Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Michael Kitces. Grace Gong.

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Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.

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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.

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Steve Sanduski

DECEMBER 19, 2023

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. These advancements on both the tech and human sides of financial advice are improving the client experience and coaching folks towards better financial outcomes.

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Clients Financial Planning CFP Financial Advice 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

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Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

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International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. By meeting these criteria, you demonstrate your commitment to providing reliable and knowledgeable financial advice to clients.

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WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. Advice via AI-powered robo-advisors AI-powered robo-advisors have become popular tools for managing investments.

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Management Financial Advice Financial Advisor Risk Tolerance 59

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

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Steve Sanduski

APRIL 22, 2024

A Guest Post by Jeremy Keil , CFP®, CFA, CIMA® of Keil Financial Partners. If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” Now double it and then halve it.

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Clients Financial Advice CFP Numbers 59

Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . If you have a long commute or a huge pile of laundry to fold, you have an opportunity to improve your financial literacy. Financial Bloggers. About Your Richest Life.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? 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 am an irreverent and fun marketing consultant for financial advisors.

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eMoney Advisor

NOVEMBER 10, 2022

With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion. Attendees will be eligible to earn 1 CFP® CE credit. Those seeking professional advice may do so by consulting with a professional advisor.

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International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

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International College of Financial Planning

OCTOBER 17, 2023

With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year. This proactive approach helps optimize investments and ensure clients receive the best financial advice possible.

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eMoney Advisor

NOVEMBER 9, 2022

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. Go Deep on Self-discovery. Remember that Humility Is Key.

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WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. In the unfortunate event of a divorce, a financial advisor can provide crucial support in navigating the legal and financial repercussions.

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Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. hence why those topics are addressed earlier in the blog!).

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Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. hence why those topics are addressed earlier in the blog!).

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Insurance Insurance Coverage Compensation Planning Financial Advisor 52

FMG

FEBRUARY 22, 2023

Podcasts Ryan Burklo, RICP and Alex Collins, CHFC, CFP’s podcast “ Beer and Money ” is described on their site as a “financial fireside chat.” Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place.

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Marketing Marketing Financial Advisor Media 52

Sara Grillo

DECEMBER 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.”. Matt Pruitt, CFP®, CFA®. The debaters are: Charles King.

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BlueMind

JULY 15, 2022

Dealing With Clients That Do Not Fully Disclose A financial advisor is obligated to act as a fiduciary and provide them with financial advice based on complete and accurate information provided by the client. This article " Top Compliance Challenges Financial Advisors Face " was first published on BlueMind Blog.

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Sara Grillo

JANUARY 9, 2023

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. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

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Financial Planning Planning Financial Planner CFP 52

Park Place Financial

MARCH 15, 2022

Planning for retirement can be overwhelming, but a certified financial planner (CFP) can provide the assurance you need about this life transition. At Park Place Financial, our CFPs work collaboratively to craft customized retirement plans for all our clients. RELATED BLOG POSTS. Longer life expectancies.

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Sara Grillo

APRIL 10, 2023

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” and you can bet that this is going to be a live one!

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Investing Investments CFP Financial Advisor 52

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

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Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Moore, CFP.

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Ethics Financial Advisor Clients Management 52

Inside Information

OCTOBER 30, 2021

Finally, Rostad has some thoughts about the CFP Board, which has inserted the fiduciary concept into its standards of practice. “I fear,” he says, “that it is being run more like a political party as opposed to a professional organization.”. “A That CFP advisors, all of them, represent a higher standard of behavior in the marketplace.

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Envision Wealth Planning

MAY 23, 2022

So here’s a blog post about all of that. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. 2 Ethical Financial Advisors listen to what a client really needs. Moore, CFP.

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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. The SEC and several state and local agencies regulate and monitor financial advisors.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” Also, this blog has a list of flat fee advisors.

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Tucker Advisors

NOVEMBER 11, 2021

According to a new survey from Credit Karma , 56% of Gen Z and Millennials intentionally seek out financial advice online or through social media, and YPulse’s data shows that the internet is one of their top sources for financial advice as well. The advice that we seek and choose to take in is everywhere around us.

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Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Sara Grillo

NOVEMBER 14, 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.” Scott Salaske , CEO of Firstmetric. About Gary Mettler.

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