Nerd's Eye View

APRIL 25, 2023

Welcome back to the 330th episode of the Financial Advisor Success Podcast ! Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., My guest on today's podcast is Ari Weisbard. that oversees $143 million in assets under management (AUM) for nearly 75 client households. Read More.

Management 243

Management Financial Advisor Clients Ethics 243

FMG

JANUARY 10, 2024

Throughout these communications, demonstrate your expertise and what you have to offer. If you do a good job as an advisor, word of mouth will sing praises and suggestions that people should use you as their financial advisor. That is to maintain a consistent work ethic and mindset.

Financial Advisor 52

Financial Advisor Clients Ethics Media 52

International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

NAIFA Advisor Today

APRIL 27, 2023

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr.

Ethics 52

Ethics Advertising Financial Advisor Insurance 52

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

International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

SEPTEMBER 18, 2022

Join the Transparent Advisor Movement. Many are financial advisors who practice as Advice Only, Flat Fee, and Hourly planners. Join our email list to receive weekly “The Transparent Advisor Letter” and notices of our monthly meetups via email. Transparency is what financial advice has always been missing.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

International College of Financial Planning

OCTOBER 26, 2023

A robust estate plan acts as a protective shield, safeguarding you and your loved ones from potential financial calamities. The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. Working Style: Consider whether you prefer a tax advisor you can meet with in person or a firm that works remotely. Additionally, think about how you prefer to communicate and to what degree the technological tools of the firm are important to you.

Taxes 52

Taxes Tax Planning Ethics Education 52

eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. The CFP Board stated the risks as follows in its communication. Crypto in the News. ” CFP Board , 2022.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

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? Regulators’ worries are justified.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

FMG

APRIL 6, 2023

Rather, it comes from a need to differentiate from the growing competition, communicate personalized management strategies, and develop a narrative that will attract and be shared by high-net-worth families. HARVEST FINANCIAL ADVISORS: The Harvest Financial Advisors team page emphasizes connection before professionalism.

Marketing 52

Marketing Marketing Clients Media 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

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. Do it my way. RITHOLTZ: Right.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

FMG

JUNE 22, 2023

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52