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
From the high-net-worth financier to the parents saving up for college to the retiree casting for a fishing boat, it all depends on what a client is looking to get out of an experience, according to Kevin Wright, a financial adviser and retirement planner for the Encino office of Wachovia Securities.
FINDING THE PERFECT CASH COACH INVESTORS SEEKING ADVICE ON FINANCIAL FITNESS NEED TO CHOOSE ADVISER FOR THE LONG HAUL
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
Your financial adviser will often model potential allocation strategies oriented toward your needs, and ultimately provide you with a personalized recommendation.
ASSET ALLOCATION PLAN HELPS CUSTOMIZE PORTFOLIO
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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