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Focused on the Future: Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent and AI’s Place in Planning

Wealth Management

CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.

CFP 241
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Member Spotlight on Colin Aubin: Building a Legacy of Leadership and Community in Financial Services

NAIFA Advisor Today

Colin Aubin’ s path to success in financial services is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education.

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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

Given how little time prospects spend evaluating their options, it's crucial to understand why people hire financial advisors and to communicate how their services address those drivers as clearly and effectively as possible. These motivators fall into three categories: emotional, financial, and situational ("other").

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

And now, I'm excited to share my latest Summer Reading list of top books for financial advisors in 2025, from the benefit of not over-diversifying your business strategies and instead focusing on the few things that create the biggest impact, to a pair of books on succession planning (one for founders, and the other for successors) and how to approach (..)

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HDB Financial Services Ltd. (Subscribe)

Fintoo

700 – 740 Issue Size (Rs.) – 125,000 mn Face Value (Rs) 10 Lot Size (shares) 20 HDB Financial Services Limited (HDBFSL), backed by HDFC Bank and incorporated in 2007, is a 7th largest leading, diversified retail-focused non-banking […] The post HDB Financial Services Ltd. Subscribe) appeared first on Fintoo Blog.

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Financial Services SEO

Indigo Marketing Agency

SEO & Digital Presence for Financial Advisor Websites: Googles AI Update & Your Websites Health When it comes to financial services SEO , your digital presence is critical to attracting new clients and long-term success. Learn more about our financial advisor websites and financial services SEO today.