Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 201

Financial Planner Financial Advice Financial Advisor Tax Planning 201

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.

Clients 161

Clients Financial Advice Financial Planning Fee Only 161

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.

Clients 147

Clients Financial Advice Financial Planning Fee Only 147

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

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

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advisor 180

Financial Advisor Financial Advice Ethics Financial Planning 180

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

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. Clients Are Changing Generationally. Younger generations of clients are more socially aware. D evelopment Disability.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Steve Sanduski

DECEMBER 19, 2023

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. These advancements on both the tech and human sides of financial advice are improving the client experience and coaching folks towards better financial outcomes. Setting engagement expectations for clients.

Clients 52

Clients Financial Planning CFP Financial Advice 52

International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. 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. Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

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.

Education 174

Education Financial Planning Estate Planning CFP 174

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

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

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.” I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.”

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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. Advancements in Budgeting Tools The rise of robust online budgeting tools represents a significant leap in the technology available for financial planning.

Investing 52

Investing Investments Investment Advisor Budgeting 52

International College of Financial Planning

OCTOBER 17, 2023

Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

eMoney Advisor

NOVEMBER 10, 2022

With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department. As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

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 play a critical role in building and strengthening long-term client partnerships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

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. What is a financial paraplanner? The job responsibilities may be back-office or client-facing, depending on the scope of the paraplanner’s work.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide?

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Sara Grillo

AUGUST 14, 2023

I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. The vast majority of financial advisors do not. Moore, CFP.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Clever Girl Finance

JULY 16, 2023

Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? You can learn about the stock market, bonds, budgeting, retirement planning, and saving. The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? You can learn about the stock market, bonds, budgeting, retirement planning, and saving. The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. Financial advisors can also help physicians cater to significant life goals like saving for retirement.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

International College of Financial Planning

AUGUST 2, 2021

Accounting & Tax Planning Firms. 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? So please subscribe! Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

APRIL 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Ethics matter in financial advice! The vast majority of financial advisors do not. Moore, CFP.

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52