eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor 201

Financial Advisor CFP Clients Assets 201

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act has dozens of provisions that could impact your clients’ financial plans and bolster their retirement accounts. Join our Webinar for an In-Depth Look at SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

NAIFA Advisor Today

AUGUST 23, 2022

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance. In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk.

CFP 52

CFP Insurance Clients 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. A gap our Kitces Courses aim to fill!

Education 176

Education Financial Planning Estate Planning CFP 176

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Taxes 98

Taxes Investing Investments CFP 98

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 98

CFP Financial Planning Insurance Planning 98

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

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 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

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. This means you can get your message out to people, including clients and potential clients. How to Create a Digital Brand?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

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

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. I’m a lecturer at UCLA Extension as part of their CFP program in marketing. How To Grow Your Retirement Plan Business In The 2020 Economic Crisis.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 98

Insurance Risk Management Financial Advisor Financial Planning 98

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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. Steve Sanduski.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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!

Financial Planning 52

Financial Planning Planning CFP Clients 52

MainStreet Financial Planning

SEPTEMBER 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here!

Planning 98

Planning Financial Planning CFP Medical 98

eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. If you’ve ever had a client who has received a terminal diagnosis and was at a loss of how to talk about it with family, then this website is the answer you’ve been looking for. A bit less than half of U.S.

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

MainStreet Financial Planning

AUGUST 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here!

Financial Planning 98

Financial Planning CFP Clients Planning 98

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Our guest commentator Caroleen Verly is the founder of Untangle Your Money.

Planning 98

Planning Financial Planning CFP Clients 98

MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec.

Budgeting 98

Budgeting Financial Planning CFP Planning 98

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Reverse Mortgages!

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Retirement 98

Retirement Healthcare Financial Planning CFP 98

MainStreet Financial Planning

JUNE 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 6-20-23 at 3:30pm Eastern; 12:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Consulting 98

Consulting Financial Planning CFP Education 98

Sara Grillo

FEBRUARY 9, 2024

I once had this client that I just couldn’t close. Call them personally and invite them to a webinar you are having. This means clients have to fish around or look you up online if they want to call you and it’s stressful if I need to talk to you in a pinch. Try this. #1 The agreement was signed within two days. #2

Financial Advisor 52

Financial Advisor Media Consulting Numbers 52

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 41

Education Investing Investments CFP 41

MainStreet Financial Planning

JANUARY 5, 2023

How : Zoom Meeting, Free to ongoing clients; $10 for guests. Hosted by: Jennifer Bush , CFP®. In this conversation, we would like to make you aware of the most common pitfalls we see when reviewing clients’ home, auto and personal liability insurance policies. When: Tuesday 1-17-23 at 7:30pm Eastern; 4:30pm Pacific. ~30-45

Insurance 52

Insurance Financial Planning CFP Financial Advisor 52

MainStreet Financial Planning

AUGUST 8, 2022

How : Zoom Meeting, Free to ongoing clients; $10 for guests. Hosted by: Jennifer Bush , CFP®. When: Tuesday 8-16-22 at 730pm Eastern; 430pm Pacific. ~30-45 30-45 minutes. Recorded and able to retrieve for one week. Register here! Parenting Aging Parents. Guest commentators: Mike & Kim Barnes. Parenting Aging Parents.

Financial Planning 98

Financial Planning CFP Medical Retirement 98

MainStreet Financial Planning

JUNE 27, 2022

How : Zoom Meeting, Free to ongoing clients; $10 for guests. Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. Recorded and able to retrieve for one week. Email: Info@mainstreetplanning to get a copy.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

FMG

JUNE 27, 2023

Monday: 9 AM – Post 3rd party article to LinkedIn Third-party articles can be from any source that you follow and think your clients would enjoy too (as long as it’s reputable)! Additionally, make an effort to provide encouraging words of wisdom and strategies to help your clients during this difficult time.

Marketing 52

Marketing Marketing Media Clients 52

MainStreet Financial Planning

FEBRUARY 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-21-23 at 3:30pm Eastern; 12:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here How Parents Can Help Their Children Select the Best-fit College, Major, and Career Hosted (..)

Financial Planning 52

Financial Planning CFP Planning Clients 52

MainStreet Financial Planning

NOVEMBER 1, 2022

How : Zoom Meeting, Free to ongoing clients; $10 for guests. Larry Pon , CPA/PFS, CFP, EA, USTCP, AEP. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. Recorded and able to retrieve for one week. Register here! Hosted by: Cynthia Flannigan. Guest commentator. of Pon & Associates.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. You can connect with her on LinkedIn. You can follow him on Twitter.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52