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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!

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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 246
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes 52
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Your Essential Estate Plan Toolkit: Optional Estate Planning Documents

Pacifica Wealth

Optional estate planning documents are generally not legally binding documents. . Optional estate documents focus on values, lessons, and legacy issues. You are probably familiar with the organ donor program in which you place a “donor” sticker on your driver’s license. 1) Organ donor. 1) Organ donor.

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Helping Aging Parents Manage and Protect Their Finances

Carson Wealth

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.

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The Value of Interactive Financial Planning: Engaging Clients on What Matters Most

eMoney Advisor

Our research shows that advisors who adopt a planning-led approach are able to offer more complex plans to more people—and charge a premium for those plans. As any planning-led financial professional knows, the financial plans you create are only as good as their implementation.

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Implement Digital Documentation for Client’s Onboarding

BlueMind

Therefore, digital documentation can be very critical for the onboarding process. This long and arduous process of client onboarding demands that you have all the required documentation lined up in a row before creating financial goals and plans with your client. Category: Technology.