Jamar Gopie

Jamar Gopie Jamar is a member of a specialty group of advisors that focus on financial planning and asset management.

 : In many instances, up-selling works better than cross-selling. It is often easier for the client to upgrade their pur...
07/08/2021

: In many instances, up-selling works better than cross-selling. It is often easier for the client to upgrade their purchase, while cross selling may be distracting.

Looking to change jobs or step back from working? Here are some tips to prepare financially for the change.
07/07/2021

Looking to change jobs or step back from working? Here are some tips to prepare financially for the change.

Is this the year you take time off for a career transformation, to further your education, or to offer care for a loved one during a time of need? No

 : Want to boost your personal productivity — fast? Identify low-value, recurring tasks and either drop them, delegate t...
07/01/2021

: Want to boost your personal productivity — fast? Identify low-value, recurring tasks and either drop them, delegate them or outsource them.

Lifestyle choices and the current economy are just two of the factors contributing to the economic environment many are ...
06/30/2021

Lifestyle choices and the current economy are just two of the factors contributing to the economic environment many are describing as paycheck to paycheck.

Millennials known as HENRYs — high earner, not rich yet — prefer a comfy lifestyle, but a new survey found that means things can get tight.

Which do you prefer? Comment below: Cardio or Weights?
06/27/2021

Which do you prefer? Comment below: Cardio or Weights?

 : Many conflicts are the result of a misunderstanding in impersonal communication (e.g., email). Instead, pick up the p...
06/24/2021

: Many conflicts are the result of a misunderstanding in impersonal communication (e.g., email). Instead, pick up the phone and talk in person.

To roll over or not roll over, that is the question.
06/23/2021

To roll over or not roll over, that is the question.

There are plenty of questions to ask before rolling over your old 401(k)

 : Match your marketing materials to your stage in the sales cycle. Early on, educate; Midway, make the business case; N...
06/17/2021

: Match your marketing materials to your stage in the sales cycle. Early on, educate; Midway, make the business case; Near the close, offer a specific solution.

Whether you're just starting to save or looking for new savings strategies, these helpful tips suggest where to start.
06/16/2021

Whether you're just starting to save or looking for new savings strategies, these helpful tips suggest where to start.

These tips can help you become a millionaire by age 65.

 : When you work side-by-side with your team — and get your hands dirty together — you become a more effective leader.
06/10/2021

: When you work side-by-side with your team — and get your hands dirty together — you become a more effective leader.

Ever wonder about how to use HSAs as an investment tool? Read on to find out more.
06/09/2021

Ever wonder about how to use HSAs as an investment tool? Read on to find out more.

My cousin has a plan to become a mega-millionaire using his health savings account (HSA). Unconventional? Maybe not. An HSA can offer a reliable investment strategy — as long as you use it to your advantage.

 : Large companies often have a slow hiring process — so, beat them to the punch. When you find good talent, don’t delay...
06/03/2021

: Large companies often have a slow hiring process — so, beat them to the punch. When you find good talent, don’t delay in hiring them.

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2 South Biscayne Boulevard
Miami, FL
33131

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