Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

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Marketing Marketing Financial Planner Education 246

Validea

JANUARY 13, 2025

In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage.

Financial Planner 52

Financial Planner Commission Education Investments 52

eMoney Advisor

FEBRUARY 23, 2023

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor.

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Financial Planner Recruitment Clients Financial Advisor 118

Validea

DECEMBER 2, 2024

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson.

Financial Planner 52

Financial Planner Investments Investing Marketing 52

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 104

Financial Advisor Compliance Clients Marketing 104

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Technically Tampa Bay is not an original NFL team, but they are in the NFC.

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Investing Investments Financial Planner Risk Tolerance 184

Validea

DECEMBER 23, 2024

In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. 10 Top Investors Debate appeared first on Validea's Guru Investor Blog. Through clips from 10 different investing experts, we examine whether U.S.

Financial Planner 52

Financial Planner Investing Investments Portfolio 52

Validea

JANUARY 6, 2025

In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.

Financial Planner 52

Financial Planner Marketing Marketing Valuation 52

Validea

NOVEMBER 18, 2024

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024.

Financial Planner 52

Financial Planner Management Investing Investments 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Your Richest Life

JULY 17, 2024

Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. Money lesson #7: Find the financial planner who is right for you. For more information on the services offered, contact Katie today.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

XY Planning Network

MARCH 20, 2023

10 MIN READ If you’ve found this blog from a Google search, then you’re in the right place. SEO for financial advisors can be even more complex. Likely you’re a financial advisor and business person first and a marketer second, which is why the thought of learning a whole new field of expertise might make you hesitate.

Financial Planner 71

Financial Planner Financial Advisor Marketing Marketing 71

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Validea

JULY 31, 2023

Listen on Apple Listen on Spotify Watch on YouTube The post A Young Financial Planner Shares His Most Important Insights for Early Career Investors appeared first on Validea's Guru Investor Blog.

Financial Planner 52

Financial Planner Insurance Planning Investing 52

Validea

JULY 31, 2023

Listen on Apple Listen on Spotify Watch on YouTube The post A Young Financial Planner Shares His Most Important Insights for Early Career Investors appeared first on Validea's Guru Investor Blog.

Financial Planner 52

Financial Planner Insurance Planning Investing 52

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

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Financial Services Financial Planner Advertising Financial Advisor 59

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 78

Financial Advisor Fee Only Financial Planner Financial Planning 78

Validea

AUGUST 14, 2023

06:04 – Durable opportunities and why factors work 09:05 – The trade-off between value and quality 12:03 – Isolating vs. blending factors 14:32 – Quant strategies vs. discretionary managers 16:08 – Breaking down active manager performance using factors 18:05 – Systematic and quantitative are not the same thing 19:59 (..)

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Financial Planner Investing Investments Risk Tolerance 52

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Understanding cultural values can make you a better financial planner.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Writing more than 190 blog posts for my own website . Link to new posts).

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Financial Planner Fee Only CFP Clients 105

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

eMoney Advisor

FEBRUARY 1, 2023

Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?

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Clients Financial Planner Financial Advisor Financial Planning 93

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.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

NOVEMBER 16, 2023

They’re things like writing blog posts, making videos, hosting webinars, engaging with the community, getting media coverage, and getting good reviews and referrals. Ethical Considerations: As future financial planners and professionals, our students must understand the ethical implications of their online actions.

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Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

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Certified Financial Planner Financial Planner Certification Clients 52

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. It will make you a better financial planner.”

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Financial Planning Planning Financial Planner CFP 107

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 post FPA Launches New Media Training Program for Financial Planners in Partnership with AdvisorPR appeared first on AdvisorPR.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Your Richest Life

AUGUST 4, 2023

I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. It’s been a fun, busy year!

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Financial Planner Financial Counseling Fee Only Clients 98

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Insurance Financial Planner Fee Only Financial Advisor 98

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.

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Financial Planning Planning CFP Financial Planner 100

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Your Richest Life

MAY 16, 2023

I have a full blog post about how physicians can avoid lifestyle inflation , but here are some highlights: Know what your debts are, and make sure you have a plan for how to pay them off. But others will turn to a financial planner to help get their finances on track. Make sure you’ve started your retirement savings.

Financial Planner 102

Financial Planner Retirement Planning CFP 102

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

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Financial Planner Investment Advisor Certified Financial Planner Investing 40

Ballast Advisors

MAY 8, 2023

In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals. We’re inspired by the insight of these women who know that taking control of your financial future at any stage is key to achieving your dreams.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

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. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. percent of Certified Financial Planner™ professionals in the U.S.

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Financial Planning Planning Financial Planner CFP 78

Validea

OCTOBER 23, 2023

In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them. 47:23 – How a financial planner views the value debate The post Is Value Investing Dead? 43:28 – Is value investing dead?

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Investments Investing Financial Planner Economics 64