Nerre Shuriah, J.D., LL.M, CMAA and Phillip Neuhart discuss the financial planning process, the uniqueness of this election cycle, and the potential policies that could impact financial planning strategies. Watch the full discussion here. https://bit.ly/4dWQnLM
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Founder | CEO | Author | Speaker | Professor. Let your life lead your money. We help affluent GenX live life fully AND secure retirement confidently!
💡 Advisors! Are you delivering the ideal financial advice experience to your clients? The advice people want includes feelings and finances in your financial planning strategies and a collaborative client relationship—the "The Humanity of Money™". This approach provides the connective glue to financial plans, the advice experience clients will advocate for, and how we deliver financial advice at Concurrent Financial Planning. Grab this article in the May edition of the Financial Planning Association (FPA) Journal that discusses organic growth with an ideal advice experience that encompasses the Joe Friday "just the facts" (Dragnet) with the "I'll have what she's having" (When Harry Met Sally) financial psychology culminating an experience that clients will advocate for. For a bonus, there are even some organic growth insights from Steve Sanduski, CFP®! Read here: https://lnkd.in/gCggpXcZ #organicgrowth #financialadvice #financialplanning
Founder | CEO | Author | Speaker | Professor. Let your life lead your money. We help affluent GenX live life fully AND secure retirement confidently!
💰 Ever wonder what advice do clients want from their financial advisers? It's pretty simple: they want facts, but they also want to be understood. They want plans that reflect their unique goals and show clear, confident guidance. Read my full article at the latest issue of Financial Planning Association (FPA)'s Journal of Financial Planning. #financialplanning #humanityofmoney
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Common myths about financial planning https://lnkd.in/dnTPVuf #FinancialPlanning #FinancialAdvisors
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Is overlooking historical data costing you in your financial strategy? Discover how evidence-based approaches can transform your financial planning and investment outcomes. https://bit.ly/3K59M07 #DataDrivenFinance #SmartInvesting #CogentConversations
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Founder, Managing Director & Chief Financial Planner at Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor.
World Financial Planning Day https://zurl.co/fFLw #World FinancialPlanning Day #FinancialPlanning #Unique Financial Goals #Customised Financial Situation #Cashflow #Networth #AssetAllocation
Mastering Financial Planning: World Financial Planning Day Guide
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Here are 4️⃣ important reasons to regularly review your coverage! Regularly reviewing your policies is essential for a financially secure future💡 Elevate Financial Planning is here to help you stay protected through whatever life throws at you🤝🏻 Get in touch to learn more today⤵️ www.elevatefinancial.ie #FinancialPlanning #FinancialProtection
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