BlueMind

FEBRUARY 15, 2023

Hence, providing financial advice for special needs clients is a specific niche that requires that financial advisors are well aware of the specifics required to fulfill the eligibility criteria of various benefits in order to best facilitate their special needs clients.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

The Big Picture

DECEMBER 7, 2022

How does all of this “free financial advice” impact your collective psyche? January 2008). The post 24/7 Financial Advice appeared first on The Big Picture. Viewership soared… ~~~. What are you getting from consuming 24/7 coverage of the world of economics, markets, and finance? Is it helping or hurting you?

Financial Advice 290

Financial Advice Media Engineering Advertising 290

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please contact your financial advisor with questions.

Clients 52

Clients Investment Advisor License Financial Advice 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Guess what?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Irrelevant Investor

MARCH 11, 2021

Wirehouses had a 40% market share in 2008. I understand why we get so many questions from people looking to make a career change into the financial advice business. Back in the day, if you wanted to become an FA, you went to a big bank, like UBS or JPM. That's not how it works anymore. And this is why it's so competitive.

Financial Advisor 52

Financial Advisor Insurance Financial Planner Clients 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008.

Clients 162

Clients Investments Investing Management 162

The Big Picture

MAY 7, 2024

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Moms would ping her every day about financial advice.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

OCTOBER 19, 2022

Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. And in 2008, Bill McNabb took over. We all know what happened in 2008. And it’s financial advice.

Clients 286

Clients Financial Advisor Taxes Investments 286

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks and Emerging Markets stocks: 2008 and 2011. 2008 may still bring back painful memories for domestic and global investors alike, as U.S. Oh, I forgot to mention it finished dead last in 2008 and 2011. Large Cap stocks never finished first. In fact, there were only two years in this period that U.S.

Assets 59

Assets Investments Investing Marketing 59

The Irrelevant Investor

JANUARY 16, 2017

For instance, if at the beginning of 2008, you knew that they would drop 77.5%, a 38.5% This is the single most important piece of financial advice. The fact that the fourth and fifth column are different by an average of 11% tells you a lot about the difference between theory and reality. decline would have been avoided.

Asset Allocation 52

Asset Allocation Government Financial Advice Assets 52

Sara Grillo

SEPTEMBER 26, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Don Connelly & Associates

MARCH 31, 2025

Its taken nearly two decades for the financial services industry to overcome the massive trust deficit that sprung from the 2008 Financial Crisis. The good news is financial advisors are once again viewed as the most trusted source of financial advice, with nearly two-thirds of retail investors expressing a high level of trust.

Ethics 52

Ethics Compliance Financial Advisor Financial Advice 52