Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 224

Education CFP Certification License 224

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.

Education 194

Education Financial Planning Estate Planning CFP 194

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. Now it’s your turn.

Clients 59

Clients Financial Advice CFP Numbers 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 if financial advisors gave generously without expecting anything in return? ” Well, now it is.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52