Tips and guidance are core to the Voya® message, placing you front and center. In other words, the location of the advisor and/or the firm becomes totally independent of where the clientele happen to be. It is a place-independent” virtual advisory firm, exactly where the advisor does not have to create a life around the business enterprise, and instead can construct a company around his/her life.
Hourly economic organizing services can be fantastic if you require support with a precise query or evaluation, or even better if you define a far more complete relationship and are willing to spend for the hours vital for the advisor to deliver holistic advice.
Even if these clients are referred by becoming involved in a regional networking group to begin with, or even from other advisors who serve a distinctive form of clientele and want to refer a mismatched prospect to an individual else who’s a superior match (like the virtual advisor!).
If this sounds like the ideal match for you, we can simplify your selection to turn into an Independent Economic Advisor with our proven transition support model , exactly where we supply the help, guidance and service you require at every single stage of the transition procedure.
You can confirm the status of individual economic advisors and planners on the Financial Planning Requirements Council (FPSC) internet site The site hosts a directory and registration of all Certified Financial Planners (CFP), and for each experienced, it delivers records on disciplinary history and the status of their designation.…