Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 147

Financial Planner CFP Financial Advisor Retirement 147

Wealth Management

JUNE 27, 2025

Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. It has become a challenge to keep up with new rollouts.

Wealth Management 169

Wealth Management Estate Planning Financial Planning Startup 169

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 246

Advertising CFP Financial Planning Financial Advisor 246

International College of Financial Planning

JULY 2, 2025

This is where competent, ethical, and client-first financial planners step in. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? What makes the CFP credential so respected?

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Million Dollar Round Table (MDRT)

JANUARY 28, 2025

By Alain Quennec, CFP, CIM Fifteen years ago, a client and I were cycling when he introduced me to one of his friends. My heart fell right away because this client didnt understand the breadth of the work and complex financial planning we had done for him in the previous five or 10 years. He said, Hi, this is Al Quennec.

Clients 68

Clients CFP Financial Planning Planning 68

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 130

CFP Certification Financial Planning Clients 130

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

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 246

Financial Planner CFP Retirement Planning Financial Advisor 246

Abnormal Returns

MAY 19, 2025

kitces.com) The CFP Board a new AI-powered exam prep platform. citywire.com) Clients What are the odds some one will need long term care? wsj.com) Is your client a builder or avoider? (citywire.com) Advisers How to market to a niche, even if you aren't a niche provider. crr.bc.edu) How to help near-retirees if they get laid off.

CFP 147

CFP Clients Planning Sales 147

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 226

Clients Financial Advice Financial Planning Fee Only 226

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 245

Clients Financial Advisor CFP Wealth Management 245

Nerd's Eye View

MAY 19, 2025

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence. Read More.

Financial Planning 134

Financial Planning Communication Certification Clients 134

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 130

Financial Planning Clients CFP Planning 130

Nerd's Eye View

DECEMBER 13, 2024

Read More.

Financial Planner 246

Financial Planner CFP Retirement Certification 246

Abnormal Returns

SEPTEMBER 16, 2024

investmentnews.com) A checklist if a client gets laid off near retirement age. riabiz.com) CFP professionals make more money. (youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. riabiz.com) How Ron Carson is distancing himself from his old firm. kitces.com)

Wealth Management 278

Wealth Management Startup CFP Retirement 278

Nerd's Eye View

OCTOBER 6, 2023

Read More.

Financial Planner 246

Financial Planner CFP Certification Communication 246

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Abnormal Returns

OCTOBER 9, 2023

(kitces.com) Advisers What to do if a client (or prospect) ghosts you. advisorperspectives.com) How to choose a CFP exam study program. alphaarchitect.com) Should you have a friend as a client? advisorperspectives.com) What does comprehensive financial planning entail? thinkadvisor.com)

CFP 299

CFP Education Financial Planning Planning 299

Abnormal Returns

SEPTEMBER 9, 2024

podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. riabiz.com) NewRetirement has changed its name to Boldin.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. The paper’s authors state that based on their review of publicly available data, CFP certificants had higher levels of advisor-related misconduct than non-CFPs.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. The paper’s authors state that based on their review of publicly available data, CFP certificants had higher levels of advisor-related misconduct than non-CFPs.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

Financial Planner 246

Financial Planner CFP Financial Planning Retirement Planning 246

Abnormal Returns

OCTOBER 21, 2024

frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. Podcasts Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing.

CFP 289

CFP Communication Investment Advisor Clients 289

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.

Clients 189

Clients CFP Financial Advisor Education 189

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 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 199

Clients Financial Advice Financial Planning Fee Only 199

Abnormal Returns

MAY 1, 2023

transcendretirement.net) The biz Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. thinkadvisor.com) There is a spectrum of client engagement. What tools can you use to help clients along the way. marknewfield.substack.com) Why convincing a client to sell a concentrated position can get you fired.

Wealth Management 246

Wealth Management CFP Education Clients 246

The Big Picture

JANUARY 29, 2024

When the opportunity to partner with Adam Day, CFP in Naples came along, we jumped on it. We will be meeting with both clients and potential clients. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or to just swing by and say “hello.”

CFP 52

CFP Financial Planning Clients Economy 52

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 130

Financial Advisor Certification Wealth Advisor Clients 130

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. Read More.

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP 52

CFP Education Strategic Planning Financial Services 52

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 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

SEPTEMBER 27, 2024

Read More.

Financial Planner 242

Financial Planner Fiduciary Duty CFP Accounting 242

Abnormal Returns

DECEMBER 23, 2024

Podcasts Michael Kitces and Carl Richards discuss navigating the issue of underpaying clients. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. kitces.com) John Mihaljevic talks family office dynamics with Prof. Cohen of HBS. kitces.com) ETF wholesalers are in short supply.

Financial Advising 147

Financial Advising CFP Compliance Retirement 147

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 130

CFP Planning Financial Planning Financial Advisor 130

NAIFA Advisor Today

FEBRUARY 25, 2025

Thats why I, Ken Leibow, Founder and CEO of InsurTech Express, have partnered with Nick Bowman, CFP, MS, CEP, Co-founder & Head of Sales at Xcela, to bring you this actionable guide on leveraging AI to enhance your practice.

CFP 94

CFP Insurance Financial Services Sales 94

Nerd's Eye View

JUNE 30, 2025

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time. In the meantime, our own Team of Nerds continues to expand.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130