Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Planning WHEN to offset the losses can be the key to reducing your tax burden in a long-term financial plan.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

Inside Information

MARCH 29, 2023

I go back so far that I wrote about the very first financial planning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. And believe it or not, people were talking seriously about the threat of AI-powered planning and automated financial plans way back in those early days.

Medicine 40

Medicine Financial Planner Financial Planning License 40

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. And speaking of tax-loss harvesting, they use this strategy to sell losing stocks, which offsets the gains on the sale of winning stocks.

Management 80

Management Investing Investments Wealth Management 80

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. You can check Sam out on YouTube here. . Michael Kitces.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

DECEMBER 29, 2022

Make a financial plan. Making a solid financial plan is one of the first steps to building wealth. A financial plan is your guide to creating wealth. Without a plan, you may be saving and investing aimlessly and may not always get the financial growth you desire.

Financial Advisor 52

Financial Advisor Taxes Financial Planning Education 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.

Insurance 59

Insurance Financial Advisor Retirement License 59

WiserAdvisor

MAY 31, 2022

If you are unsure or have an instinct that something seems odd, be careful before trusting them with your financial details. The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. It could be a red flag.

Investing 52

Investing Investments License Accounting 52

Carson Wealth

JANUARY 5, 2023

As examples, if you are retiring this year with a sizeable severance package or you expect to have significant gains (perhaps from the sale of property), it could make sense to defer the income to the following year. You will double up on your RMDs in 2024, but you’ll be paying less in taxes overall if properly planned.

Distribution 98

Distribution Retirement Planning Taxes 98

Indigo Marketing Agency

JANUARY 17, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. You can check Sam out on YouTube here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

OCTOBER 30, 2021

Could one of those sentences state that a brokerage firm, broker-dealer or other sales organization will NOT, ever, use the word ‘fiduciary’ in its disclosure, and so consumers should look for that word? “It’s a great idea,” says Rostad. Or will brokers go back to winning sales contests?

CFP 40

CFP Commission Investing Investments 40

Midstream Marketing

FEBRUARY 13, 2021

We believe that the key to making sure these types of qualified lead resources work for your own financial services firm is to be open to trying one channel for a set amount of time before you move onto another. The registry itself has two types of members – registered investment advisors and investment advisor representatives.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. They’ll do tax planning, right? RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. I’m a former investment advisor representative with LPL Financial. Offer value.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. The commission is the commission. Who cares? I really don’t.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Clients Wealth Management Management 154

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. If you do have any questions based on the topics today or any concerns, we of course recommend that you reach out to your Bell advisor or relationship manager. 0:17 Ryan Kelley: Thanks. Happy to be here. 0:20 Laurent Harrison: Great.

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Marketing Marketing Banking Numbers 52