FINANCIAL FOCUS – Checklist for Helping You Choose a Financial Professional

For reasons likely to remain obscure, October 30 is Checklist Day. But while the origins of this observance may be a mystery, the value of checklists is clear: They help us organize our time and break large jobs into manageable steps. You can use a checklist for just about any significant endeavor – including the task of choosing a financial professional to help you achieve your important goals.

Here’s what such a checklist might look like:

__Find someone with the proper credentials. Make sure a prospective financial professional has the appropriate securities registrations.

__Find someone who has worked with people like you. You’ll want to seek out a financial professional who has experience working with people in circumstances similar to yours – that is, people of your financial status and with essentially the same goals and attitudes toward investing.

­__Find someone who will communicate with you regularly. During the course of your relationship with a financial professional, you will have many questions: Are my investments performing as they should? Should I change my investment mix? Am I still on track to meet my long-term goals? Plus, you will have changes in your life – new children, new jobs, new activities – that will affect your financial picture and that need to be communicated to your financial professional. Consequently, you need to be sure that whomever you work with is easy to reach and will be in regular contact with you. Many financial professionals meet with their clients at least once a year to discuss the clients’ portfolios and recommend changes, as needed, and also make themselves available, through phone calls and email, for any questions or concerns their clients may have.

__Find someone who will honor your preferences. Some financial professionals follow certain philosophies. For example, you might find one advisor who tends to favor aggressive investing, while another one might be more conservative. There’s nothing wrong with either approach, but you’ll want to be sure that your preferences take precedence in all recommendations and guidance you receive from a financial professional. And many professionals won’t express any of their own preferences at all, but will instead follow a course of action based on your goals, risk tolerance and time horizon.

__Find someone connected to other professionals. Your investment plans don’t exist in a vacuum. Over time, you will likely need to integrate elements of your investment strategy with your tax and estate planning strategies. When this happens, you may find it advantageous to have a financial professional who can work with tax and legal professionals to help you meet all your needs in these areas.

__Find someone whose compensation structure is acceptable to you. Financial professionals get paid in different ways – through fees, commissions or a combination of both. Which method is best for you, as an investor? There’s no one “right” answer – but you will certainly want to understand exactly how your financial professional will get paid and how this pay structure will affect your interactions with him or her.

You may find this checklist to be useful when you interview financial professionals. Take your time and make sure you’re confident about your ultimate choice. After all, you’re hiring someone to help you reach your key goals, such as a comfortable retirement, so you’ll want to get the right person on your side.

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor.

Marques Young
Edward Jones Investments
8001 Centerview Parkway, Suite 112
Cordova, TN 38018
Office: (901) 751-0634
Member SIPC



15 Inspirational Twitter Accounts Every Entrepreneur Should Follow

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There are approximately 317 million active Twitter users worldwide as of January. With such a large number, it can be tough to figure out the right people to follow. But don’t worry, we’ve done the hard work for you. We’ve pulled together a list of 15 inspiring Twitter accounts for any aspiring entrepreneur.

From Richard Branson to Randi Zuckerberg, these 15 successful people share everything from motivational quotes to business ideas to some of their favorite books, podcasts and tech gadgets.

Check out 15 inspirational Twitter accounts every entrepreneur should follow here.

Rose Leadem
Rose Leadem is an online editorial assistant at Entrepreneur Media Inc.


Entrepreneurs, Beware This Terrible Way of Networking on Social Media

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There’s a trend emerging on social media. Someone you don’t know but who may be connected to some of your friends or your network sends you a friend request. Shortly after, they send you a private message or email telling you what they want from you.

Every single day, I get these type of friend requests and messages. Someone’s first interaction with me is to ask me to write about them or their company, or they want to pick my brain about how to book paid speaking and consulting gigs internationally. No “hello,” no small talk. They just get right to what they want and how it somehow benefits me.

This is a terrible way to network and will never make a connection with fellow entrepreneurs. Social media works a lot like real life. You wouldn’t walk up to a stranger, say “hello” and then try to kiss them. There are three things you should understand in regards to networking.

1. Lead with value.

Human nature is to focus on what we want and what will help us. Networking done right leads with value for the person you’re approaching.

I’m not going to give you the old-school advice to tell people you will work for free just to get their radar. It can be as simple as sharing a book suggestion or a helpful article that complements what that person has shared on social media. It’s not about a grand gesture, it’s about finding some way to approach that person with value.

Also, understand that trying to get them on the phone right away is too much. They don’t know you, a phone call right off the bat is not a great ask. Your asks should not exceed the realities of your relationship.

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As I sit here on a Sunday Afternoon

As I sit here on a Sunday afternoon reflecting on my week and preparing for the week ahead, I wonder what successes will come out of it. Have you ever wondered if your business will be a success? What makes the entrepreneur different from everyone else? Is it the way we think, speak, the actions we take? There is a huge difference between the everyday person who goes to the 9 to 5 job and works it day in and day out even though they hate it and the person who risks everything to go after that pesky vision that won’t let them sleep at night. All of us dream of being financially free, being able to do what we want when we want. If that wasn’t the case then the Lottery wouldn’t be so popular. With the slimmest chances of winning the Lottery there are still thousands of people who still play it. No thank you, I don’t like risking my money like that, even if it is a $1 or $5, I would rather put the risk in my hands and my control and go out and start a business to obtain that freedom. I would much rather die trying than give up. You know you are different when that is all you can think about day in and day out and you would rather be dead then not go after your dreams. One thing I do wonder is why doesn’t everyone try it? Why stay in the status quo?

I believe the key differences between the crazy entrepreneur and the day to day worker bee is:


. . . Employees make money. Building wealth is the key to financial freedom, and the small shift in thinking toward ‘building wealth’ instead of just ‘making money’ can make a huge difference in your actions and the results you produce. Put and keep your focus on building wealth more than making money.


. . . Employees entertain themselves more than they educate themselves. In the school of experience, entrepreneurs choose what they want to learn about and they can ask any question they choose to without fear of being reprimanded or disciplined. Successful entrepreneurs ask themselves what they would really like to do with their lives, and then ask others the questions that give them the answers to how to be successful at their chosen field of interest.


. . . Employees know a lot about a little. If you want to remain an employee for the rest of your life then just stick to your job description and don’t worry about learning anything else. On the other hand, if you want to become an entrepreneur, then you must develop an interest in the big picture, and how things work together. It is wise to learn a little about a lot.

Source of the top three pulled from Mike Wronski Blog.

Professional Shot me

Jacqueline H. Waller is the Founder of , a company that specializes in connecting business owners to products and services that will help grow their business. She is a popular radio host with her own podcast, called, Connecting Atlanta Radio where she interviews successful business owners who are making a positive impact in their communities. Ms. Waller’s expertise was attained by working for 12 years in marketing, sales and human resources. Her expertise is in Social Networking, Marketing, Business Development, and Sales. If you need any type of business connection she is the number one Power Broker in Atlanta, you can contact her through