Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks.

Financial Planner 207

Financial Planner CFP Professional Services Financial Planning 207

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 227

Financial Planner Fee Only CFP Commission 227

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

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 (..)

Financial Planner 222

Financial Planner Financial Advice Financial Advisor Tax Planning 222

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 225

Financial Planner Compliance CFP Clients 225

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 227

Assets Financial Advisor Financial Planning Insurance 227

Pacifica Wealth

JUNE 1, 2023

Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. Read the full article on the CFP® website.

CFP 52

CFP Management Wealth Advisor Accounting 52

Nerd's Eye View

AUGUST 18, 2023

At the same time, though, the report also found that asset managers that are the primary source of retirement advice tend to hold a larger percentage of a client's portfolio, suggesting that offering financial planning services tailored to the needs of a firm's clients really is helping as a source of organic growth (as clients bring more assets under (..)

Financial Planner 234

Financial Planner CFP Assets Clients 234

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 187

Financial Planner Retirement Planning CFP Financial Planning 187

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!

Education 194

Education Financial Planning Estate Planning CFP 194

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!

Planning 89

Planning Financial Planning CFP Clients 89

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 212

Financial Planner CFP Clients Planning 212

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

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

International College of Financial Planning

OCTOBER 26, 2023

Financial advisors empower their clients, enlightening them about financial health and cultivating habits that pave the way to prosperity. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Why Pursue a Career as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 241

Estate Planning Financial Advisor Financial Services Clients 241

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 211

Financial Planner CFP Clients Planning 211

Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. Let go when you need to.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Your Richest Life

JUNE 3, 2024

Checking in with your financial goals: Where are you now? Some people start to feel like they’re behind on their goals anyway, so what’s the point of looking at the numbers to face the reality? The post Check in with Your Financial Goals this Summer appeared first on Your Richest Life.

Budgeting 97

Budgeting Taxes CFP Retirement 97

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Try a Presentation Formula: Pictures, Words, and Numbers. Realize the Client Is the Hero, You Are the Guide.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

DECEMBER 15, 2022

Financial advisor is among the professions, such as epidemiologist, that saw a big increase in projected employment once the BLS factored the effects of the pandemic into the estimates. While these are only estimates, not forecasts, the numbers seem promising. The Financial Planning Workforce. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

eMoney Advisor

NOVEMBER 21, 2022

The things we hope to accomplish financially can be as broad as the approximate age at which we want to retire to as detailed as the type of legacy we hope to leave. Why is goal setting important in the financial planning process? Drill Down to Establish Tangible Goals. This is where the SMART method can be employed.

Clients 52

Clients Planning Financial Planner Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

JULY 15, 2022

Your Richest Life by the Numbers. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Our furbabies, Fran the greyhound and Lily the terrier mutt, are also doing well. Working with over 40 families on an ongoing basis.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

eMoney Advisor

MAY 30, 2023

I didn’t know it then, but that was the start of my journey to becoming a financial advisor. Now I’m several months into my first post-graduate job as a Financial Planning Associate at Ronald Blue Trust. I wanted to have a plan B in case that didn’t work out and decided to talk to my advisor about my options.

Financial Planning 52

Financial Planning Financial Advisor Planning Communication 52

Your Richest Life

APRIL 30, 2024

Listings increased by 12 percent in February, and that number is expected to grow throughout the spring and summer months. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post Buying a House in 2024?

Fee Only 52

Fee Only CFP Retirement Sales 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. Whether you’re gearing up for a once-in-a-lifetime getaway, or a weekend at grandma’s a few states away, plan your expenses and prepare ahead of time for an enjoyable trip that won’t add unnecessary stress to your finances.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

CFP 52

CFP Financial Planning Financial Advisor Planning 52

eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. What we’ve seen in 2022 is that there were a number of hacks. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Your Richest Life

JANUARY 16, 2024

Look at the numbers A lot of money anxiety is caused by one thing: avoidance. People know their finances aren’t where they want them to be, so instead of looking at the numbers, they avoid them. The truth is, no matter what your situation is, knowing the actual numbers is the first step in relieving money stress.

Budgeting 52

Budgeting Financial Planner Numbers CFP 52

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. That’s why some cash on hand can be crucial during a disaster.

Food 104

Food Insurance Certification Fee Only 104