It's important to know what people stand for. The 4-Way Test Is OUR WAY Of Doing Business. We believe that the 4-Way Test gives us an easy to understand platform to base our client's expectations and how we interact with them.
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The 4 Way Test | 4waytest.ca Reviews
https://4waytest.ca
It's important to know what people stand for. The 4-Way Test Is OUR WAY Of Doing Business. We believe that the 4-Way Test gives us an easy to understand platform to base our client's expectations and how we interact with them.
4waytest.ca
Bio - 4 Way Test
http://www.4waytest.ca/financial-team.php
Roman A. Groch , BA, CFP. HollisWealth Advisory Services Inc. HollisWealth Insurance Agency Ltd. Roman runs a Human Based Business. Based on the 4 Way Test. In the three previous years, he was a financial advisor with a St. Catharines, Ontario based firm. Prior to this from the beginning of his financial career in 1989, Roman was employed by a major Canadian Trust Company as an internal branch manager with responsibilities for products and services in investment and credit. Designation. Together with...
4 Way Test, When does it apply?
http://www.4waytest.ca/when.php
When does it apply? The 4-way test was developed as part of a business improvement program in the 1930's. When would this be applicable to your needs? Instances or subjects of extreme importance. Long-term decision-making which is difficult to undo. Relationship building and maintenance over long periods. You may think that a 80 year old business principal is outdated, but not so. Allow yourself to see behind the facts and figures and to see the humans involved in your life and decisions.
4 Way Test, Who needs its principals?
http://www.4waytest.ca/who.php
Who needs its principals? When choosing a long-term partner for your families financial security, looking at ethical principals is as important as looking at the books and charts. People trusting a professional with their personal business. Anyone planning for a better future. Those seeking ethical values from service providers. Those seeking knowledge and expertise from others. Are you looking for banking, investment, retirement, risk management, education, estate or tax planning?
The 4 Way Test
http://www.4waytest.ca/index.php
It's important to know what people stand for. The 4-Way Test Is OUR WAY Of Doing Business. Welcome to our website. It is unusual for a service provider to create an entire web resource on their ethical principals, but we believe this should not be so. We believe being as open and transparent as possible as to our ethical standpoints and business practices is extremely important. Email us for more on our philosophies, services and practices today. HollisWealth Advisory Services Inc.
4 Way Test, Why should you care
http://www.4waytest.ca/why.php
Why you should care. In regards to financial and wealth management, you may be interested in the principals of the 4-way test:. Because you are trusting someone with your financial future. Because trust is as important as expertise and resources. Because those willing to make a philosophy a part of their core business are far more likely to follow it. Because you should ask what people stand for before you do business with them. Email us for more on our philosophies, services and practices today.
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Planning Life Financially - Why our method is different
http://www.planninglifefinancially.ca/why.php
Why our method is different. Each unique person has different and equally unique plans for the future. With a life-centred goal to strive for, the financial plan can have a proper purpose. Unique, human needs require well thought-out solutions from a Human-Based-Business. Future lifestyle goals are the important criteria for you - not the financial goals, which are the means, not the end. The process of Planning Life Financially fits in with our ethical values as defined in the 4 Way Test. HollisWealth i...
Human Based Business - The Right Test
http://www.humanbasedbusiness.ca/the-test.php
Once a plan has been established, you need full confidence in the ethics and principals by which your financial partner acts. We set-out our policies and principals and follow the 4-Way Test. We are so committed to this, we have an entire website on the subject. The solution and process is, as we have explained, human based, but the action of the plan and the way we do business is just as important. Please go to our site www.4waytest.ca. Is it the TRUTH? Is it FAIR to All Concerned? Registered trademark ...
Bio - Human Based Business Financial Team
http://www.humanbasedbusiness.ca/financial-team.php
Roman A. Groch , BA, CFP. HollisWealth Advisory Services Inc. HollisWealth Insurance Agency Ltd. Roman runs a Human Based Business. Based on the 4 Way Test. In the three previous years, he was a financial advisor with a St. Catharines, Ontario based firm. Prior to this from the beginning of his financial career in 1989, Roman was employed by a major Canadian Trust Company as an internal branch manager with responsibilities for products and services in investment and credit. Designation. Together with...
Roman A. Groch HollisWealth Financial Planning Welland Ontario
http://www.romangroch.ca/investment-process
Roman A. Groch. Analyze client needs and gain an understanding of the following:. Return requirements, income needs and tax implications. Tolerance to risk and loss of capital. Diversification reduces portfolio volatility without reducing return. Diversify by geography, asset class and investment management style. STEP 3 Document your Investment Policy Statement. Summary document used as foundation for client’s investment decisions. STEP 4 Investment Selection. Criteria for selection includes:. Our inves...
Commitment | Roman Groch HollisWealth Financial Planning Welland Ontario
http://www.romangroch.ca/commitment
Roman A. Groch. We run our business based on 3 core elements:. We choose the word Human because we never forget that our clients are real people and together we arrive at very personal solutions and goals. The 4 Way Test. You ask… is a very unique approach to planning, a simple checklist for ethical behavior:. Is it the Truth? Is it Fair to all concerned? Will it Build Goodwill and Better Friendships? Will it be Beneficial to All Concerned? We believe that the 4-Way Test gives us an easy to understand pl...
Bio | Roman Groch HollisWealth Financial Planning Welland Ontario
http://www.romangroch.ca/bio
Roman A. Groch. Roman A. Groch , BA, CFP. HollisWealth Advisory Services Inc. HollisWealth Insurance Agency Ltd. Roman runs a Human Based Business. Based on the 4 Way Test. In the three previous years, he was a financial advisor with a St. Catharines, Ontario based firm. Prior to this from the beginning of his financial career in 1989, Roman was employed by a major Canadian Trust Company as an internal branch manager with responsibilities for products and services in investment and credit. Designation...
Philosophy | Roman Groch HollisWealth Financial Planning Welland Ontario
http://www.romangroch.ca/philosophy
Roman A. Groch. A thorough understanding of the facts is critical to reaching one's goals. Addressing and controlling financial risk and lifestyle needs is more important than trying to time market and lifestyle events. It is far harder to be unique than to follow the crowd, and doing what is right is not always following the crowd. Clients' trust is earned by providing exceptional service focused on their unique needs. HollisWealth Advisory Services Inc. HollisWealth Insurancy Agency Ltd. Registered tra...
Bio - Planning Life Financially - Team
http://www.planninglifefinancially.ca/financial-team.php
Roman A. Groch , BA, CFP. HollisWealth Advisory Services Inc. HollisWealth Insurance Agency Ltd. Roman runs a Human Based Business. Based on the 4 Way Test. In the three previous years, he was a financial advisor with a St. Catharines, Ontario based firm. Prior to this from the beginning of his financial career in 1989, Roman was employed by a major Canadian Trust Company as an internal branch manager with responsibilities for products and services in investment and credit. Designation. Together with...
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4way Solutions
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The 4 Way Test
It's important to know what people stand for. The 4-Way Test Is OUR WAY Of Doing Business. Welcome to our website. It is unusual for a service provider to create an entire web resource on their ethical principals, but we believe this should not be so. We believe being as open and transparent as possible as to our ethical standpoints and business practices is extremely important. Email us for more on our philosophies, services and practices today. HollisWealth Advisory Services Inc.
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Is it the TRUTH? Is it FAIR to All Concerned? Will it Build GOODWILL and Better Friendships? Will it Be BENEFICIAL to All Concerned? Way Test.of what we think, say or do! Word by word translation is not precise. Please excuse! WE ARE YOUR 4. WAY TEST RESOURCE CENTER. With people around the world. Who USE the Test to make a difference in their communities. Is a template for successful problem solving. Herbert J. Taylor, author of The 4. This web site is to stimulate its use. The 4. 24 words that can.
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4way and Other Stories
4way and Other Stories. Monday, June 24, 2013. Which he said I should read,. I told him I liked to read, but it would take me a while to read all that. Jake and I were together in Savannah several times after that camping trip, though he told me he was going to drive across the country with his friend Jack, that he hoped to move to San Francisco or New Orleans. Maybe I could join him there. What was I thinking? I am still in a quandary about it all. Get a job in Savannah to support her? 8220;They stay ov...
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