life coaches

Choosing a Financial Advisor in Marietta, Georgia

By Andrea Ell 1 April, 2023 2 mins read

A financial advisor can help you manage your money and reach your financial goals. This service is offered by several companies in Marietta. Casey Smith and John Massey are some of the firms that offer this service. They are highly skilled at helping clients achieve their financial dreams and financial freedom.

Casey Smith

Casey Smith works as a certified financial planning expert for 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 expected to adhere to a fiduciary standard.

Smith has been recognized for his achievements in many areas. He was honored with the Cobb Chamber of Commerce Small Business of the Year award, as well as the Best Financial Planning Firm Award in Marietta, Georgia. He has been featured in many publications, and hosts the Wiser Wealth Management Roundtable Podcast that discusses financial plan.

John Massey

John Massey, a financial advisor in Marietta, Georgia, has over 25 years of experience in the financial industry. Prior to his current position at Marietta Wealth Management, Massmutual, Qualified Plans, LLC, were he was employed. He specializes in retirement plans services. He is also a CPA, and a member of American Society of Certified Public Accountants.

Yeomans Consulting Group

The Yeomans Consulting Group in Marietta, Georgia is a large financial consulting firm. It manages regulatory assets in excess of $183.1M and has 1,322 accounts. It has been in operation since 2012 and is registered with SEC. In addition to financial planning, the firm also offers succession planning for business owners. Financial advisors at the firm work with clients to develop and implement financial plans. This includes retirement plans.

Six people work for the firm, and all are registered as investment advisors or researchers with state securities authorities. The financial advisors are paid a salary, with bonuses tied to their performance and firm growth objectives. Financial advisors must be able and willing to help prospective clients 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 a financial advisory firm in Marietta, Georgia, with offices throughout the state. The firm employs 2,725 advisors and operates 3,415 locations. It owns assets worth more than $32Billion and serves 126,886 customers. Jonathan Brummel is a registered investment advisor representative and securities agent in Georgia. He has been in financial services for over 26 years.

To become a Truist Advisors financial advisor in Marietta, you need to meet certain qualifications. Truist Wealth uses a variety of investment strategies, including trading, margin transactions and option writing. Common and preferred stocks as well as mutual funds, ETFs and options are all available. In addition, the team follows an ethical and professional process.

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FAQ

Do I have the right to pay upfront for my purchase?

Yes, you don't need to pay until your final bill arrives.

Many life coaches don't charge anything upfront, making it easy to start benefiting from their expertise without spending any money.

You will need to agree to a price if you hire a coach before you start your relationship.

Can a life coach help with anxiousness?

It's important for people to know that there are many different types of anxiety disorders. Every individual reacts differently when exposed to the same stimuli. The best way for you to approach an anxious client, is to first identify their type of anxiety.

This will allow for you to design a treatment plan specific to your client's needs.

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.

Also, make sure to ask if the coach offers workshop and group counseling.

This will allow for you to meet up regularly with him/her and discuss progress.

Also, inquire about the coaching experience and credentials.

What's the difference between a life coach and a therapist?

A life coach is there to help you make better decisions and live a better existence. They help you learn how to manage your emotions and behaviors to improve your relationships. 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. Therapists have the ability to identify and treat these issues.

Life coaches can work with individuals but don't have training to treat mental health issues. However, most life coaches have some experience working with people dealing with depression, anxiety, or other psychological disorders.

What is the difference between counseling and life coaching?

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 is a one-on-one service in which you meet with a counselor who will help you solve your specific problems.

Life Coaching is a group service that allows you to meet up with other peers and help them grow as individuals.

Most life coaching can be done online or over the phone, while counseling is done face-to–face.

Life coaching is typically focused on building skills and positive habits to achieve your goals and dreams. Counselors tend to focus on resolving current issues.

Counseling is different from life coaching in that counselors deal with problems, while life coach help you to move beyond them and create a life that is fulfilling.

What will I get from my life coaching session?

Your goals and needs will be discussed during your first coaching session. Next, we will identify any obstacles in your path to achieving these goals. Once we have identified the problem areas we will design a plan to help you reach those goals.

We will be checking in on you every month to see if everything is going as planned. Please let us know if there are any issues.

We are here as your guide throughout this process. You'll always feel as if you have our support.

Statistics

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)
This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
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)
Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
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)

External Links

ncbi.nlm.nih.gov

inlpcenter.org

The World's First Online NLP Institute - Get the Best NLP Certification & Training

doi.org

tonyrobbins.com

How To

What is a coach for life?

A life coach assists people in improving their lives by offering advice on personal and professional development, relationship counseling, business coaching as well as financial planning, financial management, health & fitness, and many other areas.

Life coaches provide support and assistance to individuals looking for positive changes in their lives. They might also be able to help people who struggle with depression, anxiety or addiction, grief, trauma and loss.

Life coaches employ a variety techniques to help clients reach their goals. Motivational interviewing, goal setting, self reflection, assertiveness, cognitive behavioral therapy and emotional intelligence are the most common methods.

The practice of life coaching emerged as an alternative to traditional psychotherapy. While they may charge less than therapists for similar services, coaches are often cheaper than those who provide therapy. Coaches often have a specific focus, such as in parenting or love relations. While some coaches only work with adults, others are more adept at working with children and teens. Other coaches may have other expertise, such as in education, sports performance, nutrition, or fitness.

The benefits of life coaching include: