Abnormal Returns

DECEMBER 16, 2024

advisorperspectives.com) The number of people taking the CFP exam is at a record high. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. (newsletter.abnormalreturns.com) Advisers Why active listening is so important. riabiz.com) What happens to a HSA when a client dies. marknewfield.substack.com)

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

The Big Picture

JANUARY 29, 2024

When the opportunity to partner with Adam Day, CFP in Naples came along, we jumped on it. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or to just swing by and say “hello.” In a few weeks, we are heading down to Naples, Florida, where we just launched a new office!

CFP 52

CFP Financial Planning Clients Economy 52

Nerd's Eye View

MARCH 11, 2025

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Assets Clients 246

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

MAY 7, 2024

Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JULY 9, 2024

Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. My guest on today's podcast is Alex Lewis.

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. shares, we’re not talking about technology stocks, we’re not talking about Australian shares or specific asset classes.

Financial Planner 98

Financial Planner Education Communication CFP 98

Nerd's Eye View

MAY 19, 2023

And amid this backdrop, several AdvisorTech tools have added AI capabilities that could further streamline advisory firms’ middle- and back-office tasks and processes.

Financial Planner 245

Financial Planner CFP Financial Advisor Clients 245

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. My guest on today's podcast is Suzanne Powell.

Clients 246

Clients Financial Advisor CFP Wealth Management 246

Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 246

Financial Planner Fee Only Compliance CFP 246

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Nerd's Eye View

DECEMBER 6, 2023

how they should invest their savings or why one particular asset is better suited for their specific circumstances than another), they will need to register as an investment adviser. But once a financial coach addresses specific questions from clients around actual securities (e.g.,

Investments 246

Investments Investing Retirement Planning Financial Advising 246

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 240

Clients Financial Advice Financial Planning Planning 240

Darrow Wealth Management

NOVEMBER 4, 2024

Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation. Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. You can search for CFP® professionals here.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 227

Clients Financial Advice Financial Planning Planning 227

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. My guest on today's podcast is Thor McIlrath.

Clients 189

Clients CFP Financial Advisor Education 189

Million Dollar Round Table (MDRT)

MAY 9, 2024

This helps them truly understand and connect with their assets, rather than shopping for the best rate in a fruitless search for yield,” said the 14-year MDRT member from Calgary, Alberta, Canada.

Retirement 105

Retirement Clients CFP Risk Management 105

International College of Financial Planning

OCTOBER 26, 2023

Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. Investment Oversight:  Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments. How can ICOFP help you achieve your dream of becoming a CFP® professional?

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Nerd's Eye View

AUGUST 22, 2023

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

Million Dollar Round Table (MDRT)

AUGUST 18, 2024

Not understanding this and not knowing if they have enough money for retirement can make it difficult for clients to act on your financial advice, explained 15-year MDRT member Brad Brain, CFP, CLU, in his 2018 MDRT Annual Meeting presentation. Then you can explain options about how clients can pass on assets to heirs.

Clients 105

Clients Insurance CFP Financial Advice 105

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52