Contributing 

Is it worth talking to a financial planner?

Leia Doyle

Is it worth talking to a financial planner?

A good financial advisor or robo-advisor can be worth the cost if you’re able to save more money, cut your expenses or better plan for the future. A financial advisor can also help you feel more secure in your financial situation, which can be priceless. But financial advisors can also come with high fees.

How do I promote myself as a financial advisor?

Here are five new ways to market yourself and your business.

  1. Host a Client Event. Instead of asking your existing clients for referrals and having to follow up with them, why not let the referrals come directly to you.
  2. Start a Blog.
  3. Sign Up for Social Media.
  4. Join Small Business Think Tanks.
  5. Attend Local Networking Events.

What should I talk to a financial planner about?

8 Things You Must Discuss With Your Financial Advisor

  • Your spending and saving habits. Telling your financial advisor how much you earn isn’t enough.
  • Your emergency savings.
  • College.
  • Retirement.
  • Life insurance.
  • Short-term and long-term goals.
  • Your tolerance for risk.
  • Your advisor’s fees.

How do you write a financial advisor bio?

  1. 11 Tips For Writing A Stellar Financial Advisor Bio (With Samples And Templates)
  2. Address WHAT You Do And WHO You Help.
  3. Two Unforgivable Sins Are Being Arrogant And Boring.
  4. Create Multiple Versions.
  5. Include Photos.
  6. Make It Personal.
  7. Show How You Relate To Your Niche.
  8. Include Your Unique Value Proposition.

How do you email financial advisors?

Writing Prospecting Emails for Financial Advisors The best way to stand out and get your point across is to keep your email short, sweet, and to the point. Explain what you’re offering clients, why they should do business with you, and how you can solve their pain points.