Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs.
Justin Goodbread measures his firm's performance not on the returns tracked in a client's portfolio but rather how the small business owner's net worth increases over time.
Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
Advisors must be able to offer practical support to high-net-worth business owners who confront a volatile environment just as they are about to make a deal.
