Sentences with phrase «financial consultant like»

By Paul Kotnour, Chartered Life Underwriter & Chartered Financial Consultant Like other business owners, framers often concentrate on making a profit and give less attention to the more mundane details of accounting, legal matters and insurance.

Financial consultants like KPMG offers SMEs debt advisory services to help them obtain finance from sources including P2P lenders.

Not exact matches

But in a new survey of 250 business owners by Bank of America's Merrill Lynch division, only 39 % said they used an expert — like a management consultant, financial adviser or commercial banker — to develop a succession plan.

You see, it really didn't matter at all if a financial adviser knew what they were doing, because selling diversification strategies to clients made it sound like they knew what they were doing, which was an infinitely better proposition for commercial investment firms than employing financial consultants that actually knew what they were doing.

If one's counterargument to this fact is that this particular task is the job of a portfolio manager, then (1) why assign such misleading titles like «financial consultant / adviser» to their employees when salesman is a more appropriate title; and (2) why does nearly every portfolio manager employed by commercial investment firms stick to low - utility diversification strategies that consistently underperform non-managed, passive index funds year after year?

We also cover topics like knowing the differences between stockbrokers (also known as financial consultants, financial advisers) and investment advisers — differences most individual investors may not know.

Instead, they promote themselves as «financial advisers» or «financial consultants,» which sounds like the same thing.

Ke estimates that U.S. investors are paying $ 233 billion a year to have $ 15 trillion overseen, somewhat more than half of that outlay going to the financial consultants who talk to the clients and the remainder to vendors of products like mutual funds.

This is according to OC&C Strategy Consultants» 15th annual Global 50 report in collaboration with The Grocer, which examines the financial performance of the world's 50 largest consumer goods companies — the likes of -LSB-...]

BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services If you're anything like me, you've uttered the phrase «If only I had bought....

For the last two - and - a-half years, that grant had been the sole source of financial support for seven full - time employees and assorted educational consultants like myself.

In addition to debt solutions, its consultants focus on «proper credit rebuilding, financial literacy, and the hand - holding that it takes to help them re-engineer what the next three to five years look like,» Troy said.

But if you are looking to hire a consultant or advisor who can guide you to a solution based on your overall financial situation, then you want to look for someone like Damon Day who is a coach and / or consultant.

Look for professionals with designations like certified financial planner, chartered financial analyst or chartered financial consultant.

Some days we feel more like an accountant or financial consultant than an animal doctor.

Aaron Street: Yeah, I guess rather than an analogy to cars I think maybe a more useful way of thinking about this is more like an insurance sales person or even more a financial advisor, wealth manager, where you are engaging them for the purpose of giving you advice and it turns out that their business model, though it involves giving advice, also includes things like selling you product and this isn't to denigrate law firm IT consultants, or tech consultants in general, it's just to make sure that people are aware of how their business model works and then to make sure that you're using them in a way that acknowledges that.

Looks like at least a decade, given the allegations filed March 31 by four financial consultants — all women — against Smith Barney, the retail brokerage arm of Citigroup (America's largest financial institution).

It is most often purchased by accountants, lawyers, IT consultants, engineers, real estate professionals, architects, bookkeepers, travel agents, financial advisors, and health care professionals like X-ray technicians, podiatrists and kinesiologists to name just a few.

THE ATFS TEAM is comprised of members from large financial institutions and VC funds like KB and Benex, global management consulting firms like IBM, EY and KPMG as well as blockchain developers, global strategy consultants, and bio-related experts.

Worked as a financial consultant and handled all the responsibilities of this position efficiently; handled various duties like: evaluating financial investment opportunities, analyzing financial reports and statements, providing suggestions and advices on probable investment opportunities, providing training to the clients and employees; compiled financial documents and prepared financial statements; handled accounts payable and receivable; maintained a good rapport with the clients

A financial consultant resume contains information about the competencies and qualifications of a candidate who would like to immerse himself / herself in providing necessary consultations with different clients needs especially with regards to savings, insurance, and investments.

Here are some samples of resume for various posts like - Finance Manager, Financial Consultant, Director of Finance and so on.

Besides general skills, one needs to write about specific skills and technical knowledge required to offer consultancy services like knowledge of various software and hardware applications for IT consultants, financial and business trends for business consultants and so on.

Degrees in finance, accounting, or business administration fit the educational requirements of an analyst position.Certifications, like Certified Governmental Financial Manager or Certified Management Consultant could improve your employment prospects as would licensure through the Financial Industry Regulatory Authority.If you're new, or relatively new to the workforce, list any internship or professional practicums in which you participated.

Something like «Global Financial Services consultant at Fortune 100 Companies: ABC Global, LogicSource, LPL Financial» or something similar.

Graduate Financial Recruitment Consultant Location: Central London Salary: # 23 - # 27k plus # 45k OTE in your 1st year Start Date: ASAP The Benefits - 42 % commission on all new business won Competitive mortgage scheme Annual ski trips for all staff members Subsidised trips to places like Ibiza and Bora Bora...

• Six years of Professional Experience in Accounting, Taxation, Auditing, Financial Planning & Analysis, Financial & Audit Reporting Processes, Business & Financial Analyst, ERP Consultant • Demonstrated ability in leading cross functional teams for various projects in ERP Packages like SAP FICO, Business Process Management, budgeting, forecasting, Business Requirements gathering & analysis.

Simply360 are recruiting for an experienced Recruitment Consultant to join their expanding team - We are based in a vibrant office space in Aldwych which is like no ordinary recruitment office You will be working a warm client base and recruiting for financial professionals to join some of the most exciting...

Divorce and your finances 25 - Mar - 2015 Studies show that, no matter which process is used, enlisting the help of financial specialists and other consultants, like mental health professionals can result in a more holistic solution and a better long - term outcome for all parties.