eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? As the quarterback of your clients’ financial team, you can foster harmony among the generations through an age-old tool: The family meeting.

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Estate Planning Planning Education Clients 75

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. Offering a broader range of services can help you build stronger, and more profitable, relationships with clients who increasingly desire a more holistic planning experience.

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International College of Financial Planning

MAY 29, 2023

In this blog post, we will explore the advantages of pursuing an Integrated Diploma in Wealth Management from the International College of Financial Planning (ICOFP) and why it’s the right choice for a career in finance. By enrolling in this program, you can expect the following benefits: 1.

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Zoe Financial

NOVEMBER 21, 2023

And then the second one is that LPL launches their W2 model for high-net-worth advisors. It is worth noting that a lot of their growth has come in through their cash products. The other news was that LPL launched W2 model for high-net-worth advisors. We’ll cover two topics today.

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WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. This article will explore whether their fee of 1% is worth it.

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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. Reflect on Your Financial Situation .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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Clever Girl Finance

FEBRUARY 2, 2023

Being rich is simply having a lot of money or a high income. People who are rich might drive a fancy car, live in an amazing house in the best part of town, or have a high-paying job, but it comes at a cost. In other words, it’s having a significant net worth. So, let's dig into the difference between rich and wealthy.

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WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Investing Investments Financial Advisor Taxes 59

Park Place Financial

SEPTEMBER 30, 2022

Financial Planning Charitable Donation Wealth Benefits Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If a non-profit organization supports a cause you strongly believe in, making financial contributions can be highly satisfying. Donations may be essential to your tax reduction planning strategy.

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Taxes Financial Planner Planning Financial Advisor 52

WiserAdvisor

FEBRUARY 29, 2024

With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. Hiring the best financial advisors for retirement can lead to better savings and investment outcomes.

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Financial Advisor Retirement Asset Allocation Risk Tolerance 59

International College of Financial Planning

NOVEMBER 10, 2021

If you are planning your career in this direction, it is the right time to take the plunge in this trade. There are different types of courses and training programs available in India both at the graduate and post-graduate level for people wanting to work as Financial or Investment Advisors.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Retirement Planning Financial Advisor Retirement Planning 52

Walkner Condon Financial Advisors

MAY 1, 2023

Although the focus of this blog post is around private, “pre-IPO” companies, it is worth a quick mention that after an IPO, a company typically emphasizes RSU grants over option grants, and there will usually be a more regular cadence (e.g. The fair market value of the stock, based on its 409(a) valuation , is worth $20/share.

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Financial Planning Planning Budgeting Retirement 69

Validea

DECEMBER 7, 2022

But rather than dwell on the past, it’s more important is to implement discipline and consistency to your financial plan and investment approach — and what better time to do it than at the end of the year. the year an individual turned 70.5). Inventory Your Investments & Returns. Tax Loss Harvesting. RMD Updates.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! Are low fees better than high fees? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Matt Pruitt.

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Ballast Advisors

AUGUST 23, 2023

2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who believe college is worth it. in 2019-2020.

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Education Engineering Communication Taxes 40

WiserAdvisor

MAY 26, 2023

A financial advisor can help you understand your investment risk tolerance. Risk tolerance is a measure of your ability to handle financial risks. Some investors have a high-risk tolerance. For example, younger individuals may have a higher risk tolerance as they have more time to recover from potential losses.

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Steve Sanduski

APRIL 8, 2023

As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. But let’s face reality. Your life cannot be spreadsheeted.

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Retirement Planning Retirement Planning Certified Financial Planner 52

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

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Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Retirement Savings Accounts .

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Financial Planning Taxes Planning Certified Financial Planner 52

Clever Girl Finance

JANUARY 29, 2023

Net worth can be a pretty intense topic. Most of us know our net worth isn't as high as Beyonce’s, but do you know your net worth by age comparison? Keep in mind that ultimately, your net worth goals depend on what you want to accomplish financially from a personal perspective.

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Budgeting Retirement Assets Education 115

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. You can buy 250 spreads.

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WiserAdvisor

JANUARY 5, 2024

A financial advisor can help you make sense of high-income earners’ investment strategies and methods of wealth management for the middle class. This article will pinpoint six key distinctions that can underscore the difference in the investment strategies of these financial groups.

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Investing Investments Wealth Accumulation Tax Planning 59

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. Jon Luskin.

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

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eMoney Advisor

DECEMBER 13, 2022

As financial professionals find themselves competing in the same small market, many are looking at the wider wealth spectrum and targeting the mass affluent market. These individuals are often underserved by traditional investment firms because they lack the assets to meet minimum requirements. Our research found 66.4

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Integrity Financial Planning

OCTOBER 9, 2022

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. A tax plan, a portfolio risk evaluation, and other investing and wealth-preservation principles apply to anyone. Being Too Conservative. A Do-It-Yourself Mentality.

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Tax Planning Taxes Financial Advisor Wealth Management 95

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. About Rebalancing Investments. Mitigate Risk.

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Portfolio Asset Allocation Financial Planner Certified Financial Planner 52

eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. Net Promoter Score: 44 Bain & Co. And are you specifically measuring what matters to the client?

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Good Financial Cents

JULY 3, 2023

Nonetheless, it is an excellent salary for someone who holds only a high school diploma or lacks a college degree. Your location and way of life play a huge part in determining the worth of that paycheck. Money may not grow on trees, but with the right salary, it might as well. That means making $30 an hour is already above average.

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Budgeting Taxes Numbers Retirement 72

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. . ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say?

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