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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

In our 166th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can bridge the gap between planning and a client's lived experience to guide better decision-making. a tax bill or refund).

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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5 Good Elements of a Financial Advisor

International College of Financial Planning

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers

International College of Financial Planning

Skills Required for a Career in Wealth Management A successful career in wealth management requires a range of skills that include: Strong communication skills to engage with clients and explain complex financial concepts in a simple manner.

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

The type of stock that is right for you comes down to your risk tolerance, investment goals, tax plan, and investment horizon. . There are many different investing strategies out there, and you need to find one that supports your unique goals. Building Your Strategy.