From the category archives:

Vision & Principles

Veterans Day Salute.

by TheProAdvisor on November 11, 2009

I have actually spent the better part of the last week thinking about and reflecting on both the Marine Corps Birthday (Nov. 10th, 1775) and Veterans Day (Nov. 11th).  I found it very difficult to not only express my feelings on these two days, but to actually find something that paid even the slightest degree of respect that our service men and women deserve.  Fortunately, my friend Harry K. Jones has found the exact words that I wanted to convey.  I have inserted his posting in full below (I hope you don’t mind) and would ask you to also wish him and his family as Happy Veterans Day!

You would think that as a veteran of not one branch of service, but three (USMC 92-00, USANG 00-02, and USAFR 02-05), I would actually have a good idea of what it takes and means to be a member of our armed forces.  Well, I do and that is the problem – There is no way to adequately convey the actual honor, commitment, and selflessness that those who serve in our armed forces have in abundance.

Whether you find the current conflicts we are embroiled in to be right, wrong, or indifferent is beside the point.  Our Veterans, both past and present not only deserve our respect, but they should have our love and adulation as well.  On a daily basis they willingly and without complaint run towards danger, risking life and limb, to secure our freedom.  To these my brethren and sisters, I salute you and all that you do – Happy Veterans Day!  May it be a safe one and may you all return quickly home to your family and loved ones.

A Heartfelt Plea On Veterans Day

I take great pride in being a military Veteran.

I’m also proud to be father of a United States Marine.

I’ve had the unique privilege of visiting Arlington Cemetery where the site of more than 300,000 white crosses, marking the graves of brave soldiers who gave their lives for this country, takes your breath away.

I’ve stood atop the hill overlooking our nation’s capitol as I witnessed the traditional Changing of the Guard at the Tomb of the Unknown Soldier.

I’ve spent hours standing at the Vietnam Veterans Memorial Wall in D.C. paying my respects and watching thousands of others crying, praying, and conducting a traditional rubbing of the name of their loved ones. 58,195 names appear on that highly polished monument and countless tears have been shed in the silence and reverence in the shadow of that wall.

Having done these things makes it unusually effortless for me to know and feel the true meaning of Veterans Day. However, for many others, it’s nothing more than another day that the banks are closed and the mail isn’t delivered.

If you’re too busy to pause for a few minutes today in honor of Veterans, I suggest you examine closely what you’re doing that’s so important at this moment. I would also suggest you reflect on the fact that you’re only doing whatever it is because of our Veterans. It’s their training, dedication, effort, patriotism, and love of country that provide us with the freedom we so often take for granted.

Take just a moment or two out of your very busy schedule to view this video as a reminder of why we put this day aside to honor our Veterans. Upon completion of the video, I think you might want to seek out a Veteran or the family of a Veteran and provide a simple but heartfelt “Thank You” for the freedoms you enjoy every day of your life.

Personally, I don’t believe there should be a Veterans Day. A single day is a very small price to pay for the enormous sacrifice made by so many hundreds of thousands of American men and women to guarantee the freedom for so many others. I think every day should be Veterans Day.

In fact, for many people it is. Check the following link to see what goes on every day at the Dallas Fort Worth International Airport as our soldiers return home from all over the world. This too should bring a tear to your eye and maybe an incentive to treat this day as the hallowed day that it is.

Harry K. Jones is a professional speaker and consultant for AchieveMax®, Inc., a company of motivational speakers who provide custom-designed keynote presentations, seminars, and consulting services. Harry has appeared all over North America addressing topics such as change, customer service, creativity, employee retention, goal setting, leadership, stress management, teamwork and time management for a number of industries, including education, financial, government, healthcare, hospitality, and manufacturing. For more information on Harry’s presentations, please call 800-886-2MAX or fill out our contact form.

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Happy 234th Birthday United States Marine Corps!

by TheProAdvisor on November 10, 2009

USMC BirthdayTo all my fellow US Marines, their families, and loved ones – Happy 234th Birthday!

From our humble beginning in Tun Tavern, to the Halls of Montezuma, the Shores of Tripoli, the sands of the South Pacific, the frozen landscape of the Korean Peninsula, the steamy jungles of Vietnam, scorching deserts of Iraq, and the imposing mountains of Afghanistan we have “fought our countries battles” and brought honor to our Corps.

I wish each of you a safe and happy birthday.  Semper Fidelis!

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Are you a client or a customer? – Why does it matter?

May 27, 2009

Why does it matter if your financial advisor treats you as a client or a customer?  The answer is simple: the two words are legally very different and convey different rights. 
A customer is defined as “a person who buys goods or services from another.” 
A client is defined as “one under the care, protection, and guidance [...]

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Asking the tough questions – how to interview a financial advisor.

April 13, 2009

 
 

 

Interviewing a financial advisor is just like interviewing a prospective employee.  In fact, a financial advisor is just that, an employee hired by you, to assist you with your financial needs.
Unfortunately, many advisors feel that you work for them, their families, and ultimately their financial needs.  Nothing is worse than a dishonest, uneducated, and self-centered [...]

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How to find a qualified “Financial Professional”.

April 11, 2009

Finding a “Financial Professional” seems easy enough, flip through any phonebook or type in “life insurance”, “financial planning”, or “estate planning” into any search engine and you will be bombarded with more so-called advisors than you can handle.
He is a word of advice, don’t bother wasting your time.  While a search engine or even the phonebook [...]

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Theory of Constraints – is your financial advisor holding you back?

April 10, 2009

The theory of constraints was first introduced to me by sales and marketing expert Chet Holmes.  He stated that “a leader is the ultimate constraint on any organizations success”.  This idea intrigued me and inspired me to provide an unconstrained approach to finances.
It further allowed me to come to the conclusion that “the advisor is [...]

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What is a “Financial Professional” and why you need one.

April 9, 2009

I have a problem.  I watch the news and constantly see Suze Orman ( http://www.suzeorman.com) and other so-called “Experts” on financial matters giving generic and even bad advice.  As “Experts” shouldn’t they take the time to ask a few questions and ensure that they have a proper “diagnosis” prior to “prescribing” a solution?
One of my favorite quotes [...]

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Founding Principles of a Financial Professional

April 8, 2009

Prior to finding my passion as a “Financial Professional”, I worked in many fields and endeavours that taught me the meaning of professionalism, dedication, education and hard work.
Since then, I have become an advocate of personal financial growth, education, and excellence.  What do I mean by that?
Well, I believe that everyone needs and deserves a [...]

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