Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 299

Financial Planning Financial Planner Planning 299

Nerd's Eye View

MAY 27, 2025

What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management.

Financial Planning 130

Financial Planning Planning Management Financial Advisor 130

Wealth Management

FEBRUARY 8, 2024

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

Financial Planning 290

Financial Planning Planning 290

Nerd's Eye View

DECEMBER 11, 2024

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. Yet, even with the most accurate CMAs, financial advice rarely aligns flawlessly with reality.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

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.

Financial Planning 306

Financial Planning Planning 306

Wealth Management

APRIL 9, 2025

The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.

Financial Planning 260

Financial Planning Clients Planning 260

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 311

Financial Planning CFP Planning 311

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 143

Financial Planning Clients Planning Wealth Advisor 143

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Wealth Management

MARCH 1, 2024

live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.

Financial Planning 306

Financial Planning Planning 306

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 290

Financial Planning Planning Education 290

Wealth Management

NOVEMBER 15, 2024

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.

Financial Planning 225

Financial Planning Planning Retirement 225

Wealth Management

APRIL 8, 2025

Domain Money introduces three-tier annual membership model, offering ongoing financial guidance beyond one-time plans. Tiers cater to various needs, from essential to comprehensive support.

Financial Planning 258

Financial Planning Planning Financial Guidance 258

Wealth Management

MAY 21, 2025

There are real-world consequences to entering into a complex marriage without a prenup or financial plan.

Financial Planning 232

Financial Planning Planning 232

Nerd's Eye View

FEBRUARY 5, 2025

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.

Accounting 233

Accounting Taxes Medical Healthcare 233

Wealth Management

AUGUST 7, 2024

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

Financial Planning 306

Financial Planning Retirement Planning Planning Assets 306

Nerd's Eye View

OCTOBER 23, 2023

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.

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 299

Financial Planning Planning Clients 299

Nerd's Eye View

JANUARY 22, 2025

Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own. One effective way to facilitate this self-discovery is through self-persuasion questions.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Clients 193

Clients Financial Planning Risk Tolerance Planning 193

Nerd's Eye View

MAY 7, 2025

For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. Which can leave both client and advisor feeling stuck: The client doesn't have the motivation to act, and the advisor struggles to guide the plan forward in a way that connects. Read More.

Clients 198

Clients Financial Planning Planning Financial Advisor 198

Wealth Management

FEBRUARY 8, 2024

Inside the college competition that gives students a taste of the challenges advisors face.

Financial Planning 299

Financial Planning Planning 299

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

Wealth Management

SEPTEMBER 22, 2023

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

Financial Planning 312

Financial Planning Planning 312

Wealth Management

FEBRUARY 20, 2025

How advisors and clients alike can benefit from pro bono planning.

Financial Planning 251

Financial Planning Planning Clients 251

Wealth Management

MAY 13, 2025

bQuest this week launched a turnkey client support platform built with fiduciary advisors in mind, meant to help them deliver vetted aging care-related services as an extension of their core financial planning model.

Financial Planning 207

Financial Planning Clients Planning 207

Wealth Management

APRIL 25, 2025

David Chubak to become wealth and field management head as Edward Jones continues to bolster its financial planning capabilities.

Financial Planning 179

Financial Planning Planning Management 179

Nerd's Eye View

FEBRUARY 10, 2025

Finally, familiarity with financial planning topics can influence decisions; while those with less experience (e.g., Fourth, cost , including the total 'all-in' price of materials, is another critical factor, with synchronous courses generally being more expensive than asynchronous ones.

CFP 237

CFP Education Ethics Financial Planning 237

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning.

Financial Planning 143

Financial Planning Communication Certification Planning 143

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

MARCH 24, 2025

For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year.

Planning 130

Planning Clients Financial Planning Communication 130

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 227

Financial Advisor Clients Financial Planning Planning 227

Abnormal Returns

OCTOBER 28, 2024

(advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. kitces.com) Tax-loss harvesting is going long-short. bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away.

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Consulting 271

Wealth Management

FEBRUARY 14, 2024

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.

Planning 267

Planning Insurance Financial Planning Taxes 267