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.

Fee Only 101

Fee Only Financial Advisor Financial Advice Clients 101

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.

Fee Only 52

Fee Only Financial Advisor Financial Advice Clients 52

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. Serving 401(k) plans on a flat fee financial basis Sounds great – but is this scalable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

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. Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financial advice. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Sara Grillo

AUGUST 14, 2023

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. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40