Blog - Page 8 of 9 - Client Focused Advisors

7 Tips To Use LinkedIn And Other Tech To Capture And Keep Clients

The following article was published in Forbes Magazine on February 28, 2017, and was written by Joanna Belbey. Sales, particularly in financial services, has always been an in-person, relationship business. Deals are forged with chit chat, on the golf course, over dinner, over time. However, there is a new generation of clients that is too busy, or…

Things That Are NOT Worth Spending Extra On

How often do you find yourself at the end of the month pondering how you didn’t meet your savings goal? Ideally, this would never happen but life is often unpredictable and more expensive than what you had budgeted for. Below are some items that you may want to think twice before reaching for that shiny…

Things That Are Worth Spending Extra On

Your Bed, Pillows, Bed Sheets If you are like most hard-working individuals, you at least attempt to get 8 hours of sleep each night in order to recharge to tackle the challenges that you face when the sun rises each morning. Even if you aren’t one of the lucky ones that get have…

Client Focused Advisors of New York City Named as Finalist in Signator Investors’ “Practice of the Year” for Second Consecutive

Firm Recognized for Excellence in Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm BOSTON, MA, (December 1, 2016) — Client Focused Advisors of New York City and Long Island, led by co-founders Jason Hill, Matthew Hill, William Phillips, and Brett Sigler, was named as a finalist for the second consecutive year in…

Saving Money on International Phone Plans

Saving Money on International Phone Plans Cell phones have become a necessity for both your leisure and professional life—but sometimes, phone contracts can be overwhelmingly expensive. This challenge is only amplified if you’re traveling, or even temporarily living, in another country. Managing your cell phone plan has an added dimension of difficulty when you travel…

Cheapest Cities in Europe

Looking for a cool trip, but don’t want to spend too much? These cities make it easy to stick to your budget without missing out. 1. Budapest, Hungary Currency: Hungarian Forint (1 Forint = $0.0035 USD) Main Attractions: Budapest is known for being a “spa city,” so be sure to take advantage of the natural…

Monthly Boxes Probably Aren’t Worth It–But Not for the Reason You Think

What started with Birchbox has expanded into an empire of monthly “box” services—some category of products mailed to your door every month in exchange for a monthly subscription fee. These range from programs sending out razors, to fine wines, to not-so-fine wines, to old comic book paraphernalia, so there’s truly something for everyone. But is…

Smart Money Management: Just like Football

Summer is over, and football season is upon us. That means it’s time to set up your fantasy league, secure the best spot on the couch, and start watching—and then it’s time to manage your finances. It might not seem like a logical part of the list, but if you can follow the rules of…

Couponing 101

Breaking News: Being an underemployed, loafer-sporting middle aged woman is no longer a prerequisite for using coupons.We’ve all watched our mothers trifle through their “pocketbooks” at the checkout counter searching for that coupon they cut out of a magazine at home. No offense to your mom, but we promise there’s a better way. We found…

How to Follow a Monthly Budget

Step 1: Keep Track of Expenses Start by keeping a “Money Diary”. This doesn’t even necessarily require you to meticulously keep track of all your checks and receipts; just carry around a little notebook and write it down every time you make a purchase. It should look like this:3/23/2016Coffee $4.76Food Shopping $68.79Pilates Class $50.00Dinner $47.83This…