Nerd's Eye View

NOVEMBER 21, 2023

We also talk about how Suzanne structures her weekly meeting schedule to balance the need to have 5 to 6 meetings a day during her busy seasons while still having time to prepare for each meeting and complete follow-up tasks, how Suzanne uses a standardized client meeting agenda to stay on track and ensure each meeting fits within the allotted 1-hour (..)

Clients 246

Clients Financial Advisor CFP Wealth Management 246

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Education 62

Tobias Financial

JUNE 15, 2025

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. Professional advisors should be consulted before implementing any of the options presented. This is a publication of Tobias Financial Advisors.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Nerd's Eye View

JULY 11, 2023

We also talk about why and how Thor built a 6-hour adult education class on retirement at a local community college as a way to both give back to the community but also drive a steady growth of dozens of new clients every year, how Thor tracks the success of his adult education classes and finds that about 70% of the students from his classes on average (..)

Clients 189

Clients CFP Financial Advisor Education 189

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is a publication of Tobias Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Nerd's Eye View

JULY 8, 2024

And for those who don't want to join the team full-time but would simply like to 'Nerd Out' with us or a bit and share what they do or know with their fellow advicers, remember to check out our "How To Contribute" page to see how you can engage with the Kitces platform as a guest writer, presenter, or podcast guest!

Ethics 239

Ethics Education Financial Advice Communication 239

NAIFA Advisor Today

NOVEMBER 17, 2022

NAIFA President Lawrence Holzberg , LACP, LUTCF, is pleased to announce that Adam Sachs , CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group , LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation. in front of over 300 NAIFA members.

CFP 98

CFP Financial Advisor 98

Million Dollar Round Table (MDRT)

AUGUST 4, 2024

. — Glenda Miro Antonio , Cebu City, Philippines, 6-year member Multiple choice Instead of just presenting one plan for a client to say yes or no to, always offer three alternative proposals and allow them to choose between premiums and benefits. Kobus Kleyn, CFP , Gauteng, South Africa, 12-year member

Sales 101

Sales CFP Numbers Clients 101

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

CFP 52

CFP Wealth Advisor Financial Planning Planning 52

Million Dollar Round Table (MDRT)

APRIL 13, 2023

In his 2012 Top of the Table presentation “Life’s lessons lead to life’s questions,” 43-year MDRT member Walter F. Putnam, CFP, CLU , recommended uncovering the three biggest issues clients need to address before they can take action on their goals. Then, to illustrate, he suggested posing this riddle: Three frogs sit on a lily pad.

Clients 97

Clients CFP Management 97

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. ” When you’re CFP®, your work speaks for you. But you do have to be present. If you can’t handle their confusion, you won’t earn their confidence. This job is technical, yes.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

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 52

Financial Services CFP Wealth Advisor Clients 52

Steve Sanduski

APRIL 22, 2025

Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. That’s an interesting way of presenting that.’ Guest: Rachel F. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. ‘Cash is your first line of defense.

Clients 52

Clients Financial Advising Planning CFP 52

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Commission 52

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1. By Kevin R. Plan/vision. We all need to have a plan.

CFP 97

CFP Business Planning Planning Clients 97

Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Professional advisors should be consulted before implementing any of the options presented.

Taxes 40

Taxes Financial Advisor CFP Wealth Advisor 40

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

NAIFA Advisor Today

AUGUST 23, 2022

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance. In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk.

CFP 52

CFP Insurance Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. You can check Sam out on YouTube here. . Michael Kitces.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

CFP 40

CFP Wealth Advisor Financial Planning Planning 40

Covisum

MARCH 7, 2023

Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m. Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Central Time.

CFP 59

CFP Financial Advisor 59

Your Richest Life

APRIL 28, 2023

Knowing the facts will help you present your case. When you meet, present your accomplishments, increased responsibilities or role changes that factor into your request. Present your request in writing in case your boss has to talk with others before giving you a raise. You have to be your own advocate.

Financial Planner 105

Financial Planner Certification CFP Numbers 105

eMoney Advisor

FEBRUARY 7, 2023

Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. You might have noticed Chris is not a CFP® practitioner like the others on this list. Dr. Preston D.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

MainStreet Financial Planning

NOVEMBER 30, 2022

When the holidays came, I would overspend on Christmas presents for my friends and family and end up stressed that I didn’t have enough for the monthly necessities. Last month, MainStreet’s Vida Jatulis , CFP® shared her post about Joyful Holiday Spending.

CFP 98

CFP Planning Financial Planning Sales 98

MainStreet Financial Planning

APRIL 4, 2023

Hosted by: Cynthia Flannigan , CFP ® Guest commentator: Homa Rassouli Reverse Mortgage Specialist, Mutual of Omaha As a homeowner, you are building equity in your home. She presently works for Mutual of Omaha Reverse Mortgage. Reverse Mortgages!

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Business Owners: Special Considerations For entrepreneurs and small business owners, 2025 presents unique opportunities and challenges.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

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

Covisum

MARCH 12, 2024

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP ® will be presenting a 7-part webinar series, Retirement Delivered , showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s (..)

Retirement 52

Retirement CFP Clients 52

Your Richest Life

MARCH 31, 2023

So the FDIC guaranteed both insured and uninsured deposits, because not doing so presented a threat to the U.S. 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. For more information on the services offered, contact Katie today.

Banking 105

Banking Insurance Accounting Fee Only 105

Investing Caffeine

SEPTEMBER 19, 2023

Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. ! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us.

CFP 52

CFP Economics Investing Investments 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. By Laura H. Mattia, Ph.D., The following are the four stages and what you should focus on to help her through her journey: 1.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning CFP 97

MainStreet Financial Planning

JULY 23, 2024

As a CFP® practitioner, I spend a few hours per month on continuing education. Meaghan Dowd was the presenter, and the best part is that I learned she wrote a book “ Protect Your Lifestyle ” that is a perfect resource for anyone looking to make empowered, educated and effective personal insurance decisions. What can we do?

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Insurance Insurance Coverage Medical Education 98

Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

Valuation 52

Valuation CFP Wealth Advisor Consulting 52

Tobias Financial

AUGUST 27, 2024

The anticipated sunset of some important provisions presents a great opportunity to start discussing steps we can take to prepare. To help you navigate these complex changes, our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® has broken down the key points in three detailed videos.

Taxes 52

Taxes CFP Tax Planning Planning 52

Carson Wealth

AUGUST 19, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

Planning 52

Planning CFP Wealth Advisor Consulting 52

Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

CFP 52

CFP Wealth Advisor Consulting Taxes 52