Nerd's Eye View

MAY 31, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

Financial Planner 238

Financial Planner Ethics Financial Advisor Taxes 238

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

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 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Abnormal Returns

DECEMBER 2, 2024

riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients. citywire.com) Advisers How to demonstrate the value of financial planning to a prospect. kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 124

Clients Wealth Management Financial Planner Financial Planning 124

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 179

Financial Planner Retirement Healthcare Numbers 179

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. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

Financial Planner 98

Financial Planner Education Communication CFP 98

Nerd's Eye View

OCTOBER 1, 2024

Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households.

Assets 233

Assets Financial Advisor Insurance Clients 233

Abnormal Returns

APRIL 5, 2023

tonyisola.com) What are the best asset to leave to charity? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser?

Ethics 242

Ethics Financial Planner Financial Advising Financial Planning 242

Abnormal Returns

DECEMBER 5, 2022

(advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. Investing Without a Game Plan The Mistake: Gen Z loves DIY investing, thanks to easy-to-use apps.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Do nothing. Focus on risk. Look for bargains.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 3, 2022

Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments. This is a good time to rebalance your portfolio back to your target asset allocation if needed as well. Proper diversification is great way to reduce investment risk. Go shopping

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. Kevin has thrust this aside and succeeded as an hourly financial planner based upon the strength of his logic, fairness, and commitment to the client.

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

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

MazumaBusinessAccounting

JULY 7, 2021

Financial planning is essential for anyone who wants to achieve financial independence. The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. Establish personal & business financial goals.

Financial Planning 98

Financial Planning Planning Financial Planner Certified Financial Planner 98

Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. What is a financial plan?

Financial Planning 105

Financial Planning Planning Certified Financial Planner Financial Planner 105

The Chicago Financial Planner

NOVEMBER 27, 2022

Investment options for both plans generally run the full gamut of typical investment options available at your custodian such as mutual funds , individual stocks, ETFs , bonds, closed-end funds, etc. Both plans can offer a great way for you to save for retirement and to realize some tax savings in the process.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Nerd's Eye View

SEPTEMBER 6, 2022

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

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.

Clients 246

Clients Financial Advisor Financial Planner Financial Planning 246

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Financial Planning for Millennials.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

Risk Management 290

Risk Management Taxes Estate Planning Financial Planner 290

The Chicago Financial Planner

FEBRUARY 5, 2022

Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Take stock of where you are. Take stock of where you are. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Darrow Wealth Management

FEBRUARY 13, 2025

Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Titles: Financial planners go by many names.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Once you have your goals in mind, you can start to create a plan to reach them.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

The Chicago Financial Planner

NOVEMBER 8, 2021

Financial Planning is vital. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78