You can find many Kansas City financial advisors to meet your needs. Here are a few: Prairie Capital Management. Windward Private Wealth Management. Atwood & Palmer. Fortune Financial. These firms specialize on different aspects of management and financial planning.
Prairie Capital Management
Prairie Capital Management is an advisory financial firm located in Kansas City, Missouri. They manage assets worth $6.2Billion and 2,528 client account assets. Clients include corporations and high-net worth individuals. They also manage 401K plans, IRAs, as well as estates. The firm does not act as a registered broker-dealer or investment advisor, but it does act as a custodian.
Prairie Capital Management's fees vary depending on what services they offer to their clients. Prairie Capital Management charges a combination fee that includes hourly fees, asset-based and fixed fees. 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 has offices in North Kansas City and Overland Park and provides 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 helps clients to save money and preserve their capital.
Windward Private Wealth Management's mission is to help clients reach their financial goals, and ultimately achieve financial freedom. They offer comprehensive financial planning and tax preparation as well as investment management. 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 planner.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri, based financial advisor, offers services. They manage approximately $1.3 billion in assets and 435 client accounts. Five financial advisors make up their staff. They are not registered broker-dealers but act as registered investment advisers. Securities are a versatile form of financial assets.
The firm offers many fee models. Both fixed fee and asset-based fees are available. This fee structure aligns the interests of both the advisor and the client. This fee structure does NOT include brokerage commissions, interest or taxes.
Fortune Financial
Fortune Financial Advisors Kansas City is a wealth management firm that was established more than ten years ago. The team of financial advisors at the firm specializes in developing strategies that help clients reach their financial goals. They are experts in business consulting, fiduciary service, retirement planning, career goal setting, and business consulting.
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 did modern consultancy become possible?
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". But, their role soon expanded to other areas such as human resource management.
The French word "to advise" is the origin of the term "consultant". It was first used by businessmen to refer to someone who could give advice about how to run an organisation. Even today, many business owners still use "consultant" when referring to professional advisors.
Is consulting a real job?
Consulting is not just an entry-level career choice for people who want to make money fast - it's also a great way to learn valuable skills and build a solid foundation that you can use throughout your work.
There are many opportunities for consulting, including project management, strategy, training and leadership. It is possible to work on projects that range from small start ups to large, international corporations.
Consulting gives you the chance to grow and develop your skills. This could include learning to manage teams and write proposals, manage finances, analyze data, create presentations and conduct market research.
How do I get clients for my consultancy business?
The first step is to find an area you are passionate about. This could be social media or public relations. However, it must be something that you are passionate about. You might have to start small, such as by finding niche markets like web design. Once you have discovered the niche, understand what it does. What problems does it solve What problems can it solve? But most importantly, what can you do to help them?
You can also try approaching businesses directly - perhaps they need someone who understands SEO or content creation, or maybe they just want to know where to go for advice on social media strategy.
You can also offer your services at events such as networking nights and conferences, if all else fails. You will meet potential customers and be able show your skills without having to spend money advertising.
How much should you charge as a consultant?
It all depends upon what you offer. If you are offering services for free, it is not worth charging anything. You must charge for services or products if you want to sell them.
If you are providing low-quality services, then you don't have anything to sell. So why would anyone pay you anything?
You may be able to ask for a higher price if you offer high-quality services. This is because people know the value that you provide. Customers who buy multiple services from you may qualify for discounts.
How can I become a successful consultant
Find an area that you are passionate about. Next, you need to establish relationships. You need to know what clients want and how they operate. And finally, you must deliver results for them.
Although you don't have the ability to do everything perfectly, you must be better than anyone else. You also need to have a passion for what you do. It doesn't suffice to say, "I will be a consultant." You must really believe in yourself and what you're doing.
How is consulting different from freelancing
Freelancers work as independent contractors and offer their services without the assistance of an agency or company. They typically charge hourly rates based on time spent working on a client's project. Consultants typically work for agencies and companies that employ them. They are often paid monthly or annually.
Freelancers tend to have more flexibility than consultants because they control their work hours and set their own prices. However, consultants often have better benefits, such as health insurance, vacation days, sick leave, retirement plans, etc.
Why do you need consultants?
There are many reasons why you might need 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 your own skills or learn something new
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It is important to work with an expert on a subject area
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No one else is available to take on the task.
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It's overwhelming to see all the information, and you don't know how to get started.
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You don't have the money to pay someone full time
Word of mouth is the best way to find a great consultant. Ask your network if they are aware of any credible consultants. Ask your friends and family for referrals if you know someone who is a consultant.
Use the "Search People" function to search for consultants in your region if you are interested in using online directories like LinkedIn.
Statistics
- 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)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- Over 50% of consultants get their first consulting client through a referral from their network. (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 day look like for a consultant?
Depending on what type of work you do, your typical day may vary. You'll spend your time researching new ideas and meeting clients.
You will often have meetings where you discuss issues and problems with clients. These meetings can be held over the telephone, online 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, you'll need to start creating content. For example, you could be writing articles, designing websites, creating videos, editing photos, or conducting interviews.
You may need to conduct research depending on the scope of your project to find relevant statistics and figures. You might need to determine how many customers you have, and whether they buy more than one product.
Once you have gathered enough information, it's time to present your findings to clients. You can present your findings verbally or in writing.
After the initial consultation, it is important to follow up with clients. You could phone them occasionally to check on things or send an email asking them to confirm that you have received their proposal.
This is a long process that can take some time. However, it is crucial to stay focused and to maintain good relationships.