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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Read More.

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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization.

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Navigating The FTC’s Ban On (Most) Non-Competes: The New World Of Partnerships And Non-Solicits 

Nerd's Eye View

However, these agreements can also be unduly restrictive towards employees, limiting their ability to advance within their chosen industry, which is especially problematic in skilled professions that might have required years of education and training just to enter in the first place.

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients. No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements.

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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients.

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Average Fees for Financial Advisors in 2023

Harness Wealth

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Requirements include: Education: Completion of nine college-level courses.