Retirement Planning and Seminar - Financial Advisor Source

Retirement Planning

Seminar

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor

Wealth Advisor Financial Planning Asset Allocation CFP

Weekend Reading For Financial Planners (December 23-24)

Nerd's Eye View

DECEMBER 22, 2023

Also in industry news this week: The SEC has been sending letters to advisory firms requesting details on their use of AI technology, raising questions about whether they may be considering revising their proposed AI rule that received significant pushback earlier this year for the wide breadth of the types of technology it covers DPL Financial has (..)

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Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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Trending Sources

Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services

Financial Services Certified Financial Planner Financial Planner Recruitment

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Tax Planning

Tax Planning Financial Advisor Financial Planner Retirement

5 criteria for successful prospecting strategies

Million Dollar Round Table (MDRT)

APRIL 30, 2023

Now imagine you did a seminar targeting the general public and you filled the room. Sometimes agents and advisors hold seminars with an educational theme, but without the message of, “Here is how I can help you.” People still do seminar mailings. It attracts the target audience. What are you going to tell the other 95%?

Financial Advisor

Financial Advisor Clients Retirement Planning Communication

Clients rethink Social Security plans amid uncertain environment

Nationwide Financial

JULY 20, 2022

This year, the ninth annual Nationwide Retirement Institute® Social Security Survey, conducted by The Harris Poll, uncovered how recent concerns around COVID, inflation, and market volatility have changed people’s attitudes or actions around retirement planning and Social Security in particular.

Clients

Clients Planning Retirement Planning Retirement

Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

JANUARY 11, 2024

Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.

Retirement Planning

Retirement Planning Education Insurance Retirement

How to a Memorable Client Event (With 10 Examples to Inspire Your Own)

FMG

SEPTEMBER 16, 2022

Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community. Whether you’re planning a virtual or in-person event, it’s a lot of work. Create and Promote Your Events in Minutes.

Clients

Clients Food Education Retirement Planning

Financial Literacy: Why It Matters and How to Improve It

International College of Financial Planning

MAY 30, 2023

Retirement planning Retirement planning involves setting financial goals for one’s golden years and devising strategies to achieve them. Attending financial literacy workshops and seminars Financial literacy workshops and seminars offer a more structured and interactive learning experience.

Retirement Planning

Retirement Planning Risk Management Education Budgeting

Preparing for the CFP Exam: Effective Tips and Strategies for Success

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP

CFP Certified Financial Planner Financial Planner Financial Planning

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. Due to that, your service should focus on holistic planning and interactive scenario planning during this stage.

Financial Planning

Financial Planning Clients Planning Education

How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. Save your spot today! So I’ll let John take it away from here.

Retirement

Retirement Economics Retirement Planning Financial Planning

Hispanic clients share concerns about financial security

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who are working with FPs were less likely to have postponed retirement than those who are not. Obstacles to retirement planning. Host a Social Security planning seminar for clients, either in person or online, to help them better understand their Social Security decisions.

Clients

Clients Retirement Retirement Planning Planning

Marketing In A Crisis For Financial Advisors (Webinar)

Indigo Marketing Agency

APRIL 23, 2020

50% of people are already going to be in your network. So maybe they came to a seminar that you did three years ago, or maybe they joined your email list, or maybe you had a prospect meeting with them, and they got busy, and they never decided to become a client. It’s a great time call them and say, “Hey.

Financial Advisor

Financial Advisor Marketing Marketing Clients

What’s it like being an Edward Jones financial advisor?

Sara Grillo

JUNE 20, 2022

So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me. Can I introduce you? Or can I have it reach out? SARA GRILLO, CFA: Yeah.

Financial Advisor

Financial Advisor Sales Commission Clients

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Weekend Reading For Financial Planners (December 23-24)

Webinars

Trending Sources

Succeeding in Financial Services: Expert Insights With John Wheeler

Webinars

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

5 criteria for successful prospecting strategies

Clients rethink Social Security plans amid uncertain environment

Employee Benefits Optimization for a Positive Workplace Culture

How to a Memorable Client Event (With 10 Examples to Inspire Your Own)

Financial Literacy: Why It Matters and How to Improve It

Preparing for the CFP Exam: Effective Tips and Strategies for Success

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Hispanic clients share concerns about financial security

Marketing In A Crisis For Financial Advisors (Webinar)

What’s it like being an Edward Jones financial advisor?

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