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Showing posts with the label Financial

how to sell financial advice

You are not predicting the market. You provide advice on vehicles , allocation, accounts types, tax implications, liquidity, stability, ask people, what do you want to do with your money, and show them how to accomplish that. People have a "what should I do financial question, answer it. Provide a la cart answers For a fee. 

How to create a Trust and why

Money making idea. Get a bunch of Trust examples. Write a bullet point summary.  Then sell templates.