There are many things to consider when looking for an investment advisor. These professionals provide many services and should be able address your questions. You can ask them questions about your investment portfolio or retirement strategy. Some may also offer services in estate planning. Although some might be specialists in certain areas, others can provide advice on all aspects.
Dodds Wealth Management Group
Dodds Wealth Management Group (registered investment advisory firm) is the home of Dodds Wealth Management Group. They are registered brokers-dealers with LPL Financial and offer investment advice to clients. They are a team of competent financial advisors that specialize in helping clients manage and control their finances. The Dodds Team works to create customized financial plans that meet client needs and long term goals.
This firm offers financial planning services to individuals and businesses. It focuses on retirement income strategies and diversifying investments as well as insurance products. The firm also offers services in tax loss harvesting and identification of income sources. Certified Financial Planners work with the staff. They have extensive financial planning and personal finance experience. Fox Business regularly features the founders.
Aspen Wealth Strategies
Denver residents are in luck if you're looking for an investment advisor. Aspen Wealth Strategies is an independent financial advisory firm with over $248 million in assets under management. The firm offers retirement planning, asset management solutions, tax strategies, and estate conservation. Chris DeShano is the wealth manager at the firm and has been serving clients for over 15 years. He is a member of Denver Chamber of Commerce as well as an active participant in the business community.
When looking for an investment advisor in Denver, the first thing to keep in mind is location. Aspen Wealth Strategies' office is in ARVADA CO. It is also close to other firms operating in the same field. While there are other offices around, this one is unique because it isn't owned by any specific company.
Priority Financial Partners
Priority Financial Partners provides financial advice that focuses on tax optimization, financial planning, and financial planning. They help clients create financial plans and provide investment management services. The firm is a combination of a Certified Public Accountant (CFP) and a Certified Financial Planner. It offers many services.
The firm provides retirement and investment advice for freelancers, doctors, and business owners. Their team of professionals includes Certified Financial Planners and Chartered Financial Consultants, who analyze client portfolios to determine the best investments.
Thomas Financial Advisors
Thomas Financial Advisors, based in Denver, focuses on making clients money and saving. Andrew and Patrick Thomas created the firm. They offer a variety of services with low prices. These services include investment management, retirement plans, and education plans. Thomas Financial Advisors helps individuals design the right plan to suit their needs.
Tom Walsh joined the firm in 1997 after a successful career in small business ownership. Tom Walsh is a certified financial planner. He serves as an investment advisor representative through Crown Capital Securities L.P. Tom also has securities and insurance licenses for Colorado and five other states. He co-founded Personal Financial Management Workshops, Inc., a financial education company that helps clients increase their wealth and minimize their tax liability.
GHP Investment Advisors
GHP Investment Advisors, Inc., which is a wealth management agency, helps clients manage investments and achieve their financial goals. Their expertise covers a wide range of topics, from managing risk to growing client portfolios. They can also assist clients in planning for retirement and education. A Financial Concierge group assists clients in completing all paperwork and coordinates with professionals. You can read more to learn about the benefits this firm provides.
Ghp Investment Advisors Denver is a large advisor firm that manages clients' money across a range of investment products. The firm's clients include wealthy individuals, pension plans, corporations and pooled investing vehicles. They are located in Denver, Colorado and provide services to clients in Arizona, California, and other states.
FAQ
Who hires consultants
Many businesses hire consultants to assist them with their projects. These can include small businesses and large corporations, government agencies as well non-profits and educational institutions.
These consultants may work directly for the organization, or freelance. The process of hiring depends on the size and complexity the project.
Many rounds of interviews are required when hiring consultants. Then, the final decision will be made about who you believe is best for the job.
How can I become a successful consultant
The first step is to find an area you are passionate about. Next, you need to establish relationships. It is important to understand the needs of clients and their business. Finally, you have to deliver results for your clients.
Although you don't have the ability to do everything perfectly, you must be better than anyone else. Passion is key. It is not enough to simply say, "I want to become a consultant." It's important to believe in your abilities and do what you love.
What is the average price you should charge for a consulting job?
It all depends on the service you offer. If you are offering services for free, it is not worth charging anything. However, if you are selling products or services, then you need to set prices based on value.
You don't have any products to sell if you provide low-quality services. Why should anyone pay for your services?
If you're providing high-quality services you might ask for a greater price. Because people are aware of the value you provide, they will be more willing to pay you a higher rate. Also, clients who purchase multiple packages from your company may get discounts.
Do I need legal counsel?
Yes! Yes. Consultants can often create contracts with clients, without seeking legal advice. This can lead into problems down-the-road. For example, what happens to the contract if the client terminates it before the consultant has completed? What happens if your consultant doesn't follow the contract deadlines?
It's best to consult with a lawyer to avoid potential problems.
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)
- So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (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)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
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How To
How do you find the best consultant?
The first thing to do when looking for a new consultant is to ask yourself what you want from him/her. Before you begin searching for a consultant to help you, you should be clear on your expectations. Make a list of everything you think you might need from a consultant. This list could include technical expertise, project management skills, communication skills and availability. After you have listed your requirements, it might be a good idea to ask colleagues and friends for their recommendations. Ask them what their experience with consultants was like and how they compare to yours. Do some internet research if they don't have recommendations. There are many websites, such as LinkedIn, Facebook, Angie's List, Indeed, etc., where people post reviews of their previous work experiences. Use the feedback and ratings of others as a starting point to search for potential candidates. Finally, once you've got a shortlist of potential candidates, make sure to contact them directly and arrange an interview. You should discuss your requirements with the candidates and ask them how they can help. It doesn't matter whether they were recommended to you or not; just ensure that they understand your business objectives and can demonstrate how they can help you reach those goals.