How financial advisors help clients manage health-care costs in retirement
With couples shelling out an estimated $285,000 for medical expenses after age 65, some advisors are looking closely at how their clients should best spend their health-care dollars.
The Financial Advisor’s Guide to Asset Allocation
I had a financial advisor reach out to me recently with some questions about implementing some changes to his firm’s asset allocation models. It served as a good reminder about the importance of asset allocation in the investment process. Few investment decisions matter more than asset allocation but many investors choose to focus their attention elsewhere In the past, many brokers or financial advisors didn’t spend…
3 Marketing Tips for Financial Advisors
As a financial advisor, you lead a busy life. Between client meetings, reviewing investments and keeping up with your practice finding time to create a marketing plan can be hard. We know there aren’t enough hours in the week to do everything, but by spending just a few hours on marketing activities you could see results quickly. A few easy things you can do are:
How to find, manage and retain millennial financial advisors
Steve Sanduski discusses how to find, manage and retain millennial financial advisors with key execs from United Capital.
Attention, Financial Advisors: Here's Why 53% Of Some Clients Would Fire You
High-net-worth (HNW) investors see themselves as very loyal to their financial advisors. But that loyalty has limits.
How to Help Clients Understand Your Value Proposition
We need our clients to know our value proposition. But they don’t understand it. Is this why they don’t refer business to us?
How is My Financial Advisor Being Paid?
There are several ways that a financial advisor can charge. At D3, we believe there’s no “best fee structure”, which is why we utilize a few of the below models to meet our clients’ unique needs. Although we don’t think there’s a “best fee structure”, we do believe that it is important to understand how …
How to Determine If You Need a Financial Advisor
Ask yourself these 4 Questions to determine if you need the assistance of a financial advisor to manage your assets.
Top Three Questions to Ask Your Financial Advisor
If some time has passed since you’ve last discussed these topics, call your financial advisor today to set up a financial review meeting. Also, remember it is to your advantage to make your advisor aware of your entire financial picture, so it is helpful to bring along any outside statements to review such as investment accounts, company retirement plans and life insurance policies. Your advisor can…
How to Work with a Financial Advisor
Not all financial advisors are created equal in terms of skill, experience and service. In fact, some financial advisors are generalist when it comes to serving the needs of the general public. This approach is sufficient for young investors just getting started or those that do not have much complication to their
How to Evaluate a Financial Advisor
Brian Neal, Wealth Partner at Hefty Wealth Partners, doesn't want you ending up with a financial advisor that isn't honest or trustworthy. In the article with FoxBusiness.com Brian shared an important tip regarding your advisor's accreditations. Click here to learn what you can do to check up on your financial advisor.
How Are Financial Advisors Compensated?
What financial advisors need to know about generational diversity
Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base.
Why Work With A Financial Advisor?
As you get older your financial situation changes and usually become more complicated. Individuals often reach a place in life where it doesn’t make sense …
Reading Rewards Top Financial Advisor Pamela Rosenau
One of Barron’s top women advisors, independent advisor Rosenau reads at least 500 pages a day of research and likes Japan, health-care stocks, and consumer equities.
Financial Advisor Scottsdale: How to Distribute Assets
Wealth distribution after a founder passes can bring about family feuding. Read about how to avoid and how our financial advisors in Scottsdale can help!
Why your financial advisor should be a fiduciary
If you are getting advice from someone who is held to fiduciary standards, they are bound to put your interests ahead of theirs, which is not necessarily the case of other advisers.
How to Pick a Financial Advisor
Before you lock into an advisor, it pays to do a thorough check. Here's a Barron's guide to the process
Should Advisors Use Annuities for Their Clients?
Advisors are divided about the use of annuities. Some advisors don’t use them at all and the ones that do can be divided over what type to use.
What financial advisors look for in an advisor
Need a financial advisor? CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.