Clients continue diversifying financial advice: Cerulli

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Nearly 40% of investors express an increased need for financial advice, prompting the typical investor to build relationships with multiple financial advisers, according to the report published by Cerulli.

Why are so few clients asking for financial planning help? They don’t know what financial planning is. If they don’t know what financial planning is, they don’t know how it can help them.

Click below to read the full article.

http://www.investmentnews.com/article/20140416/FREE/140419928#

 

 

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman — a former music educator & retailer— is a Certified Wealth Strategist & Succession Planner. Jaimie helps business owners maximize the value of their company through education & coaching. He is a frequent speaker at the National Association of Music Merchants, (NAMM) Idea Center and has spoken at Yamaha’s succession advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College and CUNY.

His column is published in The Music & Sound Retailer and contributes to NAMM U online, as well as other industry trade magazines.

Jaimie is CEO of Jaimie Blackman & Company, President of BH Wealth Management, and Creator of MoneyCapsules® and the Sound of Money®.

To register for Jaimie’s live webinars, or to subscribe to his podcasts, visit jaimieblackman.com.

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