Author: elghoulam

[ad_1] Most people turn to credit cards when they’re cash-strapped, but financial advisers say they should be a last resort and that consumers should consider other options first.  Credit card debt reached a record $1.03 trillion in the three months ended in June, according to the New York Federal Reserve, and the average interest rate paid by those… Continue reading Credit card debt can run up a hefty tab. Here are some cheaper options

[ad_1] Financial planners have seen it all while working with clients-from financial ruin to financial freedom. Over the years, they’ve learned what separates millionaires from those who struggle to get their monetary footing. Eight of them shared the insights they’ve picked up from clients in the seven-figure club that they now use to help others… Continue reading 13 Lessons From Millionaires That Financial Planners Use To Help Others Get Rich

[ad_1] Whether you’re a quickly growing advisory firm, leading a small team, or working as a solo practitioner, branding matters. It conveys your firm’s DNA, establishes credibility and bubbles up your differences from competitors. A strong brand creates an emotional connection that validates the choice your clients made to work with you and gives prospects… Continue reading Address these 11 questions to improve your brand as a financial advisor

[ad_1] Jason Underwood | Building your financial playbook | Guest …  wenatcheeworld.com [ad_2] Source link

[ad_1] Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or joy. The song… Continue reading Consider the differences. Is financial planning a career, a job, or a calling? — The South Dakota Standard

[ad_1] Advisors with prospects or clients that have the potential to be good fits but generate little revenue today can now offer a new service through a trusted partner SALT LAKE CITY, October 31, 2023–(BUSINESS WIRE)–Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements… Continue reading Elements Unveils RIA Partnership Model to Help Advisors Serve More Clients

[ad_1] You have money questions. Bankrate has answers. Our experts have been helping you master your money for over four decades. We continually strive to provide consumers with the expert advice and tools needed to succeed throughout life’s financial journey. Bankrate follows a strict editorial policy, so you can trust that our content is honest… Continue reading What Is An Income Trust?

[ad_1] At one of the most famous events in the worlds of art and fashion, a software firm linking asset managers with financial advisors and accredited investors will launch its technology platform. After announcing a goal of helping minority-owned investment management firms raise $1 trillion in client assets at last year’s Art Basel Miami Beach,… Continue reading DFD Partners platform to launch at Art Basel Miami Beach

[ad_1] As more financial advisors go independent, David Settanni will attest that making the switch to the RIA space was one of the best things he did for his career. “Being in the independent broker-dealer channel, I just felt that we didn’t have any necessarily brand recognition,” said Settanni, who’s advisor and chief financial officer… Continue reading More advisors are making the move to RIA, independent models