Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 230

Financial Planner Fee Only Compliance CFP 230

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. I don’t know when to retire or claim Social Security. For him, DIY investors on path to retiring in 5 years How do I want to serve? I try to hold monthly webinars. He is a CFP and financial advisor, founder or measure twice Financial.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52