world views - Blog - Brock Shores Financial #ImprovingFutures
2024-03-29T14:40:29Z
https://improvingfutures.ning.com/blog/feed/tag/world+views
Homework Dec 28 2019
https://improvingfutures.ning.com/blog/homework
2018-12-28T13:43:19.000Z
2018-12-28T13:43:19.000Z
Timothy Ross
https://improvingfutures.ning.com/members/TimothyRoss
<div><p>Let’s bring more value to our clients </p>
<p> </p>
<p><a href="http://advisoranalyst.com/glablog/2018/12/27/dan-richards-how-to-be-the-most-valuable-advisor-to-clients.html/" target="_blank" rel="noopener">http://advisoranalyst.com/glablog/2018/12/27/dan-richards-how-to-be-the-most-valuable-advisor-to-clients.html/</a></p>
<p>#1 Trusted Advisor</p>
<p>- able to talk about the things that really matter the most </p>
<p>- like, why your wealth matters</p>
<p>Reflecting ”it’s why we help families achieve life’s major goals”</p>
<p>#2 Network Access</p>
<p>- I have lived in this region for most of my adult life, I do have a large network of contacts in various areas that can benefit our clients should a need come up, we can connect you</p>
<p> <a href="http://advisoranalyst.com/glablog/2018/12/28/dan-richards-how-to-be-the-most-valuable-advisor-to-clients-part-two.html/" target="_blank" rel="noopener">http://advisoranalyst.com/glablog/2018/12/28/dan-richards-how-to-be-the-most-valuable-advisor-to-clients-part-two.html/</a></p>
<p> </p>
<p>#3  Specialization</p>
<p>- excelling in client segmentation is the hallmark of top advisors. Your able to demonstrate your core values in your stories that people can relate to. This brings value to the relationship. </p>
<p>We have developed relationships with Family’s that have businesses. Those that have an entrepreneurial insight that in many ways flows from our tax business. We have a lot of legacy clients and referrals from this foundation built over the last thirty years. We need to get better at telling our story. We have reduced risk by providing SRI practices in our investment solutions and portfolios that use pension management asset allocation processes. Stable returns with less risk. All this reduces risk, providing confidence and word of mouth opportunities to share what we have done, all within a confidential environment. Our team continues to grow and specialize within the different areas we discover are important to Achieve Life’s Major Goals. </p>
<p> </p>
<p><em>Timothy L. Ross</em> Family Advisor © , Since 1988</p>
<p>Helping Families Achieve ...Life’s Major Goals ©</p>
<p>OMEGA STEWARDSHIP ©<br />
* One Stop Process Driven Approach for Retirement & Income Planning<br />
* Personalized Tax Management Solutions for Individuals & Business Owners<br />
* Confidential Wealth Management Solutions </p>
<p><strong>Mutual Funds  through PEAK Investment Services Inc.</strong></p>
<p> Brock Shores Financial <br />
#ImprovingFutures<br />
<br />
We help families plan and implement strategies to accomplish "Life's Major Goals"</p>
<ul>
<li>Tax Smart Planning & Investing</li>
<li>Worry Free Retirement</li>
<li>Education of Our Children & Grandchildren</li>
<li>Quality Care For Our Parents</li>
<li>Meaningful Financial Help For Our Loved Ones</li>
<li>Meaningful Legacy</li>
</ul>
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<p>Markets - Tuna is basically on sale</p>
<p> </p>
<p> <a href="http://advisoranalyst.com/glablog/2018/12/28/a-bakers-dozen-reasons-why-stocks-can-tactically-rally-from-here.html/" target="_blank" rel="noopener">http://advisoranalyst.com/glablog/2018/12/28/a-bakers-dozen-reasons-why-stocks-can-tactically-rally-from-here.html/</a></p>
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<p>Things that “could” happen</p>
<p><a href="http://advisoranalyst.com/glablog/2018/12/28/kass-10-surprises-which-could-spike-the-market-5-in-one-day.html/" target="_blank" rel="noopener">http://advisoranalyst.com/glablog/2018/12/28/kass-10-surprises-which-could-spike-the-market-5-in-one-day.html/</a> </p>
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<p>Reviewing my farm paper, I came across this resource and encouraging place #RootedInStrength <a href="http://www.domore.ag" target="_blank" rel="noopener">http://www.domore.ag</a></p>
<p><a href="https://storage.ning.com/topology/rest/1.0/file/get/541478523?profile=original" target="_blank" rel="noopener"><img class="align-full" src="https://storage.ning.com/topology/rest/1.0/file/get/541478523?profile=RESIZE_710x" width="710" /></a></p>
<blockquote class="quoteBody">What greater gift than the love of a cat. ~ Charles Dickens </blockquote>
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