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.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

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 102

Financial Advisor Compliance Clients Marketing 102

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.

Financial Planner 59

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 69

Financial Planner Financial Advisor Marketing Marketing 69

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 Investments 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 Investments 52

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 (..)

Financial Planner 52

Financial Planner Investing Investments Risk Tolerance 52

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 77

Financial Advisor Fee Only Financial Planner Financial Planning 77

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).

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

Financial Planner 52

Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

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

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!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

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.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

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.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

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

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

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 Investing Investments Marketing 52

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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Investing Investments Financial Planner Economics 64

Alpha Architect

OCTOBER 6, 2023

As discussed in Part 1 of this blog series, the Certified Financial Planner (CFPⓇ) exam can be a stressful and intimidating experience.

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Certified Financial Planner CFP Financial Planner Financial Planning 64

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. Op-ed: The loss of a spouse or partner creates huge financial risk.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

eMoney Advisor

MARCH 7, 2023

wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Many financial planners make a check of beneficiary designations and titling a regular part of their service calendar for this very reason. Thankfully, you don’t have to do it all alone.

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Estate Planning Planning Financial Planner Clients 83

Validea

MARCH 21, 2023

In this episode of the Education of a Financial Planner, we discuss FDIC and SIPC insurance and the other protections available for investors. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post What Investors Need to Know About FDIC and SIPC Insurance appeared first on Validea's Guru Investor Blog.

Insurance 52

Insurance Financial Planner Education 52

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. Publishing more than 220 articles for the Your Richest Life blog.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. Yes, there is life after AUM fees!

Financial Planner 59

Financial Planner Financial Advisor Consulting Financial Planning 59

Validea

SEPTEMBER 23, 2024

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today.

Financial Planner 52

Financial Planner Valuation Investments Investing 52

Validea

OCTOBER 21, 2024

In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Rob Arnott appeared first on Validea's Guru Investor Blog.

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Financial Planner Investments Investing Marketing 52