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 180

Clients Financial Advice Financial Planning Fee Only 180

Nerd's Eye View

OCTOBER 6, 2023

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Financial Planner 245

Financial Planner CFP Certification Communication 245

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

Abnormal Returns

JANUARY 30, 2023

riabiz.com) Why the CFP is splitting into two organizations. kitces.com) How to communicate with a client leaving your practice. investmentnews.com) Advisers Mitch Anthony, "Every human being has the need to be understood, but not every financial services client feels understood by their advisor." bloomberg.com)

Management 191

Management Nonprofit Financial Planning Communication 191

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 159

Clients Financial Advice Financial Planning Fee Only 159

Nerd's Eye View

MAY 6, 2024

Which positions the software as either a white-labeled solution for advisory firms that want a way to engage a high volume of prospects in their funnel, or simply a solution to convert its own 70,000+ active users into paying clients of NewRetirement's own financial advisors.

Financial Advisor 166

Financial Advisor Retirement Planning CFP Clients 166

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

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

NAIFA Advisor Today

APRIL 25, 2024

Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional.

Certified Financial Planner 64

Certified Financial Planner Financial Planner Compliance CFP 64

Abnormal Returns

MARCH 6, 2023

Podcasts Christine Benz and Jeff Ptak talk with Stacy Francis who is president and CEO of Francis Financial about working with female clients. morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects.

Compliance 144

Compliance Wealth Management CFP Financial Advice 144

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

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

Abnormal Returns

JANUARY 23, 2023

standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. riabiz.com) Why advisers need a 401(k) solution for business owner clients. kitces.com) CFP candidates are becoming more diverse. papers.ssrn.com) Advisers Successful advisers are genuinely curious about their clients.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

Million Dollar Round Table (MDRT)

JULY 24, 2022

Inflation has devastating effects on our clients’ savings and investment accounts, and advisors must help them understand why it is a major factor behind our advice to allocate a portion of their core assets to equities. So how can we best communicate the risk of inflation to our clients and prospects? By Richard Dobson Jr.,

CFP 81

CFP Communication Clients Accounting 81

International College of Financial Planning

OCTOBER 26, 2023

Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Embarking on this journey ensures not only professional growth but also the trust and confidence of clients. Educating Clients: Knowledge is power.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Nerd's Eye View

JULY 26, 2022

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.

Financial Planner 239

Financial Planner Management Planning Financial Advisor 239

Million Dollar Round Table (MDRT)

JUNE 1, 2023

By Alessandro M.

Communication 78

Communication CFP Clients Financial Advisor 78

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and thought processes behind it, that may not help the client understand. Constructing buildings and portfolios.

Retirement 84

Retirement Clients Investing Investments 84

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Million Dollar Round Table (MDRT)

APRIL 23, 2023

What does that mean for advisors working entirely or partially remote from their clients? Research and sharing Three years ago, Sofia Dumansky, MBA, LUTCF , primarily worked only with clients in Connecticut and Massachusetts. Now, because of the opportunities that Zoom provides, she has licenses and clients in 12 states.

Clients 82

Clients License Communication CFP 82

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. However, the level of expertise among financial advisors may vary significantly, underscoring its importance for potential clients.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

JUNE 8, 2023

The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but in practice, a lack of inclusive practices across the industry has made the experience less than ideal for LGBTQ+ clients and nontraditional families.

CFP 85

CFP Financial Planning Clients Financial Planner 85

Million Dollar Round Table (MDRT)

OCTOBER 18, 2022

By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. I’ve realized that communicating with new people is interesting, once they start talking. Furthermore, I continue gaining new clients and cases with these questions.

CFP 91

CFP Communication Insurance Clients 91

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. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

AdvisorPR

SEPTEMBER 28, 2023

In an era where financial expertise is in high demand, confidently communicating with journalists and leveraging media opportunities is a critical skill for financial planners. AdvisorPR is a division of JConnelly, an integrated communications agency that has served clients across the financial industry for more than two decades.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Million Dollar Round Table (MDRT)

JULY 25, 2023

Rogers, CLU, CFP The primary role model for me was MDRT member John F. You’re not impressing clients or prospects with big words. When you’re talking to potential clients, speak their language. For me, I think of it that you talk to clients the way that you’d like to hear advice from a doctor. By James E.

Sales 80

Sales Medicine CFP Medical 80

International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. This is crucial in maintaining the confidentiality of sensitive client information.

Investing 52

Investing Investments Investment Advisor Budgeting 52

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. These are considered violent modes of communication.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Million Dollar Round Table (MDRT)

MAY 23, 2023

CFP You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since women are more likely to outlive their spouses. To keep or attract clients who are widows, try these ideas: Listen deeply to her story and talk less.

Clients 73

Clients CFP Financial Advisor Insurance 73

FMG

FEBRUARY 22, 2023

He states that 90% of new business comes from a combination of client introductions and client events. Emory mentions his events are a 50-50 mix of education and social/client appreciation. Why we love it: Hosting events gives financial advisors the opportunity to connect with potential clients and expand their network.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

BlueMind

JULY 15, 2022

Attempting to deceive clients by distorting the price and the value of the security. Pressuring a client to buy or sell securities that are not in their best interest. Pressuring a client to buy or sell securities that are not in their best interest. Not accurately disclosing the level of risk of a security to a client.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98