Summit Listeners - Book your Complimentary Executive Summary Appointment Here
Join me at the Producers Forum
|
Insurance Quotes |
Solving Your Puzzles
What is Solve Ur Puzzles? It is a personal process to get to know what drives you and what worries you. We all have puzzles in our lives, whether it be personal or financial. We work with 2 distinct groups: 1. Financial Adviser coach and insurance Puzzle Solver, 2. Businesses in the Advanced Startup and Growth stages., 3. Individual clients risk (life DI, LTC, money coaching and retirement analysis)
![]() Financial strategies are all around us. How you use them and implement these strategies are important. Are you ever wondering, am I doing this right? Are you financial obligations and your income or revenue not balancing out? Have you ever sat down and tried to put together a puzzle and the picture on the box was missing, or there were some pieces missing? How did you feel? Were you confused, upset, frustrated? Well, that is how Financial Advisers/Insurance Agents, Small Business owners, and you feel everyday when it comes to your financial strategies. That confusion is what I work to solve with simple strategy tools. I have 2 Doctorates (Business Administration and Business Financial Planning), 5 Masters including a MBA, Masters in Financial Planning, a masters certificate in Economics, A Masters in Entrepreneurial Finance and several designations in investment, evaluation, and income techniques. I am an expert in efficiencies and organization, and have helped organizations, governments, and small business owner build and develop their goals, improve their operations, and identify new strategies and plans. To Schedule a video call to learn how I can help you, please click here. I'm often asked what is a strategy and how do I create one? A financial strategy is a high level step or series of steps to accomplish a goal. This is what I focus on. One strategy I use is Simplifying the complex. That is what we do here at Solve Ur Puzzles. Our blog is designed to break down complex topics and create a simplified way to think about it. In order to do this I created a process to create strategies and everything we do is filtered through this:
Sincerely, Rodney G. Mogen President |
Financial Adviser Service
Service Levels - Business Clients
|