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Weekend Reading For Financial Planners (July 19–20)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey by Vanguard found while only 38% of investors reported considering time savings when signing up to receive financial advice , 76% of clients report saving time from working with an advisor (with a median (..)

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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?

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Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)

Robert B. Ritter Jr.

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. This executive benefit will be difficult to justify if interest rates increase considerably.