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Choosing A Financial Advisor? – Ask These 6 Questions

The Chicago Financial Planner

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

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#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller

Nerd's Eye View

Welcome back to the 359th episode of the Financial Advisor Success Podcast ! Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

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#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

Nerd's Eye View

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households.

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Advice Engagement Strategies: 4 Core Areas To Motivate Clients To Be More Active In The Financial Planning Process

Nerd's Eye View

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. Advice Engagement is a framework that can help advisors address the challenge of motivating clients.

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Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

Nerd's Eye View

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

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CEO Peer Groups: A Strategy For Financial Advisors To Build Trust With And Attract Business Owner Clients

Nerd's Eye View

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

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The Growth Of Collaborative Planning – And Decline Of “The (Written Financial) Plan”

Nerd's Eye View

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.