Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

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Clients Financial Advice Financial Planning Financial Advisor 246

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

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Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

JANUARY 25, 2024

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many.

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Financial Advice Clients Financial Planning Numbers 246

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.

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Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

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Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan.

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Planning Financial Advice Financial Planning Clients 246

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

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Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

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Financial Advice Financial Advisor Ethics Financial Planning 245

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.

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Financial Advice Planning Fee Only Financial Planning 98

Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

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Financial Advisor Clients Financial Planning Insurance 246

XY Planning Network

MARCH 13, 2023

MIN READ “ Make Financial Advicers better, and more successful! He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice.

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Financial Advice Financial Advisor Financial Advising Education 95

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

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. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. 3 Deckers, Lambert.

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Financial Planning Planning Clients Wealth Management 78

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Right now, few of them use advisors regularly.

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Financial Advisor Financial Advice Marketing Marketing 52

eMoney Advisor

MARCH 16, 2023

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. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

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

MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Instead, they provide objective, conflict-free financial advice at a predictable cost.

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Fee Only Financial Planner Financial Planning Financial Advisor 52

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Financial Planning is vital. NEW SERVICE – Financial Coaching. FINANCIAL WRITING.

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Retirement Marketing Marketing Financial Planner 130

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

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Financial Planning Accounting Planning Financial Advisor 64

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance.

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Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

APRIL 25, 2024

These standards encompass extensive educational requirements, a rigorous examination process, relevant professional experience, and a steadfast commitment to ethical conduct. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 52

Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Education Benefits.

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Financial Planning Planning Education Clients 52

Midstream Marketing

DECEMBER 10, 2024

Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

MAY 14, 2025

This is a brilliant way to target next-generation clients with a built-in client retention plan. The homepage also details the offerings that reimagine the traditional financial advice experience from financial planning and design, to ongoing guidance and educational opportunities.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 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. What should financial advisors do?

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Financial Planning Planning Financial Planner CFP 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. It is essential for advisors to get educated on the needs of these younger investors now so they can begin making strategic adjustments as they seek to serve them well and profitably.

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Financial Advice Clients Financial Planning Assets 84

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

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. CFP enables you to save big by learning better.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

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. Together with Rianka R. Learn more​​ about Marguerita on LinkedIn. Peter Lazaroff.

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Financial Advisor CFP Financial Services Education 116

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

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Financial Advisor Clients Media Financial Planning 52

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

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Banking Clients Planning Financial Planning 74

Midstream Marketing

NOVEMBER 5, 2024

Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Get advice on creating content, such as combining educational and promotional posts, and using questions from clients. It is helpful for financial advisors. Make a strong LinkedIn profile.

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Media Financial Advisor Marketing Marketing 52

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 52

WiserAdvisor

FEBRUARY 21, 2023

Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs. Elder financial planning can help eliminate some common issues faced by older people. Annuity plans, pension plans , etc.,

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Financial Advisor Clients Estate Planning Education 104

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. Paying off student loans , saving for your child’s education or paying off your mortgage are goals that many people have, but don’t forget to support yourself, too.

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Financial Planner Estate Planning Financial Planning Financial Advice 59