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. However, it can be tricky to reach the mass affluent demographic through traditional sales channels. Start with the goal and work backward to create a budget.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

James Hendries

FEBRUARY 23, 2023

Obtain financial guidance. If you’re a creative genius with a head for sales but no brain for finance, you might find yourself steering near a rocky coast without help. Retain a tax professional to put aside tax money for you, and keep track of your income and expenses with a business credit card.

Planning 40

Planning Startup Taxes Clients 40

Brown Advisory

MAY 4, 2020

. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59