Rubicon Mortgage Advisors‚ LLC is currently licensed to operate in five states‚ with the corporate office located in Edina‚ Minnesota. Rubicon Mortgage Advisors‚ LLC was formed June 26‚ 2006 in the State of Minnesota and became licensed as a money broker in the State of North Dakota on April 7‚ 2011. The Licensee has two North Dakota branch offices located in Bismarck and Grand Forks. The Bismarck‚ North Dakota office employs three Mortgage Loan Originators Wyatt Pollert‚ Jill Krueger and Nate Watson
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discussing the importance of communication with clients in the area of Financial Advising. The job of a Personal Financial involves managing money and helping people into the right direction with investments. Building trust in a company and having a client network is one of the main roles for a successful career. The more trust and work you show‚ could lead to greater things in this field. Becoming a Personal Financial Advisor is a solid career choice that allows one to benefit society‚ has a great
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research about is a Personal Financial Advisor. Personal Financial Advisors work with people to help them with their finances‚ investments‚ insurance‚ mortgages‚ college savings‚ estate planning‚ taxes‚ and retirement. Personal financial Advisors usually need to have a bachelor’s degree but they don’t require it to be in a certain field but it is recommended that you have a degree in finance‚ economics‚ accounting‚ business‚ mathematics‚ or law. Personal Financial Advisor training is usually an on-the-job
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Financial Advisor In order to make my personal branding plan I must have a vivid understanding of my personality. During this process of developing my personality‚ I instilled an everlasting work ethic and to insure my networking will grow. Once my work ethic establish my reputation and displayed my networking skills‚ people will eventually seek me out for knowledge‚ advice‚ and my expertise for further information involving financial advising. My reputation will help me grow not only as an individual
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Rizzan Rae Rivera S.A.D. 01-17-11 313 Case Study #1: Cloud Nine Financial Advisors Based on my research about online stores like Ebay‚ Walmart and Amazon.com‚ I would definitely suggest that Mr. Layton invest on Dot-com stocks for it will bring many improvements in the company. The store is open‚ 24 hrs a day‚ 7 days a week. Further‚ your customers are worldwide in reach‚ and can shop anytime that they want to. The target market would definitely
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Typical Business Plan for a Financial Advisor A.) Executive Summary: The role of the wealth manager is not to simply sell a financial product to a prospect. Instead‚ a wealth manager’s first concern is developing a comprehensive understanding of the client‚ a client-centric approach to providing financial solutions. Next the wealth manager must match the right solutions to the client’s needs and desires and ensure he or she receives an exceptional service experience. After that‚ product and
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Tripadvisor Connectivate Case Whether you are interested in booking Hotel‚ looking for a place to go out to dinner or just checking out a nice place to go for your next vacation‚ Tripadvisor.com is the place to go. Over ten years ago the only way to do any of these tasks would be going to a travel agent‚ that wasn’t available for you 24/7 and even so you wouldn’t really get all the possibilities or the best prices of the market. To look for a place to go Scuba Diving in the Caribbean you’d want
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for a few (supermarkets - anyone seen Peapod lately? Webvan?) So is financial advice like selling CDs? Or is it‚ in fact‚ about relationships and confidence more than anything else? I firmly believe that wealthy people will always prefer to get financial advice from living‚ breathing‚ thinking people rather than software. They are happy to pay so as to have real relationships with their estate planners‚ financial advisors‚ CPAs and private bankers. This seems obvious to me and probably to
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reimbursement between the Financial Advisor and his/her Administrative Assistant. Others may agree with your example‚ “find a new job‚” and although it is an option‚ I won’t say the same. Clearly‚ we operate in the realm of an ‘at will’ society; hence‚ people has the power to stay or go‚ the same way an organization can either keep or terminate. Unfortunately‚ due to various circumstances‚ some people do not have the luxury of quitting; therefore‚ they stay. Financial Advisors choose whoever they desire
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(http://www.answers.com) There are two terms of downsizing: downsizing by need and downsizing by preference. On the first case the company is obliged to reduce number of its employee without previous planning due sudden challenges like financial crisis‚ new technology revelation and market changes‚ In this case employees can lose there jobs permanently. On the second case‚ organizations have a stable situation in the market and there is no
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