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Tip of the Day

Great Resource For Women Business Owners

By | Advice from Julie Murphy Casserly, Tip of the Day | No Comments

Forbes.com, among others, is often the first website I go to for inspirational stories on other business women and entrepreneur. Although I am not affiliated with Forbes, I do think they do a great job with articles that are useful to all women in business.   

As women, by nature, we are multi-taskers to say the least!  I wanted to share this link to some pretty great websites for women in business. http://www.forbes.com/2010/06/23/100-best-womens-blogs-forbes-woman-time-websites.html . 

I hope all of you have a fantastic and safe Fourth of July.  I will be enjoying the Fourth with family in friends on my boat along Lake Michigan loving life!

Supporting Women Entrepreneurs

By | Advice from Julie Murphy Casserly, Tip of the Day | No Comments

As I am preparing for my guest co-host appearance on the Lara Galloway’s “WoMen Teleseries” tomorrow http://mombizcoach.com/community/women-series/ I am reflecting on the importance of supporting other women business owners.

Women, now more than ever, are owning their personal power over money, and following their passion.  It is such an honor to help inspire other women to follow their dreams and desires and create an abundant life that is all their own.

Shopping For A New Financial Advisor

By | Advice from Julie Murphy Casserly, Tip of the Day | No Comments

As a CFP® who specializes in client advocacy, I have found that there is sometimes a disconnect between my industry and clients needs. Many of my new clients come to me after becoming disenfranchised with another advisor. Here are some questions to ask if you are considering shopping for a new financial professional:

-Is your income fee-based or commission-based?

-What designations do you have? (I suggest looking for a Certified Financial Planner or CFP®)

-Are you tied to any sales goals with specific products?

-Are you working with any vendors who require you to sell a minimum number of their products or your contract with them will end soon? (Do you have any quotas to reach?)

-What are your limitations, if any, in selling specific product lines due to your current licensing? (Someone who is fully licensed has a Series 7 and Series 66 to be fee-based.)

-Do you charge an annual planning fee outside of compensation from products? If you don’t why not?

-If you’re talking to an independent planner: If something were to happen to you, who will take care of me?

-If you’re talking to someone associated with a firm: What happens if you leave the business, by choice, disability or death?  Who would then be managing my money?