Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Independent wealth management firms have no affiliations or allegiances to a fund family or financial product.

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Abnormal Returns

MAY 19, 2025

kitces.com) The CFP Board a new AI-powered exam prep platform. citywire.com) Clients What are the odds some one will need long term care? wsj.com) Is your client a builder or avoider? (citywire.com) Advisers How to market to a niche, even if you aren't a niche provider. crr.bc.edu) How to help near-retirees if they get laid off.

CFP 144

CFP Clients Planning Sales 144

Abnormal Returns

SEPTEMBER 9, 2024

podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. riabiz.com) NewRetirement has changed its name to Boldin.

Financial Planner 271

Financial Planner Estate Planning CFP Financial Advice 271

Abnormal Returns

OCTOBER 9, 2023

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

CFP 293

CFP Education Financial Planning Planning 293

Abnormal Returns

OCTOBER 21, 2024

frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. Podcasts Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing.

CFP 283

CFP Communication Investment Advisor Management 283

Abnormal Returns

DECEMBER 23, 2024

Podcasts Michael Kitces and Carl Richards discuss navigating the issue of underpaying clients. thinkadvisor.com) A Q&A with Ritik Malhotra, co-founder and CEO, of Savvy Wealth. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. Cohen of HBS.

Financial Advising 144

Financial Advising CFP Retirement Compliance 144

Abnormal Returns

JUNE 3, 2024

riabiz.com) Charles Schwab ($SCHW) is focused on its biggest RIA clients. kitces.com) The 100,000th person has gotten their CFP designation. (open.spotify.com) Charles Schwab Charles Schwab ($SCHW) will rely on iCapital to power its push into alternatives. wsj.com) McKinsey & Co.

Estate Planning 274

Estate Planning CFP Retirement Assets 274

Darrow Wealth Management

FEBRUARY 13, 2025

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. On the investment side, it’s the CFA.

Fee Only 56

Fee Only Financial Advisor Financial Planner Certified Financial Planner 56

Abnormal Returns

JANUARY 30, 2023

(citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations. thinkadvisor.com) Practice management How Thomas Kopelman used content marketing thoughtfully to build an advisory practice. kitces.com) How to communicate with a client leaving your practice.

Management 241

Management Nonprofit Financial Planning Communication 241

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

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 Communication 130

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 Retirement Planning Wealth Management 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 Education 62

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. Regarding debt management, consider the current interest rate environment.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Steve Sanduski

MARCH 12, 2024

Guest: Alex Miele, CFP® , a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Balancing client demands with workload management.

Wealth Management 52

Wealth Management Clients Management CFP 52

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

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Investment adviser representatives have mandated continuing education and examination requirements which encourage a minimum level of competency when working with clients and customers. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 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 97

Financial Planner License Advertising CFP 97

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

Taxes 40

Taxes Wealth Management Distribution CFP 40

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 59

Wealth Management Management Risk Tolerance Retirement Planning 59

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Yardley Wealth Management

FEBRUARY 11, 2025

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 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. Steve Sanduski. Taylor Schulte . Joshua Brown.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

MAY 20, 2024

Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Course Curriculum: The curriculum should be comprehensive, covering essential topics in demand in wealth management.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

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

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

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Yardley Wealth Management

SEPTEMBER 3, 2024

Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Mike Garry : Financial advisor, CFP®️, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. The post Are You Ready to Start Your Own Business?

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

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

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

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.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

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 Planning 98

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. Read More.

Management 130

Management Financial Advisor Clients CFP 130