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“When the stakes are high, it makes the most sense to hire an advisor,” says Justin Pritchard, a certified financial planner and practitioner at Approach Financial Planning in Montrose, Colorado.
How to Hire a Financial Planner If you've decided it's time to bring in the pros, carefully research your options and get recommendations for a good planner. Financial planners work -- and get ...
Financial advisors are professionals trained to help anyone who needs to get a better handle on their overall finances or help with specific problems or goals. I'm a Financial Planning Expert: Here...
Topgrading is a corporate hiring and interviewing methodology that is intended to identify preferred candidates for a particular position. [1] In the methodology, prospective employees undergo a 12-step process [2] that includes extensive interviews, the creation of detailed job scorecards, research into job history, coaching, and more. [3]
A chief financial officer (CFO) is an officer of a company or organization who is assigned the primary responsibility for making decisions for the company for projects and its finances; i.a.: financial planning, management of financial risks, record-keeping, and financial reporting, and, increasingly, the analysis of data.
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