Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

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Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

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MainStreet Financial Planning

MARCH 7, 2025

When choosing a financial advisor, how they charge for their services can significantly impact your long-term wealth. The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management).

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Wealth Management

JUNE 27, 2025

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech. “We

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Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. You have to focus on building trust!

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Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors. It is key for the growth of your business.

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Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for retirement 5. Create a realistic budget 2.

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Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals.

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FMG

JULY 9, 2025

The other day, a financial advisor asked Samantha Russell: “How in the world do we get AI to recommend our business?” She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&As.

Financial Advisor 52

Financial Advisor Engineering Financial Planner Clients 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Financial Planner Recruitment Financial Services Retirement Planning 52

International College of Financial Planning

JUNE 5, 2025

And honestly, most advisors don’t get trained for that. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. It’s not just a certification. Its a whole new way of thinking.

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International College of Financial Planning

JUNE 17, 2025

Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals. Remittance strategies should be phased to manage currency risk, especially for education and retirement planning.

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Compliance Education Economics Investing 40

Indigo Marketing Agency

JUNE 17, 2025

Last week in Nashville, our Indigo Marketing team had a blast connecting with industry peers, trading ideas with financial advisors, and soaking up the energy of the Jolt conference. People aren’t just typing “financial planner Nashville” anymore. One of the highlights?

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Financial Advisor Financial Planner Retirement Planning Compliance 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

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Taxes Retirement Planning Retirement Distribution 52

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. How it Impacts Financial Planning From the perspective of a financial planner, Die with Zero isn’t a rejection of planning; it’s a reframing.

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Financial Planner Retirement Planning Retirement Financial Planning 59

International College of Financial Planning

JUNE 27, 2025

She should be aware of the power of compounding and the impact it can have on her long-term financial well-being. Beyond daily money management, single mothers also need to think about the future—especially estate planning.

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Estate Planning CFP Insurance Financial Planning 40

Yardley Wealth Management

OCTOBER 15, 2024

Stick with me, and I’ll break it down in a way that’s fun, easy to understand, and might even have you feeling like the financial planner of a Hollywood child star! The money contributed grows tax-free, and your child won’t pay taxes on withdrawals in retirement if they follow the rules. What Is a Custodial Roth IRA?

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Taxes Financial Planner Wealth Management Retirement 52

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

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Indigo Marketing Agency

JUNE 10, 2025

ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools Could ChatGPT for financial advisors be the new search engine frontier? That’s exactly what’s happening for a fast-growing number of financial advisors in AI searches today. Imagine you’re craving the perfect sandwich.

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Financial Advisor Fee Only Retirement Planning Clients 64

Steve Sanduski

JULY 1, 2025

The spending boom and then the retirement wave of the baby boomers kept the economy humming. The war in Ukraine, the war in Gaza — they’re interesting to debate about and people get very emotional about them, but they don’t affect your retirement statements very much. Geopolitics is similar.” The post Robert D.

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Retirement Financial Planner Economy Government 52

The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

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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.

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Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

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Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.

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Financial Planner CFP Retirement Planning Financial Advisor 246

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

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Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

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The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

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Financial Advisor Financial Planner Fee Only Clients 249

Nerd's Eye View

AUGUST 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). Enjoy the ‘light’ reading!

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Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

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Financial Planner CFP Financial Planning Retirement Planning 246

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

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