Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 All in all, the markets and economy performed stronger than anticipated in 2023.

Economy

Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. There are many paths to financial success, and you have to find your own. If you do want guidance on getting there, try enlisting a Certified Financial Planner Professional who will help you create a plan catered to your needs and goals. .

Certified Financial Planner

FMG

MARCH 28, 2023

How One Firm is Testing a New Social Platform to Land New Clients via Financial Planning Northwestern Mutual recently launched a quiz on Pinterest aimed at engaging with millennial women and promoting financial literacy. Read the full article here. Well, struggle no more.

Financial Planner

Your Richest Life

APRIL 19, 2022

If you want to improve your financial literacy, set a goal to listen to one new podcast a day, a week or a few times a week. Here are some good ones to get you started: Investing and financial planning. Most of the topics cover investment strategies, market behavior and the economy. Therefore, he knows his stuff.

Budgeting

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

Financial Advisor

Good Financial Cents

DECEMBER 14, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge Fund Manager.

Budgeting

International College of Financial Planning

AUGUST 2, 2021

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

Financial Advisor

Park Place Financial

NOVEMBER 29, 2022

Although a tumultuous economy understandably causes concern for many people, it may also pose several valuable opportunities. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Work with the Professionals .

Estate Planning

International College of Financial Planning

MARCH 8, 2023

The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year.

Budgeting

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. India’s Real GDP is projected to grow by 7.3% crore youth trained under various programs.

Budgeting

The Irrelevant Investor

MARCH 11, 2021

The people at this agency held themselves out as financial planners. A listener emailed us today saying: Also for folks wanting to get into the industry of financial planning, fidelity is a great place where no experience is needed to get started: [link] fidelity.com/ This is a great idea.

Financial Advisor

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. That’s why I’m excited to share the top books for financial advisors in 2020. Best for: Financial advisors who want to scale their business and increase revenue. The Wrap-Up.

Financial Advisor

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. 0:17 Ryan Kelley: Thanks.

Marketing

Your Richest Life

NOVEMBER 11, 2022

If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. The basics still apply in a turbulent economy. Prepare for the worst, hope for the best, and revisit your financial plan when you need to make adjustments.

Certified Financial Planner

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