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.

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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.

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Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are so many credentials in the financial services industry, each with their own standards, qualifications, and merits. You can also search for a planner on the CFP board website.

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Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

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MainStreet Financial Planning

JUNE 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 6-20-23 at 3:30pm Eastern; 12:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

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Consulting Financial Planning CFP Education 97

Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. Plan for Surprise Travel Expenses.

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Financial Planning Planning Insurance Fee Only 52

Envision Wealth Planning

APRIL 10, 2022

A good financial stress reliever. 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 lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress.

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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. Financial Literacy for Tweens (Ages 9-13). Books for Teens. Games, Apps and Videos.

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Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner. Any range for what these jobs usually pay?

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Insurance Financial Planner Fee Only Financial Advisor 98

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. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans.

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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 (..)

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eMoney Advisor

FEBRUARY 14, 2023

Financial planning for couples can get messy. That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist.

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Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. 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.

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International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Finally, you should review your plan regularly and make adjustments as needed.

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International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions.

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Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. 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.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

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Your Richest Life

SEPTEMBER 12, 2022

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. . Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. About Your Richest Life.

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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.

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Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. For example, according to Expedia , the last week of June is the most expensive for travel.

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Your Richest Life

AUGUST 10, 2024

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked.) You can also start to make a list of any big-ticket gifts or items you plan to buy this year, so you can keep an eye out for deals.

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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. Release administrative duties of Good Financial Cents.

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Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. Writing books does not make you money.

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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. Charitable Giving: How to Work it into Your Life, Budget and Estate Planning.

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Medicine Fee Only Estate Planning CFP 52

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. Founder of Tenon Financial and the Retirement Planning Education Facebook group, which has over 40,000 members.

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Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. He holds a Ph.D.

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The Irrelevant Investor

MARCH 17, 2021

I also knew that I couldn’t build a book from scratch the old school way. Obtained a professional designation: Designations like the CFA, CFP, CPA, etc. Looked for advisors without succession plans: Most advisors are older and on the “back nine” of their careers. I worked at an accounting firm for 4.5

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FMG

AUGUST 23, 2022

Maybe you don’t have enough time or you might not be confident enough to start…whatever the reason may be, this podcast with Matt Halloran and Meg Bartlet CFP®, MS , founder and lead planner at Flow Financial Planning, LLC is for you! Book a Demo to Find Out More. Well, struggle no more.

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Your Richest Life

AUGUST 31, 2023

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. If you want to get the best rate possible on travel expenses, you can try apps like Kayak and Google Flights that will help you watch current rates and determine when to buy.

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Sara Grillo

JULY 8, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Judson Meinhart, CFP®, BFA . So please subscribe! The trades I see are usually just a follow-up action from that meeting.

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Financial Advisor Financial Planner Clients Financial Planning 59

Your Richest Life

DECEMBER 19, 2022

A few books to get you started are Atomic Habits by James Clear, You Are a Badass at Making Money by Jen Sincero, and Ride of a Lifetime by Disney CEO Bob Iger. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Your Richest Life

APRIL 5, 2022

Book a summer trip? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Pay down debt? About Your Richest Life.

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Steve Sanduski

JUNE 19, 2024

Matt, Andree, and Integrated’s Founder and CEO, Paul Saganey, CFP® , are the co-authors of Center Stage: How to Become the Star of Your Practice. In a Nutshell: What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? .”

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Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? Here are some common ones.

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Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? Here are some common ones.

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Indigo Marketing Agency

DECEMBER 18, 2019

She’s authored seven books, has been named a Top 25 C-Suite Speaker, and is a regular presenter at Barron’s Top Producer conferences. . Referral Generation for Financial Advisors. That’s why they plan everything for you. . Michael Kitces is a self-proclaimed financial planning nerd. Bill Cates Referral Coach.

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Tucker Advisors

APRIL 4, 2023

“I think that the research now bears out that people’s health outcomes and longevity both increase when they work longer,” said Bridget Sullivan Mermel, CFP®, CPA, host of “The Chicago Money Show” and the YouTube channel, “Friends Talk Financial Planning.” But many older adults have never taken advantage of this opportunity.

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