Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

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.

Financial Planner 95

Financial Planner Education Communication CFP 95

Abnormal Returns

SEPTEMBER 18, 2023

(riaintel.com) Selling a service, like financial planning, is different than selling a product. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. kitces.com) The structured note business is growing rapidly. alphaarchitect.com)

Planning 264

Planning Financial Advice Wealth Management Math 264

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!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. I reached out to an advisory service, and they helped me create my first financial plan. Looking back, I realize that it took me 20 years to fully appreciate the importance of financial planning.

Education 52

Education Financial Planning Consulting Management 52

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 139

Financial Advice Ethics Financial Planning Education 139

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. One of the options even counts as continuing education credit. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Why volunteer? Savvy Ladies.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner CFP Compliance Clients 246

Nerd's Eye View

DECEMBER 11, 2023

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

eMoney Advisor

NOVEMBER 7, 2022

Financial professionals play a role in educating their clients about the nuances of the RMD rules so they can be prepared with a spending plan. Setting New Financial Goals. For many folks, retirement is the finish line of their financial goals. Please note, CE credit will not be awarded for an on-demand webinar.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. These standards encompass extensive educational requirements, a rigorous examination process, relevant professional experience, and a steadfast commitment to ethical conduct.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

Clients 98

Clients Financial Planning Planning Retirement Planning 98

Financial Symmetry

MAY 27, 2025

He joined the firm as its first intern, a role that laid the foundation for a long and impactful career in financial planning. After graduating, Chad came on board full-time as a Financial Planning Associate. His legacy is one of steady growth, meaningful client relationships, and a clear vision for the future.

Certified Financial Planner 57

Certified Financial Planner Financial Planning Financial Planner CFP 57

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 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

MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. College is a big expense to plan for so the sooner you get started the better. Revisit your plan and adjust it annually.

Education 52

Education CFP Retirement Planning 52

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. What Is the CFP® Challenge Pathway? Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Steve Sanduski

NOVEMBER 8, 2023

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA.

Financial Planning 69

Financial Planning Planning Wealth Management Medicine 69

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting.

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. CFP®, Sarah D, and Emily Purdon, CFP®, EA.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

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! It seems like everyone is getting into real estate investing these days!

Taxes 98

Taxes Investing Investments CFP 98