Financial adviser


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Financial adviser

A professional offering financial advice to clients for a fee and/or commission.
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This fact--coupled with challenging stock market conditions--makes having a trusted financial adviser, to help navigate clients through complex options, more important than ever.
Executive profile: Yank Heisler: CEO, McDonald Financial Group and chairman of KeyBank, N.A
Every family or business associate receives exactly what is expected and promised when a financial adviser delivers the proceeds from the client's life insurance policy.
Elephant in the living room: you can't sell life insurance without talking about death, but many boomers--and agents--seem to think death is optional and would rather talk about mutual funds
Only one in five affluent households said their primary financial adviser asked them for a referral in the past two years.
Facts and fortunes: 10 things you need to know to sell successfully to the wealthy
Just as broker-dealers are implementing a fee-based compensation choice, CPA financial advisers have learned that the commission versus fee quandary is a nonstarter.
Are you chasing the right solution? (Financial Services)

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