Clever Girl Finance

JUNE 5, 2025

She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. She is also the financial editor of NBC’s Today Show.

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Certified Financial Planner Financial Advice Budgeting Food 52

Yardley Wealth Management

FEBRUARY 11, 2025

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

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Wealth Management Communication Engineering Estate Planning 52

Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement. For more click here to contact Maureen.

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Retirement Planning Financial Advice Retirement Planning 52

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

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Planning Financial Advice Wealth Management Math 264

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.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)

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Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

SEPTEMBER 9, 2024

youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. citywire.com) A lot can change when you sell your practice.

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Financial Planner Estate Planning CFP Financial Advice 276

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

MAY 7, 2024

Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

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Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

JUNE 24, 2024

Incidentally, this strategy can also improve the firm's client retention in the long term, since clients are sold on the firm experience rather than on any one individual advisor.

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Financial Advice Clients Financial Planning Planning 190

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. law) with established pro bono programs. Read More.

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Clients Financial Advice Financial Planning Fee Only 240

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. law) with established pro bono programs. Read More.

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Clients Financial Advice Financial Planning Fee Only 227

Nerd's Eye View

DECEMBER 6, 2023

However, the more recent rise of financial coaching models has introduced complexity, particularly for those offering advice on financial topics adjacent to investments where the need to register as investment advisers with the SEC or state securities authorities isn't always obvious.

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Investments Investing Retirement Planning Financial Advising 247

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

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Financial Advice Financial Advisor Ethics Financial Planning 245

Abnormal Returns

JANUARY 2, 2023

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning.

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Distribution Financial Advice CFP Financial Planning 130

Nerd's Eye View

JULY 8, 2024

Our major focus this year has been on supporting the growing number of multi-advisor firms buying Group and Enterprise subscriptions … and then needing to manage all of their Kitces Group members! Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use. and other roles.

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Ethics Education Financial Advice Communication 239

Abnormal Returns

MARCH 6, 2023

(citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit.

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Compliance Wealth Management CFP Financial Advice 147

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

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Education Financial Planning Estate Planning CFP 244

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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CFP Fiduciary Duty Financial Advice Education 62

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.

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CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

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Risk Analysis Certification CFP 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).

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Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Taylor Schulte .

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Financial Advisor CFP Financial Services Education 116

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Three broad financial planning designations include: . ChFC ® – Chartered Financial Consultant.

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Financial Advising Financial Planning Ethics Financial Services 98

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. population.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

WiserAdvisor

OCTOBER 5, 2023

Insights from a recent survey conducted in early July 2023 shed light on the pivotal role of AI in money management among US adults. The survey revealed that 40% of the investors who participated believe AI holds promise as a valuable tool for managing their finances. How has AI transformed money management so far?

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Management Financial Advice Financial Advisor Risk Tolerance 45

International College of Financial Planning

MAY 20, 2024

Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Course Curriculum: The curriculum should be comprehensive, covering essential topics in demand in wealth management.

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Wealth Management Management Certification Certified Financial Planner 52

Yardley Wealth Management

SEPTEMBER 17, 2024

Charles Barrett from FZ Works & FZ Creative appeared first on Yardley Wealth Management, LLC. Rethinking Dave Ramsey’s Advice Feat. Joined by special guest Charles Barrett from FZ Works & FZ Creative, the hosts dive deep into Ramsey’s principles and how financial advice may need to evolve.

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Financial Advice Wealth Management Media Estate Planning 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. I am a CFA® charterholder and I used to be a financial advisor.

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Insurance Financial Planner Fee Only Financial Advisor 98

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Frequently Asked Questions What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

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Wealth Management Financial Advisor Management Risk Tolerance 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Hourly Fee Fee charged per hour of advice. Between 0.5%

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Financial Advisor Certified Financial Planner Ethics CFP 52

The Irrelevant Investor

JULY 30, 2019

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

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Financial Advisor Certified Financial Planner Financial Planner Investments 52