Park Place Financial

SEPTEMBER 8, 2022

ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does it matter that clients know the fees they are paying?

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

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Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. See what type of tangible return on investment you can get.

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Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Do Facebook Ads Really Work for Financial Advisors?

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Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Laurent [link] Flat-fee financial planning for people working remotely and striving for financial freedom.

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WiserAdvisor

OCTOBER 20, 2023

This is not just about learning from mistakes; it’s about leveraging past experiences to make smarter, more strategic financial choices moving forward. In essence, the more acquainted we are with our financial past, the better equipped we become to shape our financial future. Need a financial advisor?

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eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Financial Services Industry Trends. Examining Median Pay.

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WiserAdvisor

MARCH 13, 2024

Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life.

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Indigo Marketing Agency

AUGUST 2, 2021

How to ask clients for testimonials without sounding pushy or desperate. The 3 types of reviews every advisor needs. Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry. It’s her goal to help specialist advisors target their ideal prospects with content marketing.

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International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. Advisors work closely with clients and modify portfolios depending on circumstances. . Do check their track record with their clients.

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Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? In 2021, Cetera Financial Group acquired Voya Financial Advisors.

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WiserAdvisor

NOVEMBER 14, 2023

Therefore, meticulous retirement planning is not just a financial necessity; it’s a cornerstone for maintaining independence, securing peace of mind, and enjoying the fruits of a lifetime of labor. A successful retirement is the result of strategic planning, professional guidance, and the adept use of financial planning tools.

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WiserAdvisor

MARCH 22, 2024

Consider consulting with a financial advisor who can help guide you and assess whether saving 10 times your annual income is enough to meet your retirement needs. This article delves deeper into the dynamics of financial preparation for retirement. While this guideline offers a clear target, it also sparks curiosity and debate.

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WiserAdvisor

SEPTEMBER 20, 2023

You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings. So, take action today to build and protect your vested balances to ensure a financially stable and fulfilling retirement.

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WiserAdvisor

DECEMBER 13, 2023

Consider consulting with a financial advisor who can help devise a personalized retirement plan based on your unique needs and goals. Consider seeking guidance from a financial advisor to create a suitable investment portfolio tailored to your needs.

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FMG

FEBRUARY 3, 2023

It’s not only incredibly beneficial to financial advisors but something we consider a necessity. By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm.

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WiserAdvisor

AUGUST 25, 2023

A financial advisor can help you understand the best way to convert your 401k to a Roth IRA while minimizing the tax bite. Work with a financial advisor A qualified financial advisor can provide customized guidance tailored to your unique circumstances.

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WiserAdvisor

MARCH 22, 2023

Whether you are just starting your career or are nearing retirement age, understanding Roth 401(k) matching can help you make more informed decisions about your financial future. A financial advisor can help you understand the intricacies of the Roth 401(k) match. Need a financial advisor?

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WiserAdvisor

DECEMBER 29, 2022

Knowing where you stand in terms of savings, investment returns, debt liabilities, and other similar heads can be an essential step towards achieving financial security and growth. Moreover, it can help to learn other, more intricate formulas that may help you with more advanced investment decisions and tax.

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WiserAdvisor

DECEMBER 29, 2022

You can also consult with a professional financial advisor who can advise you on which strategies to adopt to build wealth and secure your future. If you are struggling financially, here are some things you need to know about how to build wealth: 3 steps to building wealth. A financial advisor can help you with this decision.

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WiserAdvisor

OCTOBER 4, 2022

Reach out to a professional financial advisor who can help you plan for future retirement expenses to ensure you live comfortably in your golden years of life. So, plan well and consider hiring a financial advisor for professional advice if you need any help through this process.

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WiserAdvisor

APRIL 12, 2023

A financial advisor can help you understand the pros and cons of each and help you decide the best option. This article will explore the critical difference between pre-tax and Roth accounts to help you choose the best fit for your retirement goals and financial situation. Need a financial advisor?

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Ballast Advisors

JUNE 12, 2023

In this blog, we’ll explore some important questions that individuals should consider when assessing how these rates influence their financial plans with key insights from financial professionals Paul Parnell, a financial advisor with Ballast Advisors, and Tom Mattaini a mortgage broker with New American Funding.

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The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. We’re owned by our clients. I’m Barry Ritholtz.

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Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

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WiserAdvisor

MAY 31, 2022

With the steeply rising number of frauds in the country, the birth of crypto investments, changing fintech rules, etc., as a consumer, it is wise to be aware and prepared with the right tactics to know how to avoid investment fraud and protect your money.

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The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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WiserAdvisor

APRIL 25, 2023

A financial advisor can be the right person to determine when and whether you should rebalance your 401(k) portfolio. Need a financial advisor? Compare vetted advisors matched to your specific requirements. We make it easy by matching you to vetted advisors that meet your unique needs.

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WiserAdvisor

MARCH 9, 2023

A financial advisor can help you understand these and choose a suitable account for your needs. You can consult a financial advisor to understand them and arrive at a decision. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else.

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WiserAdvisor

OCTOBER 11, 2022

However, you can adopt certain tax and financial planning strategies to lower your tax output. To learn more about different tax and financial planning strategies that you can employ, reach out to a professional financial advisor who can advise you on the same. Keep reading to find out.

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WiserAdvisor

JULY 29, 2022

You can opt for both 401(k) and Roth IRA accounts and make contributions to the said accounts provided you adhere to the rules set by the Internal Revenue Service (IRS). Give us basic details about yourself, and WiserAdvisor will match you with 1-3 professional financial fiduciaries that may be suited to help you.

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Indigo Marketing Agency

OCTOBER 25, 2019

Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. He’s really one of the big players in the industry, one of the most knowledgeable people, and he’s done so much for advisors out there. It’s like Tony Robbins meets business management for financial advisors.

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WiserAdvisor

FEBRUARY 19, 2024

A financial advisor can help you identify common retirement planning blind spots. This decision requires your careful consideration, as opting to take Social Security early can have significant implications for your long-term financial well-being. The decision to take Social Security early can be a complex process.

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WiserAdvisor

JULY 24, 2022

Further, if your capital gains tax is too high, the financial advisor may use tax-loss harvesting to offset your investment gains with investment losses. Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year.

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The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

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