While every professional welcomes client referrals, a study by Charles Schwab found that getting them can have a sizable influence on the growth of your business. Referrals can provide 60% of a firm’s new business. Charles Paikert, one of Financial …
Financial planners can themselves be a valuable asset to the self-employed. This means you can help your clients from the ground up. One of the first things to determine is whether the new business should become a sole proprietor or …
Not surprisingly, most Americans need or want professional guidance when it comes to long-term financial goals. Yet, most adults and couples never get the professional help they need because they assume that hiring a financial planner is a luxury reserved …
Looking to gain a competitive edge in the financial planning profession? Attending professional development conferences is a great way for financial planners to convene with industry leaders and respected colleagues from all over the world in order to learn, network, …
The American Resort Development Association (ARDA) estimates that regardless of potential pitfalls, more than 9 million consumers invest in vacation timeshares each year. Yet, buying vacation timeshares has become synonymous with bad financial investment in recent years. In fact, according …
Many people have a portfolio rich in oil companies stocks, because they viewed them as a safe investment. However, oil prices are now extremely low primarily due to the amount of oil being produced by new extraction techniques such as …
Mortgage debts, which are among the most common forms of American debt, are frequent topics of discussion between financial planners and their clients. Typically, the advice of financial planners is to wait on paying off a mortgage quickly, since it …
Professors at the University of Utah wanted to better understand the full financial cost faced by patients afflicted with Alzheimer’s, both for them and for their families in the aftermath of their disease. Their research has discovered that families with …
Raising kids is expensive, and no matter how you look at it, a certain amount of financial planning needs to be done to make sure the kids are being taken care of, from monthly expenses to saving for children’s college …