Nerd's Eye View

MAY 22, 2023

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).

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Financial Planning Planning Financial Planner Certification 246

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice.

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Financial Planning Communication Certification Planning 143

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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CFP Recruitment Certification Sales 246

Wealth Management

JULY 26, 2023

Dale Buckner, CFP, is not your average advisor.

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Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Read More.

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CFP Clients Certification Financial Advice 246

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas.

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Advertising CFP Financial Advisor Financial Planning 246

Abnormal Returns

SEPTEMBER 18, 2023

(citywire.com) Creative Planning is getting creative to retain former United Capital advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.' alphaarchitect.com)

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Planning Financial Advice Wealth Management Math 264

Wealth Management

AUGUST 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.

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CFP Financial Planning 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.

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Financial Planning Planning Financial Advisor CFP 52

Abnormal Returns

OCTOBER 9, 2023

Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. humansvsretirement.com) Daniel Crosby talks financial wellness and therapy with Amanda Clayman. riabiz.com) A profile of Creative Planning's Peter Mallouk post the United Capital acquisition. thinkadvisor.com)

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CFP Financial Planning Education Planning 299

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) How planning changes for the child-free.

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Financial Planner Estate Planning CFP Financial Advice 276

International College of Financial Planning

MARCH 12, 2025

But small financial missteps today can snowball into bigger problems down the road. Heres how to avoid them (without giving up your weekend plans or your love for good coffee). Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead.

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Financial Planning Planning Asset Allocation Financial Advice 52

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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Financial Planner Certified Financial Planner Financial Planning CFP 245

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

Breaking the mold and holding clients accountable When a high-net-worth client seemed more interested in leaving his office than financial planning, 17-year MDRT member Gino Saggiomo, CFP , of Fortitude Valley, Queensland, Australia, found a way to hold the client accountable and financially prepare for the future.

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Clients CFP Communication Financial Advisor 105

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals.

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Clients CFP Financial Planning Retirement 105

Nerd's Eye View

JANUARY 3, 2023

My guest on today's podcast is Sue Chesney.

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CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

SEPTEMBER 9, 2024

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 The typical service advisor without CFP certification earns $48.83 hour, compared to $120.00

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CFP Certification Financial Planning Clients 130

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

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Financial Planner CFP Financial Planning Retirement Planning 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.

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Financial Planner CFP Financial Advisor Retirement Planning 246

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.

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Certified Financial Planner CFP Education Financial Advisor 246

Abnormal Returns

AUGUST 28, 2023

riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. financial-planning.com)

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Tax Planning CFP Financial Planning Planning 246

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.

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Financial Planning Planning CFP Financial Planner 100

Abnormal Returns

JANUARY 30, 2023

standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations.

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Management Nonprofit Financial Planning Communication 241

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.

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Financial Planning Planning Financial Planner CFP 101

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.

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Financial Planning Planning Valuation Clients 52

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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Financial Planner CFP Retirement Certification 246

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

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Financial Planning Planning Financial Planner CFP 107

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

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Financial Planning Planning Wealth Management Retirement Planning 130

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Asset division is one of the major financial components of a divorce.

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Financial Planning Planning Estate Planning Assets 105

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

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Clients Financial Advice Financial Planning Planning 239

Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.

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Financial Planning Planning Wealth Accumulation Strategic Planning 98

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

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Assets Financial Advisor Financial Planning Insurance 246

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

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Financial Advisor CFP Clients Financial Planning 246

The Big Picture

JANUARY 29, 2024

When the opportunity to partner with Adam Day, CFP in Naples came along, we jumped on it. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or to just swing by and say “hello.” Michael Batnick and are coming down with some of our colleagues on March 4th-6th.

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CFP Financial Planning Clients Economy 52

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.

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Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

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Clients Financial Advice Financial Planning Planning 226

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.

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Financial Planner CFP Professional Services Financial Planning 246