Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. bloomberg.com) Charitable giving strategies are as varied as the client. bloomberg.com) Charitable giving strategies are as varied as the client. riabiz.com) Communication Having a public presence can be scary for advisers.

Financial Planner 206

Financial Planner Estate Planning Startup Communication 206

eMoney Advisor

APRIL 4, 2023

1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth.

Education 97

Education Financial Advisor Clients Planning 97

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. investmentnews.com) What it's like to make a mid-career shift to financial planning. thinkadvisor.com)

Estate Planning 192

Estate Planning Retirement Communication Financial Planning 192

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Here are three tips to help your clients follow the Scout motto and be prepared. #1

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 189

Financial Planner Communication Estate Planning Wealth Management 189

WiserAdvisor

FEBRUARY 21, 2023

They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group. Annuity plans, pension plans , etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 222

Tax Planning Compliance Taxes Financial Advisor 222

Million Dollar Round Table (MDRT)

MARCH 17, 2024

Feldman, CLU, ChFC Clients and financial advisors have different perspectives. Train yourself mentally to understand that and then relay that information to the client. That’s when you become a true professional because you’re solving problems that your clients don’t even know they have. By Marvin H.

Estate Planning 82

Estate Planning Financial Advisor Clients Education 82

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Nerd's Eye View

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. tax and estate planning) to differentiate themselves.

Estate Planning 130

Estate Planning Wealth Management Financial Services Financial Advisor 130

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Explaining the technicalities is often only a modest help to clients.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Indigo Marketing Agency

JULY 27, 2023

As a financial advisor, engaging in fee conversations with prospective clients can be challenging—and sometimes downright awkward! Others are convinced that they can DIY their financial plan for free. Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

International College of Financial Planning

JULY 20, 2022

CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc. Take knowledge about, How to advise clients on the different types of insurance products. Risk analysis aims to understand your clients’ risks better.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

MainStreet Financial Planning

FEBRUARY 1, 2024

Here is what makes us different: Hourly, Fee-Only Service: We operate on an hourly or, flat, fee-only basis, ensuring transparency and alignment of interests with our clients. Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. In an increasingly global society, prenuptial agreements help eliminate a great deal of uncertainty with respect to the applicable law at the time of divorce.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Good Financial Cents

MARCH 30, 2023

I have many clients that feel that they “ have to set up a trust “ I think many want to avoid probate at all costs. I’ve had clients select all the above to be their primary trustee or successor trustee. Limitation of exposure to estate taxes , as part of a proper estate planning process.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. It’s important to understand—and communicate to your child—that wanting to protect their wealth isn’t only about money or completely cutting off the divorced spouse.

Planning 52

Planning Strategic Planning Estate Planning Distribution 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients. Excellent analytical and problem-solving skills to help clients achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Carson Wealth

FEBRUARY 26, 2024

In the past few episodes, we’ve walked through several of the different questions that I walked through in the planning process with clients and prospective clients. Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family.

Planning 52

Planning Taxes Clients Estate Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. The planning options available to families are numerous.

Accounting 52

Accounting Taxes Assets Clients 52

Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Are they fiduciary?

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Carson Wealth

SEPTEMBER 19, 2022

Financial advisors aim to help their clients in a variety of ways, but the most integral part of what they do is financial planning. Skilled financial advisors have spent years developing technical and emotional knowledge to guide their clients through the process. Credit planning. Retirement planning.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. 2 Make Money More Meaningful.

Financial Planning 76

Financial Planning Planning Clients CFP 76

FMG

JULY 14, 2022

” The driving force of the site is to highlight the many different strategies and solutions Navis Wealth extends out to its clients, with each service page outlining the planning process, tools and resources available to visitors, helping them self-qualify. Do you ever plan on expanding your repertoire?

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Carson Wealth

DECEMBER 15, 2023

In the past few episodes, we’ve walked through several of the different questions that I walked through in the planning process with clients and prospects. Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family. Everyone has a vision.

Planning 52

Planning Taxes Clients Estate Planning 52

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I have any emails from clients routed to a specific folder so that I can address those first. hours of it.

Financial Advisor 59

Financial Advisor Financial Planner Clients Compliance 59

Inside Information

JUNE 28, 2022

This is not, I’m sure you know, a recipe for professional success, and I think the dynamic is retarding the profession’s progress at a time when clients are increasingly demanding new services and different ways to pay for them.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

Brown Advisory

DECEMBER 2, 2015

An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Harness Wealth

MARCH 5, 2024

Some tax advisors may have different hourly rates for different types of services based on client type and complexity. This enables advisors to set minimum fees for clients and add on fees as more services are needed. Ask about the types of clients CPAs, EAs, and tax attorneys have worked with in the past.

Taxes 52

Taxes Tax Planning Ethics Education 52