Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Lewis, CFP ® stated, “As technology changes, we want to ensure we stay at the forefront for our clients.

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Financial Services Wealth Advisor Clients CFP 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Ask About Experience : Experience in financial planning and specific areas of expertise that align with your needs are vital. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Harness Wealth

DECEMBER 14, 2022

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice. At Orum, she is seeking to revolutionize the antiquated payment processing business.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Investing Investments CFP Financial Advisor 52

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

Ethics 175

Ethics Financial Advice CFP Financial Advisor 175

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. The SEC and several state and local agencies regulate and monitor financial advisors.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is a special emphasis on clear disclosure of services and their related fees.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

BlueMind

JULY 15, 2022

Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data. Dealing With Clients That Do Not Fully Disclose A financial advisor is obligated to act as a fiduciary and provide them with financial advice based on complete and accurate information provided by the client.

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Compliance Financial Advisor Certified Financial Planner Clients 98

eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. 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

Envision Wealth Planning

MAY 23, 2022

Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. Moore, CFP.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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CFP Financial Planner Ethics Financial Planning 80

WiserAdvisor

JULY 24, 2022

Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year. High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52