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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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. Keep reading to find out.

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XY Planning Network

JULY 15, 2024

Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda.

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Yardley Wealth Management

OCTOBER 22, 2024

The post How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson appeared first on Yardley Wealth Management, LLC. In this episode of Not Just Numbers , host Madison Demora and financial advisor Mike Garry are joined by realtor Amy Patterson.

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XY Planning Network

JULY 25, 2022

As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.

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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. Read More.

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The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. FINANCIAL WRITING.

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Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

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Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

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Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based.

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WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

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International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

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Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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XY Planning Network

AUGUST 18, 2023

Why are some people better at marketing than others? And how can you be one of those people who's a cut above the rest? The bad news is there's no magic recipe to become a master marketer.

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Sara Grillo

MAY 24, 2024

Financial advisor fees can be reduced – here are some ways. But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.

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International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

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XY Planning Network

JULY 15, 2024

Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

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Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

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Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

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Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And that is certainly a welcome innovation, whoo hoo!

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Darrow Wealth Management

NOVEMBER 17, 2022

Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. We specialize in financial planning for an IPO, acquisition, or sale of a private business.

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Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

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Your Richest Life

JULY 17, 2024

The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. That will bring you much more fulfillment in the long run.

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eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Tax and insurance advice was also somewhat constrained. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM.

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Sara Grillo

JANUARY 9, 2023

What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread. What should financial advisors do? The move to financial planning transparency is aflame! There is an emphasis on logical and clear disclosure of services and their related fees.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. What is an advice-only financial planner?

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Inside Information

SEPTEMBER 28, 2021

Suddenly every broker was calling him/herself a financial advisor, and appropriating the trust that real advisors had been building with the public. (Is ‘stealing’ a better way to describe it than ‘appropriating?’) . (Does any of this sound familiar about today’s marketplace?). The point here is what’s in the middle.

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Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

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Sara Grillo

MARCH 16, 2024

The Transparent Advisor Movement is taking Kansas City! Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. Wow – what a wonderful opportunity to interact in person with other advisors who run their businesses with a philosophy similar to mine.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

There are really only two key ingredients for this: Diversification across asset classes AND geographies Time in the market, NOT timing the market There are special tools at the disposal of your investment advisor, such as direct indexing strategies that utilize tax loss harvesting to defray some tax costs of gaining more geographic diversification.

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Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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The Big Picture

APRIL 25, 2023

And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. So where advisors are subject to a fiduciary obligation, which you know, that means they have to act in the best interests of their clients. HAMBURGER: Absolutely. They thought again about it.

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Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a 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. Get ready for a rumble, folks!

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