Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done in joyful contemplation.

Retirement 52

Retirement CFP Financial Planning Insurance 52

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

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

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Your Richest Life

JULY 2, 2024

Receiving the InvestmentNews’ 40 Under 40 award, the Investopedia Top 100 Financial Planner distinction for three years in a row, and the D Magazine Best Financial Planners in Dallas award for 9 years in a row. I never could have gotten to where I am today without the clients who trusted me along the way.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. She obtained her CFP designation in 2003. In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

DECEMBER 18, 2019

Her work has been published by Forbes.com, MarketWatch.com, Barron’s , The Wall Street Journal , NAPFA Advisor magazine, and MorningstarAdvisor.com. . Continuing education articles that are approved for CFP CE credit. One-on-One Consulting for Financial Advisors. Red Zone Marketing and Maribeth Kuzmeski.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

eMoney Advisor

NOVEMBER 15, 2022

During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. Attendees will be eligible to earn 1 CFP® CE credit. ” Greater Good Magazine , November 10, 2010. ” Greater Good Magazine , June, 2017. 3 Use Gratitude to Lift Your Spirits.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Steve Sanduski

APRIL 8, 2023

Writing in Prospect Magazine about McGilchrist, Nick Spencer said , “The left hemisphere is better at ‘how’ and ‘what,’ while the right is better at ‘why’—though McGilchrist points out that both are capable of addressing either set of inquiries depending on context.” Perhaps my CFP designation should be revoked!

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Better Letter

JANUARY 12, 2023

The Economist – a magazine I admire – publishes an annual forecast of the year ahead. That’s not a criticism – both events were impossible to know when the magazines were written. 2:06 PM ∙ Nov 16, 2022 Nobody can know what’s going to happen. But that’s the point.

Economy 117

Economy Economics CFP Management 117

Investing Caffeine

MAY 1, 2025

sell more ads, subscriptions, newspapers, and magazines. The Dow bottomed shortly after the magazine was released and the market rebounded +61% in less than two years. Dot-Com Bubble: The Hottest Market Ever (2000) In March 2000, at the peak of the tech bubble, Money magazine ran a cover story: How to Invest in the Hottest Market Ever.

Media 52

Media Economy Investing Investments 52