Passions Resolved

Questions often asked of me, and by me, relate to identifying my target market and my ideal client. This is not always an easy task, but over time the answers have become clearer.

My passions are distance education and personal financial security. I do both, and they fit together nicely. It allows me to associate with those interested in these areas such as faculty, course developers and designers, graduates from professional programs, and security/risk management professionals who understand the need to protect their own financial security (in addition to that of their employers). These passions evolve from my past career experience, my postsecondary educational studies and teaching, and my desire to help clients create a personal financial security plan to build and protect their wealth.

You will see my focus in those areas, including attending conferences and joining online discussion groups. Resources will be developed on my site to address these interests. However, I do welcome clients from all walks of life whom are genuinely interested in creating a personal financial security plan. It is especially rewarding to connect with those with whom I have worked or taught in the past.

In the near future, I will be entering my 5th year as a financial advisor. I also continue to teach as an online instructor for the University of Calgary. Emergency Planning for Industry was taught in the spring, and Risk Assessment is scheduled for January 2009. Does it feel right working as a financial advisor and an online instructor? It sure does!

By the  way, I welcome the opportunity to speaking with anyone about financial services or course development/teaching.

 

 

**This message is an expression of the author’s personal opinions. The companies represented by Antony (Tony) Ratcliffe of Ratcliffe Wealth & Risk Management, as an independent insurance agent/broker in Alberta, Canada, will not be held liable in any way for the opinions expressed herein.