Setting Investment Goals
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Setting Investment Goals
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Acclaimed Financial Advisor
Barron’s has seven times (2004–2010) ranked Ric Edelman among America’s 100 top financial advisors. In 2009 and 2010, Ric was ranked the #1 independent financial advisor in the nation by Barron's*. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked the #1 advisor in the nation by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine’s list of “America’s Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame.
Setting Investment Goals
Learn the basics of setting investment goals to reach financial success.
Transcripts
Ric Edelman: Hi! I am Ric Edelman, ranked the number one independent financial advisor in the nation by Barron's. Survey shows that most New Year's resolutions deal with money, but more than half of them are broken before the end of January. It doesn't have to be this way.
In this video series, I will show you how to set good goals and then achieve them. First, I will show you how to set attainable goals. You will learn about the common traps that prevent people from reaching their goals and then I will show you how to achieve even really big goals. And then you will learn techniques for staying motivated.
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