Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 211

Financial Planner Fee Only Compliance CFP 211

Investing Caffeine

FEBRUARY 21, 2023

Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg?

Portfolio 111

Portfolio Investing Investments CFP 111

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.

Ethics 177

Ethics Financial Advice CFP Financial Advisor 177

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 204

Education CFP Certification License 204

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

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

eMoney Advisor

JANUARY 20, 2023

Join our Webinar for an In-Depth Look at SECURE 2.0 Join us for a webinar on Thursday, March 9, from 2:00 – 3:00 p.m. and eMoney Analysis (1 CFP® CE Credit*) webinar. Pending approval from the CFP Board Act Do you want to take a deeper dive into SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Tobias Financial

MAY 22, 2023

Recently, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® shared her insights about college savings options. To watch the full webinar, visit: [link] The post 529 Plans & Other College Savings Options appeared first on www.tobiasfinancial.com. The earlier you start planning the better.

Planning 52

Planning CFP 52

Nerd's Eye View

JULY 4, 2023

In this episode, we talk in-depth about how, while Melissa was being considered for partnership at her former firm, she decided to have outside counsel review the firm’s operating agreement (with its provisions and limitations about what happens if the partnership were to be dissolved) so she could be clear on what that would mean for her if (..)

Financial Advisor 199

Financial Advisor CFP Clients Assets 199

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 94

Taxes Investing Investments CFP 94

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. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Nerd's Eye View

JULY 25, 2022

First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements.

Education 175

Education Financial Planning Estate Planning CFP 175

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 91

CFP Financial Planning Insurance Planning 91

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. Here’s the webinar they did for Lockheed Martin.” ” That makes so much sense. Claire: Absolutely.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

NOVEMBER 7, 2022

To learn more about the financial, lifestyle, and social transitions that happen later in life view this on-demand webinar.* I am joined by Joseph Buhrmann, CFP ® , CLU ® , ChFC ® to discuss how a robust and engaging planning platform can help facilitate planning discussions around transition by modeling some of life’s what-ifs.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Join me and Sasha Grabenstetter, AFC®, for a webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit. Insurance in Financial Planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

MainStreet Financial Planning

JULY 6, 2023

Build Your MoneyGuide Pro Financial Plan Skills Exclusive for Current Clients Hosted by: Cynthia Flannigan, CFP® Every year we review the MoneyGuide Pro software projecting the income, goals and expenses for your financial plan to check that you are on track.

Financial Planning 52

Financial Planning Planning CFP Clients 52

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 41

Education Investing Investments CFP 41

MainStreet Financial Planning

MARCH 11, 2024

Continuing Care Retirement Communities Hosted by: Jennifer Bush , CFP® CCRCs are retirement communities (aka life plan communities) for people 60+ who want an all-in-one solution to aging in place.

Retirement 52

Retirement Healthcare Financial Planning CFP 52

eMoney Advisor

NOVEMBER 17, 2022

If you’d like to explore this topic in-depth, join me and Joe Buhrmann, CFP®, CLU®, ChFC®, for a webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit. ET: Candid Conversations: Helping Clients Prepare for the Death of a Loved One.

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

MainStreet Financial Planning

NOVEMBER 8, 2023

31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down. Mint.com is Shutting Down on Dec. Many loyal users have come to rely on Mint for their budgeting and financial management needs.

Budgeting 83

Budgeting Financial Planning CFP Planning 83

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best? Stay in touch by signing up for my marketing newsletter today!

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

MainStreet Financial Planning

SEPTEMBER 7, 2023

Creating Your Solo Aging Plan Hosted by: Jennifer Bush , CFP® Solo agers are adults who are facing a future of aging alone.

Planning 89

Planning Financial Planning CFP Medical 89

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 87

Insurance Risk Management Financial Advisor Financial Planning 87

MainStreet Financial Planning

MAY 4, 2023

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years.

Retirement 89

Retirement Healthcare Financial Planning CFP 89

MainStreet Financial Planning

AUGUST 3, 2023

Renting vs. Buying a Home: Making the Right Decision for You Hosted by: Katherine Edwards , CFP® Guest commentator: Tori Young , Realtor, Exit Realty Today’s real estate market can be confusing and overwhelming. With mortgage rates above 7% and rents continuing to rise – it can be a difficult decision about what is best for you.

Financial Planning 89

Financial Planning CFP Clients Planning 89

eMoney Advisor

NOVEMBER 10, 2022

To get a glimpse into how these conversations might play out in real life, join me and Joe Buhrmann, CFP®, CLU®, ChFC®, for a webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit. A well-coordinated estate plan, after all, does not happen by accident.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

MainStreet Financial Planning

MARCH 2, 2023

How Parents Can Help Their Children Select the Best-fit College, Major, and Career Hosted by: Vida Jatulis , CFP ® Guest commentator: Caroleen Verly of Untangle Your Money Have you tried to improve your cash flow, but you have hit roadblocks or setbacks?

Planning 78

Planning Financial Planning CFP Clients 78

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. She has extensive experience consulting with start-ups to Fortune 500 firms.

Consulting 86

Consulting Financial Planning CFP Education 86

MainStreet Financial Planning

JUNE 27, 2022

Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. Email: Info@mainstreetplanning to get a copy. The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement. Guest commentator: Larry Pon. Owner, Pon & Associates.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Sara Grillo

FEBRUARY 9, 2024

Call them personally and invite them to a webinar you are having. or “CFP” It decreases the chances I’ll respond, or be able to scan and find it quickly if I have to refer back. She said he loved motorcycles, so I sent him a book about the history of motorcycles. The agreement was signed within two days. #2

Financial Advisor 52

Financial Advisor Media Consulting Numbers 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. You can also register for our webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit. 3 Use Gratitude to Lift Your Spirits. Sources: 1. Emmons, Robert.

Financial Planning 76

Financial Planning Planning Clients CFP 76