Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. wsj.com) Advisers How to speak to clients in a way that they understand. alphaarchitect.com)

Planning 241

Planning Financial Advice Wealth Management Math 241

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 188

Clients Financial Advisor Wealth Management CFP 188

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

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. This plan may cover estate and retirement planning, college savings, debt management, and more. Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

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 146

Compliance Wealth Management CFP Financial Advice 146

Abnormal Returns

OCTOBER 9, 2023

wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. kitces.com) Advisers What to do if a client (or prospect) ghosts you. advisorperspectives.com) How to choose a CFP exam study program.

CFP 280

CFP Education Financial Planning Planning 280

Abnormal Returns

JANUARY 23, 2023

ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients. kitces.com) CFP candidates are becoming more diverse. papers.ssrn.com) Advisers Successful advisers are genuinely curious about their clients.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. My guest on today's podcast is Nancy Knous.

Management 130

Management Financial Advisor Clients Wealth Management 130

Carson Wealth

APRIL 18, 2023

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. Jack Lindsey started Integrated Wealth in 1984, with a vision of creating a client-first financial services firm, dedicated to providing professional service with a personalized touch.

Wealth Management 83

Wealth Management CFP Professional Services Clients 83

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

International College of Financial Planning

OCTOBER 26, 2023

Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Financial advisors guide individuals in managing their finances and achieving financial goals. Educating Clients: Knowledge is power. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

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. He told people he was a financial planner and that he worked with all kinds of clients.

Financial Planner 78

Financial Planner License Advertising Investment Advisor 78

International College of Financial Planning

DECEMBER 4, 2023

As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

International College of Financial Planning

JANUARY 15, 2024

These programs provide exceptional learning opportunities, greatly benefiting working professionals and students managing various commitments. Financial advisory graduates occupy roles such as wealth managers, investment advisors, financial planners, private banker to name a few.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Carson Wealth

MARCH 28, 2024

Our focus is primarily on private wealth management and financial planning, however, we also from time to time invite guests to the show who are niche experts that can add value. Thank you for reading, listening, and watching! Dip your toe in, start out by chartering and explore what works best for you. Don’t Cut Corners!

Wealth Advisor 52

Wealth Advisor Wealth Management CFP Education 52

FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

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. Joshua Brown.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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. What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

Wealth Advisor 59

Wealth Advisor Wealth Management CFP Financial Services 59

eMoney Advisor

JUNE 8, 2023

The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but in practice, a lack of inclusive practices across the industry has made the experience less than ideal for LGBTQ+ clients and nontraditional families.

CFP 85

CFP Financial Planning Clients Financial Planner 85

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Carson Wealth

JULY 12, 2022

She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. . CFP ® – CERTIFIED FINANCIAL PLANNER.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. He never had more than five paraplanning clients at a time.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Abnormal Returns

DECEMBER 12, 2022

standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. kitces.com) What the CFP Board is saying about cryptocurrencies. Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. That means utilizing taxable accounts, tax-efficient and tax-managed equity funds, and tax-free muni funds,” Garry said. ABOUT YARDLEY WEALTH MANAGEMENT, LLC AND FOUNDER MICHAEL GARRY. Don’t reach for yield.

Financial Planning 52

Financial Planning Planning Wealth Management Estate 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.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. billion in client assets. So, here are the top influencers to watch this year.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Nationwide Financial

FEBRUARY 14, 2023

To overcome the generalized distrust of many Black consumers, financial professionals will need to spend more time building and developing their relationships with Black clients — specifically understanding and addressing their unique needs.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.

Recruitment 52

Recruitment Financial Services Certification CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. billion in client assets. So, here are the top influencers to watch this year.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Darrow Wealth Management

APRIL 15, 2024

As part of your advance planning, consider your business plan, marketing strategy, and any employment agreements that could make it more difficult to engage with new clients. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 91

Retirement Retirement Planning Insurance Medical 91

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. Financial advisors now have tools to understand client needs better and deliver a more personalized experience.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Carson Wealth

SEPTEMBER 19, 2022

CFP ® , Director of Consumer Investment Research. When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. They can provide advice on a variety of topics, such as: Cash flow management.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52