Freelance Writer, Contributor Editor, ThinkAdvisor
Jane Wollman is a freelance writer and Contributing Editor for ThinkAdvisor, focusing on financial advisors, stockbrokers, RIAs, and investments. With a keen interest in the intersection of finance and celebrity culture, Jane's articles cover a wide range of topics including industry trends, client management, estate planning, and wealth management strategies.
Preston is the artificial intelligence that powers the Intelligent Relations PR platform. Meet Preston
Jane Wollman's coverage primarily focuses on personal finance, investment strategies, and retirement planning within the financial advising industry. Her articles often include expert commentary and investment analysis.
Given her focus, Jane may be interested in receiving pitches from financial advisors or experts who can provide valuable insights into new trends in investment strategies, retirement planning techniques, or changes within the financial advising industry. Additionally, topics related to CEO leadership and market analysis could also capture her interest.
It appears that Jane does not have a specific geographic focus but rather covers topics relevant to a global audience concerning personal finance and investments.
This information evolves through artificial intelligence and human feedback. Improve this profile .
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.
(833) 317-6278 
