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What should financial advisors do to attract and retain high-net-worth and affluent investors? According to Christine Simone, one word: personalization. She details what personalization means in her recent article for VettaFi Advisor Perspectives: https://lnkd.in/gA6AMxE9 #personalization #financialadvisors #wealthmanagers #hnw

When we delve into money conversations with our clients, specifically around Family Wealth planning, our clients share that many of the values they learn about money are taught to them at an early age. Passing down family wealth depends in large part on the financial teachings we embed in our children. Our team of Advisors have partnered with parents to develop money-focused conversations that will add to your child’s financial literacy. This education creates mutual accountability, making everything from 529 Planning to Tax Planning a family activity they are proud of and take ownership in. Learn a little more about Family Wealth Management with Planning Capital at the link: https://lnkd.in/gKFydYV

Amid the day-to-day pressures of financial services, it’s easy to forget the wealth you’re managing for clients today isn’t just fueling their current lifestyle. The financial advisor job is about understanding individual goals and needs, building a relationship based on values, and offering sound advice tailored to each client’s unique circumstances. Plancorp, LLC President and CEO Chris Kerckhoff Jr. shares three generational financial planning strategies to hold on to clients:

Huge thanks to Morningstar for doing this spotlight on me. Excited to share this article that Charles Keenan wrote about my business and upbringing in the Central Valley.  I had a blast doing the photoshoot with David T. Lees, even though I'm no model! Thank you Alexander Skoirchet. #Morningstar #Mediaappreciation #Thankful #MoneyTalk, #Finances, #FinanceEducation, #Top100RIA, #MoneyLady, #FemalePlanners, #TopRIA, #TopAdvisors, #FinanceTips, #FinancialPlanning, #FinancialPlan, #RetirementPlanning, #FinancialLiteracy, #Planning, #InvestingTips, #CaliforniaFinancialAdvisors

The psychology of financial decision making can sometimes be an afterthought in personal finance. This article, featuring our partner, James N. Osborn, Jr., discusses why high net worth people may identify with the middle-class. #UHNW #HNW #bcorp  #onepercentfortheplanet  #ESG  #sustainableinvesting #investmentmanagement #FinancialPlanning #RetirementPlanning #taxplanning #CFP #CPWA https://lnkd.in/eJrBw8hu

💡 Introducing financial planning to more clients is key for expanding and future-proofing your business. But how can you get started? 👉🏽 Learn how to find new revenue opportunities and expand your existing client relationships to include more financial planning: https://bit.ly/3tp3BPJ via Joe Buhrmann #emoneyadvisor #fintech #financialplanner #clientrelationships

👫💼 Navigating Wealth Together: The 2024 Guide for Couples 💼👫 Managing wealth as a couple is more than just a financial task—it's a partnership enhancer. Whether it’s planning for the future, aligning on investments, or setting budget goals, the journey is all about teamwork. In my latest blog, "The Ultimate Guide to Wealth Management for Couples," I dive into strategies that help couples harmonize their financial paths while strengthening their bond: Click below to read the full guide. 👉 https://lnkd.in/g2DVa_hN Let’s make 2024 the year of financial growth and stronger partnerships! 🌟 #CouplesFinance #WealthManagement #FinancialPlanning #RelationshipGoals #FinancialFreedom2024 #WealthTransfer #WealthPsychologist #UHNWIs

Transitioning wealth from one generation to the next requires careful financial planning and fostering a culture of stewardship and continous learning. In this article, our Advisory Board Member Julius Kipngetich shares his thoughts on #familyowned businesses and what must be done to ensure #continuity and legacy. https://lnkd.in/dJ8RBBeY

Learn how family finance meetings and a family financial mission statement can transfer values to help today’s wealth last through generations.  https://lnkd.in/gSkPM3sh

💡Traditional financial planning often focuses on building #generationalwealth. 👇🏽 Learn why that may not matter to the growing number of people who have chosen to be childfree, via Emily Koochel, PhD, AFC®,CFT-I™ #eMoneyAdvisor #financialplanning #fintech