Suggestions
Michael Taylor-Sullivan
Associate at World Financial Group (WFG)
Michael Taylor-Sullivan is an Associate at World Financial Group (WFG) based in Portland, Oregon. He works as a financial professional, focusing on family financial planning.2
Some key points about Michael Taylor-Sullivan:
-
He is a youth book author and illustrator in addition to his work in finance.2
-
His professional motto appears to be "No family left behind," indicating a focus on comprehensive financial planning for families.2
-
He studied a wide range of courses related to financial planning.
-
As an Associate at WFG, he likely assists clients with financial products and services offered by the company.
-
He demonstrates a customer-focused approach, using active listening to improve customer experiences.1
-
Michael maintains a social media presence on platforms like Twitter to engage with his audience and share insights.2
While specific details about his role and responsibilities at World Financial Group are limited in the provided information, his background suggests he works in financial advising and planning, particularly for families and individuals in the Portland area.
Highlights
Surprising results from a workshop survey seem to correlate to the research finding quote below. The survey takeaways were from my future customers.
· When customers think about investments, they do so without having a personal ideal solution envisioned outside of their current living situation.
· Day-to-day expenses are foremost in customers’ minds.
· Market Outlook knowledge is for validating fears in stability and economic risk.
· Curiosity prevails about how social media plays an over-emphasized picture of risk.
“53 million Gen Z and Millennial Americans believe they have insufficient life insurance coverage.” 2023 Insurance Barometer Study, LIMRA and Life Happens . . . . #ideal #vision #expenses #lifeinsurance #investments #GenZ #Millennials #risk #benefits #planning #emergencyfunds
In support of one's curiosity and the decision to explore well being and financial security in any life stage, its not a bad idea to plan for the likelihood of unfortunate things happening?
It seems so easy to get caught up in life's diversions; imagine choosing between becoming a PhD candidate, moving into a new career, or training for a seat on a nine-person Olympic rowing team. You might be surprised how many of the challenges would be similar in discipline, commitment, and adaptation.
‘Plans for Rigging,’ as a column title, will be on the risks, desires, and goals of anyone who is at a life stage where a step, a caprice, or a perspective-changing glimpse produces a new intentional direction for one’s pending guided-path. Note: a flash of caprice is less consequential as is catching a crab! It looks like the an analogy for financial planning is apropos. . . . . #rigging #financialgoals #lifegoals #lifeinsuranceawarenessmonth #intentionalliving #desires #wants #pathtoconnections #blackswan
To view the first column piece --> "To Catch a Crab" bit.ly/3BPQhUY
