eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

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Estate Planning Clients Planning Financial Planner 78

eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. At the foundation of these resources is a story of successful estate planning.

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Estate Planning Financial Planner Planning CFP 92

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.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Here are three tips to help your clients follow the Scout motto and be prepared. #1

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Financial Planning Clients Planning Estate Planning 97

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Education Financial Planning Estate Planning CFP 194

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. We provide a Social Media Optimization Service or a new LinkedIn Webinar !

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. 2 Make Money More Meaningful.

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Financial Planning Planning Clients CFP 76