Weekend Reading For Financial Planners (February 15–16)
Nerd's Eye View
FEBRUARY 14, 2025
Which suggests firms that can meet clients' evolving needs as they advance up the wealth spectrum (e.g.,
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Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
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Weekend Reading For Financial Planners (February 8–9)
Nerd's Eye View
FEBRUARY 7, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.
Weekend Reading For Financial Planners (January 11–12)
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
Weekend Reading For Financial Planners (September 14–September 15)
Nerd's Eye View
SEPTEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.
Weekend Reading For Financial Planners (October 28-29)
Nerd's Eye View
OCTOBER 27, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)
Weekend Reading For Financial Planners (August 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
Weekend Reading For Financial Planners (Aug. 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
Weekend Reading For Financial Planners (Jan 21-22)
Nerd's Eye View
JANUARY 20, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.
Weekend Reading For Financial Planners (July 6-7)
Nerd's Eye View
JULY 5, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent U.S.
Weekend Reading For Financial Planners (July 15-16)
Nerd's Eye View
JULY 14, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors (..)
Weekend Reading For Financial Planners (September 7–September 8)
Nerd's Eye View
SEPTEMBER 6, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)
Weekend Reading For Financial Planners (July 29-30)
Nerd's Eye View
JULY 28, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)
Weekend Reading For Financial Planners (September 2-3)
Nerd's Eye View
SEPTEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)
Weekend Reading For Financial Planners (September 16-17)
Nerd's Eye View
SEPTEMBER 15, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.
Weekend Reading For Financial Planners (October 21-22)
Nerd's Eye View
OCTOBER 20, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent. Read More.
Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)
Weekend Reading For Financial Planners (Oct 22-23)
Nerd's Eye View
OCTOBER 21, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.
Weekend Reading For Financial Planners (December 9-10)
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 (..)
How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
Fee Only 
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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.
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Benefits of Pursuing a Certified Financial Planner Course
International College of Financial Planning
MAY 6, 2022
A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation. It reveals everything about finance to you.
Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?
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Best Ad Practices That Work for Marketing Financial Advisor Services
Indigo Marketing Agency
MARCH 19, 2025
Book a free call and get a custom financial strategy.) Example: Instead of: We provide expert financial advice to help you plan for retirement. Focus on high-intent keywords like financial planner near me or retirement savings help. What are the key elements of a high-converting ad for financial advisors?
The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
WiserAdvisor
NOVEMBER 21, 2022
As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?
Advisor Self Reflection Is Key to Understanding Money Biases
eMoney Advisor
NOVEMBER 22, 2022
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? These experiences may even be why they became a financial planner in the first place.
The State of the Financial Services Industry
The Irrelevant Investor
JULY 30, 2019
Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. The Go-To Website Often Omits Red Flags.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. These resources might have financial planners, checklists, or eBooks. Thought leadership articles : Share your personal views on market trends and ways to invest.
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Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
This article will show you ten important marketing campaigns. These campaigns help build a strong marketing plan for financial advisors. Create quality blogs, articles, and videos addressing their needs. Share important articles, industry news, and useful tips on financial planning. Engage with your followers.
Top Compliance Challenges Financial Advisors Face
BlueMind
JULY 15, 2022
Dealing with clients that fail to fully disclose their personal information that may have implications on financial decisions could lead you down a rabbit hole of compliance issues. For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial.
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How Getting Women Into Financial Planning Can Benefit Everyone
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. The externship program was such a huge success that she has continued to offer it each summer. It can be a truly special role.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?
The Wonderful, Scary Next Stage of the Long Tech Evolution
Inside Information
FEBRUARY 1, 2024
I think most of us younger than Methuselah remember the online portfolio management tools, called robos, and there was another round of widespread dismay at the idea that these automated websites, that charged just 25 basis points, would undercut and replace financial planners. AI won’t replace financial planners.
Elevate Your Game: New Financial Advisor Prospecting Methods
Midstream Marketing
NOVEMBER 12, 2024
This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?
How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?
Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. This change also affects the financial services industry. A good advertising plan does more than just sell your services.
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?
What is a Financial Plan, and How Do I Make One?
Harness Wealth
JUNE 9, 2023
Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?
Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!
Sara Grillo
DECEMBER 22, 2023
But before we get to the podcast… 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. I was recently featured in a MarketWatch article about how to find a good financial advisor.
Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Yet, some individuals might be skeptical about the cost of these services.
Why do Physicians Need Financial Advisors and How to Find Them
WiserAdvisor
DECEMBER 1, 2023
A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives.
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