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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. Dann Ryan: Promises don't cut it.

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#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)

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FARE helps Black financial professionals thrive

Nationwide Financial

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites. Those individuals will also serve as future mentors and leaders in this industry.

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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

Indexed Annuities: The New Retirement Pensions? In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. For one, it can be a better instrument for growing retirement savings. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

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What is the Difference Between a 401k and an IRA?

Walkner Condon Financial Advisors

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. Mitch DeWitt, CFP®, MBA.

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How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.