Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Check out the list below.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. ” The training includes an instructional module outlining how members can utilize FPA MediaSource to respond to journalist queries.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 Read on to learn a few of their stories.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. in January of 2023. All in all, the markets and economy performed stronger than anticipated in 2023. percent , and the unemployment rate remained fairly steady throughout the year.

Economy 52

Economy Marketing Marketing Financial Planner 52

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s Sources: 1.

CFP 85

CFP Financial Planning Clients Financial Planner 85

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Your Richest Life

JUNE 30, 2023

Additionally, if you purchase a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) during or after 2023, you may qualify for the clean vehicle tax credit. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Taxes 78

Taxes Retirement Accounting Financial Planner 78

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Zoe Financial

APRIL 17, 2023

Which is best for you, traditional pre-tax or Roth after-tax saving, is a question most easily answered with the help of a financial planner who can evaluate your lifetime tax rates. For 2023 you can save up to $20,500 to your company’s traditional 401(k) and $27,000 if you are over 50. Assets grow tax-deferred.

Taxes 40

Taxes Retirement Accounting Tax Planning 40

Your Richest Life

NOVEMBER 9, 2023

months in August of 2023. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. Typically, the real estate market should have about a six month supply of homes on the market. That number fell to 1.6

Marketing 52

Marketing Marketing Budgeting Financial Planner 52

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. What is “Good Advice”?

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

Zoe Financial

JANUARY 27, 2023

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

Certified Financial Planner 40

Certified Financial Planner Executive Compensation Taxes Financial Planner 40

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner 246

Financial Planner CFP Taxes Tax Planning 246

International College of Financial Planning

FEBRUARY 3, 2024

in FY2023, in line with upward revision made by the Reserve Bank of India during December 2023. Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investments Investing 52

International College of Financial Planning

JULY 31, 2023

Its attractive interest rate, currently at 7.1% (as of April 2023), compounded annually, ensures steady growth of invested funds. PPF provides a disciplined savings approach where one can contribute regularly and accumulate a substantial corpus over time.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Unfortunately, the Fed is planning two more hikes in 2023. Is it fair to say, Ryan, maybe a little bit more volatility in 2023? I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell.

Marketing 52

Marketing Marketing Banking Numbers 52

Your Richest Life

APRIL 14, 2023

May, June and July are peak buying and selling months for real estate, but what can we expect from the 2023 housing market sales? About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Marketing 105

Marketing Marketing Financial Planner Sales 105

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. The Psychology of Financial Planning. Sources: 1.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Your Richest Life

AUGUST 11, 2023

Some people opt for irrevocable trusts because they are typically not subject to estate taxes, and they allow up to $17,000 for single filers, or $34,000 for married filing jointly (for 2023) to be contributed annually without incurring gift taxes. For more information on the services offered, contact Katie today.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. by Investopedia for 2023. Michael has also been named the #1 Independent Advisor in the U.S. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investments 52

Investments Investing CFP Financial Advisor 52

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. And and on a related issue, you’re on the board of advisors for the CFP parent company. Financial planning isn’t a profession that’s well known or well understood.

Clients 147

Clients Portfolio Financial Advisor Investments 147

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement 188