Nerd's Eye View

JANUARY 10, 2023

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 – (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Nationwide Financial

FEBRUARY 14, 2023

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.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. This finding, in addition to many more included in the paper, mirrors my own experience.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. Some 401(k) plans will offer the ability to take a loan from the account and pay it back, with interest. IRAs do not allow this. ABOUT THE AUTHOR.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

FMG

JULY 13, 2023

On the financial advisor landing page of Simon Quick Advisors , they have included white papers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant Wealth Management 52

Tucker Advisors

SEPTEMBER 8, 2021

One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It For more information about indexed annuities or to receive a downloadable white paper on addressing annuity concerns, email Kyle.Savner@TuckerAdvisors.com or Jason.Demers@TuckerAdvisors.com.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

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