Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor.

CFP 246

CFP Clients Certification Financial Advice 246

NAIFA Advisor Today

OCTOBER 23, 2023

Advisor Today , the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier , CRC, RFC, of Golden Wealth Solutions ( Osaic ) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions ( United (..)

Healthcare 98

Healthcare Insurance Financial Advisor 98

Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. For more information and to register for the webinar, please visit this web page.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Indigo Marketing Agency

SEPTEMBER 18, 2023

Through this partnership, Indigo’s clients will benefit from Wealthtender’s state-of-the-art digital tools, further solidifying Indigo’s role in financial advisor marketing. This collaboration aims to redefine the way independent financial advisors expand their digital footprint and engage potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Consulting 52

Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here. Delve deeper at indigomarketingagency.com.

Financial Advisor 52

Financial Advisor Marketing Marketing Education 52

Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Today we will show you how to grow on Twitter as a financial advisor. Before we dive in, we want to explain how this can inform and grow your financial advisory practice. Table of Contents .

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

FMG

DECEMBER 22, 2022

I started as a solo advisor with Waddell & Reed in 2015. We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. Modernize Your Website.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Indigo Marketing Agency

JANUARY 16, 2020

Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. Lead Generation Tools for Financial Advisors. Scheduling Calls.

Financial Advisor 40

Financial Advisor Marketing Marketing Financial Services 40

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

MARCH 3, 2025

Diversification is great, but it’s not a magic bullet Utilizing asset classes with a low or negative correlation helps provide protection as securities in a portfolio may respond differently to changing financial conditions. Between 2015 and Q3 2024, the correlation between stocks and bonds was.32 32 according to data from J.P.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Integrity Financial Planning

JULY 20, 2023

1] “The Intern” (2015) – This delightful comedy-drama stars Robert De Niro as a 70-year-old widower who becomes a senior intern at an online fashion site run by Anne Hathaway’s character. The hotel is not what they expected, but the residents soon learn to embrace the chaos and beauty of their new surroundings. [1]

Financial Advisor 95

Financial Advisor Financial Planning Planning Retirement 95

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Looking into the Flexible CPI, particularly in 2015, the main driver of deflationary pressures was energy. Financial Advisor. Clint Walkner is one of the co-founders and managing partners of Walkner Condon Financial Advisors. appeared first on Walkner Condon Financial Advisors. Clint Walkner.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

Indigo Marketing Agency

APRIL 2, 2024

Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand.

Marketing 52

Marketing Marketing Financial Advisor Budgeting 52

Good Financial Cents

JULY 11, 2022

In 2015, the company posted average returns for investors of 13%. I mentioned earlier how I created an online course for financial advisors who want to take their business online. Since I’m a financial advisor who also blogs, this made a lot of sense to me. 1: Becoming a Financial Advisor.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Validea

AUGUST 29, 2024

in 2015 to $5.41 in 2015 to $5.97 LPL Financial Holdings Inc (LPLA) LPL Financial is the largest independent broker-dealer in the United States, providing technology, brokerage, and investment advisory services to financial advisors. in 2015 to $13.69 in 2015 to $12.20 in 2015 to $10.52

Valuation 52

Valuation Assets Banking Retail 52

Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Irrelevant Investor

JULY 25, 2016

In 2015, global fund flows reached approximately $516.4 One of the most underappreciated aspects of a financial advisor is their ability to say no. As potential distractions hit an all-time high with each passing day, a growing responsibility of the advisor is to keep their clients focused.

Financial Advisor 52

Financial Advisor Retail Numbers Accounting 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

Insurance 59

Insurance Retirement Financial Advisor License 59

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!). first appeared on Walkner Condon Financial Advisors.

Assets 59

Assets Investing Investments Marketing 59

Ballast Advisors

MAY 8, 2023

They started working with the team of financial advisors at Ballast Advisors over a decade ago. Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. When Lowell passed away in 2015, Jean says she was worried.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

Steve Sanduski

JANUARY 1, 2025

Control Flow In my coaching work with financial advisors , Ive developed a framework thats quite effective in getting results. In todays post, I discuss how well I executed on my 3 words from 2024 and then reveal why and how Im changing the exercise for 2025.

Planning 64

Planning Accounting Clients Financial Advisor 64

Good Financial Cents

DECEMBER 28, 2022

Contribution Year 49 and Under 50 and Over (Catch Up) 2023 $6,500 $7,500 2022 $6,000 $7,000 2020 $6,000 $7,000 2019 $6,000 $7,000 2018 $5,500 $6,500 2017 $5,500 $6,500 2016 $5,500 $6,500 2015 $5,500 $6,500 2014 $5,500 $6,500 2013 $5,500 $6,500 2012 $5,000 $6,000 2011 $5,000 $6,000 2010 $5,000 $6,000 2009 $5,000 $6,000.

Distribution 105

Distribution Taxes Retirement Accounting 105

WiserAdvisor

NOVEMBER 21, 2022

After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Carson Wealth

JUNE 15, 2022

The market then slowly tripled from 2009 to 2015, and hardly anyone noticed. The lesson is that sticking with your investment plan is the key to a solid financial future. . Your financial advisor is here for you. ?? . Always remember: Your financial advisor is here for you in good times and bad.

Marketing 52

Marketing Marketing Planning Financial Advisor 52

Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

Investing 52

Investing Investments CFP Financial Advisor 52

Tucker Advisors

SEPTEMBER 27, 2021

23, 2015 [link]. The financial advisors who can best inform people about financial risk, and the most effective ways to minimize it, will enjoy a lasting edge over their competitors. . For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here.

Insurance 52

Insurance Banking Financial Advisor Investing 52

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 Experienced financial advisors specializing in alternative investments can provide valuable insights, help you navigate the intricacies of the market and guide you towards suitable investment opportunities. appeared first on Fortune Financial Advisors.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52