Worth Knowing: What to Look for in a Professional Financial Advisor
Worth Media Group
Worth connects, informs and inspires our community to be their best selves and make an impact on the world.
If there is something Worth prides itself on, it’s our commitment to bringing you information meant to bolster your financial well-being.??
With geopolitical conflicts and the rise of AI, this economic landscape could be considered one of history’s most challenging globally. So why go it alone? As we open the door into 2024, Pam Krueger, founder of Wealthramp, brings you a piece centered around how to find a holistic professional financial advisor?and what they should be doing for you in 2024. In essence, investors “crave personalized, comprehensive advice...focused on their unique goals and not [advisor’s] bottom lines,” writes Kruger. Sixty-seven percent of affluent investors credit their desire for tailored investment solutions as the “pivotal reason for turning to a financial advisor,” she continues.?
This concept of personalization travels into the latest piece by Doug Gollan, founder and editor-in-chief of Private Jet Card Comparisons, on choosing a private jet plan that fits your needs. He breaks down the best programs for transcontinental, light jet, global traveler, multiple-stop, and many more trip types.
Worth Media Group’s chairman, Jim McCann, brings you a candid conversation with Oscar Munoz. The former CEO of United Airlines, “offers an intimate look into the personal and professional experiences that have shaped his approach to leadership.” McCann breaks down “how understanding culture and valuing human connections can lead to transformative leadership.”
In other news, we bring you the latest story from the dynamic duo Deborah Grayson and Jonathan Russo. Together they visited Ella Funt, a natural wine bar in NYC’s East Village that describes itself as a “neo-bistro with a unique take on French cuisine.” The consistently evolving energy of the East Village has provided the ideal environment for “Ella Funt to become the coolest place to eat while drinking the most interesting biodynamic and natural wines that a true wine professional can source,” they write.?
If you’re in the mood for an international adventure, I welcome you to read Sarah Grant’s piece about her trip to Lengishu, the stunning safari lodge in northern Kenya that overlooks “Pride Rock”—yes that Pride Rock, of Lion King fame. Situated in the 32,000-acre expanse known as the Borana Conservancy, “Lengishu House, Borana’s newest exclusive-use lodge, keeps guests in an undisturbed state of awe,” writes Grant. She will bring you through the doors of the lodge, introduce you to Kenya’s wildlife, and make you aware of the country’s continued “drought of unprecedented intensity” that has lasted for the past six years.?
As a reminder, please note that this week is the final opportunity for Groundbreaking Women nominations and registration for our series at the annual World Economic Forum in Davos, Switzerland.??
I hope you enjoyed this past weekend. See you next Monday.
Kindly,?
—Gabrielle Doré, assistant editor, Worth Media Group?
Featured Story
Affluent investors are turning to financial advisors in today’s complex economic environment. A holistic advisor helps clients make informed decisions about their future.
By Pam Krueger
Best in Business
This year, we are celebrating the women who push our society toward new levels of progress with our annual Groundbreaking Women List.
Nominations close after January 12. Click here to nominate.
Your choice of jet plan depends on how far you fly, how soon, the size plane you need, and your flexibility on dates and times.
By Doug Gollan
Oscar Munoz, former CEO of United Airlines, sheds light on key moments and mentors that have defined his approach to business and leadership.
领英推荐
By Jim McCann
Featured Event
Worth Media Group returns to Davos with hosting a series of conversations that will examine the impact of Artificial Intelligence on business and society.?To learn more or register, click here.?
In Other News
Lengishu, the stunning safari lodge in northern Kenya, overlooks “Pride Rock” and is the perfect bucket-list adventure for families who want to protect it.
By Sarah Grant
The actors’ strike puts the spotlight on AI replacing performers. It’s early days, but soon it will impossible to know real from virtual.
By Robin Raskin
Juliete Dos Santos, Ella Funt’s sommelier, breaks down their must-try menu, with an emphasis on biodynamic and natural wines.
By Jonathan Russo & Deborah Grayson
What We're Reading
Before You Go...
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
By Vince A. DiLeva