Company News

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AdvisoryHQ Named Perspective Financial Services a Top Advisor

AdvisoryHQ Named Perspective Financial Services a Top AdvisorWe’re pleased to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a third year. Our firm was once again identified as one of the top advisors and financial planners in Phoenix and Scottsdale. The organization also rated us among the best in 2016 and 2017.

AdvisoryHQ uses a multi-step selection methodology for identifying, researching and generating its list of top ranked firms. Its review and ranking articles are always 100 percent independently researched and objectively written. Firms do not pay for their ranking, and most firms do not even realize they’re being reviewed and ranked by AdvisoryHQ until after their reviews have been published. (A detailed overview of AdvisoryHQ’s methodology process is below.)

The reviewers highlighted our online tools and comprehensive, well-defined approach to financial planning as some of the key benefits of our firm. They also emphasized our personal touch.

“The firm’s focus on collaboration and individualized attention can provide clients with significant planning advantages, making Perspective Financial Services one of the best financial advisors in Phoenix to consider partnering with this year,” the AdvisoyHQ reviewers wrote.

Perspective Financial Services a Top Advisor: Click here to read the full article and review at the AdvisoryHQ website.

 

A step-by-step overview of AdvisoryHQ’s methodology process.

  1. Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).
  2. AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
  3. After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.
  4. Based on the results of performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.
By |March 12th, 2018|Company News|

David Davodi Joins Perspective Financial Services

David Davodi

David Davodi joins Perspective Financial Services.

Perspective Financial Services continues to grow, and we are always in search of ways to add value to the services we provide our clients. As part of that effort, we’re pleased to announce a new member of our team. David Davodi joins Perspective Financial Services as an associate financial planner and brings 10 years of advising and client service experience in the investment and banking industry to the firm. Most recently, he worked at J.P. Morgan Securities, Morgan Stanley and Charles Schwab. David is passionate about helping people reach their financial and personal goals, and strives to treat clients as though they are family. He is currently enrolled in courses to earn the Certified Financial Planner designation.

“David’s outgoing personality and passion for our industry makes him an excellent addition to our team,” said Mike McCann, the firm’s founder. “He will provide a new perspective and additional layer of support that will benefit all our clients, while he advances in his career goals and grows with the company.”

David’s parents emigrated from Armenia before he was born, and he is fluent in both English and Armenian. He places high value on having a tight-knit family, especially as he and his wife, Serena, begin a family of their own. The couple lives in Phoenix, in close proximity to their parents and other relatives.

Connect with David

View his profile on LinkedIn

Email David at David@MoneyAZ.com

By |January 16th, 2018|Advisors, Company News|

Enter the Age of Bionic Financial Planning

bionic financial planningA recent study conducted by the Financial Planning Association and Investopedia revealed today’s investors require both high-tech and high-touch forms of advice to satisfy their increasingly complex financial needs. While investors are happy using “robo-advisors,” they’re more satisfied when using both a human advisor and an automated investing platform. In other words, bionic financial planning.

Enter the Age of Bionic Financial Planning

“The debate about whether robos or human advisors will win is moot. The future of financial advice is bionic – a powerful combination of both,” said David Siegel, CEO of Investopedia.

When asked about specific financial issues – such as estate planning, elder care and tax planning – roughly 50 percent preferred working with a financial planner/advisor and about 30 percent preferred utilizing both a personal advisor and an automated investing platform.

At Perspective Financial Services we’re proud to offer the best of both worlds, by building personal long-term relationships with our clients and providing access to a variety of automated and online tools.

Image courtesy of alex_ugalek at FreeDigitalPhotos.net

The Psychology of Technology

Sherry Turkle researches the psychology of technology. photo credit: peter-urbanSherry Turkle directs the Massachusetts Institute of Technology (MIT) Initiative on Technology and Self, and has spent the past 30 years researching the psychology of technology. Her research raises critical questions about people’s relationships with technology, as well as technology’s role in productivity, including whether our always-connected state affects our ability to think, be creative and innovate.

Turkle was one of the headline speakers at Schwab IMPACT 2016, which Mike McCann and Shannon Curkendoll attended. The annual conference provides news, insights and industry updates relevant to independent investment advisory firms like Perspective Financial. In addition to numerous educational and professional development sessions, the event featured inspirational and insightful headline speakers like Turkle.

“An impactful moment for me was when Sherry Turkle referred to how we have raised a generation of people who are so used to constant and continuous interaction through technology that they now struggle with working independently,” said Curkendoll, Perspective’s operations manager and a mother of two.

“She also talked about the benefits of letting people, especially children, be bored. In boredom we develop skills for self-reflection, creativity and deep thought,” Curkendoll added. “By not letting ourselves be bored we’re losing the ability to develop these necessary life and work skills.”

Turkle’s New York Times best-seller, Reclaiming Conversation: The Power of Talk in a Digital Age, focuses on the importance of conversation in digital cultures.

“My argument is not anti-technology. It’s pro-conversation,” said Turkle, who has been described as a skeptic who was once a believer. “We miss out on necessary conversations when we divide our attention between the people we’re with and the world on our screens.”

You can learn more about Turkle’s research and writing at her website, www.reclaimingconversationbook.com

By |December 12th, 2016|Company News, Current Affairs|