Displaying 47 results
How ex-Amazon employee grew his tech client base
A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.
‘It’s about being efficient, not keeping up with the gay Joneses’
Advisor, who has developed a successful niche working with LGBTQ-plus clients, addresses stereotypes, homophobia, and the impact of the AIDS crisis.
Health care M&A landscape will be ‘critical’ for advisors
Advisor says dentists and doctors susceptible to falling victim to investment scams.
A risky career for show biz clients
‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry
More fee-for-service models, please!
Axtella executive says the advice industry faces challenges in connecting with younger clients.
The trouble with athletes retiring
Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.
Advisors can serve as doctors’ ‘objective voice’
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
RIAs are becoming ‘common knowledge’
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Special benefits for special needs clients
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
Veterinarian clients face high student debt, high suicide rates
‘It’s very much a passion career,’ says advisor whose firm focuses on vets.
Fearless conversations with clients about divorce can change lives
‘I want to help people figure out what the future looks like and make sure they're going to be OK,’ says advisor at Halbert Hargrove.
Giving back to health care providers through financial advice
‘Financial management, especially in the medical field, is super valuable,' advisor says.
Helping clients through divorce is the ‘most rewarding feeling’
A focus on divorce is a 'highly needed area,' advisor says.
One portfolio please, hold the cows
Brenda Morris does what she can to minimize investments that exploit animals, while still providing diversified portfolios.
Chasing retirement plan prospects with a minority business owner connection
Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.
Millennial advisor carves a niche populated by her peers
Emily Stead wants to be the advisor people think of when a younger person is facing a financial challenge.
Showing up for showbiz folks
A big part of working with artists and entertainers is helping them keep their feet on the ground while they're reaching for the stars.
A financial planning lifeline for those caring for people with disabilities
Rivent Partners has carved a niche at the intersection of affluence and social programs.
Advisory firm looks for clients right before they need advice
Michigan-based Innovia Wealth concentrates on entrepreneurs who are on the brink of striking it rich.
Expatriate advisor finds a home and client base in France
Robert Levitt has traded Florida for the French Riviera, where he sees a wide-open market in the 250,000 Americans living there who need financial advice.
