Million Dollar Round Table (MDRT)

JUNE 18, 2023

Robert, a financial advisor in North Carolina, came to me after he had tried most of these. He’s an investment advisor representative and CFP with life and health insurance licenses. One of Robert’s challenges was that nothing about him made him special to prospects or clients.

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Financial Planner License Advertising Investment Advisor 78

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated. What is a Certified Financial Planner (CFP) ?

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Covisum

NOVEMBER 21, 2023

Wade Pfau and Joe Elsasser, CFP(R), provides valuable insights into tax-efficient distribution strategies.

Retirement 52

Retirement Taxes Retirement Planning 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. This is crucial in maintaining the confidentiality of sensitive client information.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JANUARY 15, 2024

Financial advisory graduates occupy roles such as wealth managers, investment advisors, financial planners, private banker to name a few. The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance. This approach helps students to face real-world challenges.

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Certification Financial Planner Certified Financial Planner Financial Planning 52

eMoney Advisor

DECEMBER 15, 2022

There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30. However, there are signs that a new generation of financial planners is emerging.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

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. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. billion in client assets.

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Financial Advisor CFP Financial Services Education 116

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

Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisors are bound to the fiduciary standard.

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Insurance Financial Planner Fee Only Financial Advisor 98

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. What is the best?

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 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.

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Financial Advisor CFP Financial Services Education 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. They must also register with the U.S.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 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.

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Compliance Financial Advisor Certified Financial Planner Clients 98

Park Place Financial

SEPTEMBER 8, 2022

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Registered Investment Advisor (RIA) . Are they fiduciary?

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Bell Investment Advisors

MAY 5, 2022

Forrest Bell, CFP®. We moved our clients’ bond exposure away from long-term bonds some time ago, mostly because their yields didn’t justify the interest rate risk. As always, we continue to analyze market conditions to determine the appropriate portfolio positioning for our clients. markets followed.

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CFP Economy Economics Investment Advisor 52

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? One guiding principle for this decade: By age 30, clients should have one to three times their starting salary saved for retirement. Younger investors have a much longer time frame before they need investment proceeds.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

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. Three Must-Have Traits for Financial Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. .

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Financial Advisor Commission Insurance Financial Planning 52

Sara Grillo

MARCH 22, 2024

James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount). I also offer AUM for clients who do not want planning. Devin Faddoul www.addafinancial.com Flat fee advisor in Pittsburgh Texas Allen Mueller www.7saturdaysfinancial.com

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Ballast Advisors

JULY 19, 2023

Despite the prevailing uncertainties, Ballast Advisors remains committed to guiding you through the uncertainty. Sincerely, Steven Schmidt, CFP Managing Partner Disclosure: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice.

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Marketing Marketing Economics Economy 52

Inside Information

JULY 31, 2022

I remember one letter (no email back them) where an advisor suggested that we ‘chill.’ “I 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.”. Yes, there are regulatory requirements to register as an investment advisor.

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Financial Planner Financial Planning Ethics CFP 45

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!!!!!!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 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? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

OCTOBER 30, 2021

“If we could actually focus on plain language,” he says, “and say: this is what the business and the practices of broker-dealers are, and this is what the business and practices of investment advisors are , then I believe investors would understand it perfectly well. Acknowledging reality.

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CFP Commission Investing Investments 40

Truemind Capital

SEPTEMBER 10, 2019

Unchecked conflict of interest can ruin your investment returns. Click here to read more about how investment advisors’ conflict of interest is dangerous for you. Ensure your adviser is a SEBI Registered Investment Adviser (RIA) (SEBI cautions the public against unregistered investment advisers – [link] ).

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Investing Investments Asset Allocation Fiduciary Duty 52

Zoe Financial

JUNE 6, 2023

One of my clients enrolled in a university aviation program to get his pilot license. Again, check with your state or a financial advisor to see if this is a good strategy. Discuss with an investment advisor the options available to you and what makes the most sense for your risk tolerance and time horizon.

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Education Taxes Financial Advisor Planning 52

Envision Wealth Planning

MARCH 17, 2022

You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). In this case, advisors are employed by a company, whose interests they are paid to uphold. Making things worse, many people simply refer to any financial professional as a financial advisor.

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Certified Financial Planner Investing Investments Financial Planner 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple.

Financial Advisor 52

Financial Advisor CFP Risk Tolerance Certified Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

How Investment Advisors Play an Important Role? Navigating the complexities of the investment world can be challenging. Many people often wonder how best to position their investments to meet long-term financial goals. These professionals offer investment advice based on comprehensive research and deep industry knowledge.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m sure that clients are well aware, since this was in the news pretty heavily, that there was a collapse of a few medium-sized banks in the United States, as well as one not listed here, which was UBS out of Switzerland. Happy to be here.

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Marketing Marketing Banking Numbers 52

Sara Grillo

NOVEMBER 14, 2022

Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. It’s not the cheapest for the client. We had a great time discussing that in our debate.

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Insurance Financial Advisor Retirement License 59