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Financial Planning Advice for Rookies

Melissa Walsh was recently featured in Financial Planning's article titled, "5 Tips for Rookie Financial Advisors from Wealth Management Veterans." In the article, Melissa's comments as a wealth management veteran touch on the importance of making clear recommendations in a way that is understandable and digestible.


"There’s a lot of work that goes into building a financial plan and investment strategy for a client. But the client might not want to know all the nitty gritty details that you nerd out on. Plus, you run the risk of getting into jargon that could turn off the client.


Melissa Walsh, founder and president of Winter Park, Florida-based Clarity Financial Design, suggests starting with recommendations and drilling down as far as the client wants or needs.


“As a rookie financial advisor, it was so easy to get caught up in various options, calculations and details of a recommendation. I often wanted to share all of my work with my client,” Walsh said. “As an experienced financial advisor, I can say that my clients trust that I've already looked into the details, and they primarily want a recommendation and help to implement it.”


Read the whole article on Financial Planning's Website (login required).




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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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