International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. From there, they collaborate with you to develop a tailored financial plan.

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Certification CFP Certified Financial Planner Financial Planning 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Ballast Advisors

OCTOBER 6, 2023

2024 Key Numbers for Health Savings Accounts Five Things That Actually Get Better With Age Navigating the Current Mortgage Interest Rate Environment Mothers and Money: How Three Generations of Women Approach Financial Planning 7 Things You Can Do to Trim Your 2023 Tax Bill Understanding Custodial Relationships Amidst the Silicon Valley Bank Collapse (..)

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” Sara G The post Prospects keep saying my financial planning fee is too high!

Financial Planning 52

Financial Planning Planning Financial Advisor Clients 52

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am a CFA® charterholder and financial advisor marketing consultant. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

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 94

Financial Planning Planning Financial Advisor Management 94

Yardley Wealth Management

JUNE 29, 2022

The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking. Ask yourself Kinder’s Three Questions, either by yourself or with your financial planner.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Planner 52

AdvicePay

JUNE 28, 2023

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring revenue stream not tied to stock market volatility, and generate revenue from ongoing planning engagements (..)

Financial Planning 67

Financial Planning Planning Assets Clients 67

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 95

Financial Planning Clients Planning Education 95

Random Roger's Retirement Planning

FEBRUARY 11, 2024

In terms of financial planning or retirement planning I often use the term "look around a corner or two" and this anecdote might be a good analogy for looking around a corner. Similar if stock market returns for the next 10 or 15 years are lousy. Our resilience to that outcome is up to us.

Financial Planning 52

Financial Planning Planning Retirement Planning Retirement 52

MazumaBusinessAccounting

JULY 7, 2021

Financial planning is essential for anyone who wants to achieve financial independence. The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. Establish personal & business financial goals.

Financial Planning 98

Financial Planning Planning Financial Planner Certified Financial Planner 98

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 161

Marketing Marketing Engineering Media 161

The Financial Literates

MARCH 3, 2022

Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

The Financial Literates

MARCH 3, 2022

Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

MainStreet Financial Planning

FEBRUARY 17, 2023

Here is a summary of what it means, how it could affect our personal finances, and the importance of having a strong financial plan to handle such uncertainties. With uncertainty like this looming, I’d like to remind you how important it is to have a sound financial plan, including a funded emergency account.

Financial Planning 52

Financial Planning Planning Government Accounting 52

Abnormal Returns

MARCH 4, 2024

(institutionalinvestor.com) Advisers Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan."

Recruitment 265

Recruitment Estate Planning Financial Planning Retirement 265

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 198

Media Financial Advisor Financial Planning Planning 198

Steve Sanduski

MAY 2, 2023

Guest: Dan Haylett , Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch Anthony, calls it “Life-Centered Financial Planning.” ” Dan Haylett’s firm uses the term “human-focused financial planning.”

Financial Planning 52

Financial Planning Planning Financial Planner Clients 52

Zoe Financial

MAY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 1.9% Stock Market Updates: The S&P 500 was up 1.9% Economies and markets fluctuate. for the week, up 9.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Nerd's Eye View

FEBRUARY 26, 2024

Over the years, though, as the focus of the profession evolved from being almost exclusively transaction-based sales to having a focus on building long-term relationships, so too did growth shift from sales-based approaches to more long-term trust-building marketing tactics.

Marketing 179

Marketing Marketing Sales Clients 179

eMoney Advisor

JANUARY 31, 2023

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity.

Education 103

Education Financial Planning Clients Planning 103

eMoney Advisor

NOVEMBER 15, 2022

For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. The good news?

Financial Planning 76

Financial Planning Planning Clients CFP 76

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).

CFP 244

CFP Clients Certification Financial Advice 244

Nerd's Eye View

NOVEMBER 16, 2022

With inflation running hot, a potential recession looming, and both stock and bond markets seeing significant drops so far this year, there is no shortage of potential stressors for financial planning clients. But to an angry client, these quick answers could feel dismissive or combative, potentially escalating the situation.

Clients 183

Clients Marketing Marketing Financial Planning 183

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Nerd's Eye View

MARCH 23, 2023

But for many advisors, the process of articulating their philosophies about financial advice and what it is the advisor stands for can be much more challenging than learning the technical aspects of financial planning.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Nerd's Eye View

MAY 8, 2024

From there, an advicer can ask how the client has reacted to prior bouts of market volatility. Lastly (and perhaps most significantly), the advicer can ask (again using the command-style approach), "Tell me how I can best serve you when the market is rising and when the market is falling ". Read More.

Clients 220

Clients Risk Tolerance Financial Planning Planning 220

Abnormal Returns

FEBRUARY 4, 2024

humbledollar.com) Are you doing these seven things that represent 'real financial planning'? ft.com) What happens when you stop focusing on the stock market. (ofdollarsanddata.com) Why the vast majority of investors should avoid alternatives. blairbellecurve.com) Why investors are pulling money from TIPS ETFs.

Financial Planning 276

Financial Planning Accounting Portfolio Assets 276

Million Dollar Round Table (MDRT)

NOVEMBER 26, 2023

By Sandy Schussel Selling insurance, financial planning or investments are some of the first and biggest marketing mistakes financial advisors can make. I work with families and businesses to help them with all their financial needs,” is not a niche. He needs to make a hole.

Marketing 86

Marketing Marketing Financial Advisor Retirement 86

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 3% for the week. 3rd week in a row that we’ve seen the market go down. 3 Factors Affecting the Market: 1.

Marketing 52

Marketing Marketing Taxes Economics 52

Steve Sanduski

JUNE 13, 2023

Jason Pereira and I discuss: Why the AI revolution will be more impactful on financial advisors than the robo advisor panic of 10 years ago — and more positive. How AI will usher in a new era for advisor productivity and marketing personalization. What Dunbar’s Number tells us about the optimal size of your practice.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Economies and markets fluctuate. Dow Jones was down even more, 2.3%. Unemployment ticked down to 3.8%.

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

FEBRUARY 23, 2024

A few days ago, I had a very unusual request from the HR of a multi-billion dollar company with whom I was in discussion regarding sessions on financial well-being for their employees. Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98