Helping Your Clients Save: A Guide for Financial Advisors
As a financial advisor, you understand the importance of saving to meet your financial goals. However, traditional budgeting strategies often fall short for many clients—much like a fad diet that promises miracles but leaves them hungry for real results. By transitioning from a traditional budget to a focused and automatic spending plan, clients can manage their finances more effectively and align their spending with their personal values and goals. Suggesting the expertise of a daily money manager can further help clients streamline the process and reduce stress.
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Beware of the Deal Trap
Discover how to spot pricing tricks, avoid false bargains, and make smarter shopping decisions.
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Five Bills You Should Never Put on Autopay
As a professional daily money manager, I talk about the five types of bills that I think twice about before opting for autopay.
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Three Steps You Can Take Today to Ensure Your Digital Legacy Lives On
Have you ever wondered what happens to your Facebook, Instagram, or Google accounts once you've passed away? It's not a cheerful topic, but neglecting it could mean burdening your loved ones with digital reminders from beyond the grave. And what about those treasured photos stored on your phone?
Let’s delve into a few steps you can take today during your lunch break to lay the groundwork for your Digital Estate Plan – setting up a Digital Legacy Contact.
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Maximizing Financial Advisor Impact: How Daily Money Managers Strengthen Advisor-Client Relationships
In the evolving landscape of financial advice, the daily money manager emerges as a valuable ally for financial advisors. By collaborating with a daily money manager, advisors can enhance the stickiness of their services, deepen client relationships, and ensure that the best-laid plans become a reality.
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Who Should Hire a Daily Money Manager?
If you are overwhelmed with bills, drowning in paperwork, or need another set of eyes on your finances, consider the services of a Daily Money Manager - a household CFO for your personal finances. We're here to make your financial life run seamlessly so you can focus on life.
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Schedule a 20-minute introduction.
We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.