Nerd's Eye View

JANUARY 20, 2023

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Financial Planner 246

Financial Planner Financial Advice Fee Only Financial Planning 246

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. Hiring the right advisor for your needs is critical. What are your conflicts of interest?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

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.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. Others use frequent emails to stay in regular contact, sending reminders or helpful information relevant to their clients.

Clients 244

Clients Communication Fee Only Financial Advisor 244

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! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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. Along the way, I’ve gathered six key insights about financial planning for Millennials.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This can include mutual funds, insurance policies, annuities, and other financial products. Fee-based advisors are where it can get complicated.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

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.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Nerd's Eye View

SEPTEMBER 10, 2024

So, whether you're interested in learning about how serving a niche can help a newer advisor gain credibility with clients, using a podcast to generate new client leads, or how to profitably transition from a broker-dealer platform to the RIA model, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Mason.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 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.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

FEBRUARY 15, 2022

Get Trip Insurance. In the past, I’ve said that trip insurance was an unnecessary expense. It could be wise to opt for the travel insurance right now, while everything is in recovery mode. You never know what other changes could impact your trip, and the money you’re putting into planning it.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. You have to ask for what you want.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Your Richest Life

MARCH 31, 2023

Typically, the FDIC insures a bank balance of up to $250,000. So the FDIC guaranteed both insured and uninsured deposits, because not doing so presented a threat to the U.S. It might sound scary, but this is an opportunity for everyone to familiarize themselves with FDIC insurance and the importance of diversification.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

OCTOBER 1, 2022

Have the Appropriate Insurance. Homeowners insurance covers many disasters, but it doesn’t always cover everything. Make sure you know what your insurance policy covers, as well as what it doesn’t. Disaster Preparedness Financial Documents. Insurance policies. Estate planning documents. Titles and deeds.

Food 104

Food Insurance Certification Fee Only 104

Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. It’s meant to be a sort of insurance policy, so that even if an expensive surprise pops up, you won’t have to go into debt to cover it. . About Your Richest Life.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

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?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This can include mutual funds, insurance policies, annuities, and other financial products.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Marriages, divorces, children growing from minors to adults, and individuals passing away all represent significant events and will likely warrant changes to the beneficiaries listed on our retirement accounts, life insurance, and estate plans. Insurance Amounts . FINANCIAL ADVISOR. ABOUT THE AUTHOR. NATE CONDON.

Insurance Coverage 98

Insurance Coverage Retirement Planning Accounting Taxes 98

Yardley Wealth Management

OCTOBER 22, 2024

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson Conflicts of interest in financial advice can greatly impact the recommendations that clients receive, especially from fee-only advisors. Today, many advisors have moved to a fee-only model.

Financial Advice 52

Financial Advice Fee Only Commission Financial Advisor 52

Your Richest Life

JUNE 3, 2024

Check Over retirement savings plans and health insurance Open enrollment begins in the fall, so you can use the summer to assess your benefits and make sure they’re working for you. Review your health insurance spending and retirement savings for the year, and make note of any major life changes this year.

Budgeting 97

Budgeting Taxes CFP Retirement 97

WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

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. 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.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . Agents of an insurance company .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Your Richest Life

OCTOBER 15, 2022

Take a look at the upcoming year and note any important changes, health plans, etc. That will help you make a decision when it’s time to compare plans. Disability insurance – Disability insurance is a frequently forgotten but very important benefit. Read my post about disability insurance here.

Insurance 52

Insurance Medical Accounting Taxes 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. Insurance Companies. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Pros: Liquid FDIC insured up to $250k Cons: The highest interest rates may require astronomical balances, and even then you likely can get a higher rate with an online savings account with no (or much lower) minimums. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Current Yield: 0.03% – 0.1%

Accounting 98

Accounting Banking Certification CFP 98

Your Richest Life

OCTOBER 15, 2024

If your employer opts for a new insurance company, for example, that could change everything from your deductible and copays to covered providers and services. The match doesn’t just have to be in a 401(k) or 403(b) plan, either; some employers will also match Roth 401(k) or Roth 403(b) contributions, as well.

Insurance 52

Insurance Healthcare Retirement Accounting 52

International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Harness Wealth

MAY 25, 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. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

AUGUST 3, 2023

A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. 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

Yardley Wealth Management

MAY 16, 2023

Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.

Insurance Coverage 52

Insurance Coverage Financial Advisor Retirement Planning Budgeting 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” His smart career decisions after university allowed him to avoid the being tortured and exploited in a wirehouse, bank, and insurance company financial advisor program.

Financial Advisor 52

Financial Advisor Recruitment Insurance Sales 52

Sara Grillo

OCTOBER 10, 2022

Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. But they do have questions like: How do I set up a defined benefit plan?

Financial Advisor 52

Financial Advisor Financial Advice Fee Only Financial Planning 52

Sara Grillo

AUGUST 14, 2023

The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. Not being a fiduciary financial advisor doesn’t mean you aren’t a good advisor. For example, there is nothing that says that an insurance agent’s recommendations can’t be made in the best interests of clients.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 25, 2022

Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. The tech space is great since there are RSU, ESPP etc that we can help clients plan around.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52