Wealth Management

AUGUST 7, 2025

To put it in perspective, the average financial planner brings on maybe six or seven clients a year. We have a recurring revenue stream that’s consistent and profitable, and I don’t see any reason why that wouldn’t be a very attractive business for somebody to buy. We also advise on over $1 billion in assets.

Wealth Management

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

Financial Planner

Your Richest Life

AUGUST 4, 2023

I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. It’s been a fun, busy year!

Financial Planner

Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Your LinkedIn headline is a 120-character “hook” that appears right under your name on your profile and in search results. Your headline is your opportunity to capture interest and invite users to learn more about you.

Certified Financial Planner

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. He was a wonderful man, and we all miss him dearly.

Financial Planner

Inside Information

JULY 31, 2022

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 ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner

eMoney Advisor

JUNE 8, 2023

“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 Financial Planning magazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning. Sources: 1.

CFP

Inside Information

APRIL 26, 2023

We all like to know who are the real up-and-comers in our profession, the younger career financial planners 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.

Financial Planner

Indigo Marketing Agency

MARCH 12, 2020

As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice. It produces the Financial Advisor magazine—the most widely read trade publication in the nation—and provides top financial planners and RIAs with the tools they need to better manage their clients’ wealth. .

Financial Advisor

Indigo Marketing Agency

DECEMBER 19, 2022

He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, ThinkAdvisor, and Advisor Perspectives. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world.

Financial Advisor

FMG

SEPTEMBER 29, 2023

Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Those are extremely impressive credentials, and ones that they should display proudly.

Certified Financial Planner

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Those are active wealth management and financial education. Including Time Magazine, Wall Street Journal, and much more.

Certified Financial Planner

Inside Information

MARCH 29, 2023

I go back so far that I wrote about the very first financial planning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. Surely this was a genuinely terrifying new competitor to financial planners—right?

Financial Planner

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. He has been cited in the New York Times, Wall Street Journal, Bloomberg, Reuters and industry outlets such as Investment News and Financial Advisor. What is “Good Advice”?

Financial Advisor

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. So I worked with a certified financial planner called Katie Song when I was at SoFi. We, and you know, like convinced business week that we should put advertiser links on a page in the magazine. I did that for two years. It was fun.

Startup

Steve Sanduski

APRIL 8, 2023

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.

Retirement Planning

Indigo Marketing Agency

JANUARY 24, 2024

He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal , Business Insider , Entrepreneur , Financial Advisor Magazine , Medium , ThinkAdvisor , and Advisor Perspectives. In this blog post , we share some of Dr. Cherry’s thoughts on the art of storytelling for financial advisors.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal , Business Insider , Entrepreneur , Financial Advisor Magazine , Medium , ThinkAdvisor , and Advisor Perspectives. In this blog post , we share some of Dr. Cherry’s thoughts on the art of storytelling for financial advisors.

Financial Advisor

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP