Communication, Fee Only, Financial Advisor and Financial Planning

#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only

Fee Only Clients Financial Planning Financial Advisor

How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning

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

Communication Planning Financial Planning Fee Only

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Financial Advisor

Financial Advisor Financial Planning Planning Fee Only

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value

Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. This begins with understanding their needs (and communication preferences!) and gaining their trust.

Clients

Clients Communication Financial Advisor Fee Only

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

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

Financial Advice Planning Fee Only Financial Planning

6 Ways to Rethink Financial Planning for Millennials

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics.

Financial Planning

Financial Planning Planning Clients Retirement

Financial Advisor Website Showcase: New Lantern Advisors

FMG

AUGUST 4, 2022

Without a doubt leading to a subtle way to entice visitors into signing up for email communication. The New Lantern Advisor site takes all the best aspects of good site navigation and mixes them with non-intrusive CTAs. New Lantern Advisors is based in Saratoga Springs, NY but works with people from all around the country virtually.

Financial Advisor

Financial Advisor Clients Media Communication

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Clients Financial Advice Financial Planning Fee Only

Do I Need A Financial Advisor? Here’s How To Decide

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

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Do I Need A Financial Advisor? Here’s How To Decide

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

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

How to Become a Financial Advisor in India?

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

Financial Advisor Certified Financial Planner Certification Fee Only

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Clients Financial Advice Financial Planning Fee Only

How to Become a Financial Advisor or Financial Planner in India?

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

Financial Planner Financial Advisor Certified Financial Planner Commission

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning

Financial Planning Planning Financial Planner CFP

Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM.

Certified Financial Planner

Certified Financial Planner Financial Planner Fee Only Clients

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

XY Planning Network

JANUARY 15, 2024

I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots.

Financial Services

Financial Services Communication Planning Fee Only

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

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

Financial Advisor Portfolio Clients Management

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

Taxes

Taxes Wealth Management Tax Planning Planning

#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

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

Clients Certified Financial Planner Financial Advisor Financial Planner

Blunt, unfiltered truth about Indexed Universal Life

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

Insurance Clients Financial Advisor Accounting

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 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. So please subscribe!

Financial Planner

Financial Planner CFP Financial Planning Education

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant.

CFP

CFP Financial Advisor Financial Planner Ethics

Transcript: Brian Hamburger

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance

Compliance Wealth Management Clients Management

Financial Advisor Source

#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning

Webinars

Trending Sources

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Webinars

Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

6 Ways to Rethink Financial Planning for Millennials

Financial Advisor Website Showcase: New Lantern Advisors

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

How to Become a Financial Advisor in India?

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

How to Become a Financial Advisor or Financial Planner in India?

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Blunt, unfiltered truth about Indexed Universal Life

Advice-only financial planners are stealing the show!

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Transcript: Brian Hamburger

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