- Matthew D. Edward
Financial Literacy and Planning a Must at Any Age
Financially literacy remains a struggle for prospective investors young and old. And it’s never too early to start learning the basics.
- Jane Meggitt
The road from chinese history to financial planning
An Educator’s Approach is Needed. Well-educated clients, even those with advanced degrees, might admit they really don’t understand financial planning and they may feel embarrassed
- Jane Meggitt
Putting Education and Strategy First
A Holistic and Comprehensive Approach. For John Caserta, the managing director of Caserta & de Jongh, LLC, based in Cheshire, Connecticut, financial planning must involve people sitting
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Jul 09, 09:52 am
Financial Literacy and Planning a Must at Any Age
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May 13, 19:04 pm
The road from chinese history to financial planning
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Jan 13, 14:01 pm
Putting Education and Strategy First
- Joel Kranc
Empowering Women Through Education
A recent survey from Mercer Consulting called “Inside Employees’ Minds: Women and Wealth,” showed that men and women see financial issues differently. While 62 percent of men feel
- Jane Meggitt
Financial Education, One Client At a Time
Behavior more telling than financial Literacy. An educated client is the best client. That’s according to Philip Smelser, a financial advisor and president of Financial Education and Achievement.
No one reads the prospectus. It’s too cumbersome. Frankly, to be kind to its writers, even just a front-page summary is, for most investors, a boring read, let alone the following pages
- Amy Armstrong
Helping Families Get Comfortable Talking About Money
Money is an uncomfortable conversation topic. Often people simply get “weird” about it. "Money conversations between family members can be awkward,
- Joel Kranc
Creating a Partnership with Clients
Prizm Financial Group uses a simple approach to educate clients and partner with them in meeting their financial goals
- Amy Armstrong
Educating Clients is The Key to Fiduciary Duty
No matter what twists and turns the federal government takes on its travels down Fiduciary Definition Lane, Joseph Rinaldi believes he will arrive at his desired destination: his client’s best
- Amy Armstrong
Educating Youth Key to Changing American Spending Habits
Too many Americans have troublesome spending habits. They use credit cards to pay for basic daily necessities, and they aren’t saving enough to create a retirement nest egg.
Social Security isn’t going to go broke by the time you reach age eligibility. That notion is just one of many myths creating insecurity among working investors who not only want – but need
- Amy Armstrong
Educate, Educate, Educate... and Then Advise
Be an educator first; be a financial advisor second. That is the mantra of Larry Welder, owner of Granite Financial Solutions, LLC, with offices located in Iowa and Georgia and
- Matthew D. Edward
Forging strong relationships through advisor and client education
A good financial advisor keeps learning, even after years on the job. Also, the best financial advisors know when to admit that they don’t have an answer, and how to find someone who does.
Having a superior knowledge in finance doesn’t make you the best advisor, but combine that knowledge with superior listening skills and now you have a winning combination.
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