There are many financial advisors in Kansas City that can help you. Here are a few examples: Prairie Capital Management. Windward Private Wealth Management. Atwood & Palmer. 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 assets for 2,528 clients and have $6.2 billion under management. High-net-worth individuals, corporations, as well as pooled investments vehicles, are some of their clients. They also manage 401k plans, IRAs, estates. Although the firm is not registered as an investment advisor or broker-dealer, it acts as a custodian.
Prairie Capital Management charges fees based on their services. Prairie Capital Management charges a combination fee that includes hourly fees, asset-based and fixed fees. Prairie Capital Management is able to help you make the best financial decisions, regardless of your financial situation.
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 professionals analyze portfolio valuations and work with clients to protect their wealth. Darrell Windward, the founder and owner of the company, has over three decades' experience. He specializes in helping clients reach their financial goals. He works with clients to help them save capital and reduce taxes.
Windward Private Wealth Management's mission is to help clients reach their financial goals, and ultimately achieve financial freedom. They offer comprehensive financial advice, tax preparation, as well investment management. The firm can also help clients connect with other business professionals. The firm's staff includes a Certified Financial Planner and a Lead Planner.
Atwood & Palmer
Atwood & Palmer, Inc is a financial advisor firm in Kansas City, Missouri. They manage 435 client accounts, $1.3 billion of assets. They have five financial advisors on staff. They do not operate as a registered broker-dealer, but rather act as a registered investment adviser. Securities are an exchangable form of financial assets.
The firm offers several fee structures. The firm offers both asset-based as well as fixed-fee fee models. This fee structure aligns both the interests of the client and the advisor. This fee structure excludes brokerage commissions, interest and taxes.
Fortune Financial
Fortune Financial Advisors Kansas City, founded over a decade ago, provides comprehensive wealth management services for individuals and businesses. The firm's team includes financial advisors who specialize in creating strategies that help clients achieve financial success and meet their financial goals. They are experts in business consulting, fiduciary service, retirement planning, career goal setting, and business consulting.
The firm offers clients fee-only services in financial planning and investment services. The firm's advisers provide one-stop financial services, integrating each client's diverse financial needs into a custom holistic plan.
FAQ
How much should you charge to be a consultant?
It depends on your offering. If you're providing services for free, there is no reason to charge anything. But if your services or products are for sale, you will need to establish prices that reflect their value.
If you are offering low-quality services, you don't have much to sell. You are not worth anything, so why should anyone pay you anything.
If you are providing high-quality services, then you could ask for a higher price because people recognize the value you provide. Also, clients who purchase multiple packages from your company may get discounts.
What does it mean to be a consultant?
Consultants are people who provide services to others. It's not a job title. A consultant is a role that helps others achieve their goals. By helping people understand their options and helping to make the right decisions, you do this.
Consultants are skilled at solving problems and overcoming challenges that can arise during projects. They can provide guidance and advice on how to implement the solutions.
Consulting should be able address questions related to law, finance and technology.
What happens after the consultant completes the job?
After the consultant completes his/her work, the final report will be submitted detailing the findings of their work. This report details the project timeline, deliverables, as well any other pertinent information.
You will then review the report to determine if the consultant fulfilled your expectations. If the report does not meet your expectations, you have two options: to request changes or to terminate the contract.
Why would a company want to hire a consultant for their business?
Consultants offer expert advice to help improve your business' performance. They are not there to sell you products.
A consultant is a person who helps companies make better choices by providing sound analysis, and making recommendations for improvement.
Consulting often works closely with senior management teams in order to help them understand the steps they must take to succeed.
They offer leadership coaching and training to help employees reach their full potential.
They might advise businesses on how to reduce costs, streamline processes, or increase efficiency.
Statistics
- 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)
- 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)
- WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (consultingsuccess.com)
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.com)
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How To
What does a typical consultant's day look like?
A typical day will vary depending on the type of work you are undertaking. However, the majority of your day will consist of research and planning, meeting clients and preparing reports.
You will have many meetings where clients and you can discuss their issues. These meetings may be over the phone via email, on-line, or face-to–face.
It is possible that you will be asked to write proposals. These documents outline your ideas and plans, and are required by clients. These proposals will be presented to clients by you and a mentor.
After all the preparation and planning, it's time to actually create some content. You could write articles, design websites, edit photos or conduct interviews.
Based on the scope and complexity of the project you may need research to obtain relevant statistics. This could include finding out how many customers your company has and whether they purchase more than one product.
Once you have all the information needed, it is time for clients to see your findings. You may give your findings orally or in written form.
After your initial consultation, you should follow up with your clients. For example, you might call them periodically to see how things are going or send emails asking them to confirm that they received your proposal.
This process takes time, but it's important to ensure that you stay focused and maintain good relationships with clients.