Nerd's Eye View

JUNE 9, 2025

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

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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? ” This question crosses the minds of many people as they navigate their financial journey.

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Financial Planner Financial Planning Planning Retirement Planning 52

MainStreet Financial Planning

MARCH 7, 2025

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). Instead, they provide objective, conflict-free financial advice at a predictable cost.

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Fee Only Financial Planner Financial Planning Estate Planning 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 taxes ahead of time 4.

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Budgeting Financial Planning Planning Insurance 52

International College of Financial Planning

JULY 2, 2025

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

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Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

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Indigo Marketing Agency

JUNE 3, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

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International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. A strong financial foundation is built on conscious spending, strategic saving, and disciplined investing.

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Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients.

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Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

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Financial Planning Planning Insurance Coverage Tax Planning 52

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. Independent firm.

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Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

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Financial Planner Certified Financial Planner Marketing Marketing 96

Tobias Financial

DECEMBER 15, 2024

When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financial planning is not just about setting one goal – its a continual process of making decisions that shape your financial future.

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Financial Advisor Certified Financial Planner CFP Financial Planning 52

Your Richest Life

MAY 20, 2025

When your financial future feels uncertain, it can cause significant money stress in your life. 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. And right now, there is plenty of uncertainty.

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Management Certified Financial Planner Financial Planning Planning 52

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

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International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. This generation of wealth owners isn’t just managing money, they’re about managing meaning. They want real-time dashboards, intuitive advice, and a planner who understands them. Lets be real for a moment. Often fast.

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International College of Financial Planning

JULY 9, 2025

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold.

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Yardley Wealth Management

DECEMBER 3, 2024

The post Choosing the Right Business Structure: A Financial Planner’s Guide appeared first on Yardley Wealth Management, LLC. This choice affects taxes, liability, management, and operational flexibility. As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits.

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Financial Symmetry

MAY 27, 2025

This year marks a significant milestone for Financial Symmetry: Chad Smiths 25th anniversary with the firm. From our very first intern to one of our most trusted advisors, Chads contributions have helped shape the firm into what it is todayserving nearly 850 clients and managing $1.2 billion in assets.

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Certified Financial Planner Financial Planning Financial Planner CFP 57

Steve Sanduski

APRIL 8, 2025

They also discuss how they’ve managed their personal transitions from advisors to leaders as they continue to scale their firm. . Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. Keen Wealth’s checklist-driven financial planning process.

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Financial Symmetry

JUNE 30, 2025

But here’s the thing: spending isn’t just about what you buy—it’s also about how it fits into your overall financial plan. So, if you want to become more intentional with your money and take full control over your financial future, here are five practical tips to help you become a more intentional spender.

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Midstream Marketing

NOVEMBER 12, 2024

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 financial planning. This keeps your audience informed about financial planning.

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Financial Advisor Clients Media Financial Planning 52

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. You can use specific keywords related to financial advising, such as certified financial planner.

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Financial Advisor Media Clients Financial Services 52

International College of Financial Planning

JUNE 27, 2025

While we honour all mothers, this time I want to pause and talk about single mothers—the lone warriors who manage every role for their children. Whether by choice or circumstance, many women find themselves managing life on their own—raising children, keeping homes afloat, and gradually learning to reclaim their space and identity.

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Estate Planning CFP Insurance Financial Planning 40

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! Check out our full suite of financial planner marketing strategies here.

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Financial Services Financial Planner Advertising Compliance 59

International College of Financial Planning

JUNE 17, 2025

Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Enable Tech-Driven Platforms: Integrate investment channels with the National Single Window System (NSWS) and mobile-first platforms.

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Compliance Education Economics Investments 40

Midstream Marketing

OCTOBER 29, 2024

A good advertising plan does more than just sell your services. Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. But it can also be tough for financial advisors.

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Inside Information

DECEMBER 1, 2024

As an advisor’s ghostwriter, AI’s use case is as an obsessive plagiarist that borrows everybody’s writing and grinds out, one word at a time, uninspiring, uninteresting prose that manages (I wonder if this is easy) to avoid any shred of insight. And this is AFTER you spend the better part of an hour on detailed prompt engineering.

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Indigo Marketing Agency

FEBRUARY 8, 2025

Thats why were sharing seven of the top SEO strategies for financial advisors that are working right now to boost targeted traffic, leads, appointments, and new client acquisition. When affluent prospects in your community go searching for a financial planner who can help them for years to come, you want to be the one they see first!

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Financial Advisor Engineering Clients Financial Planner 52

Tobias Financial

FEBRUARY 11, 2025

Dreams and financial goals are important, but reaching them would be rather impossible if no plan exists to save money for those goals. You can reach your goals and live life on your terms by paying yourself first. The Reason Lets use a simple illustration to demonstrate the impact your priorities have. Envision a large jar.

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Accounting Planning Food Education 52

Hubly

JULY 15, 2025

How To Prevent This: Implement a centralized workflow management system like Hubly. Encourage advisors, clients, and back-office staff to use solutions that track real-time progress. With Hubly, your team can clearly see where every client stands in the new account process and across your entire service pipeline.

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Compliance Accounting Clients Communication 52

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

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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Harness Wealth

APRIL 16, 2025

Without mandatory withdrawals forcing taxable distributions, you can better manage tax brackets and preserve wealth for longer periods. The potential for tax-free inheritance makes Roth IRAs particularly attractive for legacy planning. The elimination of this risk management tool forced a paradigm shift in conversion planning.

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Yardley Wealth Management

OCTOBER 15, 2024

The post The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars appeared first on Yardley Wealth Management, LLC. The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars Let’s be honest, as a parent, you’re juggling more responsibilities than a Hollywood production assistant.

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Midstream Marketing

DECEMBER 10, 2024

Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. Understanding Your Client’s Unique Needs Understanding your target market and what your target clients need is important for good financial planning.

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International College of Financial Planning

JUNE 23, 2025

Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Why Debt Management Matters In Indian households, it’s common to have multiple loans running side by side — a home loan, car loan, credit card dues, and even informal borrowings from relatives. The good news?

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