What Would Make You Switch Financial Advisors?

When’s the last time you thought about the relationship you had with your financial advisor?
For most people, that’s not something that regularly crosses your mind. As long as your portfolio performs well and your advisor picks up when you call, there’s not much you should be concerned about, right?
Wrong.
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Could a Threat to Your Financial Well-Being be Lurking in Your Backyard?

Think about the last time you thoroughly examined your financial portfolio: did you assess all potential risks? Chances are you overlooked liability when conducting your financial review. Continue reading

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A Hidden Risk That Could Sink Your Financial Portfolio

How often do you look at the specifics of your insurance coverage as it pertains to your overall financial health? When’s the last time your financial advisor spoke to you about your insurance needs?

This is especially important for successful individuals and families, as many may have inadequate existing coverage or lack coverage entirely. If a catastrophic event were to occur involving your home, you could be paying out of pocket if the expenses exceed policy limits.
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An Often Missing Dimension in Holistic Financial Advice

When was the last time you took a look at your insurance policies?

If you’re like the majority of folks, probably not very recently. Unfortunately, this could mean that your finances are not as protected as you may believe. Consider the fact that, over time, your wealth slowly builds, and properties and non-financial assets are accrued. As a result, your insurance coverage may need changed, and what worked last year might not work this year.
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How Insurance Partnerships Help You Better Serve High-Net-Worth Clients

Managing the financial assets of high-net-worth (HNW) individuals and their families requires a holistic risk management approach. With today’s high-net-worth individuals and families accumulating, saving and spending money in different manners, wealth management and property and casualty risk mitigation best practices … Continue reading

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