



How can they help with exit strategies and succession planning? How does a wealth advisor address the unique financial challenges faced by retirees?
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what does a wealth advisor do
- What are the risks and rewards of alternative investments?
- How often should I review my insurance policies? What is education planning?
- How can I value collectibles for insurance or estate planning purposes?
- How much long-term care coverage do I need?
- How can diversification reduce risk?
- Will I be assigned a new advisor?
- Developing strategies for philanthropic giving as part of the legacy plan. How does a wealth advisor help clients who are nearing retirement make the transition from accumulating assets to decumulating and managing their retirement income?
- Utilize online client portals for account access and performance updates.
- How much insurance coverage do I need?
- Automating certain tasks, such as account rebalancing. What are some of the emerging trends and challenges in the wealth management industry that clients should be aware of?
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