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Thinking about going independent but worried about the challenges? We've addressed the 4 most common objections advisors have when making the move—so you can see how Convergent Financial Partners provides the support you need to succeed. From client retention to managing compliance, we’ve got you covered. Ready to take control of your future? #IndependentAdvisor #OvercomingObstacles #AdvisorSupport #FinancialFreedom

Are you getting real financial advice from your advisor? If you've ever heard of robo-advisors, these automated services were supposed to end the need for financial advisors. Ironically, they've only validated the importance of personalized advice. Complex financial situations require real value and human assistance. Many people are overpaying for advisors who aren't truly advising. Make sure you're getting the advice and service you deserve.

Thinking about going independent but worried about the challenges? We've addressed the 4 most common objections advisors have when making the move—so you can see how Convergent Financial Partners provides the support you need to succeed. From client retention to managing compliance, we’ve got you covered. Ready to take control of your future? #IndependentAdvisor #OvercomingObstacles #AdvisorSupport #FinancialFreedom

Financial Advisors’ Strategies for Attracting New Clients : The Process, Practice, and Promise Behind How Financial Advisors Get Clients In a world where financial security is paramount, the role of a financial advisor has taken on outsized importance. Have you ever wondered, though, about the other side of the equation – how do financial advisors get clients to shape, manage, and secure their […] https://lnkd.in/enCydM-k

Financial Services companies only need to accomplish two fundamental goals: 1) Find assets 2) Keep assets Simple, but not easy. Because in order to do these, they have to find a way to add value to our lives in a way that's better than all the others. And there are SO many out there. How can one win out over the others? It comes down to trust. And trust can't be built on a foundation of slogans. Those are just neon signs calling for our attention. Trust then, is built, reinforced, and continually refreshed BEHIND those signs, after clients get in the door through live, authentic interactions with genuinely interested, empathetic, and capable people who have extremely high integrity. Every. Single. Time. Those interactions must be reinforced by technology and processes so integrated and simple, no one has to consciously think about them as they execute. And it doesn't matter which of these is emphasized more; if one fails, the other is irrelevant. So that's it. Winning in finance is about being the easiest and most reliable place for clients to live out their financial lives. Simple, right?

How does Baird’s technology provide clients with peace of mind on their financial plan? Discover the goals of Baird Online and the features that allow you to focus on what matters most. https://lnkd.in/g5cXn-hV

What is the role of a financial advisor? I’d argue that it isn’t to beat the market. In fact, i’d seriously question any advisor who says they can or do! My goal is to get you where you want to be, when you want to be there. #FinancialAdvisor #InvestmentStrategy #RiskManagement #FinancialGoals #financialplanning #flyingforward

This is an important topic because it helps you choose the right financial advisor based on your needs and goals. Robo-advisors are good for low cost and automation, while human advisors offer personalized service for complex situations.

Customized credit solution designed for sophisticated clients seeking access to liquidity without disrupting their long-term financial strategy.

Switching financial advisors can be a daunting decision, but it's crucial if your current advisor isn't meeting your needs. #FinancialAdvisor #WealthManagement #InvestmentStrategy https://lnkd.in/dPTCKKYx