NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP

NAIFA Advisor Today

AUGUST 6, 2025

Craig Wright is a financial advisor with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

Certified Financial Planner

International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets.

Compliance

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. He exemplifies the core values of FSP and NAIFA.

Ethics

Million Dollar Round Table (MDRT)

MARCH 11, 2025

By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. I started interviewing many top-performing professionals, attending conferences to listen to their insights and blending what I learned from my CFP studies.

CFP

NAIFA Advisor Today

JUNE 4, 2025

Juli McNeely, CFP, CLU, LUTCF, is a seasoned financial services professional with over 25 years of experience. Through her consulting work and speaking engagements, she continues to empower financial professionals to define success on their own terms and excel in their careers.

Financial Services

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

Abnormal Returns

JANUARY 30, 2023

citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations. investmentnews.com) Advisers Mitch Anthony, "Every human being has the need to be understood, but not every financial services client feels understood by their advisor."

Management

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP

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.

Financial Advisor

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

Estate Planning

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investments

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

Financial Services

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning

NAIFA Advisor Today

FEBRUARY 8, 2023

Moore, CFP ® , grew up in the insurance and financial services business. Moore, CFP ® , founded W.C. Moore Financial Services, LLC , and Moore remembers spending hours at his dad’s office, stuffing financial papers into plastic sheets and helping out any way he could.

CFP

Nerd's Eye View

AUGUST 22, 2023

And be certain to listen to the end, where Cary shares how she faced a messy divorce while also navigating the 2008 financial crisis and had to move her practice to smaller firm so that she could prevent her husband from seeking retribution and give herself time, how, in the early years of launching her practice, Cary dealt with feelings of inadequacy (..)

Financial Advisor

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services

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.

CFP

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

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice.

CFP

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. Taylor Schulte .

Financial Advisor

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. He took an internship at a bank and started his career in insurance and financial services right out of college. So, in his junior year in college, he switched his major from engineering to finance.

CFP

NAIFA Advisor Today

DECEMBER 12, 2022

For Joshua O’Gara, CLU, ChFC, CFP , Owner and Founder of O'Gara Financial Group , entrepreneurship runs in the family. His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit.

CFP

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising

eMoney Advisor

MAY 1, 2023

For these reasons and more, the work of these trailblazing financial planners deserves a spotlight for Asian American and Pacific Islander Heritage Month. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. Here are eight of their stories to enjoy.

Financial Planning

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services

Million Dollar Round Table (MDRT)

NOVEMBER 22, 2022

By Johan Fanggara, CFP After competing in endurance sports — including five marathons, two Ironman races and several triathlons — I realized the financial services profession is not a sprint; it’s a marathon. During my decadelong career in financial services, I’ve noticed patterns in building the business endurance mindset.

Financial Services

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Financial Advisor

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

Financial Services

Million Dollar Round Table (MDRT)

AUGUST 4, 2022

By Xiao Chen, CFP This is one of the major decisions I had to make during my business career. When I started in the financial services profession, I was with a mentor, and she was a very warm person. She taught me a lot — everything that I needed to know to get started.

CFP

XY Planning Network

JULY 23, 2024

We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning. In celebration of our 10th Anniversary, we’re launching a new XYPN member spotlight series: “XYPN Member Benefits, You Can’t Put a Price On."

Fee Only

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. Read on to learn their stories and get inspiration for your own.

Financial Planning