Jane Wollman Rusoff is a journalist who writes for ThinkAdvisor, covering a wide range of topics related to financial advisors, wealth management, and estate planning. With a focus on providing valuable insights and advice to professionals in the industry, Jane's articles explore the latest trends, challenges, and opportunities in the financial advisory space.
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Jane Wollman Rusoff's articles revolve around personal finance, investment analysis, and business-related topics. She frequently includes expert commentary and covers areas such as tax planning, wealth management, estate planning, retirement savings, and financial advisors.
If you are a financial expert specializing in tax or estate planning, wealth management strategies or retirement savings vehicles like IRAs or 401(k)s Jane may be interested in your insights. Additionally, if you have expertise related to the evolving landscape of financial advising or innovative sales and marketing techniques within the industry that could benefit advisors' practices these would likely align with her coverage focus.
Given that there is no specific geographic focus indicated for Jane's reporting it suggests she takes a broad view of these topics without focusing on any particular region.
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Q&A Share & Print Take it from someone who's been managing or advising on financial risk for 50 years:
Q&A Share & Print Even when clients say they are satisfied with their advisor, there's no certainty they are confident about their financial future.
Q&A Share & Print Employer-matching emergency savings accounts with automatic enrollment are emerging as a trend in corporate America.
Q&A Share & Print By age 63, financial advisor David Workman faced a challenge to service the 3,000 clients of his solo practice as he had in the past.
Broadly, what do you think the future holds for the industry? It will go more and more toward a holistic financial life.
Some firms lack resources to boost organic growth. One executive says they can rely on us a lot for that expertise.
Fourth: A lot of advisors don't feel they're the go-to advisor in their local buying community.
“The industry’s historical model of how we add value is under threat,” MyVest CEO Anton Honickman says.
Supercommunicators tend to ask 10 to 20 times more questions [than others]. Some of these are “deep questions,” which ask about values, beliefs experiences; for example, “What made you decide to become a doctor?”
They offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
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