Richard Orlando, PhD’s Post

This study is fifteen years old and yet, we realize that this is still a reality for most Advisors. Your clients are seeking not only financial guidance, but also a trusted advisor to help them navigate family dynamics, raise well adapted children, communicate their values, and build a lasting legacy. While we hold the belief that you are more than capable of building the skills and core competencies to managing these non-financial topics, we also know that you may find yourself out of your depth every now and again. When that happens, we are here to help. Let’s work together to ensure that the families you serve have the best tools, strategies, and support in place to achieve their long-term goals. We’d love to discuss how we can tailor our services to align with your practice and your clients’ needs. Want a quick glance? Review our services overview doc: https://buff.ly/47LY2e4 *Source: The Kinder Institute, The Changing Role of the Financial Planner, 2009. #financialplanning #financialplanner #wholefamilyadvisor