Nerd's Eye View

JULY 18, 2022

Insurance companies and broker-dealers in the business of manufacturing products and hiring advisors to sell them often dominate career fairs and job boards, frequently drawing in graduates of CFP Board-approved education programs.

CFP 246

CFP Recruitment Sales Certification 246

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

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. This can include mutual funds, insurance policies, annuities, and other financial products.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. This can include mutual funds, insurance policies, annuities, and other financial products. What is a Certified Financial Planner (CFP)?

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Envision Wealth Planning

MARCH 17, 2022

are paid through a commission. The individual or company is registered with either the Securities and Exchange Commission (SEC) or a state securities regulator. To find out if you are working with an actual investment adviser representative, go to the Securities Exchange Commission’s Investment Adviser Public Disclosure database.

Certified Financial Planner 52

Certified Financial Planner Investments Investing Financial Planner 52

Harness Wealth

MAY 25, 2023

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. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

International College of Financial Planning

AUGUST 2, 2021

These include – Education – Some self-trained Financial Advisors have spent years in the industry and gained insights into this trade and have done well for themselves. However, this isn’t what you are aiming for and to find your foot in the industry you will need the right kind of education.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Midstream Marketing

DECEMBER 10, 2024

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) At the same time, Division Examination Staff (“Staff”) has found that many ongoing financial planners are unprepared to respond to Staff inquiries about fees and work performed made during regulatory examinations.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 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 also head up our financial planning team of rockstar financial planners who support all of our advisors.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Validea

SEPTEMBER 20, 2023

While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial shares has now brought it to the masses. Many believe that direct indexing will be the next big trend in investing. But does it make sense for investors to utilize the strategy?

Commission 52

Commission Investments Investing Financial Planner 52

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Good Financial Cents

AUGUST 11, 2022

You also get free access to a digital financial planner, who can help you tweak your investments so they align with your long-term goals. Both of these platforms let you buy and trade stocks without any commissions or fees. Share insights in a community and access a wealth of educational content.

Investments 110

Investments Investing Marketing Marketing 110

International College of Financial Planning

OCTOBER 5, 2021

The same goes for a Financial Advisor where must set the priorities right.Your interests, professional perks, performance incentives, and commissions are secondary to the interests of the clients. To conclude, we have covered the most important traits that one must have to be a successful Financial Advisor.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

The Big Picture

MAY 7, 2024

But I gotta start with your education. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. I think people should really, you know, be educated about money, think about their money.

Startup 147

Startup Advertising Engineering Numbers 147

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member.

CFP 40

CFP Commission Education Investments 40

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Most brokerages no longer charge trading commissions which is a huge saving for us! They then earn a commission on the products that they sell.

Accounting 105

Accounting Investments Investing Media 105

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. Best of all, none of those brokers charge commissions for buying and selling individual stocks. “I Skills needed: Overall grammar, linguistics, and written English language education, communication skills, presentation skills, classroom management.

Accounting 91

Accounting Communication Investments Investing 91

The Chicago Financial Planner

JANUARY 17, 2022

I’ll let the Securities and Exchange Commission (SEC) explain this in a quote from their website : “An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments. FINANCIAL WRITING. What is an annuity?

Retirement 185

Retirement Insurance Financial Planner Retirement Planning 185

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

It comes down to financial literacy and investor education. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. It’s a problem and it seems like the SEC is just picking and choosing who to go after.

Investments 52

Investments Investing CFP License 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Nerd's Eye View

NOVEMBER 8, 2024

the Department of Labor's Retirement Security Rule and the Federal Trade Commission's ban on most non-compete agreements, both of which are currently blocked by courts) likely to be tabled under the new administration.

Financial Planner 189

Financial Planner Compliance Communication Clients 189