Principle Matters: 11 Strategies for Harnessing Your Passion and Becoming an Authentic Financial Advisor

Principle Matters: 11 Strategies for Harnessing Your Passion and Becoming an Authentic Financial Advisor




Principle Matters: 11 Strategies for Harnessing your Passion and Becoming an Authentic Financial Advisor delivers true stories of Robert Collins' inspirational 30-year career as a successful stockbroker, financial advisor, and wealth manager.

Newer or younger advisors—as well as veterans— will realize they are not alone as they immerse themselves in the book. Through the pages, Bob emphasizes the principles that will help them harness their passions and become elite financial advisors. It takes drive, passion, inspiration, a great team, and support from peers. Principle Matters provides readers many examples of how to manage their practices even in the midst of chaos around them, how to focus on their goals, and how to learn personal discipline in the face of emotional highs and crushing defeats. It is a book of great reflection and honesty. The 11 Principles Bob outlines in this book underscore the fact that being successful isn't always about making money. It's always about making a difference.

Product Details

ISBN-13: 9781936961085
Publisher: LINX Corporation
Publication date: 07/28/2012
Pages: 128
Product dimensions: 5.20(w) x 7.20(h) x 0.60(d)
Age Range: 18 Years

About the Author

As leader of the investment industry, Bob Collins is deeply committed to acting in his clients' best interests and has received numerous awards for his contributions to the brokerage industry. He was named by Barron's as one of the “Top 1,000 Advisers for 2009-2012,” named by Reuters as a Top Advisers for 2008 , recognized by Registered Rep. as one of "America's Top 100 Independent Advisors" as well as receiving other prestigious distinctive awards within the financial services industry.

Bob has spent over two decades as a Managing Director of a leading independent investment advisor group and Portfolio Manager. Bob is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management program. He also serves investors with portfolios of $500,000 or more, and he currently manages more than $575 million for his clients.

Bob lives in Darnestown, Maryland with his wife Beth and their daughter Siobhan who attends Gettysburg College. He is a member of Our Lady of the Visitation Parish and a former treasurer and Board Member of a private K through Eight school.

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Principle Matters: 11 Strategies for Harnessing Your Passion and Becoming an Authentic Financial Advisor 4 out of 5 based on 0 ratings. 3 reviews.
Anonymous More than 1 year ago
Bob gives an inspiring message that fits not only business but your personal life as well... He is passionate about his work and his clients. As a former banker I wish I met more good men like him. His book is informative and well written with many anecdotes from his career outlining the principles he believes in.
KevinMcGlinchey More than 1 year ago
I would recommend "Principle Matters" to both those looking to get into the wealth management business or those pros already in who might be thinking about heading out on their own. Collins' book is not for those folks looking for stock-picking gimmicks but for the readers who want to learn principles that can guide them to a successful career. Those principles certainly worked for Collins. The book is eminently readable and illustrated with many anecdotes from his career accompanying the principles he lays out. If you want to get motivated and benefit from heartfelt advice stop reading this and get the book. Go for it!
Toucanplay More than 1 year ago
I found it inspiring. I know I’m not the target audience, but here’s the catch: Collins' wrote about ‘going for it’ and ‘finding your passion’ and gave examples of how he did it and succeeded in the brokerage industry. Very inspiring message for everyone! Don’t give up, keep knocking on those doors, persevere. I didn’t really know the nuts and bolts of what happened in 2008. I shrugged it off as too numbers-oriented for me. But this book spurred my curiosity.