Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
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CFP Clients White Paper 
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#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
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FARE helps Black financial professionals thrive
Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.
What is the Difference Between a 401k and an IRA?
Walkner Condon Financial Advisors
AUGUST 13, 2022
This can be done through many channels but we have chosen to use TD Ameritrade /Schwab as the custodian for our clients’ IRA accounts. For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA.
Indexed Annuities: The New Retirement Pensions?
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It Our approach is that we’re trying to leave as much outside the annuity as possible but still make sure that the client has zero lifestyle risk. Sources: 1. Investopedia.com 2. MedicareWallet.com. –
How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)
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.
How Getting Women Into Financial Planning Can Benefit Everyone
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. This finding, in addition to many more included in the paper, mirrors my own experience. Whether it’s an objective topic (e.g.,
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