Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Inside Information

DECEMBER 28, 2021

I would argue that the holy grail of the communication hub role is successfully facilitating a shared sense of community among the members. Higher levels of information quality will drive higher levels of participation. .

Financial Planning 40

Financial Planning Communication Ethics Fee Only 40

International College of Financial Planning

SEPTEMBER 3, 2021

A well-defined value proposition helps you: Communicate more effectively. Go for Fee-Only Financial Advisors. Fee-only financial advisors charge their clients a flat fee for providing advice. Financial advisors today are better equipped to help their clients make informed choices about their finances.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JANUARY 9, 2023

There is an emphasis on logical and clear disclosure of services and their related fees. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. This will mean that the individual has successfully fulfilled the CFP Board’s requirements – education, exam, experience, and ethics – to receive this designation.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. This will mean that the individual has successfully fulfilled the CFP Board’s requirements – education, exam, experience, and ethics – to receive this designation.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59