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.

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Financial Planner Management Planning Financial Advisor 225

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He never had more than five paraplanning clients at a time. What is a financial paraplanner?

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Insurance Fee Only Financial Planner Financial Advisor 98

eMoney Advisor

MAY 1, 2023

Also, the fact that many AAPI clients are first-generation Americans emphasizes the importance of cultural awareness for financial planners. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Your Richest Life

JULY 15, 2022

But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. The Your Richest Life team grew this year, welcoming Erin McIntosh as a client services associate in the spring. Link to new posts). Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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Financial Planner Fee Only CFP Clients 105

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

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Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. A background check is also conducted.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

XY Planning Network

APRIL 3, 2023

If it often feels as if your to-do list never ends with administrative tasks and compliance management, on top of your regular client meetings, you’re not alone! That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

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Financial Advisor CFP Compliance Management 69

Sara Grillo

MARCH 22, 2024

California Kelly Nilsson Brava Financial Chris Randall www.axiscapmanagement.com Flat-fee monthly subscription based financial planning for millennials and first-time investors. James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).

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Financial Planning Fee Only Financial Planner Financial Advisor 52

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Check out this blog post to learn your options and the pros and cons of each option.

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CFP Financial Advisor Fee Only Certification 59

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What do real-life clients have to say about working with Indigo Marketing Agency? What are your main marketing challenges?

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Certified Financial Planner CFP Financial Planning Fee Only 52

International College of Financial Planning

AUGUST 2, 2021

The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Brokerage Firms. Insurance Companies. Wealth Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

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Certified Financial Planner Wealth Management Financial Advisor Consulting 130

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. candidate for cfp® certification. This subtraction is for money deposited directly into an ABLE account and does not include rollovers or transfers. How We Can Help. Alicia Vande Ven, M.S.

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Accounting Financial Advisor Certification CFP 98

Walkner Condon Financial Advisors

DECEMBER 13, 2022

But, as I started talking to clients and friends, I realized that I wasn’t alone. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. ABOUT THE AUTHOR.

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Accounting Financial Advisor CFP Retirement 98

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 74

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. And especially during times like this, it’s important to have a plan and stick to it through diversification and owning quality assets and asset-classes. .

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

AUGUST 18, 2022

Candidate for CFP® Certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven.

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Planning Taxes Certification Financial Advisor 98

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Client advocacy. Get ready for an exciting show, folks, whoo hoooo!!!!!!

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Financial Planning Planning Financial Planner CFP 52

Your Richest Life

MARCH 8, 2024

I’ve even seen this with my own clients. The sooner women can start investing and preparing for retirement, the better chance they have to maximize that money. Mindset Many women are taught to save instead of invest, or they lack the confidence they need to make big financial decisions. Instead, they choose to keep their money in cash.

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Financial Planning Planning Medical Retirement Planning 59

Walkner Condon Financial Advisors

SEPTEMBER 27, 2022

Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven, M.S. Financial Advisor.

Financial Advisor 52

Financial Advisor Fee Only Certification CFP 52

Inside Information

JULY 31, 2022

I’m working with clients who used to work with him, and I can’t tell you how hard it has been to clean up the messes he’s made with their financial situations.”. The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. I know that monkey,” he said. “He

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Financial Planner Financial Planning Ethics CFP 45

Your Richest Life

APRIL 5, 2022

I usually tell my clients to save 90 percent of their refund, and then take 10 percent to do whatever they want with it. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Taxes Budgeting Accounting Fee Only 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

This can be done through many channels but we have chosen to use TD Ameritrade /Schwab as the custodian for our clients’ IRA accounts. Mitch DeWitt, CFP®, MBA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. IRAs Need More Initiative from the Investor.

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Taxes Retirement Financial Advisor Retirement Planning 52

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. They generally provide advice to help their clients pursue their financial goals. . They generally provide advice to help their clients pursue their financial goals. .

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Financial Advisor Commission Insurance Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Inside Information

OCTOBER 30, 2021

Rostad adds that there is anecdotal evidence that disclosure of fees and costs may be different from (more effective than) disclosures of conflicts of interest or who regulates whom. That CFP advisors, all of them, represent a higher standard of behavior in the marketplace. So what should the CFP Board do about this? “I

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CFP Commission Investing Investments 40

XY Planning Network

MAY 31, 2022

When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be. Advisors choose entrepreneurship because they want something they currently don’t have, like being able to serve the clients they want and having the life that they dream of.

Financial Planning 52

Financial Planning Clients Planning Fee Only 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)

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Portfolio Certified Financial Planner Investing Investments 52