My guest on today's podcast is Kay Lynn Mayhue. Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. What's unique about Kay Lynn, though, ...
In order to become a financial advisor, a bachelor’s degree is usually required; however, employers typically do not require a specific course of study (though it’d be wise to consider degrees and courses related to finance). Once you’ve secured employment with an advisory firm, expect mo...
Client education plays an important role in building trust and creating long-term relationships in the advisory world. When clients are well-informed, they feel more confident Read More Key Focus Areas for Financial Advisors in 2025 The financial world is constantly changing, and 2025 is no except...
Overall, a business major's strong quantitative and analytical background is a strong asset in the financial advisory profession. With a business degree and a concentration in financial planning, the postgraduate coursework that is sometimes necessary to obtainfinancial advisor licensurecan be minimized....
Becoming a financial advisor can lead to a lucrative career, but the real reward is helping clients achieve their dreams.
Many advisors like to multitask while consuming their daily reading, so they can often be seen using digital devices at the gym, standing in line for their coffee and on their train commute. Viewing: At many advisory offices, clients will be greeted with a large screen TV featuring financial...
Fees may vary depending on the investment vehicle selected. Zero account, transfer, trading or commission fees (fund ratios may apply). Wealthfront annual management advisory fee is 0.25% of your account balance Bonus None Investment vehicles Robo-advisor: Wealthfront Automated Investing IRA: Wealthfron...
A CFP® Professional must adhere to strict ethical standards, complete a series of rigorous coursework and exams, have at least three years of financial advisory experience, and have a four-year college degree. In addition, a Certified Financial Planner must take continuing education classes each...
Watch Kurt’s newest video, on the essentials everyone needs to know when considering what to prepare for retirement. Watch more Custom-tailored Advisory Relationships with Kurt & His Team All fees are flexible to fit any budget. Every year fee levels are revisited to ensure your continued satis...
Beyond traditional accounting, CPAs offer valuable advisory services that go beyond the numbers. They provide insights into market trends, competitive analysis, and strategic business planning. A Baton Rouge CPA helps you make data-driven decisions that propel your business forward while also ...