International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

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Financial Planning Planning Financial Planner Clients 84

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.

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Financial Planning Planning Financial Advisor Financial Planner 150

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. This is where we find the dynamic nature of our financial planning software so powerful.

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Financial Planner Financial Planning Education CFP 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

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eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

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Financial Planning Planning Financial Planner Communication 73

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. I am a CFA® charterholder and financial advisor marketing consultant. WHAT how dare you, Sara?

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Financial Planner Financial Advisor Consulting Financial Planning 59

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Financial Planning Clients Planning Estate Planning 97

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

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Financial Planning Planning Financial Planner Retirement 52

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. It’s about incorporating more life events—large and small—which allows for agile, “just in time” planning.

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Financial Planning Planning Wealth Management Clients 78

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

International College of Financial Planning

JULY 9, 2022

When we are busy working to earn a living and spending time with our family, first thing needs to think about is Retirement Planning. Generally, people think about Retirement planning after retirement. To plan for retired life important thing is financial plan. They may also consult with additional advisors.

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Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. Make sure to consult with a qualified tax professional.

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Estate Planning Financial Planning Planning Taxes 52

NAIFA Advisor Today

JANUARY 24, 2024

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

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Certified Financial Planner Financial Planner Financial Consultant Financial Planning 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Steve Sanduski

JUNE 13, 2023

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. in Toronto. Your responsibilities as an ethical AI user.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

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.

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Financial Planning Planning Financial Planner CFP 52

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

James Hendries

FEBRUARY 23, 2023

Your financial planning strategies should simultaneously encourage the success of your business while also working towards safeguarding your personal finances. Tax Plan Strategically As a small business owner, you have to think about your personal and business tax liability. To pursue that balance, check out these tips.

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Financial Planning Planning Tax Planning Taxes 40

The Chicago Financial Planner

NOVEMBER 27, 2022

I generally consider this a plan for the self-employed. Both plans allow for contributions up your tax filing date, including extensions for the prior tax year. Consult with your tax professional to determine when your employee contributions must be made. The Solo 401(k) plan must be established by the end of the calendar year.

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Retirement Planning Retirement Planning Financial Planner 263

eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

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Clients Financial Planner Financial Advisor Financial Planning 93

Sara Grillo

OCTOBER 21, 2022

I have a weekly 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. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

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Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

eMoney Advisor

FEBRUARY 14, 2023

Financial planning for couples can get messy. That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Nerd's Eye View

FEBRUARY 14, 2024

When an investor is seeking to work with a financial professional, there's a substantial difference in expectations about the nature of the relationship when the professional being consulted is an advisor versus when they're a salesperson.

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Retirement Financial Advisor Insurance Sales 115

eMoney Advisor

NOVEMBER 21, 2022

The things we hope to accomplish financially can be as broad as the approximate age at which we want to retire to as detailed as the type of legacy we hope to leave. Why is goal setting important in the financial planning process? Drill Down to Establish Tangible Goals. This is where the SMART method can be employed.

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Clients Planning Financial Planner Financial Planning 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Quite a bit of discovery from one sentence filled with planner-speak! . Common degrees used in financial planning include: .

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Financial Advising Financial Planning Ethics Financial Services 98

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Yardley Wealth Management

JUNE 6, 2023

Financial planning services can assist with developing a comprehensive estate plan. 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. Advisors may charge a percentage of AUM as their fee.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. RELATED BLOG POSTS.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

eMoney Advisor

MARCH 7, 2023

wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Here, we take a closer look at common issues that can occur with estate planning for a blended family. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?

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Planning Certified Financial Planner Financial Planning Education 82

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning. Sources: 1.

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CFP Financial Planning Clients Financial Planner 85

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. However, there are much more to it than that.

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Risk Analysis Certification CFP Certified Financial Planner 52

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire. Sources: 1.

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CFP Financial Planning Clients Planning 76