Author: elghoulam

[ad_1] Doctors: They’re discerning, demanding and immensely desirable as clients.  It’s not easy for an advisor to get in with this crowd of highly educated professionals, but the rewards of doing so are enticing. Their high and steady incomes make doctors reliably positioned to become affluent or high net worth, the two wealth segments often… Continue reading How financial advisors can win doctors as clients

[ad_1] In the ever-evolving landscape of financial services, one of the most transformative developments in recent years has been the integration of artificial intelligence (AI) into wealth advisory practices. While we should most certainly embrace AI, we cannot forget that client-to-advisor relationships must always be personal and driven by humans. This marriage of advanced technology… Continue reading Here’s the real reason AI can never replace financial advisors

[ad_1] Physical fitness goals are a favorite focus of New Year’s resolutions, but what about financial health? As people advance in life, their finances tend to get more complicated, which could suggest that a DIY strategy no longer makes sense and that it might be time to enlist a professional to help think through investment… Continue reading Week’s Best: Why DIY Investors Should Consider Hiring an Advisor

[ad_1] Getty Images Every now and then, I find myself perusing SSENSE or Net-a-Porter, scrolling past items that are priced higher than my rent: $1,500. While I want to splurge, I’m not yet at a point in my life where I can do that comfortably. I’m sure many of you share the goal of increasing… Continue reading Ask A Financial Advisor: How To Save For A Luxury Fashion Splurge

[ad_1] Among top stocks to buy and watch, Big Cap 20 component and financial advisor Ameriprise Financial (AMP) had quite the bullish run following its most recent earnings release last October. Shares have risen over 23% since then. X The stock more recently formed an add-on buy point in the form of a three-weeks-tight pattern.… Continue reading Stocks To Buy And Watch: Financial Advisor Up 23% Following Earnings Release

[ad_1] Evan Harp sat down with John J. Lomba to discuss his journey as a financial advisor, his approach to building trust with clients, and his takes on the topics that will seize the headlines in 2024. Evan Harp: When and how did your practice begin? John J. Lomba: We began what is now known… Continue reading Meet John J. Lomba

[ad_1] As an advisor, you deliver the services and solutions that your clients most want and expect from you—and you deliver them well. Right? Don’t be so sure. Our research found several major disconnects between what advisors promise their clients—and even believe they deliver—and what those clients actually think they get from… Continue reading Why Aren’t You Giving Clients What They Want?