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 a financial advisory firm based in Kansas City, Missouri. They manage assets totaling $6.2 million and oversee assets of 2,528 accounts. Clients include corporations and high-net worth individuals. 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 charges a variety of fees depending on the services provided to clients. A typical fee structure is a combination of fixed and performance-based fees as well as asset-based or hourly 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 offers wealth management and financial planning services. It has offices in North Kansas City as well as Overland Park. Their professionals evaluate clients' portfolio valuations and help them protect their wealth. Darrell Windward, founder and owner, has more than 30 years of experience. His expertise is in helping clients realize their financial goals. His clients also benefit from his expertise in helping to save taxes and preserve capital.
Windward Private Wealth Management's mission is to help clients reach their financial goals, and ultimately achieve financial freedom. They can help with financial planning, tax preparation, investment management, and more. The firm offers relationship management services and can help clients find other business professionals. Its team includes both a Certified Financial Planner (CFP), as well a lead planning professional.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri, based financial advisor, offers services. They manage 435 client accounts, $1.3 billion of assets. They have five financial advisors on 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 many fee options available to the firm. Fixed-fee and asset-based models are offered. This fee structure aligns clients' and advisors interests. This fee structure excludes brokerage commissions, interest and 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 firm's team of financial advisors specializes in creating strategies that help clients meet their goals and achieve financial success. Their areas of expertise are business consulting as well fiduciary, retirement planning and career goal setting.
The firm offers a fee-only service for financial planning, and also multiple investment services. Advisors at the firm provide one-stop financial services that integrate each client's financial needs into a customized holistic plan.
FAQ
Why would a company hire a consultant?
Consultants provide expert advice on how to improve the performance of your business. Consultants are not here to sell products.
A consultant helps companies make better decisions by providing sound analysis and recommendations for improvement.
Consultants often work closely alongside senior management teams to help understand what they need to succeed.
They also provide leadership training and coaching to ensure employees develop the skills necessary to perform at peak levels.
They could advise businesses about reducing costs, streamlining processes and increasing efficiency.
What is a consultant?
Consultants are those who offer services to other people. It's more than just a job title. This role allows you to help others achieve their dreams. Helping others to understand their options, and then helping them make the best decisions.
Consultants can help you solve problems or overcome challenges when working on projects. They can provide guidance and advice on how to implement the solutions.
Consulting should be able answer any questions related to technology, finance, law and management.
How did modern consultancy become possible?
Accounting professionals were the first to become consultants. They helped companies manage their finances. They were able to manage financial information and became "accounting experts". The role soon expanded to include other areas, including human resources management.
The French word meaning "to advise" in French is what gave rise to the term "consultant". This term was originally used by businessmen to denote someone who could give guidance on how to run an enterprise. Today, business owners still use the term consultant to refer to any type 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)
- 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)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (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)
- My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
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How To
What does a typical day look like for a consultant?
Each type of work will dictate the day's pace. But generally speaking, you will spend time researching and planning new ideas, meeting clients, and preparing reports.
You will have many meetings where clients and you can discuss their issues. These meetings can take place over the phone, via email, 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 planning and preparation you will have to put your efforts into creating some content. Writing articles, designing websites, editing photos or conducting interviews are just some of the options.
You may need to conduct research depending on the scope of your project to find relevant statistics and figures. For instance, you might want to find out how many people you have and if they are buying more than just one product or service.
Once you have gathered enough information, it's time to present your findings to clients. You may give your findings orally or in written form.
After the initial consultation, it is important to follow up with clients. You might contact them regularly to check on their progress or send them emails to confirm they have received your proposal.
This process takes time, but it's important to ensure that you stay focused and maintain good relationships with clients.