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? Others love managing money.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .

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Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Assets under management (AUM) refers to the total value of assets managed by a financial advisor or firm.

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International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.

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International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. Conclusion The ongoing technological evolution presents both challenges and opportunities for investment advisors.

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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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Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. Robert, a financial advisor in North Carolina, came to me after he had tried most of these.

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International College of Financial Planning

JANUARY 15, 2024

In the constantly evolving world of finance, there’s an increasing requirement for financial advisors. With India becoming increasingly financially aware, its younger population is embracing the requirement of financial specialists to guide them towards achievement of financial independence.

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

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Indigo Marketing Agency

NOVEMBER 20, 2020

So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States. The average age of a financial advisor is estimated to be 51 years old in 2020.

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Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline. What is the best?

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

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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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Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

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International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

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BlueMind

NOVEMBER 24, 2022

However, acquiring and retaining an HNW client is every financial advisor’s dream. They are a highly lucrative clientele that requires a unique and specialized approach to dealing with their wealth. By keeping in mind certain common attributes and demands of HNW clients, you can deem the task somewhat more manageable.

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Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Devin Faddoul www.addafinancial.com Flat fee advisor in Pittsburgh Texas Allen Mueller www.7saturdaysfinancial.com

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eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Around 26 percent of U.S. Examining Median Pay. A Bright Outlook.

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Carson Wealth

AUGUST 25, 2022

Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare.

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Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. In many cases, these fees could be lower than standard actively managed funds as well as many ETFs.

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Sara Grillo

JANUARY 9, 2023

We’ll cover: What does it mean for financial planning to be transparent? What are the changes in Colorado investment advisor regulations regarding financial planning? What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread.

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Midstream Marketing

SEPTEMBER 15, 2019

As someone who has been an active part of the world of digital marketing and wealth management and financial planning for the last decade and a half, it’s easy to see why staying current on all the latest tips, tricks, best practices and trends in the industry is important. Good Financial Cents. Above the Market.

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Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors.

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Inside Information

SEPTEMBER 28, 2021

This second petition includes some draft language that the SEC could adopt, which spells out that a broker should be required to either register its reps with the SEC or stop calling those reps advisors, financial planners, wealth managers etc. The point here is what’s in the middle.

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Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. Is Personal Capital for Me?

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Cordant Wealth Partners

DECEMBER 11, 2022

Like so many wealth management decisions, your Pension benefit must be made in light of one’s goals, objectives, other assets and income sources, and risk tolerance. The key risks one faces are related to the key inputs: life expectancy, investment return and the risk of the monthly benefit in the form of company-specific risk.

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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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Sara Grillo

MARCH 13, 2023

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. Are we in a market regime shift?

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The Big Picture

JULY 11, 2023

The second is, the second big trend was when the financial crisis happened, and you had, we mentioned the regulators made, put pressure on to have transparency around distribution fees and advisors became fee-based, that honestly pushed much of the power to the distributor. RITHOLTZ: Right. And so they want something simple.

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Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. Salaske: What is an investment advisor?

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Yardley Wealth Management

AUGUST 17, 2022

The post Primer on Stocks appeared first on Yardley Wealth Management, LLC. You’re better off investing in a fund. If you have an investment advisor, it is likely that you will pay a small commission at a discount brokerage firm or mutual fund company. Primer on Stocks What are stocks?

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WiserAdvisor

JULY 24, 2022

Further, if your capital gains tax is too high, the financial advisor may use tax-loss harvesting to offset your investment gains with investment losses. Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year.

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Harness Wealth

MAY 18, 2023

Though all of this change may seem unprecedented, it has a very relevant analog in one of the taxes sibling professions, financial advisory. The Evolution of the Independent Financial Advisor For most of the 20 th Century, wirehouses, broker-dealers, and banks dominated the financial advisory business.

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The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. You turned out to be the first dual economics financial management major at Quinnipiac. It’s so great to be here. We retained your firm.

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Good Financial Cents

FEBRUARY 15, 2023

Offers two managed portfolio options – Personal Advisory and Digital Advisor. But they also offer their Wealth Management service for investors with at least $100,000 to invest. Key Features: Access to dedicated financial advisors. Investment advice for employer-sponsored retirement plans.

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The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. RITHOLTZ: Okay.

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