eMoney Advisor

DECEMBER 27, 2022

One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. It makes sense that parallels can be drawn from the levels of this needs pyramid to a similar structure based on financial needs. The Hierarchy of Financial Needs. Visualizing the Hierarchy of Financial Needs.”

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

Ethics 175

Ethics Financial Advice CFP Financial Advisor 175

Gen Y Planning

AUGUST 1, 2023

For example, the timing of taking on a loan can make a huge difference in how it plays into your greater financial picture. In 2020 or 2021, you took advantage of a 3% mortgage rate and bought a home or refinanced your previous mortgage to reduce monthly payments. Consider how varied interest rates have been over the past few years.

Insurance 98

Insurance Retirement Clients Financial Advice 98

Gen Y Planning

FEBRUARY 1, 2024

So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to them as “influencers”). Shouldn’t you listen to what they have to say? Well, no… not necessarily.

Insurance 52

Insurance Financial Advice Accounting Clients 52

James Hendries

JULY 13, 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. Click here to view the digital version.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. ” Fidelity, 2020. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

BlueMind

JULY 15, 2022

Despite the regulators increasing measures to maintain transparency and integrity in the financial dealings of the market, mistakes happen even by the most well-intentioned advisors. This article " Top Compliance Challenges Financial Advisors Face " was first published on BlueMind Blog.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Indigo Marketing Agency

DECEMBER 19, 2022

Michael Kitces is another household name among financial advisors who needs no introduction. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. As advisors, we get the opportunity to work with clients, develop relationships, and build trust.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

JULY 10, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

Banking 74

Banking Clients Planning Financial Planning 74

Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. This presumption is WRONG.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

SEPTEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Given there are 92, 814 certificants this is 0.1% Is that too much?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? Scott Salaske of Firstmetric.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 16, 2023

So I used to leave these whack job comments on his blog. He had this blog and back in the day, blogs had blog roles. RITHOLTZ: By the way, I have said that the very first financial blog was Todd Harrison’s “Trading Diary” LINDZON: Amazing. Your blogs. RITHOLTZ: Down here in New York.

Media 278

Media Investing Investments Valuation 278