This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
So far, I’ve written about AI notetaker Jump and its integration with the financialplanning application RightCapital , and the AI-powered financialplanning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financialplanning 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.
This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financialplanning. This keeps your audience informed about financialplanning.
In late 2021, I was honored to receive D Magazine’s Best FinancialPlanners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 FinancialPlanner distinction for the third year in a row. Listed as a D Magazine Best FinancialPlanner for the seventh year in a row.
When I started this business, I wanted to create financialplanning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!
When I started this business a decade ago, I wanted to give busy professionals access to financialplanning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best FinancialPlanners in Dallas award for the ninth year in a row.
“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for FinancialPlanningmagazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning.
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 ‘financialplanners.’ Pandemonium!
We all like to know who are the real up-and-comers in our profession, the younger career financialplanners who are exhibiting strong professional leadership skills and extraordinary talents. But the magazine keeps sending issues to me. Wait; what?!? But then a “Top 40 Under 40” article caught my eye.
Dorsainvil, CFP®, they are on a mission to provide access to financialplanning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.
Prominent FinancialPlanning, LLC Prominent FinancialPlanning, LLC serves clients across the country but is based in Austin, TX. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified FinancialPlanner. Allowing you to network with others in the industry and get your name out.
Prominent FinancialPlanning, LLC Next, we have Prominent FinancialPlanning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified FinancialPlanner. Those are active wealth management and financial education. Including Time Magazine, Wall Street Journal, and much more.
I go back so far that I wrote about the very first financialplanning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. And believe it or not, people were talking seriously about the threat of AI-powered planning and automated financialplans way back in those early days.
The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financialplanning. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. What is “Good Advice”?
And so I ended up working at Business Week Magazine for almost 13 years. So I worked with a certified financialplanner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? It was either go drive a Frito-Lay truck or a Macy’s management program.
To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financialplanning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financialplanning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
Writing in Prospect Magazine about McGilchrist, Nick Spencer said , “The left hemisphere is better at ‘how’ and ‘what,’ while the right is better at ‘why’—though McGilchrist points out that both are capable of addressing either set of inquiries depending on context.” The left explains, the right understands. But let’s face reality.
We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financialplanning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content