Derek Notman

expert panel

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. 

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Taking even just one of these steps can set you on a better path toward financial success. Financial surprises often seem to crop up at the most inopportune times — your car breaks down, you have an unexpected medical bill, your air conditioner needs to be replaced. All of these situations, paired with poor money habits or a lack of financial planning, can create a major hole in your budget, leaving you feeling scared or anxious about how you’re going to climb back out. But whether you have unexpected expenses, you spend above your means or you feel like you’re behind on saving for retirement, the key to finding stability is intention. Here, the financial and investment experts of Kiplinger Advisor Collective walk through the steps anyone can take right now to start building a more financially stable future and why doing so is key to living the life you want. 

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Not only can a financial adviser help you align your money with your future goals, but they can also provide a certain peace of mind that lets you be sure your money is working for you instead of against you. But not all financial advisers are created equal, and not all are going to be a good fit for you and your goals. So before you narrow down your list, consider the following factors suggested by the financial and investment experts of Kiplinger Advisor Collective to be sure your potential pick has your best interests in mind.

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While talks of a recession, mass job layoffs and housing market uncertainty may be making would-be investors timid when it comes to investing in the current economic climate, in any market, there will always be those industries which continue to thrive and innovate despite any obstacles. Driven by cultural and consumer needs and interests, these promising sectors remain ripe for growth and investment.  As leaders in the finance and investment community, the members of Kiplinger Advisor Collective have a few thoughts of their own when it comes to promising industries in today’s economy. Here, they share their top sectors for growth and investment—from cybersecurity to energy transition and various industries in between—and why they believe these areas show so much potential.