Eric J. Negron, CEPA® ♟️

As a guide for people’s financial lives, advisors play a major role in helping their clients understand what it would take to feel okay and what steps will get them there. Many people find it difficult to pause and contemplate these critical details. This shouldn't come as a surprise, given that advisors suffer the same problem. How can we, as advisors, hit pause and define our own sense of "funded contentment?" 👉 Join us on May 9, 2024, at noon EST/9 am PST for our upcoming webinar, “Looking Inward: Leading Clients to ‘Funded Contentment,” hosted by Zachary Conway, CEO & founder at Seeds and Brian Portnoy, CFA, founder at Shaping Wealth. Learn how to ask our clients and ourselves the questions to unearth the blockers and fears standing in the way of contentment. Register now! https://lnkd.in/gU6Hk53H

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5 Things Clients Look For in a Financial Advisor 💡 ⭐ Active Listening: Clients seek advisors who genuinely listen to their needs, they want to feel heard and understood. ⭐ Educational Approach: Advisors should clearly explain financial concepts and processes, avoiding complex jargon to empower clients with knowledge. ⭐ Problem-Solving Skills: Understanding client needs enables effective problem-solving, demonstrating the advisor's commitment to finding tailored solutions. ⭐ Effective Communication: Engage clients consistently throughout the year via email, cards, or phone calls, ensuring a strong and open line of communication. ⭐ Holistic Perspective: Successful advisors take a comprehensive approach, offering advice that considers the big picture across all financial areas, providing clients with well-rounded guidance. #financialadvisor #wealthmanagement #brokerdealer #tampaflorida Your document has finished loading

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Discover the essential components of a comprehensive wealth management plan that allows you to realize that perfect day in retirement — a day that is as unique as you are and spent doing what you want to do https://hubs.ly/Q02vMYP_0 #houstonretirementplanning #financialadvisor #financialplanning #retirementincome

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💡 Understanding how to meet the specific needs of business owners can help advisors attract new clients, enhance existing relationships, and deliver improved service. Jeff Berman speaks with experts Jason Early of RISR, Craig Robson, CFP®, CIMA®, CDFA® at Regent Peak Wealth Advisors and Drew Jones, CFP® AIF® of Modern Wealth Management to gain practical insights for advisors looking to strengthen their relationships with business owner clients. ✨ Early emphasizes the correlation between trust and meaningful connections with clients. He offers several key questions advisors can pose to their business owner clients to drive deeper engagement. ✨ Robson highlights the importance of understanding the client's business deeply. In his words, "Learn everything you can regarding the business owner’s company, industry, trends, key vendors and strategic partners to help them both today and into the future." ✨ Jones encourages advisors to proactively educate their business owner clients "on topics like tax planning, cash flow management, risk management, estate planning, investments and market commentary," as another avenue to offer support. 📰 Read more of their insights at Wealth Solutions Report: #businessowners #financialadvice #wealthamanagement #advisors https://lnkd.in/g7-PiMUQ

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