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Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off

Nerd's Eye View

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

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The Growth Of Collaborative Planning – And Decline Of “The (Written Financial) Plan”

Nerd's Eye View

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.

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Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity

Nerd's Eye View

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

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Can You Pass the Financial Planning Challenge?

Wealth Management

Test your skills against those of student teams in questions from the Financial Planning Challenge.

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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities. By implementing these strategies, companies can build a resilient balance sheet that can weather economic storms and position themselves for long-term success.

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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. Read More.

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Mike Tyson Would be a Financial Planning Genius

Advisor Perspectives

If Mike Tyson were speaking to a group of investors, what he may have been saying is that everyone has a financial plan until life throws a “punch.”