If you reside in West Palm Beach, you might be looking for a financial adviser to help with your financial planning. There are many options. Riverside Wealth Management is a firm that specializes helping clients in West Palm Beach. This firm offers complete financial planning services for both individuals and couples. These financial professionals help their clients with all of their financial needs, including investments, insurance, healthcare, and social security. They can also help with tax planning and charitable giving.
Coastal Way Financial Group, LLC
Coastal Way Financial Group LLC is a financial advisor company that offers financial planning and services to individuals, as well as businesses. The advisors of this company assist clients in reaching their financial goals. This includes creating financial plans that are comprehensive and managing investment portfolios. These professionals can also provide services such as tax and estate planning, account education, and social insurance. The firm was established in 1996 and has been helping clients for over 17 year.
Fees for financial advisory firms are determined by the type of service. The firm offers financial planning, portfolio management, and other services to individuals, small business, and institutional clients. It charges a percentage AUM, or asset value.
Hamilton Capital
Hamilton Capital is a West Palm Beach based firm that offers financial planning and wealth management services to individuals and companies. The firm serves clients ranging from retirees to emerging affluents and manages more than two billion dollars in assets. It also offers investment management services to foundations, public pension funds, and businesses.
Since 1985, the firm has served West Palm Beach residents. Its financial consultants help individuals and small businesses create financial plans that meet their specific needs. They help clients understand the risks and benefits of investing, and maximize their earnings and assets. Christopher Allegretti is the CEO. He has more three decades of experience in financial and managerial management. He is also a member of the First National Bank advisory board.
Schmedes McAllister & Associates
Schmedes McAllister & Associates focuses primarily upon providing comprehensive financial services including wealth management, investment planning, and investment planning. They can cater to the needs both of individuals and small businesses. Their advisory services range from QuickBooks set-up and daily bookkeeping to business consulting and wealth management.
Fialkow Financial Planning
Fialkow Financial Planning, a financial advisory firm serving the Boynton Beach area, is Fialkow Financial Planning. Fialkow Financial Planning offers financial planning services for clients with all income levels. Ira Fialkow (owner) is a Certified Fiscal Planner (CFP), as well as a Retirement Income Certified Professionals(RICP). Fialkow's goal in providing financial advice to clients is to make it as simple as possible. Fialkow meets with clients to discuss their financial goals and objectives and then recommends the appropriate financial steps.
Legacy Financial Partners is a financial advisor in West Palm Beach that offers investment management services and estate planning. They help clients manage their assets for retirement and wealth and are also a great place to get guidance on life insurance. They also host webinars and many events throughout the year that help clients to learn more about different aspects of financial plan.
FAQ
Is it possible that a consultant business can be started from home?
Absolutely! Actually, this is what many consultants already do.
Most freelancers work remotely using tools like Skype, Slack, Trello, Basecamp, and Dropbox. They often create their own office space so they don't miss out on company perks.
Some freelancers prefer working in cafes and libraries over traditional offices.
Others prefer to work from home as they feel more at home with their families.
Of course, working from home has its pros and cons. It's worth looking into if your job is fulfilling.
How much does it cost to hire a consultant?
It is not easy to determine how much it will cost to hire a consultant. These factors include:
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Project size
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Time frame
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Scope of work
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Fees
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Deliverables
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Other factors such as location and experience are also important.
What qualifications are necessary to become a consultant
It is not enough to have an MBA degree. You must also have experience as a consultant. At least two years experience in training and/or consulting for major companies is required.
Your experience in strategy development projects requires that you work closely with senior managers. You will need to feel comfortable communicating ideas to clients and getting their support.
A professional qualification exam like the Certified Management Consultant (CMC), Chartered Management Institute, is required.
Statistics
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
- According to statistics from the ONS, the UK has around 300,000 consultants, of which around 63,000 professionals work as management consultants. (consultancy.uk)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
- "From there, I told them my rates were going up 25%, this is the new hourly rate, and every single one of them said 'done, fine.' (nerdwallet.com)
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How To
What does a typical day look like for a consultant?
A typical day will vary depending on the type of work you are undertaking. But generally speaking, you will spend time researching and planning new ideas, meeting clients, and preparing reports.
You will have many meetings where clients and you can discuss their issues. These meetings may be over the phone via email, on-line, or face-to–face.
Also, proposals are documents that outline your ideas or plans for clients. These proposals should be discussed with a mentor or colleague before being presented to clients.
After all the preparation, you'll need to start creating content. You might be creating articles, videos, editing photos, writing interviews, or designing websites.
Based on the scope and complexity of the project you may need research to obtain relevant statistics. For instance, you might want to find out how many people you have and if they are buying more than just one product or service.
After gathering enough information, you can present your findings to clients. You can present your findings verbally or in writing.
After your initial consultation with clients, you need to keep in touch. For example, you could call your clients periodically to check how things are going. Or send them emails asking them to confirm they have received the proposal.
This is a long process that can take some time. However, it is crucial to stay focused and to maintain good relationships.