Kansas City has many financial advisors who can meet your requirements. Here are a few examples: Prairie Capital Management. Windward Private Wealth Management. Atwood & Palmer. Fortune Financial. These firms specialize in different aspects of financial planning and management.
Prairie Capital Management
Prairie Capital Management is an advisory financial firm located in Kansas City, Missouri. They manage 2,528 client accounts and $6.2 billion of assets. They serve high-net-worth individuals and corporations as well as pooled investment vehicles. They also manage 401K plans, IRAs, as well as estates. While the firm does not register as an investment advisor or broker/dealer, it is a custodian.
Prairie Capital Management's fees are determined by the services they provide. Fees typically include a mixture of fee types such as hourly or asset-based charges, fixed fees, and performance-based ones. 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 is the founder of the firm and has more 30 years experience. He is a specialist in helping clients achieve their financial dreams. He also helps his clients save taxes and preserve capital.
Windward Private Wealth Management helps clients to reach their financial goals. They can help with financial planning, tax preparation, investment management, and more. The firm also provides relationship management and can connect clients with other business professionals. Its team includes a Certified Financial Planner, (CFP), and a lead plan.
Atwood & Palmer
Atwood & Palmer, Inc is a financial advisor firm in Kansas City, Missouri. They have 435 client accounts and manage assets of approximately $1.3 billion. Five financial advisors are part of their staff. They do not operate as a registered broker-dealer, but rather act as a registered investment adviser. Securities are a versatile form of financial assets.
There are several fee structures offered by the firm. The firm offers both asset-based as well as fixed-fee fee models. This fee structure aligns the interests of both the advisor and the client. This fee structure excludes brokerage commissions, interest and taxes.
Fortune Financial
Fortune Financial Advisors Kansas City was established over a decade back. They offer comprehensive wealth management services for individuals as well as businesses and families. The firm's team includes financial advisors who specialize in creating strategies that help clients achieve financial success and meet their financial goals. Their areas of expertise are business consulting as well fiduciary, retirement planning and career goal setting.
The firm offers both fee-only and multiple investment services. The firm's advisors offer one-stop financial solutions, integrating all clients' financial needs into an individual holistic plan.
FAQ
How does consulting differ to freelancing
Freelancers, who are self-employed and provide services to clients without the need for employees, are independent contractors. They generally charge an hourly rate depending on how long they spend on a client project. Consultants often work for companies or agencies that employ them. Their salaries are paid usually monthly or annually.
Consultants often have more flexibility, while freelancers can choose to work when they want and set their own rates. Consultants, however, often have better benefits such as retirement plans, vacation days, and health insurance.
What is the difference in a consultant and advisor?
A consultant is an advisor who gives information on a particular topic. A consultant provides solutions to problems.
To help clients achieve their goals, a consultant works directly with them. Advisors advise clients indirectly via books, magazines, lectures and seminars, etc.
What happens when the consultant is done?
After the consultant completes the work, s/he will submit a final report detailing the results of their work. This report includes project timelines, deliverables, and any other pertinent information.
Then, you'll review the report and decide whether the consultant met your expectations. If it does not, you can ask for changes or terminate the contract.
Statistics
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.com)
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.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)
- 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)
External Links
How To
How To Start A Consultancy Company, And What Should I Do First?
Starting a Consulting Company is a great way to make money online from home. You don't need any previous business experience or investment capital. You can start your own consulting firm by building a website. Once you've built a website, you'll want to use social media platforms such as Facebook, Twitter, LinkedIn, Instagram, Pinterest, YouTube, etc... to get the word out about your services.
These tools will allow you to create a marketing plan which includes:
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Creating content (blogs)
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Contacts are essential for building relationships
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Generating leads through lead generation forms
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Selling products (eCommerce websites)
Once you've developed your marketing strategy, you'll need to find clients who will pay for your services. Some prefer to meet up at networking events or go to meetings, while others prefer to use online platforms like Craigslist, Kijiji, and others. You have the freedom to choose.
Once you have secured new clients, you will need to discuss terms with them and their payment options. You can discuss hourly rates, retainer agreements, flat fees, and other options. It is important to clearly communicate with clients before you accept them as clients.
The most common type of contract for a consultancy service is an hourly agreement. This type of contract requires you to provide certain services at fixed rates each week or month. Depending on the type of service you are offering, you may be able to negotiate a discount depending on the length of the contract. You must fully understand the contract you're signing before you agree to it.
Next, create invoices. Send them to your clients. Invoicing is one of those things that seems simple until you actually try it. You have many options to invoice your clients. You can choose to have your invoices sent directly to your clients or to print them and send them. No matter what method you use, ensure it works for your business!
After you've finished creating invoices, you'll want to collect payments. PayPal is popular because it is easy to use, offers several payment options, and most people prefer it. You can also use Square Cash, Square Cash (Google Wallet), Square Cash, Square Cash, Apple Pay and Venmo as payment processors.
Once you're ready for collecting payments you'll need to set up bank account. You can track income and expenses separately by having separate savings and checking accounts. When paying bills, it is also beneficial to set up automatic transfer into your bank account.
While starting a consultancy company may seem daunting, once you master the basics, it becomes easy to manage. You can read our blog post to learn more about how to start a consultancy business.
It's a great way for extra income without having to worry about hiring employees. Many consultants work remotely. This means that they don’t have to deal in office politics or work long hours. Being able to work remotely allows you more freedom than traditional employees.