In Kansas City, you can find a variety of financial advisors that can meet your needs. Here are a few of them: Prairie Capital Management, Windward Private Wealth Management, Atwood & Palmer, and Fortune Financial. These firms are experts in various aspects of financial planning.
Prairie Capital Management
Prairie Capital Management is an advisory financial firm located in Kansas City, Missouri. They manage 2,528 client accounts and $6.2 billion of assets. They serve high-net-worth individuals and corporations as well as pooled investment vehicles. They also manage 401k plans, IRAs, estates. Although it is not registered as an investment advisor nor broker-dealer in any way, it serves as a custodian.
Prairie Capital Management's fees are determined by the services they provide. Fees are typically a mix of asset-based, hourly, fixed, or performance-based fees. Prairie Capital Management can help with your financial planning, no matter how simple or complex.
Windward Private Wealth Management
Windward Private Wealth Management, with offices in North Kansas City or Overland Park, offers financial planning and wealth-management services. Their experts analyze client portfolios and work with them to protect their wealth. Owner and founder Darrell Windward has more than three decades of experience and specializes in helping clients achieve their financial goals. He helps clients to save money and preserve their capital.
Windward Private Wealth Management's mission is to help clients reach their financial goals, and ultimately achieve financial freedom. They offer comprehensive financial planning and tax preparation as well as investment management. The firm provides relationship management and can link clients with other business professionals. The firm's staff includes a Certified Financial Planner and a Lead Planner.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri, financial advisor firm. They manage 435 client accounts, $1.3 billion of assets. They have five financial advisors on staff. They are not registered broker-dealers but act as registered investment advisers. Securities are an exchangable form of financial assets.
The firm offers a variety of fee structures. Fixed-fee and asset-based models are offered. This fee structure aligns both the interests of the client and the advisor. This fee structure does include brokerage commissions and interest.
Fortune Financial
Fortune Financial Advisors Kansas City, founded over a decade ago, provides comprehensive wealth management services for individuals and businesses. The team of financial advisors at the firm specializes in developing strategies that help clients reach their financial goals. Their areas of expertise include business consulting and fiduciary services. They also have experience in retirement planning and goal setting.
The firm offers fee-only financial planning services for clients, as well as multiple investment services. The firm's financial advisers can provide one-stop services and integrate all client's different financial needs into a personalized holistic plan.
FAQ
How can I become an expert consultant?
First, find a subject you're passionate about. First, build relationships. You need to know what clients want and how they operate. Finally, you must deliver results.
While you don’t necessarily have to excel at every task, you should be better than all the rest. You need passion for what your do. It isn't enough just to say, "I'm going to be a consultant." You must really believe in yourself and what you're doing.
How do I start a LLC consulting business?
First, you must decide what your goals are as a service provider. Then you need to make sure you are qualified for those services. It may also be beneficial to look for someone who is already qualified to do what you desire and to see how they work.
Once you have an idea of the content you want, you can then determine where your target audience is. If they aren't available, you may need them to be created.
You must then decide whether you want your business to be run by you or hired others.
It is possible to also start your own consulting firm by obtaining a license from the State. But this will require a lot more paperwork and legal costs.
Is consulting a real job?
Consulting is not only a good entry-level job for people looking to make quick money.
Consulting can offer many career opportunities, such as project management and business development. You might find yourself working on projects ranging from small start-ups to large-scale international corporations.
Consulting gives you the chance to grow and develop your skills. This could include learning to manage teams and write proposals, manage finances, analyze data, create presentations and conduct market research.
How do you get clients for your consultancy business?
Find an area that you are passionate about. You can choose to be passionate about anything, from public relations and social media. You might have to start small, such as by finding niche markets like web design. Once you've found this niche, make sure you understand what makes it tick. What problems does the solution solve? Why should people use this? But most importantly, what can you do to help them?
You could also approach businesses directly. Perhaps they are looking for someone who can help them understand SEO and content creation or just need advice on social media strategy.
You can also offer your services at events such as networking nights and conferences, if all else fails. This will allow you to meet potential customers without the need for advertising and also allows you to showcase your skills.
How do I choose the right consultant?
Three main factors should be considered:
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Experience - How skilled is the consultant? Is she an expert, beginner, intermediate or advanced consultant? Do her qualifications and knowledge show on her resume?
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Education - What did he/she learn in school? Did he/she continue to take relevant courses after graduation? Can we see evidence of that learning in the way s/he writes?
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Personality - Do we like this person? Would we want him/her to work for us?
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These questions help to decide if the consultant suits our needs. If there are no clear answers, then it might be worth an initial interview to learn more about the candidate.
Statistics
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (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)
- According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.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)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
External Links
How To
How do I start a consulting business without any money?
A simple and effective way to get started with your own consultancy business - without any capital investment!
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Choose the niche that you are interested in.
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To find the best solutions on Google, research which keywords people are using.
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These keywords are the basis of your content.
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Post your articles on article directories.
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Make sure to use social media sites for promotion of your articles.
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You can build relationships with people who are experts in the field.
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Be featured on these blogs and websites.
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By sending emails, you can increase your email list.
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Start making money.