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Your Guide to a Financially Healthy Holiday Season

Your Richest Life

Prioritize the most important expenses, and then reference your budget to see what else fits. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Start with a brain dump of your ideal 2024 holiday season.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

In simple terms, self-investing refers to managing your investments entirely on your own, without hiring a financial advisor or any other professional. Today, you can choose from different types of financial advisors , such as fee-only, commission-based, hourly, AUM-based, or whatever works for your financial situation.

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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 240
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 227
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#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan

Nerd's Eye View

and the reason that Dann's firm has continued to stick with an AUM fee model despite an increasingly financial-planning-centric service offering. , and the reason that Dann's firm has continued to stick with an AUM fee model despite an increasingly financial-planning-centric service offering.

Clients 130
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Hiring? Your Guide to Creating a Positive Employee Onboarding Experience

XY Planning Network

And no, onboarding is not referring to boarding the plane to your next vacation adventure you certainly earned. The term onboarding refers to the full integration of a new employee into the workplace. 4 MIN READ Are you still hiring or already onboarding?

Planning 119
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“My client hired another advisor for their business 401(k).”

Sara Grillo

My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions.

Clients 52