International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy. in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Inside Information

DECEMBER 28, 2021

I would argue that the holy grail of the communication hub role is successfully facilitating a shared sense of community among the members. Higher levels of information quality will drive higher levels of participation. .

Financial Planning 40

Financial Planning Communication Ethics Fee Only 40

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9 So it’s very difficult to do that. It is kind of a case by case thing. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59