- Bobby L. Hickman
Financial Planning For All
Advisors are often divided over the question of whether to set client minimums. Some prefer to focus on clients with higher levels of investable assets to ensure they generate enough revenue to support their practice.
Alzheimer’s and other dementias will cost the nation $355 billion in 2021, the Chicago-based Alzheimer’s Association estimates. For sure, the financial ramifications of providing long-term care can be staggering for individuals afflicted
- Bobby L. Hickman
Retirement Planning Becomes More Difficult
Retirement planning had already become more challenging in recent years before the COVID-19 pandemic upended the global economy and panicked investors.
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Jun 29, 08:28 am
Financial Planning For All
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Jun 29, 08:14 am
Financial Planning for Those With Dementia - and Their Caregivers
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Jun 28, 08:46 am
Retirement Planning Becomes More Difficult
- Bobby L. Hickman
Frequent contact = Satisfied clients
Financial advisors who engage with clients on a regular basis can reap greater benefits through more highly satisfied customers who perceive additional value through the professional relationship.
- Bobby L. Hickman
Making a Good Advisor-Client Match
Establishing a solid personal relationship in which financial advisors and their clients are comfortable working together provides the foundation for a successful, long-term relationship.
- Joe Innace
Growing a Practice Through M&A
After eight months of record-breaking activity in the registered investment advisor (RIA) market, deal-making cooled off slightly in February 2021, according to the latest
- Bobby L. Hickman
Planning Ahead for a Secure Retirement
Many people nearing retirement age do not understand basic retirement planning concepts, potentially preventing them from enjoying the lifestyle they desire during their golden years.
- Joe Innace
Fulfilling Retirement Dreams
At a time when financial service providers are scrambling for business almost anywhere, RVA Wealth Management’s local focus and community spirit is by design –
- Joe Innace
THE 'PERSONAL' CFO
The role of a chief financial officer (CFO), usually the third-highest position in a company, is no longer confined to the boardroom. Fact is, individuals — especially those who run their
- Bobby L. Hickman
Securing Seniors' Futures
As Americans increasingly live longer lives, the need for professional financial advice also grows. People not only need help to prepare for a successful retirement,
- Bobby L. Hickman
High Touch Client Service
Most financial advisors acknowledge that strong client relationships are a vital component in building a successful practice.
- Bobby L. Hickman
Closing the ‘Personal Attention’ Gap
Most financial advisors agree that listening to their client’s needs is a critical starting point for customizing financial plans. However, clients often feel that their advisors
- Joe Innace
Pivoting to Income Generation in Retirement
The matter of when to retire varies for every individual. But whenever that time comes, it’s vital to focus less on volatile asset accumulation — and more on stable
- Joe Innace
Aligning Assets with Aspirations
Financial advisors often say they are like health practitioners. While the latter specialize in fitness and health issues, the former focus on financial well-being and
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