International College of Financial Planning

NOVEMBER 16, 2023

According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. It’s like the different routes or ways people find out about your business in a positive light.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Certification CFP Certified Financial Planner Financial Planning 52

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

Validea

AUGUST 14, 2023

06:04 – Durable opportunities and why factors work 09:05 – The trade-off between value and quality 12:03 – Isolating vs. blending factors 14:32 – Quant strategies vs. discretionary managers 16:08 – Breaking down active manager performance using factors 18:05 – Systematic and quantitative are not the same thing 19:59 (..)

Financial Planner 52

Financial Planner Investing Investments Risk Tolerance 52

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. This is where we find the dynamic nature of our financial planning software so powerful.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 99

Financial Advisor Compliance Clients Marketing 99

eMoney Advisor

MARCH 1, 2023

It is incredibly important for women to have a voice at the financial table. As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

Financial Planner 52

Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

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Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. percent of Certified Financial Planner™ professionals in the U.S.

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Financial Planning Planning Financial Planner CFP 78

Nerd's Eye View

SEPTEMBER 8, 2022

However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition. developing a valuable offering for consumers.

Financial Planner 151

Financial Planner Financial Advice Financial Advisor Financial Planning 151

Validea

MARCH 14, 2023

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

Validea

APRIL 24, 2023

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results.

Retirement Planning 52

Retirement Planning Retirement Financial Planner Planning 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

XY Planning Network

MARCH 20, 2023

10 MIN READ If you’ve found this blog from a Google search, then you’re in the right place. SEO for financial advisors can be even more complex. Likely you’re a financial advisor and business person first and a marketer second, which is why the thought of learning a whole new field of expertise might make you hesitate.

Financial Planner 66

Financial Planner Financial Advisor Marketing Marketing 66

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. Yes, there is life after AUM fees!

Financial Planner 59

Financial Planner Financial Advisor Consulting Financial Planning 59

eMoney Advisor

DECEMBER 5, 2022

As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. There’s no denying that couples argue about money.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

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. For those of you who are new to my blog, my name is Sara. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

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Estate Planning Clients Planning Financial Planner 78

Ballast Advisors

OCTOBER 6, 2023

2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next » Managing Bond Risks When Interest Rates Rise There’s Still Time to Contribute to an IRA for 2021 What is the Fed Taper?

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

International College of Financial Planning

MARCH 11, 2023

With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future. Here’s why it’s important and how to start Managing your money is essential for financial stability and security.

Financial Planning 52

Financial Planning Planning Insurance Coverage Financial Planner 52

Validea

JUNE 13, 2023

Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in both areas and brought in our friend and co-host of our The Education of a Financial Planner podcast Matt Zeigler to help us with the questions on the planning side.

Financial Planning 52

Financial Planning Planning Investing Investments 52

Validea

JUNE 13, 2023

Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in both areas and brought in our friend and co-host of our The Education of a Financial Planner podcast Matt Zeigler to help us with the questions on the planning side.

Financial Planning 52

Financial Planning Planning Investing Investments 52

eMoney Advisor

NOVEMBER 21, 2022

The things we hope to accomplish financially can be as broad as the approximate age at which we want to retire to as detailed as the type of legacy we hope to leave. Why is goal setting important in the financial planning process? A client may come to you initially because they know they need to plan for the future.

Clients 52

Clients Planning Financial Planner Financial Planning 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Qualified Personal Residence Trusts .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 74

Financial Advisor Fee Only Financial Planner Financial Planning 74

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. These financial needs are linked to Maslow’s hierarchy esteem needs, such as self-respect and personal accomplishment. September 17.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

eMoney Advisor

APRIL 4, 2023

Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estate planning. Sources: 1. Cerulli Associates.

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Education Financial Advisor Clients Planning 97