Nerd's Eye View

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.

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Financial Planning Planning Estate Planning Clients 172

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 102

Financial Planning CFP Financial Planner Planning 102

Fintoo

MAY 9, 2023

Savings are […] The post 5 Financial Planning Strategies To Save Money appeared first on Fintoo Blog. However, it becomes difficult to prevent certain unpredictable expenses and you are often left with little to no savings by month-end. We’ve all been there.

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Financial Planning Planning Financial Advice Investment Planning 78

Nerd's Eye View

JULY 27, 2022

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.

Financial Planning 218

Financial Planning Clients Planning Retirement 218

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Here’s a checklist of post-divorce financial planning moves.

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Financial Planning Planning Estate Planning Assets 82

Nerd's Eye View

JULY 27, 2022

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.

Financial Planning 210

Financial Planning Clients Planning Retirement 210

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1. Own your worth. ” Accessed February 2023.

Financial Planning 101

Financial Planning CFP Planning Financial Planner 101

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

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Financial Planning Planning Financial Planner Retirement 98

Wealth Management

JUNE 1, 2023

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

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Financial Planning Planning 52

Nerd's Eye View

SEPTEMBER 21, 2022

In other words, instead of focusing on a complex, customized plan based on a person's unique circumstances that might make for an ideal financial plan on paper, the Baby Steps are geared toward laying out a clear and inviting path for action – which might be more attractive (and effective) from a non-expert's perspective.

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Financial Planning Planning Financial Advice Financial Advisor 232

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

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Financial Planning Planning Financial Planner Financial Advisor 85

eMoney Advisor

NOVEMBER 1, 2022

Next-gen advisors have more focus on investment management and financial planning than established advisors, who place more emphasis on retirement income planning. Also, a recent look at consumer finance shows that many Americans are off-track financially. 2022 Consumer Financial Outlook Survey – Thrivent.

Financial Planning 93

Financial Planning Planning Retirement Wealth Management 93

AdvicePay

MAY 17, 2023

Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in planning representing only a small fraction of these firms' overall revenue.

Financial Planning 98

Financial Planning Planning Compliance Management 98

Financial Symmetry

MAY 8, 2023

Don’t worry, after a few weeks of crate … Continued The post Is Your Financial Plan Pet Proof? appeared first on Financial Symmetry, Inc. If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my car window.

Financial Planning 52

Financial Planning Planning Insurance 52

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Retirement Taxes 88

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Holistic financial planning goes beyond traditional financial planning to help clients achieve the best outcomes as defined by their individual needs.

Financial Planning 78

Financial Planning Planning Financial Advisor Wealth Management 78

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Retirement Taxes 105

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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Financial Planning Planning Financial Planner Certified Financial Planner 79

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this.

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Financial Planning Planning Marketing Marketing 73

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 108

Financial Planning CFP Financial Planner Planning 108

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Financial Advisor Taxes 93

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability.

Financial Planning 52

Financial Planning Financial Planner Planning Taxes 52

Prosperity Coaching

SEPTEMBER 26, 2022

Financial planning and investment management are not products that can be bought at the supermarket. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]. They don’t help alleviate hunger. They don’t quench thirst.

Financial Planning 89

Financial Planning Financial Advisor Planning Investing 89

International College of Financial Planning

MARCH 11, 2023

With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future. Here’s why it’s important and how to start Managing your money is essential for financial stability and security.

Financial Planning 52

Financial Planning Planning Financial Planner Insurance Coverage 52

eMoney Advisor

FEBRUARY 7, 2023

We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”

Financial Planning 79

Financial Planning CFP Financial Planner Planning 79

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. What is a financial plan?

Financial Planning 105

Financial Planning Planning Certified Financial Planner Financial Planner 105

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

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Financial Planning Financial Advisor Planning Investing 130

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Providing services and care for them can be a challenge as your financial strategy needs to be specifically unique for their needs but it can be a highly gratifying experience.

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Financial Planning Clients Financial Advisor Planning 97

Validea

FEBRUARY 27, 2023

We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong. Listen on Apple Listen on Spotify Watch on YouTube The post The Basics of Goals-Based Financial Planning appeared first on Validea's Guru Investor Blog.

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Financial Planning Planning Financial Planner Education 59

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 96

Financial Planning Clients Planning Retirement 96

Fintoo

SEPTEMBER 21, 2022

This could be because we tend to focus on the factors that help us generate more wealth and overlook the 10 most common financial planning mistakes. […]. The post What Are The 10 Common Financial Planning Mistakes? appeared first on Fintoo Blog.

Financial Planning 76

Financial Planning Planning Investing Investments 76

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

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Financial Planning Planning Financial Planner Clients 77

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

Financial Planning 52

Financial Planning Planning Retirement Financial Planner 52

AdvicePay

APRIL 12, 2023

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they need it. So what does this mean for financial firms and professionals?

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Financial Planning Planning Economics Clients 98

Yardley Wealth Management

NOVEMBER 9, 2022

The post Financial Planning is About Trade-offs appeared first on Yardley Wealth Management, LLC. Financial Planning is About Trade-offs Over your lifetime you will make thousands of decisions involving different trade-offs that will greatly impact your finances. Financial planning is all about balance.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Planner 52

Yardley Wealth Management

NOVEMBER 9, 2022

The post Financial Planning is About Trade-offs appeared first on Yardley Wealth Management, LLC. Financial Planning is About Trade-offs. Proper financial planning will allow you to make the most of your money and maximize your happiness by helping you to achieve the goals that are most important to you.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Planner 52

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. RELATED BLOG POSTS. 0 Comments.

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Financial Planning Taxes Planning Certified Financial Planner 52