Million Dollar Round Table (MDRT)

MAY 9, 2024

By Matt Pais, MDRT Content Specialist If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP , breaks down their savings into five areas: Minimum guaranteed income Risk management Discretionary spending Toys Estate goals This connects their assets to what they want to achieve, rather than (..)

Retirement 91

Retirement Clients CFP Risk Management 91

Financial Symmetry

APRIL 19, 2024

We are thrilled to announce that Niamh Douglas, CFP®, has been promoted to the role of Advisor at Financial Symmetry.

CFP 52

CFP Clients 52

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

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

International College of Financial Planning

OCTOBER 26, 2023

Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Million Dollar Round Table (MDRT)

APRIL 7, 2024

By Adam Thomas Rex, CFP, AIF A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his mom and dad’s contributions toward college. ” That was an incredibly difficult conversation.

Clients 83

Clients Medical CFP Management 83

Million Dollar Round Table (MDRT)

MARCH 10, 2024

Dipp Metzger, CFP, MSFS In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning issues. This allows clients to see if their financial plans align with their goals and match what they want done for their families.

Clients 85

Clients Financial Planning CFP Planning 85

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 210

Financial Planner CFP Clients Investment Planning 210

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 186

Clients Financial Advisor Wealth Management CFP 186

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

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 153

Banking Financial Advisor CFP Financial Advice 153

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 153

Clients CFP Financial Advisor Education 153

Million Dollar Round Table (MDRT)

MAY 16, 2023

Kifer, CFP, LUTCF It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices. This is one of my favorite ideas for simply explaining to clients how I can help them.

Clients 88

Clients CFP Taxes Financial Advisor 88

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

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 225

Financial Planner CFP Financial Advisor Retirement Planning 225

Million Dollar Round Table (MDRT)

SEPTEMBER 7, 2023

By Matt Pais, MDRT Content Specialist For his best clients, 14-year MDRT member Mark Neufeld, CFP , of Vancouver, British Columbia, Canada, offers to serve as a “sounding board” for their friends and family. Sometimes clients have people in their lives who have questions about the financial world. “I If that works out, great.

Clients 85

Clients CFP Investing Investments 85

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 231

Certified Financial Planner CFP Education Financial Advisor 231

Million Dollar Round Table (MDRT)

OCTOBER 5, 2023

By Clay Gillespie, CFP, CLU There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of it. Explain this to clients as you guide them through the process.

Retirement 89

Retirement Clients CFP Assets 89

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 281

CFP Education Financial Planning Planning 281

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 59

Clients Financial Advice CFP Numbers 59

Pacifica Wealth

JUNE 1, 2023

Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. Read the full article on the CFP® website.

CFP 52

CFP Management Wealth Advisor Accounting 52

Financial Symmetry

JULY 4, 2022

Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. The post Garrick King, CFP® is Financial Symmetry’s Newest Advisor appeared first on Financial Symmetry, Inc.

CFP 52

CFP Clients 52

Indigo Marketing Agency

MARCH 6, 2023

Culture, in a positive way, is a tool that can be used to attract the right people to your business, both stakeholders and clients. Similarly, potential clients of your business want the same. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.

CFP 52

CFP Advertising Clients Financial Advisor 52

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 160

Clients Financial Advice Financial Planning Fee Only 160

Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks. Read More.

Financial Planner 184

Financial Planner CFP Professional Services Financial Planning 184

Million Dollar Round Table (MDRT)

MAY 11, 2023

By Antoinette Tuscano, MDRT Content Specialist You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Show clients you care When clients understand why you’re in business, it fosters connection and trust. Why do you care?

Clients 78

Clients CFP Communication Marketing 78

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 228

Wealth Management CFP Education Clients 228

FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

Clients 90

Clients Financial Planning Planning Retirement Planning 90

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 147

Clients Financial Advice Financial Planning Fee Only 147

Million Dollar Round Table (MDRT)

APRIL 13, 2023

By Matt Pais, MDRT Content Specialist Your clients may know what they want to achieve, but how strongly do they go after it? Putnam, CFP, CLU , recommended uncovering the three biggest issues clients need to address before they can take action on their goals. Of course, most clients answer “two.” One decides to jump off.

Clients 77

Clients CFP Management 77

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. When you have a brand you’re proud of that authentically represents you, you attract lifelong clients who advocate for your business. Even your lack of an online presence speaks volumes about your branding.

Clients 76

Clients CFP Media Marketing 76

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 130

Clients CFP Financial Advisor Wealth Advisor 130

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 193

Financial Planner Nonprofit CFP Advertising 193

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!

Financial Planner 209

Financial Planner Fee Only Compliance CFP 209

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 244

Planning Financial Advice Wealth Management Math 244