Financial Advisors

How do you sell the benefits of managed money to your clients?

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You don’t. It simply fits their needs in the planning process.

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Wfa1 could not agree more. I maaaaybe talk about the portfolio for 5-10 minutes at the end of a new plan meeting and half the time the client has bought in by then it’s just formality

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I ask them how involved they want to be day to day. Really involved means more often than not, commission business. No involvement means managed money is a great fit.

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Related Posts

What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

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Do people on h1 invest in. 401k? How do you take the money when you go back? Also ey is giving 4000usd for a 401k deposit to manager n below who have their 2nd ann after 1 jan 17.

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Is Accenture the only firm that offers per diem? Everybody else seems to expense actuals

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Is Deloitte consulting meal expenses per diem or at acutal cost up to a limit

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My husband is in grad school and always has wanted to be a stay at home dad. Now that my hours are insane, I'm starting to see the benefits in it...

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What documents are required to cover another person as domestic partner in health insurance?

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How do you quell the rage when you see posts in other bowls where male consultants talk about not taking off too much time for paternity leave? I wish they had to push a baby out

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Just like we all have airline and hotel loyalties, what is your ride share loyalty? Uber vs Lyft! I am not so concerned with quality, more so rewards program or benefits.

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Do teachers use LinkedIn to network? Wanted to utilize an old account but don’t know the benefits?

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I’m a lazy investor and don’t want to think about my money, so I invest my Roth IRA and 401K into a Vanguard target fund (2065). Should I be doing more with my money?

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I have a Roth 401k and I’m looking to pull money out of it to buy an investment property. Has anyone done this ? What’s the pros and cons? Also what’s your view on it?

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Is it normal to ask about health insurance benefits of a company where you have an offer? Got an official offer but have no idea what the health insurance plans are like. Any smart tactful way to ask?

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All 🐠 with firms that provide pensions... Best advice for vested pension when leaving your firm? Should you take lump sum or leave it? Manager level but been with firm since college graduation.

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Please advice on the funds to choose from vanguard 401k

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Does anyone know when we will get our 401k match this year?

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EY 401k - what funds would you recommend ?

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Can someone explain the Deloitte pension? And what exactly the vesting means? I get emails about the pension even once in a while but I'm not sure how exactly it works.

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How does Accenture’s cell phone reimbursement policy work if you don’t want a new device and just want reimbursement for the plan? From what I am reading we have to charge the cell plan to client?

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had 2 months of paternity leave. first kid, cutest little thing. now back on the road. going to be a tough week without my butterball :(

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Additional Posts

Can anyone explain how the partner/principal admission process works? And if you’re up for promotion to partner in Consulting, for example, do partners in Tax get to vote on you or have a say?

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Ask your travel questions to thefishbowl all things points guru

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Anyone heard of peak6 been contacted about a trading position.

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When our WFH WLB goals differ

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likefunnyupliftingsmarthelpful
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We will be relocating to the southwest (exact city still TBD as we finalize job offers) this summer. While we’re not trying to FIRE, we follow the tenets. I’m really worried about a potential (contd)

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I don't see many people on here from General Dynamics. What's the culture like? I went to a job fair to be cleared to a TS/SCI and they said the background check will take a little over a year lol.

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Ladies any advice on CAPM which is the associate level of PMP. Is it worth taking it? Or should I wait to get my PMP in 2 years.

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Shots fired. Your move Deloitte.

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Is MBA really worth it? Or people just say it is because they spent a lot of money on it.

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Looking to sell upgrades for star alliance for 100-200$. Negotiable for shorter flights. United, Lufthansa or Nippon Airlines. Ping me if you are interested and have an upcoming flight.

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McKinsey compliance teams recruiting AML folks. What is the expected salary for the role of specialist? How much work experience is required for specialist/senior specialist?

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If firms go exclusively remote, I have zero reason to remain living near “home office”. Likelihood we’ll shift to that model, and can live wherever?

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Is it Points of View or Point of Views

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What are your favorite collaboration tools for students to use in the classroom?

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What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

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My dad who lives in Asia just announced that he had a medical issue. I’m starting to enter the age where I’m going to take care of him financially. It’s a $2,000 hospital bill which in the US is nothing compared to what it represents there (which he can’t afford). He’s going to be fine! Just wanted to share with this group as many of you can understand what it feels like to support your parents when they’re old, not the other way around. I feel so blessed I can help him. 🙏🏽

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Traveling folks..outside of hotel gym options...for workouts do you prefer classpass or signing up for all locations of a chain gym like equinox?

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CPB London just lost Infiniti... Redundancies incoming and looking like a lot of them. Anyone hiring creative teams in London?

likeuplifting
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How do you create an empathetic school or classroom culture, where kids are generally averse to saying/doing unkind things (or are vocal against those who do/say mean things). Any tips or readings?

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Need advice, moms. My son is almost 2. I quit D to take a PM job at a client that I’m quite good at but it’s not totally satisfying - reason was really that I just needed time to be at home (contd)

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