XY Planning Network

MARCH 13, 2023

MIN READ “ Make Financial Advicers better, and more successful! He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice.

Financial Advice 78

Financial Advice Financial Advisor Financial Advising Education 78

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 246

Education CFP Certification License 246

Nerd's Eye View

OCTOBER 21, 2022

Also in industry news this week: The wealth of those in the Millennial and Generation Z cohorts increased by 25% in 2021 and members of these generations are willing to pay for financial advice, according to a new study. Social Security COLA for 2023.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. riabiz.com) Edelman Financial Engines is entering a new era. (fa-mag.com)

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Abnormal Returns

JANUARY 16, 2023

(blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. riabiz.com) Why the business of financial advice is never going out of style. (fa-mag.com) financial-planning.com).

Financial Advising 130

Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was down 0.1%

Marketing 98

Marketing Marketing Financial Advisor Manufacturing 98

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3% higher than expected.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

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

Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Use these tips to find a good financial advisor and avoid the lying grifters! I was recently featured in a MarketWatch article about how to find a good financial advisor.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

FMG

JANUARY 3, 2023

We hope that everyone has had a great start to 2023, and to kick the year out right we rounded up five of our top marketing articles for the week, including SEO tips, how to optimize your existing content to rank higher, using social media to build an online presence and more. . How can advisors cut through the noise in 2023?

Media 52

Media Financial Advice Engineering Clients 52

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MARCH 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 9, 2023

January 10, 2023 . Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. Market Drama.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

January 16, 2023 . Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. Market Drama.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 59

Financial Advisor Assets Management License 59

Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 3.6%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

JANUARY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 16, 2022

Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. January 16, 2023. Zoe’s Vetting Process to Find Top Financial Advisors. January 12, 2023. Market Drama.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For the quarter it was down 3%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 1.3%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 3.5%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 1.4%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

FEBRUARY 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Dow Jones was also down.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 0.4%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 2.1%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 0.3%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. government credit rating.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 10, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 12, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week. What led the gains?

Marketing 52

Marketing Marketing Financial Advisor Education 52