RICHARD DWAYNE BLAIR; AN ASSET TO THE COMMUNITY

Wealth solutions, founded by Richard Dwayne Blair, is a signed-up asset advice-giving firm established in Austin, Texas. The founder aimed to make a positive impact on peoples’ lives. For quite some time, Richard used his knowledge and understanding in retirement preparation in assisting his consumers to make their retirement plans a reality. By giving a hand to his consumers to help them avoid typical drawbacks and providing achievable strategies, he ensures his clients get their vision of successful retirement.

Richard Dwayne Blair trusts that each one requires preparation to aid them to achieve their financial goals. He aims at arming his members of the community with a commercial roadmap that aids in giving guidance through various obstacles in life. He also offers retirement scheduling and property management to consumers. For him to come up with an efficient financial sketch, he trails a triple pillar tactic. This makes it possible for him to monitor each consumer’s present financial status and his or her retirement requirements hence providing a more tactful plan.

The original pillar was set to outline the consumers’ financial roadmap. He would establish the path by pinpointing the consumers’ strengths, objectives, and threat tolerance and growth opportunities. This monetary phase is intended to aid him to put up a solid and durable relationship with consumers. It becomes possible for him to obtain a deeper knowledge of the consumers’ concerns and create clear hope.

The second one is aimed at building up a lasting and efficient investment plan that rhymes with the consumers’ distinct goals and requirements. Richard actively supervises and reallocates property to assist in ensuring maximum performance in times of upward market trend. On the other hand, the impact that gives negative influence on the consumers is minimized. Performance is hunted down and linked to the consumers and company’s expectations.

In the last pillar, he reviews with consumers the last pillar –insurance requirements only after he has determined a consumer’s financial aim and put in place tactics to ensure adequate growth. With this, one gets prepared for whatever stone life might throw on him/her. He assists his clients to get prepared for these situations with insurances both life and long-term care and with annuities.

 

Equities First Holdings UK Has Personnel With Good Financial Background

Equities First Holdings UK (EFH UK) started in 2013. The stock-based loans, financial advice, and good leadership has made them a leader in their sector. The EFH UK has been helpful to the people in the new market. People get take advantage of the benefits of using a stock-based loans. The greatest benefit is the loan can be used for any purpose. It has easier approval rate than some traditional loans. It helps when people has valuable stock to use as collateral for a stock-based loan. Financial advice is another way people are reaping the benefits provide by EFH UK.

EFH UK is only good as people who leads it and keeps the doors open. Professionals with a good financial education drives success. EFH UK understands people and their needs. There should be able to have a team ready do what is needed to help the client succeed and see them reach their goals, and read full article.

Why Financial Advisers Should Talk About Social Security With Retirees

David Giertz, a high-level executive in the financial and insurance industries, has sent a warning out to financial advisers in regards to their unwillingness to talk about social security benefits with their clients. He said that this will result in them losing clients, according to a recent survey his company had completed, as well as being a disservice to the needs of their clients who are entering their retirement years.

As a financial adviser himself, David Giertz knows that the social security rules are byzantine and very difficult to figure out. That’s precisely why retirees need help figuring it out from a financial professional, he says. He sees it as the duty of advisers to inform their clients about social security, such as when it’s best to start taking it in their case, because they need this help.

He also points out that the study commissioned by his company, Nationwide Financial, said that most retirees would swap advisers if they don’t get their questions answered about this subject when they call or meet with them in person. Unless an adviser wants to lose clients to other advisers who are more open to having these discussions they’re not doing themselves any good.

David Giertz has worked at Nationwide Financial for several years. Prior to this he was a financial services adviser when he worked for Citigroup, Inc. He has experience with mutual funds, life insurance products, annuities, and retirement plans. He has helped many clients over the years protect their dependents as well as meet their investment goals.

As for the best way to advance your career David Giertz says that by far the most important thing to do is to network with other professionals. He says it’s important to spread your network as wide as possible, not just with those in your own industry. A network built up of people with a diversity of backgrounds is one of the keys to finding opportunities in your career. He says that many of the people he has met who have become part of his network have also become his personal friends which is something that is also invaluable.

Why Jason Hope is Dedicated to Giving to the SENS Foundation

The SENS Foundation, an organization dedicated to research for anti-aging has been the recipient of handsome donations from entrepreneur Jason Hope. Why is Hope so committed to this particular foundation? His connection with them is deeply rooted in the fact they are focused on finding a way to prevent aging before it ever starts.

A conference that the SENS Foundation is holding this year in Santa Clara, hopes to introduce new findings of their research. This conference will be focusing on what they call “regenerative medicine”. Many diseases are directly linked to aged adults, specifically diseases like Alzheimer’s, Parkinson’s, and even cancer. Hope loves seeing panels of experts at these conferences that are discussing topics like therapies that will aid with anti-aging, cellular and molecular damage caused by these diseases, and preventative strategies all around for anti-aging research. Jason Hope Pledges $500,000
Jason Hope began giving to the SENS Foundation in 2010, with a donation of $500,000. This donation was to fund the laboratory and research that they were conducting on the breakdown of chemicals in the tissue of humans that could impact aging and how rapidly it occurs. It is for this reason that Hope is interested in watching what the SENS Foundation can do. Their focus on finding how to prevent the disease before it begins would be ideal. This is because diseases that are more prevalent in the aged can negatively impact major functions of the body.

Hope is a successful entrepreneur and philanthropist dedicated to innovation and scientific research. He holds a strong interest in technology that is related to the research behind slowing down aging. Additionally, Hope is highly regarded in the world of business, and is revered as the one to help you find answers with any challenge within your business model.

Hope was born and raised in Tempe, Arizona, and continued his college education at Arizona State University. Although he studied finance, he later went on to study at the W.P. Carey School of Business through Arizona State University as well. His background has served him well in making financial decisions regarding donations to research as well as investing in what methods appear to be more solid in preventing aging and finding new methods to do so. Jason Hope’s Hard Line Stance on the Internet of Things

Vincent Parascandola: The Ultimate Sales Mogul

Vincent Parascandola is the senior executive vice president for AXA US which is located in Woodbridge, New Jersey. He has been in this position since October 2014.

AXA US is responsible for the development and growth of more than 225 financial experts. They train and recruit new advisors to the organization and overall sales growth by improving the producers’ productivity while keeping good profit margins. They also have offices in Manasquan and Morristown.

Parascandola’s Past Experience

For about 10 years now, Parascandola has been with AXA. From January 2013 to October 2014, he was the company’s continental division chief sales officer and president where he was responsible for recruiting, sales, profitability, and productivity of the company’s 46 US branch offices. From July 2009 to December 2012, he was the company’s continental division president. In this position, he was responsible for the company’s branch offices in Northeast US and branches in Hawaii and California. He worked in recruiting, sales, human resources, compliance, expense management, management development, and operations. From 2009 to March 2010, he was the company’s Advantage Group president. Check out Alumnius for more info.

Parascandola has been in the industry for over 25 years. He started his career in 1987 with Prudential Life as an agent. He was recognized as the National Rookie of the Year. In 1990, he worked for the MONY Life Insurance Company. He held various regional and local field management positions with this company. He started working for AXA in 2004. For more details visit Crunchbase to see more.

Educational Endeavors

When it comes to education achievements, he earned a BS degree from the Pace University in New York. Vincent recently gave a commencement speech at his alma mater to the 2014. You can visit his Vimeo account to see more.

See more: https://wallethub.com/profile/vincent-parascandola-13214204i/

Luiz Carlos Trabuco Cappi: The Steady Hand That Has Been Loyal To Bradesco For Close To Five Decades

In recent years, Luiz Carlos Trabuco Cappi’s name has become synonymous with Bradesco. The current president has been with the company for an estimated 48 years, making him one of its longest serving servants. His destiny has long seemed tied to that of Bradesco. Just like the bank, Luiz Carlos Trabuco Cappi has his origins in the city of Marilia. Over the years, he has watched and learned from the bank’s previous presidents, including founder Amador Aguiar, his successor Lazaro Brandao and Luiz Carlos Trabuco Cappi’s successor, Marcio Cypriano. Few have had the opportunity to grow in a single institution for as long as he has had. As such, when he was appointed to lead one of the largest banks in Central and South America, many in the industry saw it as to be the right decision.

Academic Background and Career Beginnings
For his undergraduate studies, Luiz Carlos Trabuco Cappi attended the University of Sao Paulo and graduated with a degree in philosophy. He would continue with his post-graduate studies graduating with a master’s degree in socio-psychology from the Fundacao School of Sociology and Politics of Sao Paulo. Despite having no academic inclinations towards banking, Luiz Carlos Trabuco Cappi’s first job was as a clerk at Bradesco. He took the job in1969, aged only 18. After moving to the head office only two years later, he earned significant promotions in quick succession ultimately being named a department director in 1984 and vice president of Bradesco Seguros in 1999. By this juncture, he was among the most respected executives in the company and was thought to have a slight chance at being named the bank’s president. The position, however, went to his would be predecessor, Marcio Cypriano.

Taking the Reins at Bradesco Seguros
In 2003, only four short years after being named its Vice President, Luiz Carlos Trabuco Cappi was promoted to the position of Bradesco Seguros’s President. At the time of his appointment, Bradesco Seguros contributed an approximate 26% of the entire bank’s net profits. He immediately set out to expand the insurance company’s broker network with the goal of aggressively selling more policies. The strategy paid off greatly as he was able to grow the company’s market share in the insurance industry by about 2% and confirm its standing as the leading player in the sector. Additionally, he was able to grow the company’s contribution towards the bank’s profits by almost a tenth to stand at 35% of total earnings. His high performance at Bradesco Seguros got him twice named the insurance personality of the year.

Growing Bradesco
When Luiz Carlos Trabuco Cappi took over from Cypriano, the company had just come off a number of aggressive expansion cycles characterized by high-profile acquisitions of mid-sized banks. While Luiz Carlos Trabuco Cappi was tasked with building on Cypriano’s foundation and expand the bank further, there were almost no viable acquisition opportunities in the market at the time. As such, he decided to adopt an organic growth approach. Luiz Carlos Trabuco Cappi did, however, remain on the lookout for any good acquisition opportunities. When one such opportunity presented itself in 2015, the bank initiated a $5.2 billion purchase of HSBC Brazil. The deal was concluded in 2016, giving Bradesco a great boost over its competitors in the private banking sector.

Leadership Coaching
After being named President, among the immediate changes that Luiz Carlos Trabuco Cappi introduced at Bradesco was setting up a corporate university. With Luiz Carlos Trabuco Cappi highly involved, the university has empowered numerous executives in the organization to become better leaders.

Jim Hunt Is Delivering Quality Investment Information At VTA Publications

If you need information on what kind of stocks to invest in, or when to trade them, Jim Hunt usually has the answer. Hunt founded a company called Jim Hunt VTA Publications which publishes information on investing and financial planning advice, and he did so to help the “little guy” compete against the big banks. Hunt was interviewed by an independent blog called Ideamensch not long ago in which he explains how he’s gotten ideas for his company. Hunt listens to what his customers want, and once he’s researched and brainstormed an idea, he usually finds the solution when he’s relaxing. Jim Hunt recommends people become familiar with investing basics through reading books like Rich Dad, Poor Dad or Reminiscences of a Stock Operator.

Jim Hunt has no problem showing others how his investments work, and he’s published many YouTube videos detailing stock trade executions, and taking a look into investing during a bear market. “Wealth Wave” is a program he started up in which he explains how money is transferred in a bear market, and how two phone calls could change your fortune during such a period. He also started “Making Mum a Millionaire” detailing how just 10 trades could turn someone into a tax-free millionaire.

VTA Publications has been Hunt’s primary vehicle for his programs, and this company has put together several distance learning packages on vtapublications.co to help new investors get started. If you’ve never used stock charts before, you can learn how in their course about learning to read them, and you can find out about little-known trading options through supplemental material on streetwisenews.com. You may not have known that one of the oldest books, the bible has a lot to say about retirement planning in the course on the subject. Jim Hunt VTA Publications has put together several DVDs of seminars they’ve hosted with investment professionals from around the world, and you can purchase these DVDs in addition to the other courses by going to www.vtapublications.com.

Reference: http://www.prnewswire.co.uk/news-releases/jim-hunt-of-vta-publications-vows-to-make-mum-a-millionaire-in-just-10-trades-589777581.html