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Starting a Financial Advisory Business / [eVideo - Films on Demand]

Author: Films for the Humanities & Sciences (Firm); Infobase.; Information Television Network.
Publisher: [Place of publication not identified] : Information Television Network, New York, N.Y. : Distributed by Infobase, [2011] 2012. ©2011
Series: StartUp Experience.
Edition/Format:   eVideo : Clipart/images/graphics : EnglishView all editions and formats
Summary:
Entrepreneur Tara E. Nolan is the founder and CEO of Tara Nolan Advisory Services. After receiving her M.B.A., Tara moved from the U.S. Air Force into the U.S. Air Force Reserves and began to gain experience in the financial services industry. After a few years of practice, she started her own financial advising business that advises women and entrepreneurs with net worth of $1 million or more. Tara reached success  Read more...
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Details

Genre/Form: Internet videos
Material Type: Clipart/images/graphics, Internet resource, Videorecording
Document Type: Internet Resource, Computer File, Visual material
All Authors / Contributors: Films for the Humanities & Sciences (Firm); Infobase.; Information Television Network.
OCLC Number: 1027731289
Language Note: Closed-captioned.
Notes: Films on Demand eVideo.
Films On Demand is distributed by Infobase for Films for the Humanities and Sciences, Cambridge Educational, Meridian Education, and Shopware.
Target Audience: 9 and up.
Description: 1 streaming video file (69 min.) : sound, color.
Contents: Meet Tara Nolan (3:37) --
Setting Up a Plan (2:10) --
Personality Traits (3:07) --
Be Aggressive When Building a FInancial Advisory Business (2:43) --
Trust Yourself and Get a Mentor (2:23) --
"Build the Business You Want" (2:08) --
Personality Traits for Financial Advising Business (3:17) --
Lessons Learned from the Journey (3:39) --
The Entrepreneur's Advice (3:06) --
Business Model (2:39) --
Building an Office (1:56) --
How a Financial Manager is Paid (1:37) --
Standard Fees for Financial Advising (2:29) --
Federal and State Regulations (3:09) --
Find Your Market (3:26) --
Work Ethic (2:19) --
Cold-Calling (3:37) --
Building a Business of Attraction (2:26) --
Tara's Business Plan (2:03) --
Marketing (3:42) --
Social Media (2:34) --
Continuing Education (1:51) --
High Reward High Risk (2:28) --
High Reward High Risk (2:17) --
The Entrepreneur's Advice: Summary (4:24) --
Meet Tara Nolan (3:37) --
Setting Up a Plan (2:10) --
Personality Traits (3:07) --
Be Aggressive When Building a FInancial Advisory Business (2:43) --
Trust Yourself & Get a Mentor (2:23) --
"Build the Business You Want" (2:08) --
Personality Traits for Financial Advising Business (3:17) --
Lessons Learned from the Journey (3:39) --
The Entrepreneur's Advice (3:06) --
Business Model (2:39) --
Building an Office (1:56) --
How a Financial Manager is Paid (1:37) --
Standard Fees for Financial Advising (2:29) --
Federal and State Regulations (3:09) --
Find Your Market (3:26) --
Work Ethic (2:19) --
Cold-Calling (3:37) --
Building a Business of Attraction (2:26) --
Tara's Business Plan (2:03) --
Marketing (3:42) --
Social Media (2:34) --
Continuing Education (1:51) --
High Reward High Risk (2:28) --
High Reward High Risk (2:17) --
The Entrepreneur's Advice: Summary (4:24).
Series Title: StartUp Experience.
Responsibility: Information Television Network.

Abstract:

Entrepreneur Tara E. Nolan is the founder and CEO of Tara Nolan Advisory Services. After receiving her M.B.A., Tara moved from the U.S. Air Force into the U.S. Air Force Reserves and began to gain experience in the financial services industry. After a few years of practice, she started her own financial advising business that advises women and entrepreneurs with net worth of $1 million or more. Tara reached success quickly and continues to grow her independent firm. In this program, Tara discusses different ways to enter the financial advisory industry; how to differentiate yourself in such a highly competitive industry; how to stay current on valuable information for your clients; the secret to turning contacts into clients; networking skills; how to leverage social media to help you build credibility and relationships without incurring any cost; how to maximize profit in the financial advisory services business; and more.

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