NAIFA Advisor Today

DECEMBER 5, 2022

In 2003, Kevin Bontrager hit a ceiling in his sales career. A few years later, Bontrager joined Randall Lehman, CLU ® , ChFC ® , AEP ® , RICP ® , and Rob Hayworth, CLU ® , ChFC ® , CASL ® , AEP ® , RICP ® , CFP ® , to create Summit Financial Group , a Northwestern Mutual Private Client Group.

CFP 98

CFP Financial Advisor Sales Clients 98

Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors.

Financial Planning 59

Financial Planning Clients Retirement Planning 59

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

The Better Letter

JANUARY 12, 2023

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. Beginning nearly a century ago, Cowles began looking at the market forecasts of the time and kept finding them wanting.

Economy 117

Economy Economics CFP Management 117

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. Beginning nearly a century ago, Cowles began looking at the market forecasts of the time and kept finding them wanting.

Economy 96

Economy Economics Math Banking 96