Blog Budgeting Financial Guidance Marketing 
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Sources: 1. Climbing to the Top of the Value Stack.”
WiserAdvisor
AUGUST 3, 2023
A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. Can you negotiate fees with your financial advisor? Hiring a financial advisor is an intricate process.
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eMoney Advisor
DECEMBER 13, 2022
As financial professionals find themselves competing in the same small market, many are looking at the wider wealth spectrum and targeting the mass affluent market. Because budgeting was a hot topic with this group, get their attention by incorporating it into the outreach messaging. Our research found 66.4
Clever Girl Finance
FEBRUARY 7, 2023
As you continue your personal finance journey, you have likely discovered that it is not always easy to recover from your financial mistakes. What if your parents had been able to offer solid financial guidance as you stumbled your way through? Investing in the stock market might sound scary if you’ve never tried it.
WiserAdvisor
JANUARY 23, 2024
Benchmarks serve as yardsticks to measure how well your investments are performing compared to the broader market or specific indices. Your financial advisor should be able to articulate why certain benchmarks are chosen and explain how your portfolio stacks up against them. These are often cited in financial news.
James Hendries
FEBRUARY 23, 2023
Obtain financial guidance. For example, let’s say that you’re a plumber, and a great one at that – but what do you know about marketing your business, pricing your services, ordering equipment and managing employees? You have to learn to market the business, hire staff and train them.
Clever Girl Finance
NOVEMBER 29, 2022
But, since this is Clever Girl Finance, we're all about empowering women by providing accurate financial guidance and helping them to make lots of money. Just make sure to budget for them and not buy them to impress others, which would be the wrong use of money. The best funny money quotes. It's money.
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