Randall E. Davey, CAP

Randall E. First, I analyze each client's current investment portfolio to gain a clear understanding of their financial posture. Guide Advisors, Inc.

Davey, CAP®, wealth educator and financial coach, primarily advises Doctors of Dentistry and Medicine, as well as boards of foundations and charities. As a wealth educator and financial advisor, I adhere to the Modern Portfolio Theory and teach clients to 'invest like a scientist,' following a three step process. Next, I teach the principles of academic investing, grounded in evidence-based resear

08/14/2024

Truth matters. In a world of spin and 'alternative facts,' let's champion honesty. No white lies, no half-truths, no convenient omissions. Whether it's about your job, your health, or your actions - keep it real. Remember, lies hurt both the teller and the told. Honesty might be challenging, but it's always the best policy. Your integrity is your most valuable asset - protect it fiercely. 🌟💯

08/07/2024

Are your own thoughts holding you back? It's time to challenge those limiting beliefs! Whether it's 'I'm too old,' 'I don't have enough time,' or 'I need more credentials,' remember: YOU are in charge of your mindset. These self-imposed barriers are often just myths we tell ourselves. Today, choose to rewrite your story. Swap out those negative declarations for empowering ones. You have the power to shape your reality - start now! 🚀🌟

07/31/2024

Time to confront the obstacles holding you back! Are toxic individuals draining your energy and stifling your growth? Don't wait for things to magically improve - take action now. Life's too short to let others dim your light. Make a commitment today to resolve what's unresolvable and unlock your true potential. Your future self will thank you. 💪✨

07/23/2024

🌟 The Foundation of Trust: Dependability 💼

In business, your reliability is your greatest asset. Are you the type of person that others can always count on?

✅ Be punctual ✅ Honor commitments ✅ Deliver on promises

Stand out by consistently exceeding expectations. Your dependability will become your strongest credential.

How do you ensure unwavering reliability for the people in your life? Share your strategies below!

👇

07/16/2024

🔊 Let's talk voicemail: Is yours sending the right message? 📱

In business and in life, trust is everything. But are our voicemail greetings undermining that trust? 🤔

🎯 Key points to consider:

Most callers already have your number
People often call back without listening to messages
"I'll call back ASAP" is rarely true
💡 Pro tip: Align your voicemail with reality. It's a small change that can boost your credibility and client satisfaction.

🔑 Remember: Authenticity matters – even in the little things!

Question for you: What's your voicemail strategy? Do you have a unique approach that works well? Share below! 👇

07/09/2024

Leadership isn't just about numbers—it's about personal development, too. 📈💼⁠

Mayor Ed Koch's famous question, 'How am I doing?', isn't just for politicians. It's a powerful tool for leaders in any industry.⁠

🔑 Key takeaways:⁠

· Seek feedback regularly⁠

· Ask family, team members, and clients⁠

· Use insights to improve your communication and behavior⁠

· Embrace the risk of hearing things you might not like⁠

Remember: The path to excellence is paved with honest feedback. Are you ready to become a feedback maven? 🌟⁠

💡 Pro tip: Start today! Ask someone, 'How am I doing?'⁠

What's your experience with seeking feedback? Share in the comments! 👇⁠


06/26/2024

Integrity is not just a word; it's a powerful commitment that sets us on the path to greatness. 💪🌟 Remember, success isn't defined by the promises we make, but by the promises we keep. So let's rise above and stay true to ourselves, inspiring others with our unwavering dedication and relentless pursuit of honor. Stay committed, my friends, and watch as your dreams turn into reality!

03/12/2024

Retirement planning isn't one-size-fits-all. 📚

According to Leo Eisenberg, it's about understanding your unique lifestyle aspirations.

Ready to map out your dream retirement?

Let's break down the essentials together.

Want your business to be the top-listed Finance Company in Mesa?
Click here to claim your Sponsored Listing.

Videos (show all)

Truth matters. In a world of spin and 'alternative facts,' let's champion honesty. No white lies, no half-truths, no con...
Are your own thoughts holding you back? It's time to challenge those limiting beliefs! Whether it's 'I'm too old,' 'I do...
Time to confront the obstacles holding you back! Are toxic individuals draining your energy and stifling your growth? Do...
🌟 The Foundation of Trust: Dependability 💼In business, your reliability is your greatest asset. Are you the type of pers...
🔊 Let's talk voicemail: Is yours sending the right message? 📱In business and in life, trust is everything. But are our v...
Leadership isn't just about numbers—it's about personal development, too. 📈💼⁠⁠Mayor Ed Koch's famous question, 'How am I...
Integrity is not just a word; it's a powerful commitment that sets us on the path to greatness. 💪🌟 Remember, success isn...
Are self-defeating behaviors derailing your plans? Whether it's health goals or financial security, the pattern is the s...
Here’s a hard truth: You can’t borrow for retirement! We are used to borrowing for cars, houses, education, and vacation...
Part of the Sandwich Generation? It’s not just a quirky name—it’s a reality where you might be supporting both elderly p...
Your financial advisor says you’re all set for retirement, but have you thought about all potential needs? 🤔 For example...
Ever tempted by hot stock picks? Think twice! History shows us that today's winners can quickly become tomorrow's cautio...

Address


4122 E McLellan Road, Unit 5
Mesa, AZ
85205

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