Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. This can include mutual funds, insurance policies, annuities, and other financial products. We get paid based on a percentage of a client’s assets that we manage.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. How are we compensated?

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 130

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Carson Wealth

DECEMBER 13, 2022

RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Financial Advisors Do? A Financial Advisor works with clients. Are you a Certified Financial Planner ® ?

Wealth Management 52

Wealth Management Financial Advisor Management Certified Financial Planner 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Park Place Financial

SEPTEMBER 8, 2022

ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. To help you out, I’ve gathered a list of the top books for financial advisors. The Best Books for Financial Advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Carson Wealth

AUGUST 25, 2022

Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Envision Wealth Planning

MARCH 17, 2022

You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). In this case, advisors are employed by a company, whose interests they are paid to uphold. Making things worse, many people simply refer to any financial professional as a financial advisor.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. The Financial Planning Workforce. Examining Median Pay.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

OCTOBER 26, 2023

A robust estate plan acts as a protective shield, safeguarding you and your loved ones from potential financial calamities. The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. This is where diversifying your investment portfolio comes into play.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Clever Girl Finance

JANUARY 22, 2024

Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes. Also, determine how your money and other assets will be distributed in the case of an unfortunate event.

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Risk Tolerance 52

MainStreet Financial Planning

NOVEMBER 1, 2022

There may be new tax legislation that could change the way we plan for retirement assets. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Indigo Marketing Agency

JUNE 28, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). Bill Taber is the President and Founder of TABER Asset Management.

Certified Financial Planner 52

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

Furthermore, these assets do not come with required minimum distributions — unless you need the funds at 72, they will remain tax-free. The primary disclaimer with Roth IRAs is while your future earnings with these accounts are not taxed, you will need to pay for pre-tax assets in the year you make the conversion.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

International College of Financial Planning

NOVEMBER 10, 2021

MBA (Finance) – This is the minimum qualification that you’d need to work as an investment or financial advisor in India. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Good Financial Cents

FEBRUARY 15, 2023

The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Tweet “They have come a long way since inception and now allow you to invest in alternative assets like artwork and cryptocurrencies.

Investing 94

Investing Investments Commission Risk Tolerance 94

WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. Fiduciary duty mandates the advisor to keep your interests ahead of theirs.

Wealth Management 52

Wealth Management Financial Planning Taxes Financial Advisor 52

Good Financial Cents

DECEMBER 14, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals.

Budgeting 88

Budgeting Compliance Accounting Insurance 88