Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 202

Financial Planner Financial Advisor Commission Budgeting 202

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.

Financial Planner 190

Financial Planner CFP Professional Services Financial Planning 190

Nerd's Eye View

DECEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.

Financial Planner 189

Financial Planner Communication Estate Planning Wealth Management 189

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 199

Financial Planner Nonprofit CFP Advertising 199

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 200

Financial Planner Ethics Financial Advisor Clients 200

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 188

Financial Planner Asset Allocation Clients Risk Management 188

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

Financial Planner 155

Financial Planner Retirement Planning Retirement Insurance 155

Nerd's Eye View

SEPTEMBER 1, 2023

Read More.

Financial Planner 193

Financial Planner Strategic Planning Retirement Planning Retirement 193

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 203

Clients Financial Planning Financial Planner Communication 203

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? Many were looking for tips on finding prospective clients or were curious about what key performance indicators they should be tracking in their practice. 6 Effective Financial Professional Prospecting Tactics. Making the Most of Your Client Review Meetings.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Nerd's Eye View

FEBRUARY 23, 2023

For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients. This can help prospects decide whether the working relationship would be a good fit for them and give them greater confidence in the value of hiring the advisor.

Financial Planning 176

Financial Planning Planning Financial Planner Financial Advisor 176

Abnormal Returns

DECEMBER 5, 2022

(bloomberg.com) Charitable giving strategies are as varied as the client. riabiz.com) Communication Having a public presence can be scary for advisers. wealthmanagement.com) Should you write your clients an annual letter? spilledcoffee.substack.com) How much should clients know about their adviser?

Financial Planner 206

Financial Planner Estate Planning Startup Communication 206

NAIFA Advisor Today

APRIL 25, 2024

Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Compliance CFP 52

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 154

Financial Planner Financial Advice Financial Advisor Financial Planning 154

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Focus on Your Ideal Clients. Knowing what I know now, I would tell my younger self to focus on client fit.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

Nerd's Eye View

AUGUST 10, 2022

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.

Clients 167

Clients Planning Management Financial Planning 167

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 225

Financial Planner Management Planning Financial Advisor 225

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. Financial and Physical Well-Being. are underinsured.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. As part of your client’s financial team, you can help them transfer wealth efficiently and intentionally in a variety of ways, including charitable giving.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 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?

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

JANUARY 24, 2023

A financial plan should be an accurate reflection of a client’s truest vision for their future. Creating a financial plan that maps closely to a client’s values and goals requires quite a bit of work—mostly in getting to the heart of what really matters to them. I had a client whose husband had passed away.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

International College of Financial Planning

OCTOBER 26, 2023

Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

eMoney Advisor

APRIL 18, 2023

Financial professionals are often guided to group their clients and prospects in accordance with segmentation guidelines. And this is a great starting point when trying to determine the best products and services for your specific client base. 2 When meeting with a new client, our first instinct is to ask them about their goals.

Clients 72

Clients Financial Planning Planning Financial Planner 72

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Has the client been making healthy financial decisions already?

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Demonstrate transparency and patience.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They play a critical role in building and strengthening long-term client partnerships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

BlueMind

MAY 26, 2022

Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Failing to deal with difficult clients will not only lead to an upset client looking to terminate the contract but could also become a source of reputational damage.

Clients 52

Clients Certified Financial Planner Financial Advisor Financial Planner 52

BlueMind

MAY 10, 2022

Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. Conversations need to have the proper nuance.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? This means engaging in the same soul-searching and sharing you expect—and want–of your clients.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59