Business Planning, CFP and Clients - Financial Advisor Source

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP

CFP Clients Certification Financial Advice

Building An Inclusive Hiring Process To Decrease Bias And Find Your Firm’s Ideal Candidate

Nerd's Eye View

DECEMBER 16, 2024

If all of the individuals featured on a firm's site look similar in age, ethnicity, and/or gender, potential applicants (and prospective clients!) CFP Board Career Center, FPA Job Board), on general interest sites (e.g., who don't identify the same way might feel uncomfortable about joining the firm.

Advertising

Advertising CFP Financial Advisor Financial Planning

Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

Webinars

Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Live Demo - Supercharge your Month End Close

MORE WEBINARS

Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms

Nerd's Eye View

SEPTEMBER 9, 2024

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 for service advisors with the CFP marks – a difference of $37.47, or a whopping 77% boost in income per hour!

CFP

CFP Certification Financial Planning Clients

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.

Clients

Clients Financial Advisor CFP Wealth Management

Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

Nerd's Eye View

JUNE 24, 2024

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Which means that advisors should not be expected to champion the planning industry alone when prospecting for clients.

Financial Advice

Financial Advice Clients Financial Planning Planning

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner

Certified Financial Planner CFP Education Financial Advisor

#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

Nerd's Eye View

MARCH 11, 2025

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Read More.

Financial Advisor

Financial Advisor Certification Wealth Advisor Clients

#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor

Financial Advisor CFP Clients Financial Planning

#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

Nerd's Eye View

MAY 7, 2024

Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking

Banking Financial Advisor CFP Financial Advice

#FA Success Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services, With Sue Chesney

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP

CFP Planning Financial Planning Financial Advisor

#FASuccess Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be, With Alex Lewis

Nerd's Eye View

JULY 9, 2024

Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households.

Financial Advisor

Financial Advisor Clients CFP Planning

Weekend Reading For Financial Planners (Nov 19-20)

Nerd's Eye View

NOVEMBER 18, 2022

Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. How advisors can help their clients turn their HSAs into wealth-building machines.

Financial Planner

Financial Planner Tax Planning CFP Taxes

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education

Education CFP Certification License

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Estate Planning

Estate Planning Financial Advisor Financial Services Clients

Announcing IAR CE From Kitces And The Mid-Year State Of The Blog

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.

Financial Planning

Financial Planning Education Estate Planning CFP

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning

Tax Planning Financial Advisor Retirement Clients

When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

Nerd's Eye View

DECEMBER 6, 2023

Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition. But once a financial coach addresses specific questions from clients around actual securities (e.g., Read More.

Investments

Investments Investing Retirement Planning Financial Advising

#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.

Assets

Assets Financial Advisor Financial Planning Insurance

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner

Financial Planner Management Planning Financial Advisor

The Latest In Financial #AdvisorTech (May 2024)

Nerd's Eye View

MAY 6, 2024

Which positions the software as either a white-labeled solution for advisory firms that want a way to engage a high volume of prospects in their funnel, or simply a solution to convert its own 70,000+ active users into paying clients of NewRetirement's own financial advisors.

Financial Advisor

Financial Advisor Retirement Planning CFP Clients

#FA Success Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm, With Melissa Joy

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor

Financial Advisor CFP Clients Assets

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

JANUARY 10, 2023

Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients

Clients CFP Financial Advisor Wealth Advisor

Your Input Requested – Reader Survey For Nerd’s Eye View (2022)

Nerd's Eye View

AUGUST 29, 2022

For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!)

Financial Advisor

Financial Advisor CFP Taxes Clients

#FA Success Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell, With Mindy Crary

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only

Fee Only Clients Financial Planning Financial Advisor

5 secrets to selling consistently

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Plan/vision. We all need to have a plan. As your business grows, you will build a valuable book of clients — not customers. What clients are you dealing with? By Kevin R.

CFP

CFP Business Planning Planning Clients

Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”

Steve Sanduski

NOVEMBER 12, 2024

Brighton Jones’s unique approach to business planning. Identifying ideal client personas. Broadening the client experience to include world-class events (like an African safari!) of that we want to come from client referrals. of our 15% is coming from client referral. People who care about our clients.

Accounting

Accounting Clients Financial Advice Estate Planning

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Financial Planning

Financial Planning Planning Wealth Management Retirement Planning

#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Read More.

Management

Management Financial Advisor Clients CFP

Use your Optimal Client Fee Range to Better Serve Your Clients and Grow Your Business

Steve Sanduski

APRIL 22, 2024

A Guest Post by Jeremy Keil , CFP®, CFA, CIMA® of Keil Financial Partners. If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” Now double it and then halve it.

Clients

Clients Financial Advice CFP Numbers

The Growing Appeal of Semi-Retirement

Darrow Wealth Management

APRIL 15, 2024

Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. Start planning early to have flexibility and options later in life It’s not uncommon for workers to lack specific goals around retirement.

Retirement

Retirement Retirement Planning Insurance Medical

Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

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.

Wealth Advisor

Wealth Advisor CFP Wealth Management Financial Services

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. The benefits of advice-only financial planners. ” Well, now it is.

Financial Planner

Financial Planner CFP Financial Planning Education

Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Both are trained to help clients identify their financial goals and chart a plan towards those goals. A Financial Advisor works with clients.

Wealth Management

Wealth Management Financial Advisor Management Financial Planner

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

The Growing Appeal of Semi-Retirement

Darrow Wealth Management

APRIL 15, 2024

Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. Start planning early to have flexibility and options later in life It’s not uncommon for workers to lack specific goals around retirement.

Retirement

Retirement Retirement Planning Insurance Medical

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

Business Valuation: What Is My Business Worth

Carson Wealth

JUNE 16, 2023

Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® , CExP TM , Director, Carson Private Client Wealth Strategy How much is my business worth? The question is fundamental to all business owners. Every business transaction presents a unique mountain to climb.

Valuation

Valuation Business Planning Planning Consulting

When to Start Succession and Exit Planning

Carson Wealth

JUNE 6, 2023

Alex Jensen, CFP ® , CPWA ® , AEP ® , CEPA, Wealth Strategist As a small business owner, you work tirelessly to build a successful business you can be proud of. Inevitably, there will come a time you need to leave your business behind — whether due to retirement or unforeseen circumstances.

Planning

Planning Financial Planning Retirement Financial Advisor

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Steve Sanduski

APRIL 8, 2023

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. The Big Picture The retirement planning pendulum has swung too far to the left hemisphere. What does all this have to do with retirement planning?

Retirement Planning

Retirement Planning Retirement Planning Certified Financial Planner

Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)

Nerd's Eye View

JUNE 2, 2025

Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M

Financial Planning

Financial Planning Clients CFP Planning

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Building An Inclusive Hiring Process To Decrease Bias And Find Your Firm’s Ideal Candidate

Webinars

Trending Sources

Weekend Reading For Financial Planners (Dec 17-18)

Webinars

Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

#FA Success Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services, With Sue Chesney

#FASuccess Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be, With Alex Lewis

Weekend Reading For Financial Planners (Nov 19-20)

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Announcing IAR CE From Kitces And The Mid-Year State Of The Blog

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

The Latest In Financial #AdvisorTech (May 2024)

#FA Success Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm, With Melissa Joy

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Your Input Requested – Reader Survey For Nerd’s Eye View (2022)

#FA Success Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell, With Mindy Crary

5 secrets to selling consistently

Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous

Use your Optimal Client Fee Range to Better Serve Your Clients and Grow Your Business

The Growing Appeal of Semi-Retirement

Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

Advice-only financial planners are stealing the show!

Wealth Manager vs. Financial Advisor: What’s the Difference?

How to Choose the Right Wealth Management Firm in Kansas City

The Growing Appeal of Semi-Retirement

How to Choose the Right Wealth Management Firm in Kansas City

Business Valuation: What Is My Business Worth

When to Start Succession and Exit Planning

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)

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