eMoney Advisor

MARCH 16, 2023

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. Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Indigo Marketing Agency

JANUARY 4, 2022

What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Fee-Only Web Page Financial advisors know a lot of jargon.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! 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 am an irreverent and fun marketing consultant for financial advisors.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. For those of you who are new to my blog/podcast, my name is Sara. 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.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. Early days for sure, but as a solo advisor with many hats to wear, it’s very helpful that I have an expert content creation partner that can augment that which I’m able to create on my own.

Financial Advisor 98

Financial Advisor Clients Media Communication 98

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

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Eric Niergarth [link] Flat fee with the option of Advice Only.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

XY Planning Network

JULY 25, 2022

As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.

Fee Only 72

Fee Only Financial Advice Clients Financial Planning 72

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. For those of you who are new to my blog/podcast, my name is Sara.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

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. Why is the fiduciary standard important in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Your Richest Life

JULY 15, 2022

Writing more than 190 blog posts for my own website . Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. .

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

XY Planning Network

AUGUST 18, 2023

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.

Financial Advisor 87

Financial Advisor Marketing Marketing Fee Only 87

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. Develop a blog content calendar. About Bryan Lee, CFP ®.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

Sara Grillo

APRIL 11, 2022

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.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

FMG

SEPTEMBER 6, 2023

So, if someone is checking out financial advisors, but doesn’t know that much yet, they will see all of these accolades and features and just go ahead and assume that they are a very well-known firm with a wealth of information. Additionally, writers and journalists are very busy people, just like financial advisors.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

XY Planning Network

NOVEMBER 13, 2023

Those who work in financial planning know: it’s never too early to start. Move over, Millennials; there’s a new class in town. Generation Z (Gen Z) is the latest age group phasing into the workforce.

Financial Planning 107

Financial Planning Clients Planning Fee Only 107

XY Planning Network

AUGUST 28, 2023

Deciding to take the leap to start your own financial planning firm can be very scary. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while deciding to leap and then to launch their financial planning practice.

Compliance 86

Compliance Financial Planning Planning Management 86

XY Planning Network

DECEMBER 5, 2022

One critical piece all RIA’s should consider reviewing is their financial planning processes. Results of a 2022 InvestmentNews Research study on elite RIA firms found that a key characteristic of some of the most profitable advisory firms is a focus on process.

Financial Planning 77

Financial Planning Planning Clients Fee Only 77

XY Planning Network

AUGUST 28, 2023

Deciding to take the leap to start your own financial planning firm can be very scary. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while deciding to leap and then to launch their financial planning practice.

Compliance 52

Compliance Financial Planning Planning Management 52

Yardley Wealth Management

SEPTEMBER 14, 2020

Since we have some deadlines coming up, I thought I’d promote her article again here in my blog. Advantages of SEP IRA: The advantages of a SEP IRA are that compared to other business retirement plans, they are much cheaper and easier. . Check with us for more info on how a SEP-IRA could fit into your overall financial plan.

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

FMG

FEBRUARY 3, 2023

You not only can see it’s about assisting those that are going through a divorce but seeing the word “finances” immediately in the next line, you can tell that it is a financial advisor. Only 1% of the population in America serves in the military, and we like their tagline, “100% Focused on the Other 1%.”

Wealth Advisor 52

Wealth Advisor Medical Retirement Fee Only 52

Yardley Wealth Management

JUNE 25, 2020

Only professional financial advisors can access DFA, whereas anyone can access Vanguard’s funds. As a result of the interview, I was quoted in this article, The Quarter of Reckoning at Dimensional Fund Advisors (RIA Intel, May 20, 2020). I thought that the answers to these questions would make a useful blog post.

Wealth Management 52

Wealth Management Estate Planning Portfolio Management 52

XY Planning Network

SEPTEMBER 23, 2022

Get to know the exhibitors that will be at #XYPNLIVE ahead of Exhibit day in this blog. Exhibit Day provides attendees with an entire day dedicated to connecting with representatives from top companies in our industry, and it's one of the most action-packed days of the whole conference! So, what companies can you expect to see on Exhibit Day?

Fee Only 75

Fee Only Financial Advisor Financial Planning Planning 75

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model. Does any of this sound familiar about today’s marketplace?).

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

MAY 10, 2024

One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning.

Clients 52

Clients License Retirement Planning Financial Advisor 52

Inside Information

DECEMBER 26, 2023

A number of thought leaders are cited at the beginning, but I find myself wondering if they would agree with the paper’s analysis and conclusions. Conclusions? This white paper is an echo of Hurley’s original forecasts. With the benefit of hindsight, we can see that they were wildly off-target back then.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Sara Grillo

MAY 23, 2022

For those of you who are new to my blog/podcast, 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.” What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 8, 2023

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.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. A diversified investment approach, overseen by a registered investment adviser, can pave the way for robust retirement plans.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). For those of you who are new to my blog, my name is Sara. Is selling annuities to them the answer?

Insurance 59

Insurance Financial Advisor Retirement License 59

Zoe Financial

FEBRUARY 16, 2023

In this blog post, we will explore three charitable giving strategies intended for a tax deduction, minimizing record keeping, and increasing donations to charity. However, financial planning should be personalized, and we suggest reviewing any new strategies with a trusted advisor and tax preparer.

Taxes 52

Taxes Distribution CFP Accounting 52

Sara Grillo

SEPTEMBER 26, 2022

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. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. CFP Board debate.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms. Finally, you probably knew that I would eventually get to the AUM revenue model.

Commission 40

Commission Clients Sales Fee Only 40