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It’s the space where fee-only advisors come together to reimagine their approach, reconnect with their vision, and get inspired by the experts, exhibitors, team, and support staff that are dedicated to making trusted financialadvice accessible.
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.
I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a feeonly RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. For those of you who are new to my blog, my name is Sara.
When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financialadvice. I would say that’s accurate.
or – Consult a fee-only SEBI RIA who provides you with absolutely unbiased financialadvice and also suggests the products that are the right fit for your investment objective and not just the popular products. from all the available options. Click here for more detailed reading.
The internet is drowning in financialadvice, both good and bad. Financialadvice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. That will bring you much more fulfillment in the long run.
We talk about what the value of a financial advisor is going to be in the future, what the current sources of confusion to the public are, and what that all means for how financial advisors are going to be able to charge their clients for service. For those of you who are new to my blog/podcast, my name is Sara.
Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.
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 fees can be reduced – here are some ways. But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financialadvice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.
Here’s how different types of fee models work in comparison to the 1 percent fee structure: 1. Hourly rate: Some fee-onlyfinancial advisors charge their clients based on an hourly rate for the time they spend providing financialadvice and services. Are financial advisors worth it?
Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financialadvice. . If you have a long commute or a huge pile of laundry to fold, you have an opportunity to improve your financial literacy. About Your Richest Life.
There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Fee-only advisors need to be registered with SEBI certified financial advisors (Securities and Exchange Board of India) as an RIA (Registered Investment Advisor). CFP ( Certified Financial Planner ).
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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Why are some people better at marketing than others? And how can you be one of those people who's a cut above the rest? The bad news is there's no magic recipe to become a master marketer.
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Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financialadvice. “A professional organization is interested in ensuring that everybody under the umbrella meets a clear set of standards.”.
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Was this helpful?
Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) 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. Excuse exactly.
He is a flat fee advisor; not a licensed insurance agent. 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.”
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.
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