Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. But you’ll be happy if you have the right coverage in place in the event of an emergency! And it may seem obvious, but it can’t be overstated: Communication is vital.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

International College of Financial Planning

SEPTEMBER 3, 2021

In the field of financial advice, a value proposition can be clearly identified. Financial advisors today are better equipped to help their clients make informed choices about their finances. A well-defined value proposition helps you: Communicate more effectively. Planning is the key to achieving your financial goals.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52