Nerd's Eye View

JULY 26, 2022

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

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Financial Planner Management Planning Financial Advisor 246

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?

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CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

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Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

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Financial Planning Planning CFP Financial Planner 100

Your Richest Life

JULY 17, 2024

Financial advice 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. Money lesson #7: Find the financial planner who is right for you. For more information on the services offered, contact Katie today.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

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?” What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. What Is the CFP® Fast Track Course? Why Choose the CFP® Fast Track?

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CFP Certification Certified Financial Planner Financial Planning 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? There is unmet demand for financial paraplanners.

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Insurance Financial Planner Fee Only Financial Advisor 98

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

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Financial Advisor CFP Financial Services Education 116

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. Sources: 1.

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Financial Planning Planning Financial Planner Clients 84

Your Richest Life

MARCH 15, 2023

Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. This could be a friend, spouse or financial planner who helps you weigh spending decisions. The post How to Treat Yourself Without Blowing Your Financial Goals appeared first on Your Richest Life.

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Budgeting Financial Planner Planning Fee Only 111

Your Richest Life

APRIL 28, 2023

In her book Women Don’t Ask , Linda Babcock revealed that just seven percent of women attempted to negotiate their first salary, compared to 57 percent of men. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

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Financial Planner Certification CFP Numbers 105

Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level.

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Budgeting Financial Planner CFP Financial Planning 52

Envision Wealth Planning

APRIL 10, 2022

A good financial stress reliever. While financial education is great, it is time-consuming and doesn’t in itself provide a calming voice for your financial stress if it comes from reading books. A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress.

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Financial Planning Planning Certified Financial Planner CFP 52

Your Richest Life

AUGUST 31, 2023

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. If you want to get the best rate possible on travel expenses, you can try apps like Kayak and Google Flights that will help you watch current rates and determine when to buy.

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Budgeting Financial Planner Taxes CFP 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How much does a financial advisor cost?

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Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How much does a financial advisor cost?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Your Richest Life

DECEMBER 19, 2022

A few books to get you started are Atomic Habits by James Clear, You Are a Badass at Making Money by Jen Sincero, and Ride of a Lifetime by Disney CEO Bob Iger. . That’s why people employ fitness trainers, business coaches and financial planners. Roundup: How to Set Achievable Financial Goals. Bring in Accountability.

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Financial Planner Fee Only Accounting CFP 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. He holds a Ph.D.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

JULY 8, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Judson Meinhart, CFP®, BFA . What’d ya think of my blog on a day in the life of a financial advisor?

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Financial Advisor Financial Planner Clients Financial Planning 59

Sara Grillo

AUGUST 14, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. She obtained her CFP designation in 2003.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

FMG

MARCH 20, 2024

CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?” According to Drift, LeadBot qualifies your site visitors, identifies which sales rep they should speak with, and then books a meeting, and there are no forms required.

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eCommerce Financial Planner CFP Financial Services 52

Tucker Advisors

APRIL 4, 2023

I think that the research now bears out that people’s health outcomes and longevity both increase when they work longer,” said Bridget Sullivan Mermel, CFP®, CPA, host of “The Chicago Money Show” and the YouTube channel, “Friends Talk Financial Planning.” But many older adults have never taken advantage of this opportunity.

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Retirement Accounting Budgeting Planning 75

Sara Grillo

DECEMBER 12, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind. We’re having this conversation, and suddenly we have tears going around the room.

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Financial Planning Planning Communication Clients 40

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Your Richest Life

NOVEMBER 11, 2022

If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. Book Health Checkups. If you did, it might be a prime opportunity to book health appointments before the new year kicks off. Increase Retirement Account Savings.

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Certified Financial Planner Estate Planning Financial Planning Planning 110

Indigo Marketing Agency

JANUARY 24, 2024

You can check out his podcast and books for more info. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

You can check out his podcast and books for more info. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point. They love to travel, bake, and swim.

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License Certified Financial Planner Financial Advisor CFP 52

Steve Sanduski

APRIL 8, 2023

Iain McGilchrist, in his book, The Master and His Emissary , describes left hemisphere and right hemisphere functioning in part as follows: The left sees parts, the right sees the whole. Financial advisor Gayle Colman, in her book, The Body of Money , framed it this way: “Go with me. The left explains, the right understands.

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Retirement Planning Retirement Planning Certified Financial Planner 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Investments Investing CFP License 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. 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. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. And we’ll talk about books in a minute.

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Clients Portfolio Financial Advisor Investments 147

eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. There’s also a companion book by Michael Hebb, Let’s Talk About Death (Over Dinner). #2 Attendees will be eligible to earn 1 CFP® CE credit. A bit less than half of U.S. Sources: 1. March 21, 2013.

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Estate Planning Financial Planner Planning CFP 92