Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Ron A. Rhodes

DECEMBER 13, 2023

It is possible that all commission-based compensation involving the sale of investment products, life insurance products, and annuities could be eliminated. And it would be right and just to do…

Commission 59

Commission Insurance Sales Investing 59

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. 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. Read More.

Financial Planner 225

Financial Planner Management Planning Financial Advisor 225

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Clients 212

Clients Fee Only Advertising Planning 212

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 204

Fee Only Portfolio Clients Advertising 204

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Nerd's Eye View

MARCH 20, 2023

When a prospect is looking for a financial advisor, understanding how much they will need to pay can often be a tricky proposition.

Communication 230

Communication Planning Financial Planning Fee Only 230

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. When choosing a financial advisor, consider their costs and whether they earn commissions on products they recommend.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

Truemind Capital

FEBRUARY 8, 2024

– Hidden costs & agenda : There may be hidden costs in terms of commissions or kickbacks that are not explicitly disclosed while making the sale of any product. A good financial advisor should ace all of these aspects. That’s why a majority of people get stuck with duds in their portfolios.

Fee Only 52

Fee Only Commission Investing Investments 52

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

eMoney Advisor

MAY 1, 2023

.” Eing is passionate about diversity, equity, and inclusion in the financial planning industry, and it shows in his priorities. You can read more about his story and his best advice for other planners in a recent blog post, 8 Powerful Ways to Grow as a Financial Planner. ” Achieving the No.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Tobias Financial

NOVEMBER 29, 2022

Brokers are paid by a commission on the investment products they sell. Fiduciary advisors are generally fee-only. In this structure, they charge a specific fee for the work they provide, untethered to any products or investment options they recommend. The post What’s The Difference Between a Broker and an Advisor?

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Inside Information

MAY 30, 2023

In some of the surveys, you will also see the ‘payout range,’ which basically says how much of the rep or rep office’s compensation (commissions and AUM fees) they get to keep, which gives you a back-door way to estimate how much of their revenues are taken by the BD.

Communication 40

Communication Sales Compliance Insurance 40

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 You can check the company’s financial statement on the Securities Exchange Commission (SEC) EDGAR filing platform.

Investing 52

Investing Investments License Accounting 52

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Investment Advisor 105

Inside Information

JUNE 28, 2023

This is really none of my business, but I can’t help saying that I hate the new policy at the National Association of Personal Financial Advisors regarding trail commissions. We will have to cheapen the hard, strong language that we’re accustomed to using when we recommend working with a fee-only planner.

Commission 40

Commission Fee Only Clients Financial Advisor 40

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Are commissions bad?

Insurance 59

Insurance Retirement Financial Advisor License 59

Inside Information

JANUARY 31, 2022

The obvious next priority to put on the regulatory watch list is sales commissions. I think it’s self-evident that any product that has to pay people to recommend it is probably not competitive on its own merits.

Commission 40

Commission Clients Sales Fee Only 40

WiserAdvisor

SEPTEMBER 13, 2022

If you need guidance on how to start saving for retirement, which instruments to invest in, how to set up a budget, manage your expenses, and more, consult with a professional financial advisor who can advise you on the same. Financial advisors can be hired on fee-only or commission-based models.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

If you need guidance on how to start saving for retirement, which instruments to invest in, how to set up a budget, manage your expenses, and more, consult with a professional financial advisor who can advise you on the same. Financial advisors can be hired on fee-only or commission-based models.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59