Tag: Client Relationship

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How to Future Proof Your Career Financially (Ep. 82)

How to Future Proof Your Career Financially (Ep. 82)

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There is always someone talking about how technology will take over your jobs in the future. While that might not be entirely true, how can you ensure you adapt to changes within the workplace and protect yourself financially?

In this episode, Royal Standley focuses on creating a solid financial plan for future career paths. He explores what opportunities clients should be aware of for their future careers and the importance of ensuring a stable and secure financial future for their families.

Royal discusses:

  • How AI technology is being incorporated into future career planning
  • The role of human workers within a technology-focused business
  • How can you protect your family financially during this time of change
  • Why families should have a close relationship with their financial advisors
  • How lifelong learning and improving your skills can make you valuable 
  • And more

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

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How to Find the Right Advisor for Your Planning Needs (Ep. 75)

How to Find the Right Advisor for Your Planning Needs (Ep. 75)

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Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs?

In this episode, Royal Standley focuses on what the different designations mean, both for the advisor’s education and for the clients looking to find the right advisor. Royal explores how having more designations isn’t always the best option for providing great advice or time management.

Royal discusses:

  • What the different titles for financial advisors mean for the services they provide
  • Why finding a focused advisor rather than an advisor with multiple licenses can provide a better planning experience
  • The importance of transparency between the client and their advisors
  • How the advisor’s education impacts the way they advise their clients

Resources:

Connect with Royal Standley:

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.