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A recent trend is challenging the perception of Millennials and Gen Z as financially independent and confident money managers.While these generations are proactive in understanding their financial futures, many face significant barriers when it comes to seeking professional financial advice.…
Starting a business is an exciting venture, but it comes with its challenges—primarily those involving financial management. With so many decisions to make, from budgeting and cash flow to long-term financial planning, entrepreneurs often find themselves overwhelmed. Hiring a financial…
Reviews on Valinor are unique and designed to help consumers make informed decisions when finding, evaluating and choosing a financial advisor. Here’s how our review system works and what makes it special. We understand that reviews are a critical part…
This blog will explore why client reviews and testimonials are invaluable for financial advisors, how you can leverage them to close more business, and practical steps to ensure you’re maximizing their potential impact. If you’re looking to build credibility, attract…
Key Points Why Asking Questions Matters Choosing a financial advisor is a big decision that can shape your financial future. The right advisor can guide you through investments, retirement planning, or complex financial needs, but not all advisors are created…
How client reviews can transform trust in wealth management By: Walter Mansky The Problem Ten years into my career, I found myself searching for a financial advisor to help me answer questions about equity compensation. I had just hit five…
