Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.

Financial Planner 186

Financial Planner CFP Professional Services Financial Planning 186

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Workable Wealth

SEPTEMBER 30, 2020

Portfolios are managed by individuals, money managers, or financial planners, and an investor can have multiple portfolios that serve distinct purposes. . the sale of the security at a higher price than the original purchase price). . Great examples are bonds and certificates of deposit (CDs).

Portfolio 52

Portfolio Investing Investments Government 52

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. something percent being paid on savings accounts, or >1% being paid on 12-month certificates of deposit. Skills needed: Communication, management, market analysis, negotiation, and vision. One of the things I’ve always liked about blogging is flexibility.

Communication 90

Communication Investing Investments Accounting 90