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Dennis McNamara

Co-FounderwHealth Advisors

Red Bank, NJ

Member Since April 2023

Skills

Financial Planning & Analysis
High Net Worth Client Servicing
Taxation & Accounting Standards

Published content

Nine Expert Tips for Becoming a Successful Financial Adviser

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Be someone your clients can trust and learn to lean on for some of their most personal decisions. Growing at a rate much faster than the average rate for all other occupations, the job outlook for personal financial advisers entering the field is a bright one, according to the U.S. Bureau of Labor Statistics. And while no industry seems immune from technological and cultural changes, many of the factors that made someone a successful financial adviser years ago are likely to make someone successful now. It’s all about understanding your clients and offering a service they can’t get from anyone else. Having each been in the financial industry for some time now, the advisers and financial experts of Kiplinger Advisor Collective know what it takes to build successful businesses in the advising space. Below, they offer their top tips for anyone new to the industry on what they can do to set themselves apart and launch a profitable business from the ground up.

Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement

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Taking a non-traditional path may mean thinking outside of traditional savings options. One of the best parts of gig work or other self-employed work is being your own boss. Not only do you get to set your own schedule, but you also get to set your own rules for how and when your work gets done. However, being your own boss means you have to take care of all the administrative work as well. Where an employer would normally provide a retirement account option for you — and maybe even contribute a match — when you’re self-employed, you have to take care of that all on your own. But this doesn’t necessarily mean it’s impossible to save for retirement, or even difficult. However, there are tips you’ll want to know if you plan to take this route. Here, nine financial experts from Kiplinger Advisor Collective each share one important thing self-employed small-business owners and gig economy workers should know about saving and planning for retirement.

Eight Key Steps to Take When Investing in the Stock Market

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The stock market can be a confusing place for beginners, but it doesn't have to be. Often accompanied by words like “volatile” and “risky,” the stock market is an intimidating and confusing place for many. While beginner investors may know investing in the stock market is a key part of building wealth, they may also tend to avoid it because they feel it’s too complicated for them to get involved in or that they don’t have the knowledge necessary to make smart investment choices. Here, the financial experts of Kiplinger Advisor Collective seek to demystify the stock market and break down some of the fears people may have around investing. Below, they discuss some of the key steps you’ll want to take when jumping into the stock market for the first time and why a little education and a plan can go a long way toward investing successfully.

Nine Reasons Why Financial Advisers Should Sharpen Their 'Soft Skills'

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In the financial world, it’s not just about knowing your numbers. Many think of finances as purely a numbers business, but in reality, it’s a people business too. Financial advisers work closely with their clients, often getting to know them on a deeper level than others might due to the sensitive nature of the work they do together. Discussing and receiving advice about one’s financial goals and personal money habits can be very vulnerable, and so working with a financial adviser who puts focus on their “soft skills” can be a much more comfortable and rewarding experience. Below, the financial experts of Kiplinger Advisor Collective touch on nine other reasons why financial advisers and other financial professionals should sharpen their soft skills, and address why doing so can make for much better client-adviser relationships. 

Seven Life-Changing Financial Books These Experts Recommend Reading

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Adding these books to your reading list is the first step to changing your financial future.  When trying to get a handle on your finances, it can be difficult to know where to start. Should you work on paying off all your debt? Start investing? Find ways of generating more income? The options can feel endless — and the information, sometimes confusing — which can leave people feeling scattered or like they might as well not even try.  Finding financial freedom, however, can be done, and there are many experts who have outlined road maps for how to do so in their books. But rather than have you spend your time sifting through the vast amount of financial books available today, the experts of Kiplinger Advisor Collective have narrowed down the list to seven of their favorites. Below, they share their top picks for life-changing financial books and why they recommend those struggling with their money and money decisions study them.

Looking for the Right Tax Professional for You? Seven Factors to Consider

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The right professional will help you more than just once a year. As April 15 draws closer and closer, the need to file your taxes on time grows even more urgent. While there are self-filing services and software available, many people still look for the personalized guidance and care a tax professional can provide. But are all tax professionals the same? With so many to choose from, narrowing down the perfect planner or adviser for you can be a complex challenge. To help make the search a little easier, the financial experts of Kiplinger Advisor Collective offer their guidance. Below, they outline some of the most important factors you should consider when looking for a tax pro and discuss why making the effort to find the best help now can save you both time and money well into the future.

Company details

wHealth Advisors

Industry

High-Net-Worth Wealth Planning

Area of focus

Wealth Management
Tax Consulting & Services
Financial Advising & Planning

Company size

2 - 10