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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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