International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Sara Grillo

SEPTEMBER 18, 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. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advice Financial Advisor Communication Consulting 59

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!

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Financial Advisor Financial Advice Financial Planner Assets 52

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. 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

eMoney Advisor

NOVEMBER 9, 2022

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. D evelopment Disability. D isability (acquired).

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

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

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. A higher income does not only lead to more spending.

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Financial Advisor Medical Insurance Education 59

Good Financial Cents

AUGUST 11, 2022

Here’s a look at the price of Dogecoin dating back to 2014 to present day: Elon Musk and Dogegoin. While Elon Musk’s tweets have helped to increase the price of Dogecoin in the past, it is important to remember that he is not affiliated with the company and his tweets should not be taken as financial advice.

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CFP Financial Advice Media Numbers 59

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

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Investments Investing Investment Advisor Budgeting 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.

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Financial Advisor Accounting License Financial Planning 52

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. Also, I’m not endorsing anyone or recommending any financial advisor on this list. Moore, CFP. Ethics matter. It seems unfair.

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Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

I have a weekly 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. Ethics matter in financial advice! Moore, CFP. So please subscribe! Ethics matter.

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 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. Matt Pruitt, CFP®, CFA®. Doug Twiddy. I really don’t.” – Derek Robinett. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Indigo Marketing Agency

MAY 5, 2020

– How to become the go-to expert on a specific employer plan – How advisors can use retirement plans to create marketing campaigns At the end of the presentation, we’ll give you ideas for a few marketing campaigns you could create to grow your retirement plan business as well as the resources to get started now.

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Retirement Economics Retirement Planning Financial Planning 52

Million Dollar Round Table (MDRT)

AUGUST 18, 2024

Not understanding this and not knowing if they have enough money for retirement can make it difficult for clients to act on your financial advice, explained 15-year MDRT member Brad Brain, CFP, CLU, in his 2018 MDRT Annual Meeting presentation. Outline options First, let clients know how their retirement will be funded.

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Clients Insurance CFP Financial Advice 104

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.

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Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

MAY 25, 2023

Here we demonstrate four practical strategies based on financial psychology research that can help you take your client experience for couples to the next level. ” 3 When thinking about power dynamics in a marriage, it’s important to factor in that the financial contributions in American marriages have changed.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Lee holds a Ph.D.

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License Certified Financial Planner Financial Advisor CFP 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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Investments Investing CFP Financial Advisor 52

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

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

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