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#FASuccess Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment, With Nina Hajjar

Nerd's Eye View

Welcome to the 440th episode of the Financial Advisor Success Podcast ! Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households. Welcome everyone!

Clients 245
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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

Clients 240
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The Role of Financial Advisors in Managing Healthcare Expenses

WiserAdvisor

Healthcare financial advisors are invaluable in helping individuals tackle this complexity. They can build a more resilient financial strategy for retirement. Below are key areas where financial advisors add value in managing healthcare expenses: 1. Part A (Hospital Insurance): Covers inpatient hospital care.

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How to Determine Your Client’s Risk Tolerance

BlueMind

Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. What Does The Word “Risk” Mean For Your Clients? That’s the simple definition, however, the financial definition has a more definitive meaning.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

Stocks and bonds differ in many aspects, including the risk and return investors can expect. Because of these differences, stocks and bonds accomplish different things in an asset allocation. The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals.

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The Latest In Financial #AdvisorTech (November 2022)

Nerd's Eye View

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.