It is home to more than $32 million in assets and has 126,886 customer account. Jonathan Brummel is an experienced financial advisor and registered securities agent.
The following qualifications are required to become Truist Advisors' financial advisor in Marietta. Truist Wealth uses a mix investment strategy that includes short and long term purchases, trading and margin transactions, option-writing, option writing and fixed-income security. Common and preferred shares, mutual funds ETFs options, notes, bills, and ETFs all make up the investment portfolio. Additionally, the team adheres to a professional and ethical process.
FAQ
Will a life coach help me lose weight?
A life coach will not necessarily help you lose weight. They can help you reduce stress and develop healthier habits.
This means that a coach can help make positive changes to your life, such as improving your diet and alcohol consumption, exercising more frequently, and better managing your time.
What do you want to focus on in life coach?
Ability to assist people in developing their strengths and skills to reach their goals.
Understanding their thinking, motivations, and mistakes will help you to understand them. To help them discover solutions to the problems they have.
To give them self-belief and confidence so they can take control of their lives.
To help them learn through their mistakes so that they can move forward.
Teach your children how to be happier and healthier, more fulfilled, happier, and more successful.
To help them develop practical communication skills.
To assist them in building strong relationships.
To teach them how to effectively manage their time.
To assist them in understanding how to motivate others and themselves.
To teach them to lead by example.
What exactly does a life coach do?
By focusing on the most important things to you, a life coach will help you live happier, healthier, and fulfilled lives. They help you identify your goals and develop strategies for achieving them. They also provide support and guidance when times are tough.
They're there for you whenever you need them, helping you plan for a wedding or providing career advice during a job interview.
A coach will not tell you what to do, but they will give you the tools and guidance you need to make better decisions.
Are life coaches worth it?
The answer is simple. If you are looking for an easy way out of any problem, you must find another solution. But if you want to have a long-lasting positive impact on people's lives, then coaching could be for you.
Coaching is about helping people change. Although it is hard work, the rewards are amazing.
Learn how to be a better person and how to help others.
You will feel confident and strong, and the results you achieve will last a lifetime.
These are the questions to ask yourself if life coaching might be right for you.
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Do I know myself well enough to make changes in my life?
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Can I be willing to work hard to achieve my goals?
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Do you believe that I can make huge changes in your life. Can I dream big dreams?
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Do I have the desire to improve my life?
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What is my time limit for coaching?
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What kind support do I require?
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Is there a hidden cost in being a life coach client?
How do I know if I need a life coach?
If you feel like your life is not fulfilling your potential, it could be time to seek out additional support. If you have tried in the past to accomplish something, but failed, this is a good indicator. Or maybe you have trouble sticking with a goal long enough to see results.
If you have trouble managing all aspects your life (work, home, family and friends), then you might be suffering from stress-related burningout.
These obstacles can be overcome with the help of life coaches.
A life coach can help with anxiety.
It is important that you understand the existence of many anxiety disorders. Every individual reacts differently when exposed to the same stimuli. It is best to first identify the anxiety type before you approach anxious clients.
This will enable them to devise a plan of treatment that addresses their particular issue.
Life coaching, in general, helps people to take control of their lives.
Consider whether your life coach is a specialist in helping clients to deal with these kinds of issues.
It is also important to find out if the coach offers workshops and group counseling.
This will allow you to meet with him or her regularly and discuss progress.
Also, inquire about the coaching experience and credentials.
Statistics
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.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 a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
- 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)
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What questions do life coaches ask?
Coaching is a great way for people to improve their lives by helping them develop self-awareness and self-care. If you want to make an impact on someone's life, it's a great career.
Life coaches are trained to listen carefully to clients, understand their problems, and guide them toward solutions. They can offer guidance in all areas of life, such as finances, relationships, parenting, nutrition and spirituality.
They can help with identifying issues that may be holding you back and helping you to develop strategies for overcoming them.
A life coach may suggest ways to improve your diet and exercise habits, your social interactions, and other areas of your personal life.
A good life coach will help you find your unique path and offer suggestions on getting started.
They might also ask questions like:
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What do YOU want from your life?
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What does it feel like to wake up every day?
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Where do you want to be in five-years?
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Who do you admire? Why?
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What makes you happy?
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What does success look like to you?
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What are you afraid of?
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What is the greatest strength of you?
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What are some areas you should work on?
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What is the one thing that you wish you knew before you embarked on your journey?
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What are three things that you enjoy doing?
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What are you most grateful for?
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What are your values?
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What do you value most about yourself?
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What do you hate about yourself?
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Do you understand why you feel/act the way you do?
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Are there times when you feel stuck?
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Have you ever felt depressed?
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What did this experience teach you?
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What do other people have to say about you
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What do you think about yourself?
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How do other people perceive you?
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What does your family and friends think about you?
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What was the most difficult thing for you?
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What's the best piece of advice you have ever received?
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What was your biggest mistake?
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What are other people expecting of you?