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What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)
And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) In addition to rebuilding the platform that runs Kitces.com, we're also making several updates to our content offerings for both Nerd's Eye View blog Readers and advicers who have joined our Members Section.
What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financialplan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financialplanning engagement) the financial issues facing their aging (and frequently less financially (..)
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financialplanning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
and our FinancialPlanning Value Summit, we'll be rolling out 2 new Advicer Research studies (on Marketing and on Productivity, as we wrap up the 2023 study on Wellbeing in the coming weeks), and we'll be building a new Kitces Course on Optimizing Roth Conversions (to complement our course on Optimizing Social Security) to be released in mid-2024.
If you feel frustrated by coming up with topics for your financialblog, the journalist’s five Ws and one H can help. For help with this, read “ WHAT PROBLEM does this blog post solve for them? For help with this, read “ WHAT PROBLEM does this blog post solve for them? Who should inherit your wealth?
Final Thoughts: The Path to Financial Security Starts Today Smart financialplanning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.
As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.
.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financialplanning profession. percent of the American population.
Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered FinancialPlans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Tom Ruggie on LinkedIn Significance of Wealth Subscribe to Tom’s podcast.
Most importantly, you can build your clients’ confidence during this time of change by educating them about their switch options and even illustrating those “light switch” moments in a financialplanning platform. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financialplanning. A 2021 study measured the impact pro bono financialplanning can have on cancer patients. Foundation for FinancialPlanning. FinancialPlanning Association chapters.
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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.
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We now have a marketing director who is responsible for creating new content that will deepen the webinar experience by offering additional assets like blog articles and white papers to supplement our presentations. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
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Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financialplanning fees through our platform.
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riabiz.com) The upside of pro bono financialplanning. citywire.com) A list of the top blogs for financial advisors to read. (businessinsider.com) Schwab ($SCHW) feels comfortable that the worst of the TDA transition attrition is behind it. wealthmanagement.com) Another example of an RIA adding tax capabilities.
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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 have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” For those of you who are new to my blog, my name is Sara.
That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financialplan should be the basis of your strategy. Take stock of where you are.
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Keen Wealth’s checklist-driven financialplanning process. Our team is so focused on the financialplanning side of the equation for everyone that they just eat up all this planning. Why engineers aren’t as difficult to work with as some advisors might think.
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