Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

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CFP Clients Certification Financial Advice 246

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Generally, couples split the value of their assets 50-50 (though not always).

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

Nerd's Eye View

APRIL 4, 2024

In other professional industries like accounting and law, the training and development of newly minted CPAs and attorneys are often provided by the largest firms who hire and train in bulk each year, knowing full well that many new hires will move on in just a few years.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. Financial planning for smaller accounts: is it really possible? Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Nerd's Eye View

AUGUST 13, 2024

What's unique about Eric, though, is how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial relationships with the firm's internal CPAs to get them comfortable providing referrals of their accounting clients to his financial planning business.

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Financial Symmetry

MAY 22, 2025

If you are in the fortunate position of having other income sources, such as a pension, 401(k), brokerage accounts, or IRAs, delaying Social Security becomes a viable strategy. 04:16] Consider life expectancy in financial planning, especially for married couples. [08:56]

Retirement 62

Retirement Retirement Planning Taxes Financial Planning 62

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. thinkadvisor.com) How RMDs on 401(k) accounts are different.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Nerd's Eye View

JULY 2, 2024

In this episode, we talk in-depth about how Kristopher chose his unique cross-border specialization, in part due to his own experience as a US expatriate navigating the financial issues that come with living and working in the UK, why Kristopher's firm emphasizes the ability to teach other team members about technical planning topics (since team members (..)

Financial Advisor 177

Financial Advisor Clients Planning Wealth Management 177

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

Accounting 71

Accounting Financial Planning Clients Assets 71

Abnormal Returns

JUNE 12, 2023

youtube.com) Daniel Crosby talks with Amy Mullen about five steps for values-based financial planning. etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice. citywire.com) Creative Planning is buying BerganKDV, an accounting firm. kitces.com) M&A McKinsey & Co. wsj.com)

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” This might have been their own doing or the result of poor financial advice.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Yardley Wealth Management

OCTOBER 22, 2024

The post How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson appeared first on Yardley Wealth Management, LLC. The Shift Towards Fee-Only Advisors The rise of fee-only advisors has changed how financial advice is delivered. Today, many advisors have moved to a fee-only model.

Financial Advice 52

Financial Advice Fee Only Commission Financial Advisor 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. They will inevitably say, “Well, I moved home a year ago; I used this great lawyer,” or, “I work very closely with my accountants and they’re really good.” By Alessandro M. It’s a call or two you can then make the next day.

Professional Services 96

Professional Services CFP Insurance Financial Advice 96

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Bureau of Labor Statistics.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Zoe Financial

APRIL 23, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Manufacturing 98

Zoe Financial

MAY 8, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

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

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Additional Resources. government.

Financial Planning 52

Financial Planning Planning Education Clients 52

Zoe Financial

MAY 1, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. Fees are sometimes essential to recieving high-quality financial advice, but high fees can also eat away at your returns over time. However, selecting the right investments for your IRA can be challenging.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

WiserAdvisor

MARCH 13, 2025

Your choice of a financial advisor can impact your financial future just as much as your investments do. Financial planning is not only centered around your investment returns but also trust and peace of mind. The right financial advisor should feel like the perfect fit. They are not employees of a larger company.

Financial Planning 40

Financial Planning Planning Financial Advisor Fiduciary Duty 40

FMG

MAY 14, 2025

This is a brilliant way to target next-generation clients with a built-in client retention plan. The homepage also details the offerings that reimagine the traditional financial advice experience from financial planning and design, to ongoing guidance and educational opportunities.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

FMG

OCTOBER 6, 2022

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. What Financial Adviors Should Look For in CRM Software.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

NAIFA Advisor Today

MAY 22, 2024

This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios. The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios.

Assets 52

Assets Financial Planning Financial Advisor Planning 52

Getting Your Financial Ducks In A Row

MARCH 20, 2023

It may not be glamorous (what sound financial advice is?) but this is one of those recommendations that has passed the test of time, and has been a part of some of the world’s greatest financial success stories. Those purchasing motor vehicles accounted for 81% of the sample of millionaires; those leasing accounted for 19%.

Insurance 123

Insurance Financial Advice Accounting Assets 123

WiserAdvisor

FEBRUARY 21, 2023

Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs. Elder financial planning can help eliminate some common issues faced by older people.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Clever Girl Finance

OCTOBER 12, 2023

Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. Women investors are doing great financially, proving that women are equipped with the skills needed to be successful investors.

Investing 98

Investing Investments Risk Tolerance Accounting 98