Nerd's Eye View

AUGUST 29, 2022

to the Comment system we use, to the expansion of our Members section from offering CFP to now CPE credits for CPAs and IAR CE for RIAs that can be earned by reading Nerd's Eye View blog articles, the launch of the Financial Advisor Success podcast, our popular “Master List” of all the major Financial Advisor conferences and Best Books (..)

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245

Million Dollar Round Table (MDRT)

APRIL 10, 2025

Become a digital author with Designrr (designrr.io), an e-book creator. William Norman Clunas, CFP, FMA, a 10-year MDRT member, used Designrr to create a 39-page e-book about how to avoid common mistakes Canadians make with their retirement savings plan and tax-free savings account. He teases it on LinkedIn and on his website.

CFP 52

CFP Financial Planning Retirement Taxes 52

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. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Nerd's Eye View

JULY 26, 2022

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

AUGUST 22, 2023

And be certain to listen to the end, where Cary shares how she faced a messy divorce while also navigating the 2008 financial crisis and had to move her practice to smaller firm so that she could prevent her husband from seeking retribution and give herself time, how, in the early years of launching her practice, Cary dealt with feelings of inadequacy (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

MainStreet Financial Planning

AUGUST 2, 2024

In this edition, we’ve gathered valuable resources and tips to help you and your children start the school year strong, including must-read books, top online tools, informative podcasts, updates on financial literacy initiatives in California , etc. BOOKS FOR CHILDREN AGE: 4-7 Anthony C.

Budgeting 97

Budgeting CFP Education Financial Planning 97

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Million Dollar Round Table (MDRT)

DECEMBER 3, 2023

Forte, FCII, CFP My podcast was born of a desire to pass on the lovely anecdotes I was discovering when meeting some of my better-known clients. One day, I mentioned to my son, Tom, I was going to take all the anecdotes and put them in a book. You’ve got to do a podcast.”

CFP 105

CFP Clients Marketing Marketing 105

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Darrow Wealth Management

FEBRUARY 13, 2025

The CERTIFIED FINANCIAL PLANNER professional (also CFP professional) designation is often considered the gold standard for financial planners. You can also search for a planner on the CFP board website. There are so many credentials in the financial services industry, each with their own standards, qualifications, and merits.

Fee Only 53

Fee Only Financial Advisor Financial Planner Certified Financial Planner 53

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. As your business grows, you will build a valuable book of clients — not customers. By Kevin R. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1.

CFP 98

CFP Business Planning Planning Clients 98

Your Richest Life

JULY 29, 2022

Books for young kids: Follow the Money – Shares the story of a quarter as it is spent, traded and donated during its day. The Coin Counting Book – Introduces what American money looks like, and how to count it. You can also check my “Money Books for Graduates” post for more ideas: . Books for Teens.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Million Dollar Round Table (MDRT)

JULY 25, 2023

Rogers, CLU, CFP The primary role model for me was MDRT member John F. Savage’s book, “The Easy Sale,” explained how he sold as a life insurance agent. By James E. Savage, CLU , of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I enjoyed chatting with him.

Sales 98

Sales Medicine CFP Medical 98

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. Her book “ The Next Great Step ” helps parents launch their young college graduates into a career.

Consulting 97

Consulting Financial Planning CFP Education 97

Million Dollar Round Table (MDRT)

OCTOBER 11, 2022

By Renee Hanson, CFP, CDFA We talk a lot about the value we provide to centers of influence (COIs). So, we had mentioned to her that we had a CPA who was a client of ours who was retiring and was looking to sell her book of business. If it’s a reciprocal relationship, they have to provide value to us as well.

CFP 95

CFP Retirement Clients Numbers 95

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. He cold called over 500 financial planning companies over a year or so to get to a full book of clients. What designations does a paraplanner usually have? Jonathan then decided to make a business out of it!

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Nerd's Eye View

MARCH 14, 2023

In this episode, we talk in-depth about how, during the Great Recession, Nancy (like many other advisory firm owners at the time) were facing the challenges of a 30-40% market drop and its subsequent effect on her firm’s revenue but because she took for granted that she was a CFP professional with a ‘good’ income she didn’t (..)

Management 130

Management Financial Advisor Clients CFP 130

FMG

NOVEMBER 7, 2022

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies sent clients puzzles last year which was a great idea to pass the time and do something fun while we were all in lockdown. Holiday Books. What’s more heartwarming than reading some books that really capture the holiday spirit? Soy Candles.

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Your Richest Life

MARCH 15, 2023

Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Your Richest Life

APRIL 19, 2022

Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level. Books about mindset, budgeting and building wealth can apply to everyone, regardless of where you’re at now.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Steve Sanduski

SEPTEMBER 28, 2023

Guest: Manisha Thakor , MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She’s also the author of a great new book, MoneyZen: The Secret to Finding Your “Enough.”

Financial Advisor 59

Financial Advisor CFP Clients Retirement 59

Validea

APRIL 12, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. And that happened to me, by the way, with the book as well. And I’m kind of like, this guy’s written a book. Why the hell have you not written a book Guy?

Portfolio 80

Portfolio CFP Investing Investments 80

Your Richest Life

APRIL 28, 2023

In her book Women Don’t Ask , Linda Babcock revealed that just seven percent of women attempted to negotiate their first salary, compared to 57 percent of men. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Financial Planner 105

Financial Planner Certification CFP Numbers 105

eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. Learn more at kinderinstitute.com/books. #4 Learn more at bradklontz.com/books. #6

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Validea

NOVEMBER 16, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. To illustrate this, let’s pretend I use a value strategy that utilizes the Price/Book. And much of that research was done using the Price/Book. Returning to our Price/Book example, this is where that strategy can really be called into question. Is There a Win-Win? .

Investments 64

Investments Investing CFP Assets 64

FMG

OCTOBER 5, 2023

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Holiday Books What’s more heartwarming than reading some books that really capture the holiday spirit? Larry Sprung, CFP® of Mitlin Financial , supports a local business by ordering these treats every year.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Your Richest Life

MAY 10, 2024

According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. When you book airfare, you can also save more money by booking your flight between 21 and 60 days ahead of departure, for both domestic and international flights.

Budgeting 52

Budgeting Fee Only Planning CFP 52

eMoney Advisor

NOVEMBER 7, 2022

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Envision Wealth Planning

APRIL 10, 2022

While financial education is great, it is time-consuming and doesn’t in itself provide a calming voice for your financial stress if it comes from reading books. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) can help you get control. A CFP to combat financial stress. A good financial stress reliever.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 52

Good Financial Cents

APRIL 24, 2023

Starting last year, I started working with the peeps over at Wisebread.com as their “CFP” contributor. We’ve decided to focus on a creating a course that talks about the key principles of my book, which will be available if you sign up for their e-mail list. 1- Year Goals 1. See quarterly goal.)

Wealth Management 112

Wealth Management Clients Management Certification 112

Steve Sanduski

APRIL 22, 2024

A Guest Post by Jeremy Keil , CFP®, CFA, CIMA® of Keil Financial Partners. If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.”

Clients 59

Clients Financial Advice CFP Numbers 59

Darrow Wealth Management

AUGUST 14, 2023

Try glass blowing, book clubs, or other common interest groups. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If you’re someone who doesn’t have a huge list of interests and hobbies already, that’s ok. There are also tons of ways to volunteer.

Retirement 89

Retirement Planning Wealth Management CFP 89

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

Wealth Advisor 59

Wealth Advisor CFP Wealth Management Financial Services 59

FMG

JULY 13, 2022

President, Curtis Sheldon, CFP®, EA, AIF® shares “Curt’s Chalk Talk” with an eye-catching emoji discussing what happens if you deploy in the middle of March and it’s time to do your taxes. Book a Demo to Find Out More. For example, C.L. Wrapping It Up. Does your social media strategy have what it takes?

Media 72

Media Financial Advisor CFP Wealth Management 72

Sara Grillo

APRIL 28, 2023

About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client. Instructions for booking your flight The airport to fly into is : St. Please book a hotel room at this hotel.

CFP 52

CFP Taxes Sales Financial Advisor 52

Your Richest Life

MARCH 15, 2022

Some people have also been booking Airbnbs that they’ll never visit, or purchasing from sites like Etsy to help small Ukrainian businesses. If you book an Airbnb in Ukraine, look for places with multiple reviews that date back before 2022. People do take advantage of crises for their own gain. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52