eMoney Advisor

MAY 1, 2023

.” 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 financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

NOVEMBER 7, 2022

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 financial planning platform. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 240

Marketing Marketing Engineering Media 240

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

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

eMoney Advisor

JANUARY 31, 2023

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.

Education 103

Education Financial Planning Clients Planning 103

AdvicePay

JANUARY 5, 2024

Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financial planning fees through our platform.

Wealth Management 95

Wealth Management Financial Advisor Financial Planning Management 95

Nerd's Eye View

SEPTEMBER 8, 2022

However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition. developing a valuable offering for consumers.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 74

Financial Planning Planning Budgeting Retirement 74

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!). Read More.

Marketing 245

Marketing Marketing Sales Clients 245

Nerd's Eye View

JANUARY 15, 2024

And because (at least from the client's perspective) it feels as though the message is being sent to them directly, an email newsletter can feel like a much more direct and personal mode of communication than other content channels such as blogs, podcasts, and videos that are openly accessible to everyone.

Clients 246

Clients Communication Financial Advisor Wealth Management 246

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) The upside of pro bono financial planning. 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.

Compliance 163

Compliance Estate Planning Financial Advice Financial Advisor 163

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Nerd's Eye View

JULY 2, 2024

In this episode, we talk in-depth about how Kristopher chose his unique cross-border specialization, in part due to his own experience as a US expatriate navigating the financial issues that come with living and working in the UK, why Kristopher's firm emphasizes the ability to teach other team members about technical planning topics (since team members (..)

Financial Advisor 200

Financial Advisor Clients Planning Wealth Management 200

Leading Advisor

OCTOBER 30, 2024

What is the “Shame of Selling” and how does it affect your financial planning business? What are the signs you might be experiencing it, and… The post Is Shame of Selling Hurting Your Financial Planning Business? appeared first on Leading Advisor - Simon Reilly.

Financial Planning 52

Financial Planning Planning Financial Advisor 52

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. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

XY Planning Network

AUGUST 19, 2024

Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. In this blog, we’ll explore how a well-defined culture enhances employee engagement and satisfaction and directly impacts your bottom line.

Financial Planning 88

Financial Planning Planning Management Fee Only 88

Integrity Financial Planning

DECEMBER 8, 2023

Financial planning is a crucial aspect of leading a balanced and comfortable life. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. Plus, it’s a great way to motivate others to embark on their financial planning journey.

Financial Planning 93

Financial Planning Retirement Planning Budgeting 93

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 52

Nerd's Eye View

OCTOBER 25, 2022

In this episode, we talk in-depth about how, as Chad focused increasingly on serving a niche of Gen X and Gen Y physicians, he noticed an increasingly large overlap in the types of financial planning issues he was solving client after client that led him to a systematized surge approach to client review meetings, how almost reaching a point of burnout (..)

Clients 130

Clients Financial Advisor Communication Financial Planning 130

Integrity Financial Planning

JUNE 27, 2023

The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] 1] Retirees should work to evaluate their current financial situation and develop a comprehensive plan in order to achieve their wealth-building goals.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Integrity Financial Planning

OCTOBER 6, 2023

If you are looking for someone to help you design a financial plan that takes this philosophy into account, Click HERE to reach out to one of our advisors today at Integrity Financial Planning for a complimentary review of your finances.

Financial Planning 98

Financial Planning Retirement Planning Accounting 98

Indigo Marketing Agency

DECEMBER 19, 2022

Michael Kitces is another household name among financial advisors who needs no introduction. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

MAY 25, 2023

Here we demonstrate four practical strategies based on financial psychology research that can help you take your client experience for couples to the next level. ” 3 When thinking about power dynamics in a marriage, it’s important to factor in that the financial contributions in American marriages have changed.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

Integrity Financial Planning

APRIL 11, 2023

Whether you are an entrepreneur launching your business or considering helping pay for your family’s college expenses, knowing the difference between expenses and investments is one of the best ways to increase your financial literacy. If you’d like to discuss your financial plan further, contact us for a complimentary meeting. [1-2]:

Investing 97

Investing Investments Financial Planning Planning 97

Integrity Financial Planning

JANUARY 27, 2023

The value of appreciating what we have, both material possessions and financial security, is a lesson that will always bring us joy and enable us to grow and thrive during retirement. The post Finally, You Can Stop to Smell the Roses in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 97

Retirement Financial Planning Planning 97

Integrity Financial Planning

APRIL 27, 2023

Click HERE to sign up for a complimentary review of your financial picture with us at Integrity Financial Planning, and we can help you to organize your financial plans for the future. The post A Spring Cleaning Checklist appeared first on Integrity Financial Planning, Inc.

Financial Planning 97

Financial Planning Planning Retirement 97

Integrity Financial Planning

AUGUST 3, 2023

Regardless of whether or not you think the snowbird life is for you, wouldn’t it be nice to know that your financial plan could accommodate the lifestyle you do plan to live? The post The Snowbird Lifestyle: Pros and Cons appeared first on Integrity Financial Planning, Inc. Source: [1-3] [link].

Financial Planning 94

Financial Planning Retirement Planning 94

Integrity Financial Planning

DECEMBER 29, 2022

If you have questions about how to fit your retirement strategy with your lifestyle and make the most of your savings and investments, Click HERE to sign up for a complimentary review with us at Integrity Financial Planning today. The post 5 Post-Holiday Shopping Tips for Retirees appeared first on Integrity Financial Planning, Inc.

Financial Planning 98

Financial Planning Retirement Planning Retirement Planning 98

Integrity Financial Planning

SEPTEMBER 22, 2023

If you’re looking for someone to help you manage your finances so that you can spend more time enjoying those small moments and less time stressing about your financial plan, Click HERE to reach out to us today at Integrity Financial Planning.

Financial Planning 98

Financial Planning Planning Retirement Management 98

Integrity Financial Planning

OCTOBER 20, 2023

1] If you are looking to play more golf in your retirement and think less about your retirement finances, Click HERE to reach out to our professionals today at Integrity Financial Planning for a complimentary review of your retirement situation. Embrace the challenge and appreciate the beauty of the walk between the greens. [1]

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98

FMG

FEBRUARY 27, 2023

Retire Secure Financial Planning Managing Principal Nancy Tani, CFP®, JD, MBA , Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area. and “How do you help clients implement their financial plans?”

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98