topic Financial Planning Related Topics 
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. In addition, advisors could reduce the amount of time they spend on plan development by bringing on staff assistance (e.g.,
Investment Writing
JULY 6, 2023
If you feel frustrated by coming up with topics for your financial blog, the journalist’s five Ws and one H can help. Below I share a list of 20 topics inspired by the five Ws and one H. As you brainstorm topics, think about how you can solve problems for members of your target audience. WHAT What do you want?—ask
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Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Alpha Architect
MARCH 4, 2024
Robo-advisors: A well-researched topic was originally published at Alpha Architect. Along with the rapid growth in the utilization of robo-advisors, there has been similar growth in academic interest about robo-advisors. What is the current state and what are the main research streams in the literature?
eMoney Advisor
FEBRUARY 7, 2023
We also offer financial planning firms access to a more diverse talent pool. Like me, the remarkable professionals below are doing their part to change the financial planning landscape. Dr. Cherry is also the founder of Concurrent Financial Planning, where he helps clients pursue what he calls “life-money balance.”
eMoney Advisor
MARCH 1, 2023
As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1. Own your worth. ” Accessed February 2023.
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.
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