Like many advisers, Daugs encourages clients to designate a "trusted contact" - and to do so before they experience a health issue. Having one or more such contacts on file enables a financial planner ...
Experts have amassed a wealth of resources and evidence to help financial advisors adapt psychological methods to their practices when onboarding customers.
Advisers in smaller firms can offer more customized services and focus on holistic aspects of financial planning. This includes tailoring a financial plan for you that encompasses saving and spending ...