International College of Financial Planning

JULY 9, 2025

Mis-selling would be at its peak during such times, only a certified professional can act on client first approach to help choose investors what is right for them. The Fee only space or being a MFD with CFP certification will enable you to provide service of the highest quality.

CFP 40

CFP Wealth Management Certification Asset Allocation 40

Your Richest Life

NOVEMBER 26, 2024

Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older you get, the more impossible it can feel. Try to focus on your own plan, and what will work best for you.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Your Richest Life

NOVEMBER 12, 2024

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? It’s not just about gifts, either.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Your Richest Life

JANUARY 27, 2025

About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. Whichever approach you choose, make sure it aligns with your goals and needs, and work with a professional if you need more help building the right portfolio for you.

Investments 52

Investments Investing Risk Tolerance Portfolio 52

WiserAdvisor

JULY 9, 2025

A financial advisor can help you with tried-and-tested strategies, such as buy low, sell high, tax-efficient withdrawal plans, and contribution-maximization techniques, that enable you to invest smartly at every stage of life. Have you planned for things like inflation? Timing, strategy, and discipline all matter.

Financial Advisor 59

Financial Advisor Investments Investing Asset Allocation 59

Your Richest Life

NOVEMBER 1, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Focusing on long-term fundamentals and policies can provide a clearer path through the uncertainties of the election cycle.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Your Richest Life

MARCH 12, 2025

Ultimately, planning to file your return as soon as possible can give you extra time to handle any questions or concerns that might come up, and help you receive your refund quicker. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Taxes 52

Taxes Fee Only Electronics CFP 52

Your Richest Life

MAY 20, 2025

From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan.

Management 52

Management Certified Financial Planner Financial Planning Budgeting 52

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Spiegelman dropped his FINRA license about three or four years ago and had been moving toward a fee-only model for several years. Concept of digital social marketing.

Estate Planning 155

Estate Planning Wealth Management Valuation Planning 155

Your Richest Life

FEBRUARY 24, 2025

The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty. Currently, the federal funds rate is at 4.25 percent to 4.50

Financial Market 52

Financial Market Marketing Marketing Medicine 52

XY Planning Network

FEBRUARY 3, 2025

Marketing your firm can be tricky. Often, there isnt enough time to dedicate to consistent content creation. The result is content that feels general, lacks personalization, and isnt delivered on schedule. AI is a game-changer for content creation for many reasons.

Clients 101

Clients Marketing Marketing Fee Only 101

XY Planning Network

FEBRUARY 24, 2025

As a fee-only financial planner, youve built something special. You've poured your energy, passion, and expertise into growing your firm and are making your best life a reality. But as your business evolves, the strategies, tools, and metrics that got you to this point may no longer be enough.

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Fee Only Financial Planner Clients Financial Advisor 66

XY Planning Network

MARCH 10, 2025

Branding isnt just about a visual identity for your business; its about defining the core of your business. Having clarity and an authentic brand communicated succinctly is the most powerful and strategic way to gain confidence, make an impact, and grow your business to life-changing levels.

Communication 83

Communication Fee Only Financial Advisor Marketing 83

XY Planning Network

DECEMBER 9, 2024

If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance.

Compliance 99

Compliance Financial Advisor Investment Advisor Clients 99

XY Planning Network

MARCH 24, 2025

Ive entirely hopped on the AI train now, even having ChatGPT create meal plans for my family each week. When used correctly, AI makes us better and more productive at what we do. I knew it was time to roll up my sleeves and dive in.

Financial Advisor 113

Financial Advisor Planning Fee Only Education 113

Your Richest Life

JANUARY 9, 2025

As we mentioned above, the Fed met in December for its most recent rate cut, as well as to discuss plans for the year ahead. There, Powell backtracked the Feds September prediction of four rate cuts in 2025, bringing it down to only two. We started the year at 5.25 percent to 5.5 percent to 4.5

Economy 52

Economy Marketing Marketing Fee Only 52

Midstream Marketing

JUNE 25, 2025

High-Intent Audience When someone searches “retirement planning help” or “wealth advisor near me,” they’re actively looking. Poor Ad Copy & Landing Page Mismatch If your ad promises retirement planning but links to a generic homepage, you’ll lose the lead. Why Financial Advisors Must Leverage Google Ads?

Financial Advisor 40

Financial Advisor Retirement Planning Budgeting Retirement 40

XY Planning Network

MARCH 31, 2025

Search is indeed evolving. More and more potential RIA clients are turning to ChatGPT for quick, consolidated answersand I dont blame them. Why sift through keyword-stuffed blogs when you can get a direct answer curated from across the web? AI is improving the end-user experience, and we, as an industry, need to adapt. Deliver more value.

Sales 90

Sales Clients Fee Only Financial Advisor 90

Your Richest Life

JULY 14, 2025

Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. Check out the recaps of previous years here.

Financial Planner 52

Financial Planner Financial Planning Fee Only CFP 52

XY Planning Network

FEBRUARY 10, 2025

Happy clients are pure gold for growing your financial planning practice. The XYPN benchmarking survey repeatedly confirms that satisfied clients are one of your most valuable sources for high-quality referrals. If you haven't started cultivating a referral culture in your firm yet, there's no better time than now.

Clients 70

Clients Financial Planning Planning Fee Only 70

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

Investing 144

Investing Investments Retirement Management 144

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. Professions are built around them, and the consequences of misreporting them can be hefty taxes from the IRS.

Taxes 102

Taxes Fee Only Financial Advisor Marketing 102

Tobias Financial

APRIL 1, 2025

Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

Your Richest Life

APRIL 11, 2025

And uncertainty soared after President Trump implemented his tariff plan last week. The markets have been on a bit of a roller coaster ride recently, with the DOW falling more than 4,000 points after the tariffs were announced, only to rebound again after Trump announced a 90-day pause on most of the tariffs.

Marketing 52

Marketing Marketing Fee Only Portfolio 52

XY Planning Network

APRIL 7, 2025

In the hectic day-to-day running of your firm, it's easy to get caught up in the day-to-day demands of client work and administrative tasks, but what about your firm's future? Carving out time for business growth is essential but often gets neglected.

Management 66

Management Clients Investing Investments 66

XY Planning Network

JULY 7, 2025

It’s the space where fee-only advisors come together to reimagine their approach, reconnect with their vision, and get inspired by the experts, exhibitors, team, and support staff that are dedicated to making trusted financial advice accessible.

Fee Only 72

Fee Only Financial Advice 72

XY Planning Network

DECEMBER 2, 2024

At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.

Financial Advisor 109

Financial Advisor Financial Planning Planning Fee Only 109

XY Planning Network

JUNE 23, 2025

The truth is, it’s not just about being good at what you do; it’s about clearly showing why someone should choose you. That’s where your unique offer comes in. There is no doubt that the financial advisory industry is crowded.

Financial Advisor 75

Financial Advisor Clients Fee Only Marketing 75

Your Richest Life

MAY 1, 2025

New Home Construction If youre planning to build a home, keep in mind that most builders dont guarantee construction costs; there are too many variables that can affect prices. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Marketing 52

Marketing Marketing Fee Only CFP 52

Indigo Marketing Agency

JUNE 10, 2025

When someone asks ChatGPT, “Who’s the best financial advisor for retirement planning in Dallas?” They want answers to queries like: “Top fee-only advisors for doctors in NYC” “Best financial planners for retirement in Seattle” “Who can help with estate planning near me?” Collect and showcase third-party signals.

Financial Advisor 64

Financial Advisor Fee Only Retirement Planning Clients 64

XY Planning Network

APRIL 14, 2025

Mondays at noon, I trade spreadsheets for sippy cups and market reports for Mickey Mouse. As a financial advisor running a one-man practice in rural Indiana, I never expected my weekly schedule to revolve around a 15-month-old who calls me 'Allie.' I'll admit that in the very early days of my firms launch, I resented these hours.

CFP 66

CFP Financial Advisor Clients Fee Only 66

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 23, 2024

In addition, he also found that he preferred working with certain types of planning clients over others, leading him to refine his niche and ideal client persona over time. Jake also learned key lessons on managing daily schedules.

Fee Only 246

Fee Only Clients Planning Management 246

Wealth Management

MARCH 28, 2025

John Peluso, who led the creation of Wells Fargos RIA fee-only advisor program, is spearheading Thurston Springers exchange, which includes discounts in areas such as marketing and succession planning.

Fee Only 255

Fee Only Planning Marketing Marketing 255

XY Planning Network

AUGUST 17, 2023

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

Fee Only 98

Fee Only Clients Financial Advisor Financial Planning 98

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner 247

Financial Planner Fee Only Commission Retirement Planning 247

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246