In Kansas City, you can find a variety of financial advisors that can meet your needs. 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. Clients include corporations and high-net worth individuals. They also manage 401k plans, IRAs, estates. The firm does not act as a registered broker-dealer or investment advisor, but it does act as a custodian.
Prairie Capital Management charges fees based on their services. Fees typically include a mixture of fee types such as hourly or asset-based charges, fixed fees, and performance-based ones. Prairie Capital Management can help you make the right financial decisions for your future, no matter how complex or simple your financial needs may be.
Windward Private Wealth Management
Windward Private Wealth Management offers wealth management and financial planning services. It has offices in North Kansas City as well as Overland Park. Their professionals analyze portfolio valuations and work with clients to protect their wealth. Darrell Windward, the founder, has more three decades of experience. He specializes helping clients achieve financial goals. He works with clients to help them save capital and reduce taxes.
Windward Private Wealth Management is focused on helping clients achieve their financial goals and feel financial freedom. They offer comprehensive financial advice, tax preparation, as well investment management. They can also provide relationship management and connect clients with other professionals. Its team includes a Certified Financial Planner, (CFP), and a lead plan.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri financial advisor firm. They manage 435 client accounts, $1.3 billion of assets. Five financial advisors make up their staff. They are not registered brokers-dealers, but instead act as registered investment advisors. Securities are a versatile form of financial assets.
There are many fee options available to the firm. Both fixed fee and asset-based fees are available. This fee structure aligns client and advisor interests. This fee structure does NOT include brokerage commissions, interest or taxes.
Fortune Financial
Fortune Financial Advisors Kansas City was founded more than 10 years ago and provides wealth management services to individuals, families, and businesses. The team of financial advisors at the firm specializes in developing strategies that help clients reach their financial goals. Their areas of expertise include business consulting and fiduciary services. They also have experience in retirement planning and goal setting.
The firm offers clients fee-only services in financial planning and investment services. Advisors from the firm offer one-stop service, integrating clients' diverse financial needs into one holistic plan.
FAQ
What industries employ consultants?
There are many types. Some consultants are focused on a specific type of business, others may specialize in multiple areas.
Some consultants are limited to working for private corporations, while others can represent large corporations.
Many consultants also work internationally to assist companies from all corners of the globe.
Why should you hire consultants?
There are many reasons to hire consultants.
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Your organization may have a specific project or problem that needs solving
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You want to improve or learn new skills.
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You want to work closely with experts in a certain field
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You have no other choice but to do the job.
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You feel overwhelmed by all the information and don’t know where to begin.
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You can't afford full-time employment
The best way to find a good consultant is through word of mouth. Ask around if anyone knows any reputable consultants. Ask someone you already know to recommend a consultant.
If you're interested in using online directories, such as LinkedIn, you can use the "Search People” feature to find consultants near your location.
What skills will I need to be a consultant?
A consultant should have strong analytical skills as well as interpersonal skills. This is vital because you may not understand the scope of your work. You must learn how to manage people and solve problems quickly.
A strong communication skill is also necessary. Most clients expect a reply within 24 hours. If they don't hear back from you, they assume you aren't interested. It is crucial that you keep them up to date and make sure they know what's happening.
How did modern consultancy come about?
The first consultants were actually accountants who would help companies manage their finances. Because they were skilled in managing financial information, they became "accounting consulting". This role quickly expanded to include human resource management.
The French word for advice, "consultant", was originally used to describe someone who could advise on the management of an organization. In fact, most business owners today still use the word consultant when referring to any kind of professional advisor.
Statistics
- "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)
- Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)
- So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
- According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.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 Find the Best Consultant
It is important to first ask yourself what you expect from a consultant when searching for one. You should know exactly what your expectations are before you start searching for someone. Make a list of everything you think you might need from a consultant. This might include skills such as project management, professional expertise, communication, availability, and technical skills. Once you have identified your requirements, you might consider asking friends and colleagues to recommend you. Ask your friends or colleagues about any negative experiences they have had with consultants, and compare their recommendations with yours. Do some internet research if they don't have recommendations. Many websites allow people to post reviews about their work experience, including Angie's List and Indeed. You can use the comments and ratings left by others to help you find potential candidates. Once you have a short list of candidates, contact them to arrange an interview. In the interview, discuss your needs and ask them for their suggestions on how you can achieve them. It doesn’t matter if the person was recommended to you; it matters that they understand your business goals, and can show you how they can help.