
The silent hero beneath our feetAndrew Hanson Vice President of Generations Wealth Management Interviewed on the Influential Entrepreneur Podcast Discussing Finding the Right Investment Vehicle 12-23-2024 11:30 PM CET | Business, Economy, Finances, Banking & Insurance Press release from: Getnews / PR Agency: Authority Press Wire Image: https://authoritypresswire.com/wp-content/uploads/2024/12/Andrew_Hanson__1___1_-removebg-preview.png Andrew Hanson discusses finding the right investment vehicle Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle/ Andrew Hanson, Vice President of Generations Wealth Management, discusses the importance of selecting the right investment vehicles for retirement. Andrew shares his unique journey into the financial services industry, which began eight years ago when he joined his family business. Despite initially feeling hesitant about entering a field dominated by numbers, Andrew's passion for community service and helping others, shaped by his volunteer work with Special Olympics and connections with military families in San Clemente, California, guided him toward a fulfilling career in finance. Building a strong relationship and understanding clients' individual goals is crucial for providing tailored investment advice and solutions. In the podcast episode featuring Andrew, this concept is emphasized as a foundational element of successful financial advising. Andrew highlights that establishing trust is essential in the financial services industry. Clients often come in feeling vulnerable, sharing their financial situations and concerns. A competent advisor must create an environment where clients feel safe and understood. This trust allows clients to open up about their fears and aspirations, which is vital for crafting personalized financial strategies. Each client has unique circumstances, goals, and concerns. Andrew points out that a one-size-fits-all approach does not work in financial planning. For instance, younger clients in their 30s and 40s may focus on budgeting, family planning, and long-term growth, while clients in their 60s and 70s may prioritize security, income stability, and legacy planning. By understanding these differences, advisors can tailor their recommendations to meet specific needs. Initial meetings with clients should focus on understanding their overall goals and what they envision for their future. Andrew emphasizes the importance of asking clients about their dreams, such as spending time with grandchildren or traveling. This goal-oriented approach helps advisors align investment strategies with clients' life aspirations, ensuring that the financial plan supports their desired lifestyle. Once an advisor understands a client's goals, they can recommend investment vehicles that align with those objectives. For example, Andrew discusses the use of fixed index annuities, which can be tailored to address specific concerns such as long-term care, income guarantees, or wealth transfer to heirs. This customization is only possible when the advisor has a deep understanding of the client's individual situation. Building a relationship with clients is not a one-time effort; it requires ongoing communication and check-ins. Andrew notes that as clients become more comfortable, they may prefer less frequent updates, trusting their advisor to manage their investments effectively. This dynamic allows for a more relaxed relationship while still ensuring that the advisor remains attuned to any changes in the client's life or goals. Life circumstances can change, and so can clients' goals. A strong relationship allows advisors to adapt their strategies as needed. For instance, if a client's financial situation changes due to a job loss or a new family member, the advisor can reassess and adjust the investment plan accordingly. Andrew shared: "As a trusted family-owned firm, we blend our deep-rooted values of integrity, trust, and reliability with innovative financial expertise. With a commitment to excellence, we strive to be the beacon of financial stability for generations to come, fostering prosperity and peace of mind within the families we serve" Video: https://www.youtube.com/embed/2kzHIL137G4?rel=0&modestbranding=0&rel=0&showinfo=1&controls=1&autohide=2&showinfo=0?ecver=2 Video Link: https://www.youtube.com/embed/2kzHIL137G4 About Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis. Learn more: https://www.generationswealthmgt.com/ Recent Interviews and News Richard Hanson discusses financial confidence in retirement: Richard Hanson President of Generations Wealth Management Interviewed on the Influential Entrepreneur Podcast Discussing Financial Confidence in Retirement [ https://authoritypresswire.com/richard-hanson-president-of-generations-wealth-management-interviewed-on-the-influential-entrepreneur-podcast-discussing-financial-confidence-in-retirement/ ] Richard Hanson discusses living retirement to the fullest: Richard Hanson President of Generations Wealth Management Interviewed on the Influential Entrepreneur Podcast Discussing Living Retirement to the Fullest [ https://authoritypresswire.com/richard-hanson-president-of-generations-wealth-management-interviewed-on-the-influential-entrepreneur-podcast-discussing-living-retirement-to-the-fullest/ ] Richard Hanson discusses overcoming fears of market volatility: Richard Hanson President of Generations Wealth Management Interviewed on the Influential Entrepreneur Podcast Discussing Overcoming Fears of Market Volatility Media Contact Company Name: Marketing Huddle, LLC Contact Person: Mike Saunders, MBA Email: Send Email [ http://www.universalpressrelease.com/?pr=andrew-hanson-vice-president-of-generations-wealth-management-interviewed-on-the-influential-entrepreneur-podcast-discussing-finding-the-right-investment-vehicle ] Phone: 7202323112 Country: United States Website: https://www.AuthorityPositioningCoach.com This release was published on openPR.
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NORAD's Santa tracker, once a Cold War morale boost, now attracts millions of kidsEtiquette experts reveal the worst mistakes you can make when hosting holiday parties Here's how to avoid any potential holiday party hosting faux pas this season From forcing guests to take off their shoes to questioning their eating habits READ MORE: Etiquette expert details insulting gifts you should NEVER buy men By MARGARET ABRAMS FOR DAILYMAIL.COM Published: 22:14 GMT, 23 December 2024 | Updated: 22:15 GMT, 23 December 2024 e-mail View comments Entertaining over the holidays can be the perfect time to get friends and family together, but it can also feel like a minefield. The perfect host or hostess doesn't want to accidentally offend their guests, and it's possible to get into arguments or spark grudges while hosting a holiday event. To find out how to avoid any potential holiday party hosting faux pas, FEMAIL reached out to etiquette experts. From forcing guests to take off their shoes to running out of toilet paper, these are the worst mistakes hosts can make this holiday season. Etiquette coach Bethany Skorik told DailyMail.com, 'Hosts are responsible for making their guests feel welcome and comfortable when opening their homes.' 'If you cannot treat others with kindness or decency, you should forego trying to entertain,' Bethany suggested. Bethany, who founded The Charming Diplomat, an agency dedicated to elevating manners, style, and gracious living, told FEMAIL it's best to never assume your guests want to drink alcohol or eat all the food you have prepared. According to Bethany, who's based in Wisconsin , gracious hosts won't ever 'force alcohol on your guests, and always have a non-alcoholic alternative.' To find out how to avoid any potential holiday party hosting faux pas this season, FEMAIL reached out to etiquette experts From forcing guests to take off their shoes to plying them with alcohol, these are the worst mistakes hosts can make It's also never appropriate to publicly embarrass your guests if you notice they're not partaking in the food or drink or make them uncomfortable when it comes to their eating habits. READ MORE EXCLUSIVE Etiquette expert reveals the most offensive gifts you should NEVER buy for a woman 'If you notice your guest isn't eating or drinking what you have displayed, you can privately ask them if they need something,' Bethany said. 'Never draw attention to people's eating or drinking habits in front of others,' Bethany continued. UK certified etiquette coach Jamila Musayeva told FEMAIL that 'neglecting to ask about dietary preferences is another common mistake that can leave guests feeling overlooked or uncomfortable.' 'As a host, it is your duty to ask for dietary restrictions but as a guest, you are also responsible for informing the host, in case he or she has forgotten to clarify,' Jamila explained. It's not just about what you say, hosts must also make sure to be prepared for any scenario. The ultimate host will make sure to keep the bathroom fully stocked, because running out toilet paper would be a worst case scenario. 'Always let your guests know where the bathroom is and ensure it is fully stocked with toilet paper and necessities,' Bethany said, explaining that it's best to keep all bathrooms in the house accessible in case of emergencies. 'Running out of essentials, from food and drinks to toilet paper, is easily avoidable,' Jamila agreed. Etiquette coach Bethany Skorik told DailyMail.com, 'Hosts are responsible for making their guests feel welcome and comfortable when opening their homes' Certified etiquette expert Jamila Musayeva revealed to FEMAIL that 'neglecting to ask about dietary preferences is another common mistake' Jamila suggested overstocking the essentials, since it's 'better to have more of everything and you can always save it for a later day or occasion.' There are also certain topics you should avoid, according to Bethany, like 'past loves or relationships, especially if your guest has a new beau.' 'Parents and family members are often guilty of telling funny stories about past partners, and this is wildly inappropriate,' Bethany advised. Another no no is forcing guests to remove their shoes , because they might have mismatched socks or an old pedicure. If you live in a major urban area, it's best to provide clean socks or slippers as an alternative. 'Some people may have mismatched socks, no socks, or personal reasons for wanting to keep their shoes,' Bethany suggested, adding that it's best to 'have a backup to protect your house and your guest's ego.' The penultimate host will also remain calm throughout the evening, so guests feel equally at home. 'If you're stressed and frantic, guests will pick up on it,' Jamila warned. 'Do not leave anything to the last minute. This will make you feel stressed and you, as host, will not be able to enjoy the party.' Instead, it's best to prepare in advance for a stress-free and festive evening. Wisconsin Share or comment on this article: Etiquette experts reveal the worst mistakes you can make when hosting holiday parties e-mail Add comment
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