Kansas City has many financial advisors who can meet your requirements. These are just a few: Prairie Capital Management; Windward Private Wealth Management; Atwood & Palmer; and Fortune Financial. These firms specialize in different aspects of financial planning and management.
Prairie Capital Management
Prairie Capital Management is a Kansas City-based financial advisory firm. They manage assets totaling $6.2 million and oversee assets of 2,528 accounts. Their clients include high-net-worth individuals, corporations, and pooled investment vehicles. They manage 401(k), IRAs and estates. While the firm does not register as an investment advisor or broker/dealer, it is a custodian.
Prairie Capital Management charges fees based on their services. Fees are typically a mix of asset-based, hourly, fixed, or performance-based fees. Whether your financial needs are simple or complex, Prairie Capital Management will help you make the best decisions possible for your financial future.
Windward Private Wealth Management
Windward Private Wealth Management has offices in North Kansas City and Overland Park and provides financial planning and wealth management services. Their experts analyze client portfolios and work with them to protect their wealth. Owner and founder Darrell Windward has more than three decades of experience and specializes in helping clients achieve their financial goals. He also helps his clients save taxes and preserve capital.
Windward Private Wealth Management assists clients in achieving their financial goals. They can help with financial planning, tax preparation, investment management, and more. The firm also provides relationship management and can connect clients with other business professionals. The firm's staff includes a Certified Financial Planner and a Lead Planner.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri, financial advisor firm. They have 435 client accounts and manage assets of approximately $1.3 billion. Five financial advisers comprise their staff. They do not act as a registered broker/dealer but as registered investment advisers. Securities are a versatile form of financial assets.
The firm offers a variety of fee structures. Fixed-fee and asset-based models are offered. This fee structure aligns clients' and advisors interests. This fee structure does not include brokerage commissions, interest, or taxes.
Fortune Financial
Fortune Financial Advisors Kansas City was established over a decade back. They offer comprehensive wealth management services for individuals as well as businesses and families. The firm's financial advisors specialize in devising strategies to help clients reach their financial goals. They are experts in business consulting, fiduciary service, retirement planning, career goal setting, and business consulting.
The firm offers clients fee-only services in financial planning and investment services. The firm's advisors offer one-stop financial solutions, integrating all clients' financial needs into an individual holistic plan.
FAQ
How much does it cost to hire a consultant?
Many factors go into determining how much it costs to hire a consultant. These factors include:
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Project size
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Time frame
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Scope of work
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Fees
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Deliverables
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Other factors to consider include location, experience, and other considerations.
Which industries use consultants
There are many different types of consultants. Some consultants are focused on a specific type of business, others may specialize in multiple areas.
Some consultants are limited to working for private corporations, while others can represent large corporations.
And some consultants work internationally, helping companies all over the world.
What can I count on from my consultant to help me?
After you have selected your consultant, expect to hear from them within a few business days. They will ask you for information about your business, including the mission, goals, products, and budget. After receiving this information, they will prepare a proposal outlining their scope of work, estimated timeline, fees, deliverables and milestones.
If everything is in order, then the parties will enter into a written contract. The terms of the contract will depend on the type of relationship between the two parties (e.g., employer-employee, employer-independent contractor).
If everything goes well, the consultant should start work immediately. S/he will have access to your internal documents and resources, and you'll have access to his/her skills and knowledge.
Don't think that consultants are experts. It takes effort and practice to become an expert in whatever field you consult. Don't expect your consultant know everything about your company.
What qualifications are required to become a consultant?
It doesn't suffice to hold an MBA. You also need to be able and willing to work as a business advisor. A minimum of two years' experience in consulting, training and/or advising a major company is necessary.
You must have worked closely with senior management teams on strategy development projects. You will need to feel comfortable communicating ideas to clients and getting their support.
You will also need to pass a professional qualification test such as the Chartered Management Institute Certified Management Consultant certification (CMC).
Statistics
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
- According to statistics from the ONS, the UK has around 300,000 consultants, of which around 63,000 professionals work as management consultants. (consultancy.uk)
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.com)
- "From there, I told them my rates were going up 25%, this is the new hourly rate, and every single one of them said 'done, fine.' (nerdwallet.com)
- WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (consultingsuccess.com)
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How To
What does a typical day look like for a consultant?
Depending on what type of work you do, your typical day may vary. But generally speaking, you will spend time researching and planning new ideas, meeting clients, and preparing reports.
You will have many meetings where clients and you can discuss their issues. These meetings can be done over the phone or via email.
It is possible that you will be asked to write proposals. These documents outline your ideas and plans, and are required by clients. These proposals will be presented to clients by you and a mentor.
You will need to create content after all your planning and preparation. You might be creating articles, videos, editing photos, writing interviews, or designing websites.
Depending on the scope of the project, you may need to do some research in order to gather relevant statistics or figures. It may be necessary to know how many customers are currently using your products or services.
Once you have collected enough information, it's now time to present the findings to your clients. You can present your findings verbally or in writing.
After your initial consultation, you should follow up with your clients. You can call clients to ask how they are doing or send emails asking for confirmation that your proposal was received.
Although it takes time, this process is worth it. It's also important to keep your eyes on the prize and maintain good relations with clients.