As a financial advisor, your first opportunity to impress a prospective client may be your value proposition. It is your chance to clearly show them who you are and what you do. The problem: Nearly every financial advisor has a value proposition — and many of them are generic and forgettab...
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doi:urn:uuid:70a2c7cd81845410VgnVCM100000d7c1a8c0RCRDAccording to money managers, widows face unique challenges when they are left taking control of the family's assets.&Here are professional tips and advice when it comes to find the best financial advisor.Fox Business...
Also, look for areas where you can reduce expenses to free up more money for savings. Cut back on discretionary spending and find ways to save on monthly bills, such as negotiating lower insurance premiums or finding cheaper alternatives. Put any unexpected windfalls, tax refunds, or work ...
As your clients prepare for the return to student loan payments — and the impact on their monthly budgets — here are a few things to keep in mind that can help make a smoother transition. Latest FundVisualizerTutorials Extreme weather: What clients should know about the financial impact ...
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As we navigate through life, we may find ourselves in need of a loan to help us achieve our goals. However, with so many loan options available, it can be difficult to know which one is right for you. Understanding thedifferent loan termscan make all the difference in finding the loan ...
Ashley Folkes, a financial advisor in Hoover, Alabama, said not to assume you'd be better leaving your current firm. "Staying with a good firm and team can bring excellent rewards. With the average advisor's age being high, young advisors have a unique opportunity for succession plans if t...
The challenge lies in finding the right approach. Stephanie McCullough is one of Investopedia's top 10 financial advisors and founder of Sofia Financial in Berwyn, Pennsylvania, which specializes in working with women planning for retirement. She told us that authenticity is important in generating ...
/PRNewswire/ -- A recent survey found that three-quarters of Americans regret not saving for retirement earlier. The average age for Americans to begin saving...