Business Planning, CFP and Financial Advisor

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. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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

CFP Board Career Center, FPA Job Board), on general interest sites (e.g., Association of African American Financial Advisors) can improve the chances that the listing will be seen by the widest possible group of potential candidates, thereby strengthening the applicant pool and increasing the chance of a great hire.

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.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

Webinars

Live Demo - Supercharge your Month End Close

MORE WEBINARS

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

Nerd's Eye View

MARCH 11, 2025

Welcome to the 428th episode of the Financial Advisor Success Podcast ! 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.

Financial Advisor

Financial Advisor Certification Wealth Advisor Clients

#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

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko. Read More.

Certified Financial Planner

Certified Financial Planner CFP Education Financial Advisor

#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

Welcome to the 384th episode of the Financial Advisor Success Podcast ! 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 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. 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

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. This means that, for most advisors, the decision to obtain this designation remains an open one. The typical service advisor without CFP certification earns $48.83

CFP

CFP Certification Financial Planning Clients

#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

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! 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

Assets

Assets Financial Advisor Financial Planning Insurance

#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

Welcome to the 393rd episode of the Financial Advisor Success Podcast ! 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. Welcome everyone! My guest on today's podcast is Alex Lewis.

Financial Advisor

Financial Advisor Clients CFP Planning

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

Nerd's Eye View

AUGUST 29, 2022

Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. I hope you'll participate in this year's survey.

Financial Advisor

Financial Advisor CFP Taxes 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

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! 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. Read More.

Clients

Clients Financial Advisor CFP Wealth Management

#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

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney. Read More.

CFP

CFP Planning Financial Planning Financial Advisor

#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

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Amy Irvine. Read More.

Financial Planner

Financial Planner Management Planning Financial Advisor

#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

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. 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. Read More.

Estate Planning

Estate Planning Financial Advisor Financial Services Clients

The Latest In Financial #AdvisorTech (May 2024)

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor

Financial Advisor Retirement Planning CFP Clients

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

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education

Education CFP Certification License

#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

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.

Tax Planning

Tax Planning Financial Advisor Retirement 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

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! 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. Read More.

Financial Advisor

Financial Advisor CFP Clients Assets

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

Nerd's Eye View

JUNE 24, 2024

Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation. comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,

Financial Advice

Financial Advice Clients Financial Planning Planning

#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

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! 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

#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

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only

Fee Only Clients Financial Planning Financial Advisor

#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

Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Read More.

Financial Planning

Financial Planning Planning Wealth Management Retirement Planning

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

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do?

Wealth Management

Wealth Management Financial Advisor Management Financial Planner

#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

Welcome back to the 324th episode of the Financial Advisor Success Podcast ! 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

Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.

Tobias Financial

MAY 4, 2023

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.

Planning

Planning Wealth Advisor CFP Business Planning

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. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. What is an advice-only financial planner?

Financial Planner

Financial Planner CFP Financial Planning Education

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

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. 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

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. 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

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 it’s your turn. Download your data and get to work in Excel!

Clients

Clients Financial Advice CFP Numbers

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 Sales

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

Steve Sanduski

APRIL 8, 2023

Financial advisor Gayle Colman, in her book, The Body of Money , framed it this way: “Go with me. I’m “a numbers guy” who has undergrad and grad degrees in finance and business, who’s been a Certified Financial Planner for more than 25 years, and who can tell you his net worth by month going back more than 30 years.

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

Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M

Financial Planning

Financial Planning Clients CFP Planning

Financial Advisor Source

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

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

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

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

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

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

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

#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

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

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

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

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

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

The Latest In Financial #AdvisorTech (May 2024)

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

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

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

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

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

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

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

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

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

Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.

Advice-only financial planners are stealing the show!

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

How to Choose the Right Wealth Management Firm in Kansas City

How to Choose the Right Wealth Management Firm in Kansas City

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

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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