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Jamie Lima Launches the Emerging Millionaire Method™

December 3, 2020/in Financial Planning, Media Coverage, Press /by admin
Some people see the term “Wealth Manager” or #wealthmanagement and it makes them feel unqualified to work with me/us.
Nothing could be further from the truth.
The old way of conducting business–sitting behind a mahogany-desk, and banging out calls to get people to buy the next hot IPO or telling a young couple that they don’t qualify to be a client because they have less than 7 figures in a brokerage account–are dead.
Advisors – if you are still doing this, I am sad to say, your days are numbered.
Wealth Management isn’t about getting you in on the next IPO or turning $300,000 into $3,000,000. It’s so much more than that.
It’s:
• helping you maximize your workplace benefits,
• helping you decide whether to buy rental property or invest your savings,
• analyzing college savings plans and assisting you in setting them up,
• determining when the right time to upsize or downsize your home is,
• walking you through the process of #estateplanning so if something were to happen to you, your kids would be OK,
• working with you to determine how much (if any) life insurance you may need,
• helping you find, interview, and manage a relationship with a CPA, and more.
It’s not about investments. It’s about being a servant to our clients and redefining what “wealth management” means.
Read more: https://forex.einnews.com/pr_news/531943516/jamie-lima-launches-the-emerging-millionaire-method
https://woodsonwm.com/wp-content/uploads/2020/12/Screenshot-2020-12-03-083630.png 882 1172 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-12-03 17:16:292020-12-03 17:16:29Jamie Lima Launches the Emerging Millionaire Method™

WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]

September 24, 2020/in Financial Planning, Healthcare Costs, Media Coverage, Press, Retirement Planning /by admin

Copyright Ralph Orlowski, Getty Images

 

Advisors often face gaps in financial literacy among clients, but the when it comes to retirement income, the blank stares can be particularly worrisome. Advisors say clients still too often don’t know what a sustainable monthly withdrawal rate is, and sometimes don’t know to think about the possibility of long-term care—putting the job of educating clients on retirement issues, as well as planning for them, on the advisors’ shoulders.

Read more

https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-09-24 20:36:522020-10-20 22:18:41WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]

WWM in the News: Advisors’ Advice: What Was Your College Major? — Part 1 [Think Advisor]

August 22, 2020/in Media Coverage, Press /by admin

Check out one of our recent articles in Think Advisor!

https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-08-22 21:54:312020-09-23 20:30:58WWM in the News: Advisors' Advice: What Was Your College Major? — Part 1 [Think Advisor]

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