Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice.

CFP 130

CFP Financial Advisor Ethics Certification 130

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. We’ll review: – How has the retirement landscape been affected by COVID-19?

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

eMoney Advisor

MARCH 22, 2023

And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. The undeniable truth is that young investors are seeking financial advice today.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Click here to view the digital version.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. That’s up from 22 percent who said the same in early 2020. 1 Market volatility was found to be a major factor in spurring people to seek advice. That’s a 67 percent increase from its 48 awards in 2020. Sources: 1.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

eMoney Advisor

DECEMBER 27, 2022

One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. It makes sense that parallels can be drawn from the levels of this needs pyramid to a similar structure based on financial needs. The Hierarchy of Financial Needs. Visualizing the Hierarchy of Financial Needs.”

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

The Irrelevant Investor

DECEMBER 8, 2019

trillion in mortgages will be made to home buyers in 2020. By Brooklyn Investor Mainstream financial advice is built upon sowing doubt around your decision-making By Nick Maggiulli There’s more to success than hard work and natural skill By Tadas Viskanta Podcasts What's the worst movie you thought about putting in your top ten?

Financial Advice 52

Financial Advice Assets Marketing Marketing 52

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

Banking 74

Banking Clients Planning Financial Planning 74

Harness Wealth

AUGUST 13, 2024

Media Contact Nate Eldridge neldridge@harnesswealth.com About Harness Founded in 2018, Harness seeks to make bespoke tax & financial advice accessible to more households and small businesses by curating a community of innovative advisory firms and powering them with a modern practice platform. For complete results of the Inc.

Startup 52

Startup Taxes Media Recruitment 52

BlueMind

JULY 15, 2022

Despite the regulators increasing measures to maintain transparency and integrity in the financial dealings of the market, mistakes happen even by the most well-intentioned advisors. However, what if the client fails to provide the full picture?

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Sara Grillo

JUNE 24, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B.

Insurance 59

Insurance Math Financial Advice Compliance 59

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Sources: 1 2020 eMoney Consumer Marketing Survey, September 2020, n=2,000.

Marketing 81

Marketing Marketing Clients Certification 81

Zoe Financial

OCTOBER 16, 2023

The Bank of America data shows that so far starting in 2020 to today, we’ve seen the biggest treasury bear market of all time. The ten-year has been down 25% since July 31, 2020. We believe financial advice should come from unbiased and certified professionals. Economic Updates: Oil prices were up 6% for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Gen Y Planning

AUGUST 1, 2023

For example, the timing of taking on a loan can make a huge difference in how it plays into your greater financial picture. In 2020 or 2021, you took advantage of a 3% mortgage rate and bought a home or refinanced your previous mortgage to reduce monthly payments. Consider how varied interest rates have been over the past few years.

Insurance 98

Insurance Retirement Clients Financial Advice 98

Zoe Financial

JULY 24, 2023

This would mark the largest earnings decline reported by the index since Q2 of 2020. We believe financial advice should come from unbiased and certified professionals. If we hit the consensus expectation for earnings, we should see a drop of 9% year-over-year earnings for the S&P 500. centrally flat. month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

The Big Picture

DECEMBER 7, 2022

I recall a vacation during late February 2020, as the market was starting to price in the pandemic. My recollections are vivid: I had modest connectivity, no Bloomberg Terminal, and was learning what was going on mostly on Twitter and from Financial TV. How does all of this “free financial advice” impact your collective psyche?

Financial Advice 291

Financial Advice Media Engineering Advertising 291

Zoe Financial

NOVEMBER 27, 2023

If you look at the VIX index, which measures volatility for stocks, it is now at 12.5 – lowest level since January 2020. We believe financial advice should come from unbiased and certified professionals. Very quiet in the oil and treasury markets because of Thanksgiving. Volatility has collapsed. Core PCE inflation data.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. ” Fidelity, 2020. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

Gen Y Planning

FEBRUARY 1, 2024

So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to them as “influencers”). Shouldn’t you listen to what they have to say? Well, no… not necessarily.

Insurance 52

Insurance Financial Advice Accounting Clients 52

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please contact your financial advisor with questions.

Clients 52

Clients Investment Advisor License Financial Advice 52

Good Financial Cents

AUGUST 11, 2022

Dogecoin’s all time high price was $0.018 in January of 2018 with it’s most recent low being $0.0027 in March of 2020. In January of 2018, the price of Dogecoin surged to $0.017 after reaching a market capitalization of $2 billion. Dogecoin has gained a lot of attention due to tweets from Tesla CEO Elon Musk.

CFP 59

CFP Financial Advice Media Numbers 59

James Hendries

OCTOBER 4, 2022

As we experienced in 2020, when a lot of negative sentiment is being priced into markets, it may set the bar low for stocks to outperform expectations. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. We also have some positive seasonal patterns ahead.

Clients 52

Clients Investment Advisor Economy License 52

Sara Grillo

JULY 10, 2023

I am an irreverent and fun marketing consultant for financial advisors. How financial advisors can get leads from social media Thomas started on social media three years ago, in June of 2020. And now onto the blog! He narrowed his focus to Twitter in January of 2022. If yes… Join the Transparency Advisor Movement.

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Mary Beth Storjohann is an author, speaker, financial advisor, and co-CEO of Abacus Wealth Partners. Together with Rianka R. Mary Beth Storjohann .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? 2020 was a huge year. You know, we had a really good 2020. What’s it like in Spain?

Clients 163

Clients Investments Investing Management 163

The Big Picture

MAY 7, 2024

We closed the deal January 2nd, 2020 Barry Ritholtz : And, and I’m assuming Covid didn’t really hurt them when everybody’s home. And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Moms would ping her every day about financial advice.

Startup 148

Startup Advertising Engineering Numbers 148

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide Now that we’ve covered how to think about financial planning, let’s go into step-by-step detail on how to create a personalized financial plan. Please note that the following is for informational purposes only and that this is not financial advice.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

The Big Picture

OCTOBER 19, 2022

Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice. So we have our own financial advice, but also importantly, working with my clients, working with those financial advisors to help them do better for their clients, really important to the mission.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. As advisors, we get the opportunity to work with clients, develop relationships, and build trust.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks have led the rebound charge from the abyss of the housing crisis, once again in the Spring of 2020 even as C-19 lockdowns gained traction, and yet again this past year as U.S. Two powerful behavioral biases supporting one self-evident conclusion that the herd has happily and prosperously embraced again and again in recent history.

Assets 59

Assets Investments Investing Marketing 59

Sara Grillo

SEPTEMBER 26, 2022

I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. See you in the next one! Return of organization exempt from income tax [Form 990].

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

I started my own podcast in March 10th of 2020. We’re up from the lows at the end of March 2020. LINDZON: Almost in 2020 … RITHOLTZ: Really> LINDZON: because March, 2020, I start the podcast and there was so much opportunity in the public market… RITHOLTZ: Right. LINDZON: This is not financial advice.

Media 291

Media Investing Investments Valuation 291