business consulting

West Palm Beach Financial Advisors

By Andrea Ell 12 April, 2023 2 mins read

If you live in the West Palm Beach area, you may be looking for a financial advisor to help you plan for your future. Luckily, there are several options available in this area. One firm that specializes in helping clients in West Palm Beach is Riverside Wealth Management. Riverside Wealth Management provides financial planning services that are comprehensive for couples and individuals. These financial professionals help their clients with all of their financial needs, including investments, insurance, healthcare, and social security. They can help with tax management or charitable giving.

Coastal Way Financial Group, LLC

Coastal Way Financial Group LLC is a financial advisor company that offers financial planning and services to individuals, as well as businesses. The company's advisors assist clients in achieving their financial goals through the creation of comprehensive financial plans and the management of investment portfolios. These professionals also provide tax and estate planning services, and social security and account education. Since 1996, the firm has been providing advice to clients for 17 years.

Fees for financial advisory firms are determined by the type of service. The firm offers services in financial planning and portfolio management for individuals, small businesses, and institutions. It charges a proportion of AUM (asset values).

Hamilton Capital

Hamilton Capital, located in West Palm Beach, provides financial planning and wealth management services to individuals as well as organizations. The firm serves clients ranging from retirees to emerging affluents and manages more than two billion dollars in assets. It also provides investment management for foundations and public retirement funds.

The firm has been serving West Palm Beach residents over 30 years. Its financial planners help individuals and businesses develop comprehensive financial plans based on their unique needs. They provide information about investing and help clients maximize their earnings. Christopher Allegretti, the CEO, has more that three decades' experience in financial management. He also serves on the advisory board for First National Bank.

Schmedes McAllister & Associates

Schmedes McAllister & Associates focuses primarily upon providing comprehensive financial services including wealth management, investment planning, and investment planning. They are capable of meeting the needs of both individuals and companies. Their advisory services range from QuickBooks set-up and daily bookkeeping to business consulting and wealth management.

Fialkow Financial Planning

Fialkow Financial Planning offers financial planning services to the Boynton Beach community. Fialkow Financial Planning offers financial planning services for clients with all income levels. Ira Fialkow, owner, is a Certified Retirement Income Certified Professional and a Certified Financial Planner. Fialkow is committed to providing clients with easy-to-understand financial advice. He meets with his clients to determine their goals and objectives, and then recommends appropriate financial steps.

Legacy Financial Partners in West Palm Beach is a financial adviser that provides investment management and estate planning services. They assist clients in managing their wealth and assets. They also host webinars and many events throughout the year that help clients to learn more about different aspects of financial plan.

FAQ

Who hires consultants

Many organizations hire consultants to assist with projects. This includes small businesses, large corporations and government agencies.

Some consultants work directly for these organisations, while others freelance. In both cases, the process for hiring depends on how complex and large the project is.

When hiring consultants, you will probably go through several rounds of interviews before choosing the person you think would be best suited for the position.

What skills is required to consult?

As a consultant, you should have both strong interpersonal skills and analytical skills. This is essential because you will be working on projects that you don't know the details of. It is important to learn how to quickly solve problems and manage people.

Communication skills are essential. Most clients expect an answer within 24hrs. If they don't hear back from you, they assume you aren't interested. It is important to keep them updated and make sure they fully understand the situation.

How much should you charge to be a consultant?

It depends on what service you provide. If you are offering services for free, it is not worth charging anything. If you sell products or services, however, you must set prices based upon value.

If you are providing low-quality services, then you don't have anything to sell. Why should anyone pay for your services?

If you provide high-quality service, you may ask for higher prices because people appreciate the value you offer. You may also want to offer discounts to clients who buy multiple packages from you.

Why would a company hire a consultant?

Consulting provides expert advice about how to improve your business performance. Consultants are not here to sell products.

Consultants help companies make better business decisions through sound analysis and suggestions for improvement.

Consultants often work closely alongside senior management teams to help understand what they need to succeed.

They also offer leadership training and coaching to ensure that employees are able to perform at their best.

They can help businesses reduce costs, streamline processes, and increase efficiency.

Why do you need consultants?

There are many reasons why you might need to hire consultants:

Perhaps your company has a specific problem or project you need to address
You are looking to learn new skills or improve your existing skills
You want to work with an expert in a particular field
There is no one else available to handle the task
You feel overwhelmed by all of the information out there and don't know where to start
You can't afford to pay someone full-time

Referrals are the best way for you to find a qualified consultant. Ask your friends and family if they know of any reliable consultants. Ask your friends and family for referrals if you know someone who is a consultant.

If you choose to use online directories such LinkedIn, make sure to use the "Search People” function to locate consultants in your area.

Statistics

Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)
"From there, I told them my rates were going up 25%, this is the new hourly rate, and every single one of them said 'done, fine.' (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)