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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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#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 ! Welcome everyone! My guest on today's podcast is Nina Hajjar. Read More.

Clients 245
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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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

WiserAdvisor

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money?

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The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Steve Sanduski

Sample Script: [Client Name], as you know, I’ve had the privilege of being your financial advisor for [X] years now. You can expect the same disciplined, thoughtful approach to your portfolio management, aligned with your goals and risk tolerance. Objection: What if I don’t like working with [Advisor Name]?

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

Darrow Wealth Management

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement.