Chris Worby a Trusted Regina Financial Expert shares 5 Things to Expect from Your Financial Advisor

11. Jun 2015 Trusted Regina Regina Financial Services, TRUSTED TIPS

Finding the shortest and safest route to any of your dreams requires planning and only with a carefully thought out financial plan can you be sure to make the most of your resources and to protect against risks along the way. At Worby Wealth Management, Chris will do his best to help you achieve those dreams with a plan that is tailored to your specific needs and based on your individual situation.

Let Trusted Regina Financial Advisor Chris Worby of Worby Wealth Management help you live your dream!

5 Things to Expect from Your Financial Advisor

I spend a lot of time figuring out how to add value to my clients. I read many articles on a daily basis trying to understand people’s money management issues both psychologically and mathematically. I have seen good, bad and ugly in the world of investment and here are 5 things I have integrated into my practice as I think they add value and I think you should look for these qualities in your advisor.

1. Communication.

During the 2008 liquidity crisis, I gained a few extra clients because I was actively in contact with my existing clients and other advisors were not in contact with theirs. The fact is that I, like all the others, did not know what was happening or why – a 50% drop over 2 months will have that effect on you! – but that didn’t keep me from calling and having appointments. I may not have had answers, but it was still my job to provide them access to whatever information was available.

2. Pro-activity.

This one goes a bit hand in hand with the first one but I can’t tell you how often I’ve heard this, “he calls me at RRSP time and I go write him a cheque and don’t hear from him for a year.” Who is the client in this scenario?! One trick I use for this one is to sometimes book our next appointment at the end of this one – even if it’s going to be 6 months down the line. It keeps us all accountable to meet regularly.

3. Interest.

I often joke that “you don’t have to be a nerd but you do have to hire one” because the reading I do and enjoy and look forward to would put the average person to sleep in about 3.7 seconds! I like people, I like math, I like psychology, I like markets – I like what I do. I don’t do it because I have to; I do it because I want to. If you are working with someone who has to do something, you know it and you also know mediocrity is the usual companion.

4. Relationship.

Personally, I don’t get a lot of utility out of a transactional relationship. I like to get to know my clients and I like them to know me. I am a little quirky (aren’t we all) and I like other people’s quirks. I enjoy the eccentricities that make people unique and if we are dealing with transactions – “My guy calls me at RRSP time and I don’t talk to him for a year” – I don’t get a lot of personal reward from that. It makes our work together more personal, I can understand people’s goals better and I can advise them better.

5. Competence.

This one is difficult to assess in an hour or two of meeting someone however, I think it is fair to ask a new advisor about wins and losses. “Tell me about 3 recommendations you’re proud of and 3 that you aren’t.” There is no possible way that everyone bats 1000 when it comes to recommendations based on the stock market but if someone isn’t willing to discuss it with you, that’s a red flag. This also leads to a talk about investment discipline – and that’s where competence truly lies.

I don’t think it’s out of line to treat a new advisor kind of like they are interviewing for a job. I often think of myself as a household’s Chief Financial Officer – you are the CEO; you’re the one making decisions and ultimately responsible. But within the realm of investments and money management services, I give recommendations for my client's consideration.

Call Chris Worby at (306) 757-4747 ext 226 or on his Cell: (306) 737-2909. Check out his listing on the Regina Directory in the REGINA FINANCIAL SERVICES category. Chris Worby is a Trusted REGINA FINANCIAL ADVISOR EXPERT

Some of the services that Worby Wealth Management can help you with:

TRUSTED REGINA FINANCIAL ADVISOR Chris Worby from Worby Wealth Management helps you live your dream!

Trusted Marketing Services Trusted Regina Marketing Agency share 6 tips to get on 1st page of Google locally

26. Feb 2015 Trusted Regina Regina Computers & Web Design, Regina Legal & Professional Services, Regina marketing, TRUSTED TIPS

The Trusted Marketing Services team has skill sets & real-life experiences that other marketing agencies and social media management companies simply do not share. The Trusted Marketing Team are not nerds….they are entrepreneurs, networkers and marketers, so If you need affordable website solutions, Social media management or anything to do with advertising and marketing contact them today.

Trusted Marketing Services are your Trusted Regina Marketing Agency

6 tips to get on 1st page of Google locally:

“I want to be on the first page of Google”

This is now the most common response we get at Trusted when we ask people what they want for their marketing goals, and there seems to be confusion amongst local Saskatchewan business owners as to how this actually happens, so we thought we’d lay it out in layman’s terms.

Search engine optimization (SEO) is the process of affecting the visibility of a website or a web page in a search engine’s “natural” or un-paid (“organic”) search results.

To be on page 1 of Google for your category of business locally is a great goal, especially as recent stats tell us that over 80% of all click-throughs to websites on Google searches take place on the first page of Google. Not being there means you will miss out on leads, and that means those on the 1st page have a significant competitive advantage. Except how you get on that first page can be tricky, especially if you are in a very competitive category ( Real Estate, Auto Dealers, Mortgage Brokers for example). Here we outline the main points to consider.

1. You need a website – and it needs to be a good one!

Your website is a TOOL, and it should be out there working for your business 24/ 7. It’s not just about the ‘look’ of the site, it’s about how well it works overall for good SEO – you need to consider the navigation ( how easy is for your visitors to get around and find the important information), the keywords ( if you are a Plumber make sure it is on your website often), include the location ( if you are a Plumber in Regina say so ) , choose appropriate images and have good links ( social links, links to other sites that make sense and links to your site from other sites that make sense)

( contact us at Trusted Marketing Services if you want to discuss your website – or lack of.)

2. You need to have a blog

Content marketing is a phrase you may have heard bandied about; in reality it means writing new, quality, relevant content about your company and your category – ideally in a blog on your website on a regular basis – This just keeps your website up to date in the eyes of Google ( as Google determines who gets ranked where it’s important to impress her and do what she values)

(check out our Saskatchewan marketing blog here )

3. You need to be social

Facebook, Twitter, Instagram, Pinterest, Linkedin, Google + – pick whats best for your business and build an audience for your content- quality web traffic from your social media to your website is valued by Google and if you are spending all your efforts sending people to your Social media as the final destination you are WRONG – the social should be the tool to help your www. not the other way around! If you don’t take social media seriously and do it well you are really missing out on the chance to connect with your local audience and share your company personality & values.

4. Your overall marketing strategy

Assuming you DO have a strategy? Too many local businesses separate online and offline marketing and this is a big mistake, in today's world in many categories online is MORE important than offline, as consumers shop and make more buying decisions online than in person. Your website should be your best salesperson, it should reflect who you are & what you are doing at all times.

( if you are not sure about your marketing strategy contact us for a consultation )

5. Online local directories

Online local directories are important to Google (information is organized in a logical manner) and I predict they will become more so as more and more websites come online locally- Being listed on a good local online directory ( like www.trustedsaskatoon.com and www.trustedregina.com ) will help your Google rankings as it shows you are recognized locally in your category, also if the online directory is well ranked in your category you benefit from that – you can get on the first page of Google by being on their directory; along with the others in your category of course. ( Trusted Directories have many, many other advantages & benefits over your regular local online directories – contact us to find out more).

6. Google products

Google Adwords, Google Plus, YouTube etc..etc.. Buy them, use them – Google likes when you buy INTO their products.

A word of warning ..DO NOT put all your eggs into the Google Adwords basket to get on the 1st page of Google – this is not a smart long-term marketing decision. Google Adwords cost is going to keep rising as more people enter the auction and you can’t all be on the first page…make ORGANIC your priority ( we know customers prefer organic search results too)

At the end of the day, the most important thing is to allocate time and effort into doing the best job you can online. There is no QUICK fix, this is a race…and it’s not a sprint, it’s a never-ending marathon, and you need to keep running and adapting to the ever-changing conditions or you will fall behind and drop off your prospects and existing customers radars. Don’t be tempted into trying to cheat Google by paying companies to create splash pages, buy backlinks or by falsely boosting your social followers' numbers….. you didn’t become successful in business by cutting corners, it’s the same way online.

EXCELLENCE TAKES EFFORT

Contact us at Trustedmarketingservices.com today, we are your local and international award-winning Trusted Marketing Agency!

The Trusted Regina ,com directory talk to the experts TRUSTED Show- who are we and what do we do?

12. Jun 2013 trusted Regina Talk to The Experts, Trusted Partner News, Trusted Regina Contest, TRUSTED TIPS, Website

www.trustedregina.com celebrated it's 1 year anniversary on April 15th 2013 ..the directory has had over 45,000 visitors ( most from Regina - 81% from Saskatchewan ), yet we get questions on a weekly basis from the public and businesses who are unsure what we actually do and what being Trusted means !

The Trusted Regina Directory team of www.trustedregina.com want to make sure that the public knows exactly who we are , what we stand for ( and against ) and how we do what we do , so we asked our wonderful Facebook and Twitter fans to submit questions about Trusted to us , so we could answer them..50 questions later we knew we had a great show ( and that we had done the right thing to ask!!).

Sean Dean and the team then chose 5 lucky winners from these questions to thank them for their great questions, see the list of prizes and winners below!

Enjoy the Trusted Show!!