2015 Financial Planner Financial Planning 
Nerd's Eye View
JUNE 9, 2025
And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.
The Big Picture
MAY 13, 2025
So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. That’s the offer you just referenced.
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Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.
Nerd's Eye View
JANUARY 9, 2024
Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. My guest on today's podcast is Kimberly Enders.
Ballast Advisors
MAY 8, 2023
Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.
eMoney Advisor
NOVEMBER 9, 2022
Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.
Sara Grillo
MAY 23, 2022
What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.
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