Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

Education 174

Education Financial Planning Estate Planning CFP 174

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning. It equips individuals with the necessary knowledge and skills to offer comprehensive financial advice, manage wealth, and navigate clients through complex financial decisions.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Attorneys play a critical role in the financial planning process, particularly in estate planning.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. 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

WiserAdvisor

DECEMBER 1, 2023

It is precisely these challenges that make the role of a financial advisor indispensable for physicians. Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. Reason 2: To eliminate debt Medical education often comes with a substantial financial investment.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

FEBRUARY 21, 2023

As a person grows old, they may lack the energy, health, and interest to manage their money and other assets. Additionally, it also helps clients manage their money better. Financial advisors can also review monthly statements with the older adult to ensure that all transactions are legitimate.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

JULY 20, 2022

CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Hourly Fee Fee charged per hour of advice. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

MAY 6, 2022

With the help of a certified financial planner, you can learn how to make the most of your money and investments. You will be able to understand the different types of investments, how to manage your money, and how to make the most of your savings. With the help of a certified financial planner, you can work from anywhere in the world.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

WiserAdvisor

AUGUST 3, 2023

One common aspect that most individuals consider is the cost associated with engaging a financial advisor. Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. For some, this expense may seem substantial at first glance.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

WiserAdvisor

JULY 27, 2023

Human financial advisors possess the expertise to consider individual circumstances, emotions, and unique financial situations, thus offering tailored recommendations. Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Others love managing money. And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Others love managing money. And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

Retirement 52

Retirement Portfolio Investing Investments 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Here are some of the ways a CFP can help you grow and manage your finances: 1.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. So here’s a blog post about all of that. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 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. Ethics matter in financial advice! So please subscribe! Ethics matter. What do you think?

Ethics 52

Ethics Financial Advisor Clients Management 52

WiserAdvisor

JANUARY 5, 2024

A financial advisor can help you make sense of high-income earners’ investment strategies and methods of wealth management for the middle class. This article will pinpoint six key distinctions that can underscore the difference in the investment strategies of these financial groups.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

Sara Grillo

APRIL 10, 2023

These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. I hope you’ll subscribe to my newsletter.

Investing 52

Investing Investments CFP Financial Advisor 52

Darrow Wealth Management

MARCH 31, 2023

But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Cash assets have no tax implications.

Financial Planning 83

Financial Planning Planning Estate Planning Taxes 83

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. I’m Barry Ritholtz. Tom joined Vanguard back in 1988.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

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).

Banking 74

Banking Clients Planning Financial Planning 74

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

WiserAdvisor

JULY 24, 2022

The more money you own, the more intricate the process of managing it. Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Services: I offer investment management as an add-on to financial planning.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Investment Advisor 105