2024-01-18_Consulting_Open
00:00:00.000 | Hey radicals, just a quick announcement that I have opened up 31 consulting slots here
00:00:04.900 | for the month of January, for the last two weeks of January.
00:00:08.120 | If you are interested in purchasing a consulting appointment, a private consulting call with
00:00:12.820 | me to talk about your financial planning or anything else that you would like to talk
00:00:16.760 | about, you can book a call now at RadicalPersonalFinance.com/consult, RadicalPersonalFinance.com/consult.
00:00:25.220 | These usually sell out, so if you would like to book a call with me, I would encourage
00:00:29.760 | you to do it sooner rather than later, RadicalPersonalFinance.com/consult.
00:00:35.040 | Link is in the show notes.
00:00:36.200 | If you need a little bit more information, what can I do for you?
00:00:38.960 | Well, frankly, I interview for the job each and every day here on the podcast.
00:00:43.240 | So if you don't think that there's something specific that I can do to help you, then just
00:00:48.800 | keep on listening to the podcast.
00:00:50.360 | There's more than a thousand hours of advice and commentary and insights and live Q and
00:00:55.600 | A's, et cetera, here available for you.
00:00:58.040 | One of the things that many people hire me for is technical financial planning.
00:01:01.600 | I am a certified financial planner.
00:01:03.400 | I have a master's degree in financial planning.
00:01:05.560 | In addition to that, I am a chartered life underwriter.
00:01:08.720 | That's a life insurance educational designation.
00:01:11.200 | I'm a chartered financial consultant, similar financial planning education designation.
00:01:15.720 | I am a chartered advisor for senior living.
00:01:19.100 | That's a designation that I did with a specialty on advising retirees and post-retirees.
00:01:23.760 | I'm a registered health underwriter.
00:01:25.520 | It's not a designation that is offered anymore, but it's a designation that I did several
00:01:31.080 | classes on health insurance and the details of health insurance, both individual and group
00:01:35.600 | health insurance.
00:01:36.600 | I'm a registered employee benefits consultant.
00:01:39.000 | That's also a now defunct designation in the world of financial planning, but it has to
00:01:43.320 | do with putting in place group benefit plans, et cetera.
00:01:45.800 | I'm a chartered advisor of philanthropy, and that one is a financially oriented, excuse
00:01:50.400 | me, philanthropy oriented designation that I have as well.
00:01:53.680 | So I have a long list of professional certifications and have worked for many years as a professional
00:01:59.000 | financial planner.
00:02:00.320 | What is unique about the financial planning services that I offer though, is that I do
00:02:03.800 | not sell any products.
00:02:05.160 | I don't sell any investment products.
00:02:06.800 | I don't sell any life insurance products.
00:02:08.160 | I don't sell any trusts.
00:02:09.360 | I don't sell anything to you except an hour of my time.
00:02:12.640 | And so if you would like to speak to an independent professional, somebody who can come in, who
00:02:16.480 | can speak with you, I have frequently been able to save my clients enormous amounts of
00:02:20.680 | money by pointing them in the right direction, pointing them away from the wrong direction.
00:02:24.960 | I have lots of do-it-yourselfers in my audience that hire me.
00:02:29.440 | And I think that's a great bang for your buck.
00:02:31.160 | If you'd like to talk to me and just say, "Hey, is there anything missing in our plan?"
00:02:35.080 | That's a great solution as well.
00:02:38.120 | I'm a lot cheaper than a lot of other financial advisors, et cetera.
00:02:42.680 | And usually in an hour or so, I can solve some problems pretty quickly.
00:02:48.800 | In addition to that, I do a lot of consulting and coaching on all kinds of non-technical
00:02:54.800 | stuff.
00:02:55.800 | Frequently, I have found myself doing a lot of consulting on international affairs, international
00:02:59.840 | planning, ever since that's been something that's entered into my life over the last
00:03:02.920 | few years pretty heavily.
00:03:04.760 | That's been a big significant component of it.
00:03:06.600 | I've done a lot of work in the area of philanthropy.
00:03:08.800 | I've done a lot of work in the area of business planning, charitable planning, et cetera.
00:03:14.300 | And so these are some of the ways that I can serve you.
00:03:17.120 | I have hundreds and hundreds of clients.
00:03:19.160 | I've recently collected a bunch of testimonials.
00:03:21.560 | I'm going to be releasing a lot of those testimonials, but today, just one to lead off with.
00:03:26.560 | Estella, when I asked for a testimonial, Estella said this, "Consulting with Joshua was insightful.
00:03:31.240 | He focuses on your question, makes you think about it, and gives you a clear answer and
00:03:35.840 | direction."
00:03:37.720 | So I have hundreds and hundreds of satisfied clients.
00:03:41.040 | I've had now, I think, four dissatisfied clients.
00:03:45.000 | So pretty good ratio, pretty good bet that I'd be able to help you with anything that
00:03:51.360 | you would like my services on.
00:03:53.920 | To book a call today, go to RadicalPersonalFinance.com/consult.
00:03:59.960 | I don't open up these weeks very frequently, but they are open now.
00:04:03.840 | So if you'd like to talk to me here in the last two weeks of January, go to RadicalPersonalFinance.com/consult.
00:04:08.880 | Book today.
00:04:09.320 | [BLANK_AUDIO]