Financial Advisors In a Nutshell

Financial Advisors In a Nutshell

For those of you who are wondering about what a financial advisor does, you’re in the right place. Generally speaking, these financial professionals help their clients make decisions about what they should do with their money, which may or may not include investments, insurance and other courses of financial action. A financial advisor is their […]

3 Awesome Ways to Build Client Relationship

3 Awesome Ways to Build Customer Relationship

Here are 3 simple tips that can help you build a close professional relationship with your clients: 1. Make In-Person Connections Just because we now live at a time when social media is ubiquitous and is very much important to networking, it doesn’t mean that we have to stop meeting people in person, meaning, offline. […]

The Financial Health Questionnaire

The Financial Health Questionnaire

The first step in the process of financial advisory is being able to understand the client’s financial health. A person can’t properly plan for his or her future if they don’t know where they stand today. It is but typical for the client to be asked to complete a detailed written questionnaire. Their answers will […]