Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. P.S. Here are some financial planner marketing blogs for you!

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? Financial Planning KPIs Your Firm Should Be Tracking. With a nod to the renowned management guru Peter Drucker, we present some suggestions for indicators of your growth, the health of your client base, and more. What gets measured gets managed, right?

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? 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?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Try a Presentation Formula: Pictures, Words, and Numbers. See the Importance of Your Relationship with Money.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Communicate Clearly and Effectively. Divide and Conquer.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” If you are aspiring to become a successful financial planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 169

Financial Planner Financial Advice Financial Advisor Financial Planning 169

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

JULY 9, 2022

To plan for retired life important thing is financial plan. Certified Financial Planner can guide us in the early stage of life best for retirement financial planning. A Certified Financial Planner will help you determine your retirement goals based on your current income, expenses and future needs.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 222

Clients Financial Planning Financial Planner Communication 222

Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. Our Advisors work hard at maintaining client relationships and guiding our clients through their financial journeys. We are excited to welcome Alexander Bailey to our team.

Certified Financial Planner 98

Certified Financial Planner Financial Planner Financial Planning Certification 98

eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Nerd's Eye View

AUGUST 10, 2022

The goal of the second Kinder Life Planning question is to encourage the client to focus on the present and to analyze gaps between how the client is actually living today and how they said they wanted to be living if all they had were the next 5 to 10 years.

Clients 183

Clients Planning Management Financial Planning 183

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 241

Financial Advisor Financial Planning Planning Financial Planner 241

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. Here are four best practices to follow. #1 Sources: 1.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 She has an incredible life story.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

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. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

MAY 1, 2023

Seeking Professional Guidance While it is possible to manage your financial planning independently, working with a financial planner or advisor can provide valuable guidance and support, particularly for young professionals new to managing their finances.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

MainStreet Financial Planning

APRIL 4, 2023

She presently works for Mutual of Omaha Reverse Mortgage. She is a board member for Financial Planners Association, San Francisco Chapter and is fully committed to helping her community. Homa began her career at Wells Fargo Bank, where she received the designation of “Top Producer” for more than 10 of those years.

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Your Richest Life

APRIL 28, 2023

Knowing the facts will help you present your case. When you meet, present your accomplishments, increased responsibilities or role changes that factor into your request. Present your request in writing in case your boss has to talk with others before giving you a raise. You have to be your own advocate.

Financial Planner 105

Financial Planner Certification CFP Numbers 105

Indigo Marketing Agency

APRIL 10, 2023

This highly anticipated event is for advisors, by advisors, and features a behind-the-scenes look at what other successful financial planners are doing in their marketing. The Kitces Marketing Summit is a virtual event happening April 27, 2023 (12:00 – 4:00 p.m. EST)—and you’re invited! What does this mean for you?

Marketing 52

Marketing Marketing Financial Planner Financial Advisor 52

Ballast Advisors

NOVEMBER 20, 2023

This holistic approach offers a smart way to navigate the sometimes complex terrain of retirement planning, keeping your long-term financial health in focus. Why You Need a Financial Planner While Roth IRA conversions offer tantalizing benefits, they’re not simple. This is where a financial planner shines.

Planning 52

Planning Financial Planner Taxes Retirement Planning 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? These experiences may even be why they became a financial planner in the first place.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Steve Sanduski

MAY 30, 2023

Guest: Danielle Howard , a Certified Financial Planner and the Founder of Wealth By Design , a boutique wealth services firm that works with individuals and families that value a holistic financial approach to the fall season of life. Why our clients don’t always follow through on the advice that we give them.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Clients Financial Services 52

Nerd's Eye View

FEBRUARY 14, 2024

Such a "Salesperson's Exemption", which would allow insurance and brokerage salespeople to avoid the DoL's fiduciary obligation in the Retirement Security Rule, would apply to salespersons who (1) avoided holding themselves out as financial advisors or financial planners, (2) avoided marketing that they offer any financial advice or financial planning (..)

Retirement 124

Retirement Financial Advisor Insurance Sales 124

Park Place Financial

NOVEMBER 29, 2022

Besides allowing you to achieve philanthropic objectives, this method may also present income tax benefits. Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. Any assets left at the end of this period go to charity.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. So how does financial planning fit into this?

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

eMoney Advisor

JANUARY 24, 2023

To this end, in my opinion, there are a few things the financial planning industry needs to work on: presentation, personalization, and goal setting. In my experience, there are a few ways most planners can go above and beyond on each point, especially once they understand the ins and outs of their planning software.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Why is it important that I have a financial plan?

Financial Planning 89

Financial Planning Planning Certified Financial Planner Financial Planner 89

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

MainStreet Financial Planning

NOVEMBER 14, 2023

I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited. My firm was looking for a way to help clients figure out where their money was going, so we could do more accurate retirement projections.

Budgeting 98

Budgeting Financial Planner Accounting Financial Advisor 98