Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
CFP Communication Financial Advisor 
Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development
Nerd's Eye View
MAY 19, 2025
Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.
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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
Trending Sources
The art of attracting and retaining clients: MDRT YouTube favorites
Million Dollar Round Table (MDRT)
JANUARY 12, 2025
By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients. In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients.
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Weekend Reading For Financial Planners (September 14–September 15)
Nerd's Eye View
SEPTEMBER 13, 2024
Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)
Regulation requires us to lead with advice, not products
Million Dollar Round Table (MDRT)
JANUARY 14, 2025
By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.
#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang
Nerd's Eye View
FEBRUARY 21, 2023
Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households. Read More.
#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Nerd's Eye View
JULY 26, 2022
Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Read More.
The Latest In Financial #AdvisorTech (May 2024)
Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?
Nerd's Eye View
APRIL 4, 2024
Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.
Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.
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Should I Break Up With My Marketing Provider? A Guide for Financial Advisors
Indigo Marketing Agency
JULY 13, 2024
Working with a financial advisor marketing provider is a lot like being in a relationship (hear us out!). For financial advisors, marketing pain points can be some of the most stressful parts of running your business. Red Flags Long response times and poor communication.
Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.
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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 8, 2024
Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use.
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Top Compliance Challenges Financial Advisors Face
BlueMind
JULY 15, 2022
Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. However, what would happen if stringent regulatory measures didn’t exist? However, what if the client fails to provide the full picture?
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Communicating two goals for your initial meeting with a prospect
Million Dollar Round Table (MDRT)
JUNE 1, 2023
This creates a very different dynamic than “We’ll go through this process, and at the end of it if you’d like me to be your financial advisor, that will be wonderful?” By Alessandro M.
Adviser links: the overarching idea
Abnormal Returns
JANUARY 23, 2023
standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." riaintel.com) The profession Why now is a great time to be a financial adviser.
CFP Board’s Crypto Guidelines Offer a Word of Caution
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.
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Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
A robust estate plan acts as a protective shield, safeguarding you and your loved ones from potential financial calamities. The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors.
How to Start a Financial Advisor Podcast
Steve Sanduski
AUGUST 31, 2022
In a Nutshell: If you’ve been thinking about adding a financial advisor podcast to your digital marketing plan, what’s stopping you? Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. The barriers to entry are low.
Understanding the Role and Qualifications of a Financial Advisor
International College of Financial Planning
DECEMBER 23, 2023
A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.
8 Ways to Stand Out on Social Media as a Financial Advisor
FMG
JULY 13, 2022
One of the top questions that we get is, “How can I promote myself as a financial advisor?” President, Curtis Sheldon, CFP®, EA, AIF® shares “Curt’s Chalk Talk” with an eye-catching emoji discussing what happens if you deploy in the middle of March and it’s time to do your taxes. But with 3.96
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?
What does a financial advisor do? (day in the life of a financial advisor)
Sara Grillo
JULY 8, 2022
Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.
Fast content creation: AI’s benefits and limits
Million Dollar Round Table (MDRT)
SEPTEMBER 17, 2024
Reach out to other financial advisors who use AI to learn about some of its time-saving benefits as well as how to use it appropriately. AI can be so useful in our businesses,” agreed Carla Brown, FPFS, CFP , a seven-year MDRT member. While that seems intimidating, acting like it’s not happening won’t make AI go away.
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Culture Is King by Larry Sprung, CFP®
Indigo Marketing Agency
MARCH 6, 2023
To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects.
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How to Choose a Personal Financial Advisor
Park Place Financial
SEPTEMBER 8, 2022
ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .
Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020
Indigo Marketing Agency
DECEMBER 18, 2019
Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Websites for Financial Advisors.
How to Become a Financial Advisor or Financial Planner in India?
International College of Financial Planning
SEPTEMBER 3, 2021
After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.
Make Simplicity Your Superpower
NAIFA Advisor Today
APRIL 25, 2024
Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional.
Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
eMoney Advisor
JANUARY 12, 2023
Foundation for Financial Planning. 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. Financial Planning Association chapters. Best for: CFP® professionals.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!
5 favorite books in 2022
Million Dollar Round Table (MDRT)
JANUARY 3, 2023
Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.
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Financial Advisor Landing Page Examples and Best Practices
FMG
JULY 13, 2023
When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.
List of Financial Advisors for small accounts
Sara Grillo
AUGUST 25, 2023
I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.
Rachel Elson on Her Journey From Intern to Lead Advisor in
Steve Sanduski
APRIL 22, 2025
Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. How tech can give advisors more time to deepen relationships. Guest: Rachel F.
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Advisors Share 5 Ideas to Make Onboarding More Inclusive
eMoney Advisor
JUNE 8, 2023
The financial advisor onboarding process sets the tone for the advisor-client relationship. Considering that the LGBTQ+ community is one of the fastest-growing minority segments, now is the time to review and refine your process for welcoming clients into your practice to foster a sense of belonging for all.
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Zoe’s Vetting Process to Find Top Financial Advisors
Zoe Financial
JANUARY 12, 2023
Zoe's Vetting Process to Find Top Financial Advisors. You should be able to trust that the financial advisors you’re considering to hire already “pass the test.” That’s why at Zoe, we have a process that ensures the first step you take when looking for an advisor, already accounts for the heavy work.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?
The Transparent Advisor Movement
Sara Grillo
SEPTEMBER 18, 2022
Join the Transparent Advisor Movement. Many are financial advisors who practice as Advice Only, Flat Fee, and Hourly planners. Join our email list to receive weekly “The Transparent Advisor Letter” and notices of our monthly meetups via email. Transparency is what financial advice has always been missing.
6 Values Exercises to Enhance Financial Planning for Couples
eMoney Advisor
APRIL 25, 2023
1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?
Guiding Your Adult Children Into Financial Independence
Zoe Financial
APRIL 21, 2023
Having a meeting with your financial advisor is probably the best idea for your child. Your financial advisor can also be their financial advisor, and they can slowly start working on a personalized plan of their own. Ready to Grow Your Wealth?
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