• Deborah Nason

WHAT PEOPLE DON'T KNOW #5 Part II

THAT THEY SPECIALIZE:

Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially responsible investing, community development, faith-based • Financial psychology: financial therapy, sudden money/financial windfalls • Life passages: remarriage, divorce, retirement, career development, loss of spouse, long-term/elder care, life transitions • Technical specialty: municipal-bond investing, options, alternative investments, Social Security, passive investing, active investing, VA benefits • Other niche areas: international cross-border planning, permanent residency, entrepreneurship, passion investing, career management, credit, real estate/housing, workplace benefits, student loans, foreign nationals