eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. These professionals have a wealth of knowledge and expertise in orchestrating estate plans.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

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

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. I avoid insurance jargon so it’s easier for people without an insurance background to understand.

Clients 88

Clients Financial Planning Planning Retirement Planning 88

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Read More.

Financial Planner 190

Financial Planner CFP Professional Services Financial Planning 190

Abnormal Returns

OCTOBER 9, 2023

(kitces.com) Advisers What to do if a client (or prospect) ghosts you. advisorperspectives.com) What does comprehensive financial planning entail? advisorperspectives.com) How to choose a CFP exam study program. alphaarchitect.com) Should you have a friend as a client? thinkadvisor.com)

CFP 283

CFP Education Financial Planning Planning 283

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 235

Certified Financial Planner CFP Education Financial Advisor 235

MainStreet Financial Planning

JULY 6, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Exclusive for Current Clients Register Here! Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

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 193

Clients Financial Advisor Wealth Management CFP 193

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 ongoing evolution reflects the CFP Board’s commitment.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

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

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 165

Clients Financial Advice Financial Planning Fee Only 165

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.

Financial Planner 231

Financial Planner CFP Financial Advisor Retirement Planning 231

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 149

Clients Financial Advice Financial Planning Fee Only 149

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. I’ve even seen this with my own clients. You have to ask for what you want.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 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.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

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. investmentnews.com) Part one of a series on how to pass the CFP exam.

Planning 243

Planning Financial Advice Wealth Management Math 243

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

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 206

Financial Planner Financial Advice Financial Advisor Tax Planning 206

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 211

Financial Planner Fee Only CFP Commission 211

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 180

Financial Planner Certified Financial Planner Financial Planning CFP 180

eMoney Advisor

NOVEMBER 7, 2022

Your clients—and prospective clients—face a myriad of changes in their later years. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

Steve Sanduski

OCTOBER 24, 2023

Preston Cherry , AFC®, CFT-I , CFP®, Ph.D., the Founder and President of Concurrent Financial Planning , a comprehensive financial planning firm serving households and business owners across generations. The biggest financial worry that keeps Preston up at night.

Clients 81

Clients Financial Planning CFP Planning 81

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 My guest on today's podcast is Adam Holt. million users.

Assets 212

Assets Financial Advisor Financial Planning Insurance 212

Abnormal Returns

JANUARY 30, 2023

standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations.

Management 187

Management Nonprofit Financial Planning Communication 187

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

MainStreet Financial Planning

OCTOBER 25, 2022

I went to Golden Gate University to get my masters and while I was there, I was very impressed with the financial planning program. Does this mean your role changes at MainStreet Financial Planning? The post Employee Spotlight: Professor Cynthia Flannigan, CFP® appeared first on MainStreet Financial Planning.

CFP 52

CFP Financial Planning Financial Planner Planning 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. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 209

Financial Planner Compliance CFP Clients 209

Million Dollar Round Table (MDRT)

JANUARY 17, 2023

By Johan Fanggara, CFP I love architecture and interior design. In fact, I often position myself as a financial architect because I help young families design and build their financial foundations. Whenever a client decides to work with me, we build their dreams together, making sure they come to fruition.

Financial Planning 77

Financial Planning Planning CFP Clients 77