Remove Communication Remove Debt Management Remove Reference
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Clients 240
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Clients 227
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Role of Emotional Factors in Your Decision to Hire An Advisor

WiserAdvisor

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. How effectively you communicate with the advisor Effective communication is the foundation of a good professional client-advisor association. A financial advisor should listen to you attentively.

article thumbnail

Government Debt and Stock Returns

ClearMoney

Central government debt from International Monetary Fund (2021). Central government debt from International Monetary Fund (2021). REFERENCES Becker, Bo, and Victoria Ivashina. Financial Repression in the European Sovereign Debt Crisis.” General Government Debt” (indicator). United Kingdom Debt Management Office.

article thumbnail

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Transparent communication is paramount in risk management.

article thumbnail

Is $22 Trillion a Tipping Point?

ClearMoney

3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021). 5Reuters (2011).

article thumbnail

29 Yearly Goals Everyone Should Have!

Clever Girl Finance

Stay diligent with debt management, paying it down, and avoiding future debts. Nothing will block the path toward your goals like persistent bad habits such as credit card debt or overspending. Are your communication skills a little lacking? Do you struggle with time management or self-discipline?