Worried
Clients Get New Options for Outdated Financial Plans
Victoria
BC – In response to the
current financial climate and the need for investors to take a more
active role
in money management, MoneyMinding Founder and CEO Tracy Piercy, CFP,
has
expanded her business services to include access to top-quality
financial
solutions as part of an overall financial consultation.
“I’ve
been in the industry for 18 years
now, and for over ten years I’ve been creating a financial
education system
that delivers a whole new way of looking at every area of personal
finance. It’s designed so the decisions people make
on a day-to-day basis
support wealth creation and lifetime financial security,”
says Piercy.”
Now, I can back up that education with some of the best planning
concepts and
products local MoneyMinding Members have been asking for.”
Options
for Tracy
Piercy’s
clients include
a
simple fee-based consultation; a consultation backed up with product
implementation where the commission is credited back against the
client’s
consultation fee; education with the MoneyMinding Makeover and
membership; and
referrals to other MoneyMinding Advisors for complementary
solutions.
Because
the terms of engagement are
so flexible, Piercy has adopted a compensation system that is rare in
the
financial field. The majority of fee-based advisors are
actually paid a
percentage of their clients’ assets under
management. Piercy’s is a
fee-for-service model, where consultation fees are agreed in advance,
and
product commissions, if applicable, are credited back toward the
consultation
fee.
Piercy,
an international speaker and
author of three books on personal finance, is looking forward to being
able to
guide her clients from planning right through implementation.
“There are
so many exciting financial concepts that very few people take advantage
of
because they lack the financial knowledge. Financial
education is the
missing link that clients need, and MoneyMinding members have been
asking me to
assist them in that way for a long time. With the ability to
deliver
all-in-one mortgages, RSP and RIF access programs, insured retirement
plans and
a variety of other solutions, I can help my clients move from concept
to
completion.”
For more
information, please contact:
Tracy
Piercy, CFP
250-592-0457
marketing@moneyminding.com
www.moneyminding.com/media
www.moneyminding.com/tracy_piercy