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?

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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. 2 Neufeld, Dorothy.

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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.

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eMoney Advisor

NOVEMBER 7, 2022

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings. Creating Financial Organization and Simplification for Clients.

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eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. Approximately 1.9 Dr. Preston D.

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Validea

FEBRUARY 27, 2023

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.

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Financial Planning Planning Financial Planner Education 59

eMoney Advisor

MARCH 16, 2023

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. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

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eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

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eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

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eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. However, there is a disconnect. Sources: 1.

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Nerd's Eye View

DECEMBER 11, 2023

and our Financial Planning Value Summit, we'll be rolling out 2 new Advicer Research studies (on Marketing and on Productivity, as we wrap up the 2023 study on Wellbeing in the coming weeks), and we'll be building a new Kitces Course on Optimizing Roth Conversions (to complement our course on Optimizing Social Security) to be released in mid-2024.

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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?

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eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

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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.

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eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this.

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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. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

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BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele? An RDSP is an important tool when planning for a special needs client.

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Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Education Financial Planning Estate Planning CFP 174

Steve Sanduski

NOVEMBER 8, 2023

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Jon Dauphiné and Dave Mantell discuss: The origins of the Foundation for Financial Planning and its mission.

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eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

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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.

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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.

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Financial Planning Planning Investing Investments 52

WiserAdvisor

OCTOBER 20, 2023

You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning. These check-ups ensure that one’s financial strategies and actions align with their goals.

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International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

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Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

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AdvicePay

JANUARY 6, 2023

I think we can all agree that 2022 was a huge year for fee-for-service financial planning! As we reflect back on the year, we've compiled our top five most-read blog posts of 2022. From creating a client service calendar to generating 5-figure flat fees for service, we covered a lot of hot topics.

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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.

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Financial Planning Planning Financial Planner Budgeting 52

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?

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AdvicePay

JANUARY 5, 2024

Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financial planning fees through our platform.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. Enjoy this recap of the 10 blog posts our readers found most impactful over the past year.

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Steve Sanduski

MAY 2, 2023

Guest: Dan Haylett , Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch Anthony, calls it “Life-Centered Financial Planning.” ” Dan Haylett’s firm uses the term “human-focused financial planning.”

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Steve Sanduski

JUNE 22, 2022

What is the cornerstone of your financial planning process? Guest: Natalie Taylor , a Certified Financial Planner and Behavioral Financial Advisor. Natalie and I discuss: Money memories and professional experiences at larger firms that shaped Natalie’s approach to financial planning.

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James Hendries

FEBRUARY 23, 2023

Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help plan for future and unexpected events. A financial plan is a road map of what the business is trying to achieve in the short and long term. To help ensure the business continues.

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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.

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eMoney Advisor

MARCH 30, 2023

If you’re thinking about remaining remote or want to strike out and create a virtual financial planning practice, here are some things to consider. Give virtual financial planning a try and see if it’s the right fit for you, your clients, and your lifestyle.

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Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

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