Episode 70: How I Increased My Client's Investment Income by 112%!
Audio only version is available here, and on all your favorite podcast players.
In this episode, I show you how in just one coaching call with me, I saved Emma over $69,800 in fees, and helped her increase her annual investment income by 112% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.
I also cover the following topics in this episode:
- Our approach to investing
- Introducing Emma
- Emma's previous holdings
- Emma's new investment portfolio
Investing Made Simple
We provide you with the education, tools and coaching to help you to reduce risk, save time and earn more
Take our online Investing Course
In just 4 hours, you will learn all you need to confidently begin dividend investing. Learn the easiest way to select quality dividend paying stocks when they are priced low. You can apply these strategies to any stock market in the world. With this self-paced course, start building your stock portfolio that generates growing passive income each year!
Use our Stock Analysis Platform
Want to research which quality stocks to buy? The SI Platform does the work for you! Just login to view the daily report listing the top stocks for that day. Our proprietary software analyzes over 6000 common stocks in the US and Canada, applies our SI Criteria to them and gives each stock a grade out of 10. The SI Platform provides you with a list of the best quality stocks to consider, and those to avoid. This tool is useful for beginners and for even the more advanced investor. Get data on any stock, access stock charts, apply your own filters, and setup stock alert notifications!
Schedule a Portfolio Assessment
In this 1-hour video call, I will review your goals and investing portfolio. I will provide you with your custom SI Action Plan with steps you can take to build a stock portfolio that generates growing income and eliminates hundreds of thousands in fees you could pay over your lifetime. Let me answer all your questions so you can confidently manage your own investment portfolio!
0 comments
Leave a comment
Please log in or register to post a comment