How a Model Financial Portfolio Can Give You Clarity

After you're done reading this, you'll be a numerical genius rivaling that of any other-worldly mathematician (not really). Why? Think of what it would be like to get to look at any financial advisor's portfolio of services; exhausting, maybe? Perhaps. That's because what you're looking at is a jumble of code only the Matrix and Neo could ever comprehend. Or if you're not the One or a massive computer-generated dream world, you're just one of the accountants for Cloud Based Bookkeeping serving the hundreds and hundreds looking to get their finances in order with excellence.

But You're Not. You're a Professional Needing the Assistance to Figure Out Which Financial Advisor Can Serve You the Best.

And do to that, you need a look at that financial portfolio, but what you need to grasp is whether or not the past accounts for said advisor were managed with simply algorithms over and over again, or some complex strategic initiative tailored to the client. In other words: is the financial advisor treating the account as a unique situation? Is every client considered a special case deserving specific attention?

That would be the unique selling proposition for a game financial advisor trying to win new clientele over for not just tax planning, but other stuff as well. When consulting customers, that's what an advisor would do -- show up a portfolio, not because a specific number would work, but because the advisor can get a little creative, maybe even a little ambitious with trying to nurture success, growth, stocks, bonds, residual income, and other streams of revenue.

We're Talking About Some Serious Financials

There are truthfully a lot of questions to ask when consulting with a financial advisor. This, though, undoubtedly is the killer question, separating the amateurs from the pros in the business. Ask for that portfolio; let them show you what they've got. Or not. Or at least show you that there is no spoon.

7 Best Motivation Proverbs to Get Your Project Going

Sometimes that handy Post-It on your computer screen with the catchy saying will be enough to propel you through a tough project and get you finished long before your 8-hour shift at the office is up. Blog writers, too, love those notes -- in fact, writers in general love motivation! Nothing beats facing a 10K word-per-day quota, and writer's block creeping up on you as you feel the motivation slip away without any hope for Linkin Park to save your day. Or maybe perhaps you can call on Dr. Seuss to lend a hand with your SEO projects? You'll do anything to keep you going.

Thankfully, this may be enough: these quotes, words of wisdom, proverbs standing the test of time and always improving your productivity. To go one step farther, though, we'll break them down for you, making it clear. Because that's all we really need, right? Clarity. Like crystal.

"Men's Best Successes Come After Their Disappointments." -- Henry Ward Beecher

Simply put, don't be afraid to fail. Be motivated to screw up. Thank the lucky stars for being a failure. That gives you the opportunity for redemption, and there's nothing sweeter.

"Do Not Wait to Strike Till the Iron Is Hot; But Make It Hot by Striking." -- William B. Sprague

Be active. Tenacious. Tough. Ambitious. Set the trends. Take a risk. Think beyond the box (or better yet, just toss the box completely!).

"Motivation Is a Fire From Within. If Someone Else Tries to Light That Fire Under You, Chances Are It Will Burn Very Briefly." -- Stephen R. Covey

No one can motivate you but you. You are your greatest cheerleader. You're also your greatest critic. You pick which one you'd rather be!

"Success Is Not the Key to Happiness. Happiness Is the Key to Success. If You Love What You Are Doing, You Will be Successful." -- Albert Schweitzer

Please don't ever choose a job based on the prospects of high salaries, bonuses or industry trends. The bottom line is if you'll hate the job, you most likely won't last long in it. Always find something you love to do, because you know you'll do it well. And ultimately you'll profit from it.

"Desire Is the Starting Point of All Achievement, Not a Hope, Not a Wish, But a Keen Pulsating Desire Which Transcends Everything." -- Napoleon Hill

Hoping to be a Nobel Peace Prize-winning scientist won't get you anywhere. That's putting too much faith in the world, gambling by chance and daydreaming. It's all well and good, but if you don't have the desire to pursue that dream, you just won't get anywhere!

"You Can Have Anything You Want If You Are Willing to Give Up the Belief That You Can't Have It." -- Robert Anthony

"I can't" never could, basically. Your ability to direct your path via your own voice is absolute. If you say you can't have it, you won't. No matter how much you want it.

"Great Spirits Have Always Encountered Violent Opposition From Mediocre Minds." -- Albert Einstein

Lastly, the great scientist said it best: people will disagree with you, especially if you have an ambitious thought, or idea, or prospect. Don't be discouraged. Expect it. Face it. Embrace it. And prove them wrong.