Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. fa-mag.com) 11 things learned as a financial planner including 'Divorce is one of the most expensive financial decisions.'

Wealth Management

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only

International College of Financial Planning

JULY 2, 2025

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

Financial Planner

Validea

JANUARY 13, 2025

In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We aim to make these timeless investing lessons both educational and entertaining.

Financial Planner

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

Financial Planner

Wealth Management

JULY 31, 2025

The power of leaning into education—and what he found to be the most powerful resources. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. The process of starting over—and why, after decades in the business, Brian was open to doing so.

Wealth Management

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner

International College of Financial Planning

JULY 11, 2025

As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight. Because the real job of a financial planner is not to predict the next market move.

CFP

Validea

DECEMBER 2, 2024

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson.

Financial Planner

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. These resources might have financial planners, checklists, or eBooks. Here are some types of content that work well for audiences in financial services: Educational content : Make difficult financial concepts easy and clear to understand.

Marketing

Midstream Marketing

NOVEMBER 8, 2024

Developing a Content Marketing Plan Tailored to Financial Services Content marketing is important for getting quality leads. When you provide helpful educational content, people start to view you as a trustworthy source. Articles that inform and educate your readers. Offer educational content to show what you know.

Financial Advisor

Validea

NOVEMBER 18, 2024

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024.

Financial Planner

Validea

NOVEMBER 4, 2024

Whether you’re a value investor, a financial planner, or just someone interested in improving your investment process, there are valuable takeaways here for everyone.

Financial Planner

International College of Financial Planning

JULY 31, 2025

As India’s leading institution for CFP® education, we have nurtured thousands of future-ready Certified Financial Planners (CFP®) who combine analytical depth with human insight. Because the real job of a financial planner is not to predict the next market move. Let the machines handle the code.

CFP

Validea

DECEMBER 23, 2024

In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.

Financial Planner

Financial Symmetry

MAY 27, 2025

After graduating, Chad came on board full-time as a Financial Planning Associate. He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry.

Certified Financial Planner

International College of Financial Planning

JUNE 17, 2025

Increase Investor Literacy: Use awareness campaigns, workshops, and institutional outreach to educate investors. Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Digitize Compliance: Leverage fintech solutions to simplify KYC, AML, and remittance workflows.

Compliance

Financial Symmetry

JUNE 18, 2025

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession.

Certified Financial Planner

Tobias Financial

FEBRUARY 11, 2025

In this metaphor, the big rocks are the things that are most important to you goals like retirement, buying a home, higher education, or an annual vacation. You have some rocks, pebbles, and sand, and you need to fill up your jar. Finally, the sand is the stuff we spend money on but dont receive any lasting benefits.

Accounting

Validea

MARCH 3, 2025

In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s research team at Bridgewater Associates.

Economics

Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.

Asset Allocation

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. What’s their relationship with money?

Communication

International College of Financial Planning

JULY 9, 2025

The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest.

CFP

Midstream Marketing

NOVEMBER 12, 2024

Creating Educational Content for Financial Literacy Promotion Positioning yourself as someone trusted in finance can attract potential clients. When you share educational content, you show that you want to help people with their money. Learn what kind of financial planning they may need from a financial planner.

Financial Advisor

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

Midstream Marketing

DECEMBER 16, 2024

By using smart methods, financial planners can draw in the right prospects and help generate new leads to turn them into loyal clients. Breakthrough tactics for lead generation and conversion Effective lead generation and conversion are key parts of a successful plan for advisers.

Financial Advising

Validea

DECEMBER 17, 2024

Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan.

Portfolio Management

Validea

NOVEMBER 25, 2024

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.

Portfolio

Inside Information

MARCH 11, 2025

Advisor: People who call themselves advisors or financial planners follow a variety of different business models. And I do think its possible to have a good, productive relationship with a sales agent. Prospect : Wait What do you mean, sales agent?

Clients

Validea

MARCH 31, 2025

In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series.

Risk Management

Midstream Marketing

OCTOBER 29, 2024

Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. Spend time writing blog posts, articles, or interesting social media updates that offer financial education and insights.

Advertising

Clever Girl Finance

MARCH 10, 2021

Financial education. That’s why we’re spotlighting incredible Black women financial experts who are creating change by educating, empowering, and uplifting communities. Fo Alexander FAQs on Black women financial experts and wealth building Related content Check out what these financial experts have to offer!

Education

International College of Financial Planning

JUNE 27, 2025

She should be aware of the power of compounding and the impact it can have on her long-term financial well-being. Beyond daily money management, single mothers also need to think about the future—especially estate planning.

Estate Planning

Indigo Marketing Agency

MARCH 19, 2025

Focus on high-intent keywords like financial planner near me or retirement savings help. You can keep your ads simple and clear while occasionally sharing educational content that showcases your expertise. What are the key elements of a high-converting ad for financial advisors?

Financial Advisor

Validea

DECEMBER 30, 2024

We’re back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong).

Marketing

Validea

NOVEMBER 11, 2024

markets The Financial System’s Plumbing Breaking down complex topics like Fed operations and bank failures Automated Fed Policy Could we remove human judgment from monetary policy? In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.

Banking

Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing.

Investing