eMoney Advisor

DECEMBER 5, 2022

As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. RITHOLTZ: What’s the pushback to that from clients? I say fantastic, but most people with separate accounts never had that conversation and that is the plan. Jay Abraham taught me a lot about putting my customers and clients at the center of my world. And they said, you should take some time.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130