Jim Bode’s Post

These are the four most common reasons new clients reach out to us for help →Lot of company stock, and they aren’t sure what to do →Making a lot more money in a short period of time →Life has gotten more complex (ie growing family) →Referral from a family or friend While not every client fits these exactly, these are common themes we see. Life is busy and complex. It’s not that our clients aren’t smart enough to figure it out, it’s that they don’t have the time, expertise, or desire to do it on their own. They would rather outsource it than fumble their way through it. — Remember You don’t have to walk through your finances alone. Curious what a financial advisor does with clients? Here’s 6 areas we cover for clients: https://lnkd.in/gbMuqZSc

Are you tired of financial advisors who prioritize their own interests over yours? At Attitude Financial Advisors, our clients always come first. We understand that each client has unique goals and concerns, and we work closely with them to develop a personalized plan that fits their needs. Wondering what it’s like to work with us? Check out what our clients have to say about their experience.

Are you tired of financial advisors who prioritize their own interests over yours? At Attitude Financial Advisors, our clients always come first. We understand that each client has unique goals and concerns, and we work closely with them to develop a personalized plan that fits their needs. Wondering what it’s like to work with us? Check out what our clients have to say about their experience.

Are you tired of financial advisors who prioritize their own interests over yours? At Attitude Financial Advisors, our clients always come first. We understand that each client has unique goals and concerns, and we work closely with them to develop a personalized plan that fits their needs. Wondering what it’s like to work with us? Check out what our clients have to say about their experience.

Are you tired of financial advisors who prioritize their own interests over yours? At Attitude Financial Advisors, our clients always come first. We understand that each client has unique goals and concerns, and we work closely with them to develop a personalized plan that fits their needs. Wondering what it’s like to work with us? Check out what our clients have to say about their experience.

A powerful question to ask any financial advisor you may work with: What are all of the ways I will be paying you/your firm for your services❓ It’s a simple concept….but the answer can be incredibly complex. There are a plethora of ways that financial advisors can choose to charge fees. And as long as the client is aware and on board, that is fantastic❗️ At the end of the day, you are buying a service. And hopefully, your advisor is bringing value in multiples of what you are paying 🤝 But you’ll want to know what you are paying to make that determination. Sincerely, An advisor whose had one too many prospective clients confused and upset when we calculate their fee from their current advisor ✏️ #financialplanning

Something I hear often in meetings is that folks wish they would have started thinking about their finances sooner. I couldn't agree with this more! But where to begin? There's a lot of different information out there which can lead to confusion. This is why I recommend finding a financial advisor who aligns with your values, can help you reach your goals and is with you every step of the way to ask questions, talk through concerns and update your plan. If you are looking for a financial advisor, I would love to meet and look over your current plan to ensure that you are exactly where you want to be!

𝟕 𝐬𝐢𝐠𝐧𝐬 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐚 𝐛𝐚𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫: 𝐘𝐨𝐮'𝐫𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐭𝐢𝐦𝐞 𝐟𝐢𝐝𝐮𝐜𝐢𝐚𝐫𝐲 Serve as fee-earning fiduciary part-time and broker-dealer making commissions the rest of the time 𝐘𝐨𝐮 𝐠𝐞𝐭 𝐦𝐨𝐧𝐞𝐲 𝐟𝐫𝐨𝐦 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 You should disclose ALL your compensation, including kickbacks 𝐘𝐨𝐮 𝐜𝐡𝐚𝐫𝐠𝐞 𝐞𝐱𝐜𝐞𝐬𝐬𝐢𝐯𝐞 𝐟𝐞𝐞𝐬 Different advisors provide different services. If you're charging significantly higher fees for similar services, that's a problem. 𝐘𝐨𝐮 𝐜𝐥𝐚𝐢𝐦 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐢𝐭𝐲 Beware of any advisor who claims to have a lock on certain investments. Especially if those investments are proprietary to the firm. 𝐘𝐨𝐮 𝐝𝐨𝐧'𝐭 𝐜𝐫𝐞𝐚𝐭𝐞 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝 𝐩𝐥𝐚𝐧𝐬 When your answer to questions seem to end with "buy this," you're trying to make your needs fit a product rather than finding products to fit the plan 𝐘𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐡𝐚𝐯𝐞 𝐭𝐨 𝐜𝐚𝐥𝐥 𝐲𝐨𝐮 Be proactive and call clients on a servicing schedule Hiding under your desk because markets are down? THIS is the time your clients actually need you most 𝐘𝐨𝐮 𝐢𝐠𝐧𝐨𝐫𝐞 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐬𝐩𝐨𝐮𝐬𝐞𝐬 If your only paying attention to one of the people in the room you're excluding one of the key decision makers Raise your level of professionalism and make a difference in your clients lives ----------------------------- Enjoy this? ♻️ Repost it to your network and follow https://lnkd.in/gRY9jhEy for more

Try these ideas to reexamine your mindset as a financial advisor about what you need to be successful at https://bit.ly/49iduxS.

Every financial advisor does things a little bit differently—including how they structure their fees. Key takeaways: How much a financial advisor makes depends on what services they’re providing and how much money you have. Fee-based planning, product commissions, sales loads and advisories are some methods a financial advisor may use to earn compensation for their services. Fees can vary widely depending on your situation and your advisor, so when seeking a new advisor, it’s important to ask about their fee structure. If you’ve never worked with a financial advisor before, you may have a