Money Mastery Company - Personal Financial Consultant

What you can’t find anywhere else is a team of experts who teach YOU how to manage every aspect of your finances, from how you spend to what you save. Our team can help you look at your entire financial situation and treat it holistically, putting all the pieces of your financial puzzle together


  1. Money Mastery is a federally registered trademark and the Money Mastery logo and all other trademarks, servicemarks, and trade names appearing on the site are the property of Time & Money, LLC or its respective owners that have granted Time & Money, LLC the right to use such marks.

    Personal Financial Advisors is one of the fastest growing industries today . More and more people get out of debt , and / or education and pension costs required to prepare a financial adviser services . This creates the possibility of an income to everyone involved in the knowledge of experts .

    Becoming a financial advisor takes time and money . This is not a get-rich- quick business , but it can lead to unlimited income potential . Before you do anything else , decide whether you want to have the time to become a financial advisor . If you decide to do , and then delve deeper to learn more .

    They will help you plan for financing investments through financial advisors , investment advisors are known . The best thing to do when you decide to become an investment advisor for many financial planning organizations such as the Financial Planning Association is involved in .

    The financial advisor should become a member of many associations . Before you are able to provide financial advisory services to you , to take the class and an exam . Each association has its own credentialing system . It would have to get all the certificates , it is ideal for many industrial and reliability .

    Until you receive the certificate , you Securities and Exchange Commission 's requirements as well as financial experts to the State Regulatory Commission . Well you have to obtain a license from the NASD and the agencies that require registration .

    Once you are certified and licensed and you are ready to open your investment advisor firm . However , for customers looking for a few things to do before . You need to decide whether the services should be compensated , and if you specialize in one type of planning such as estate planning , if , or can not be generalized . Lawyers, accountants and other local people in the field as you can , to start networking .

    There are four compensation fund picking . When you are deciding on the compensation system for the licensing and certification you want to get results. In any case , you will partner with insurance companies, at least in the securities broker / dealer is over .

    You can be the basis of a commission , fee based , fee and commission basis , or fee- based offsets can provide services to your investment advisor . Only one of these three payment methods , insurance companies and securities broker / dealers to partner or do not need to obtain additional licenses . Fee only advisor client creates a financial plan , but the customer is responsible for implementation of the project . Fee only advisor , usually an hour or program is free of charge .

    Each of these methods is a good and a bad side to compensate . In considering the type of business you want financial advisor , and you should choose the appropriate method . You can always change the system , but that can be tricky .

    If you decide to go with the fee than the other methods , you 'll find your partners . Like many insurance companies and broker / dealers is the best combination . This will give you the best tools and more options for working with your clients .

    When you are talking to the companies , you are in the field of lawyers , and accountants need to talk . They can only refer clients to you , but to your customers that you are willing to work programs . The networking part is you do not succeed .

    1403 S 600 W Woods Cross, UT 84010 
    Telephone: 888-292-1099 

    Posted by: Adam William