eMoney Advisor

MARCH 1, 2023

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. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” The basics of each type of insurance are covered, but the true nuggets are in the hidden risk sections throughout the book. I am more energized than ever about protecting assets after reading this book.

Insurance 98

Insurance Insurance Coverage Medical Financial Planning 98

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Track Progress Regularly Financial plans arent set it and forget it.

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

Abnormal Returns

JULY 17, 2024

(marknewfield.substack.com) Does your financial plan really reflect who you are? nytimes.com) A review of Scott Galloway's new book "The Algebra of Wealth: A Simple Formula for Financial Security." forbes.com) Can you really invest too much in health?

Retirement 260

Retirement Financial Advisor Financial Planning Portfolio 260

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Abnormal Returns

JULY 24, 2024

humbledollar.com) Personal finance Financial plans are made to be broken. ofdollarsanddata.com) Some books for beginning investors including "I Will Teach You to Be Rich" by Ramit Sethi. (humbledollar.com) Investing in real estate is not for everyone. signaturefd-3437664.hs-sites.com)

Retirement 276

Retirement Financial Advising Financial Planning Investing 276

Abnormal Returns

FEBRUARY 12, 2024

kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." msn.com) Why follow-up questions are crucial in financial planning. (wiredplanning.com) Michael Kitces talks with David Savir who is the Co-Founder and CEO of Element Pointe Family Office, about crafting an employee equity program.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Financial Planning 246

Financial Planning Financial Advisor Clients Planning 246

A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 101

Portfolio Portfolio Management Financial Planning Planning 101

Abnormal Returns

MAY 3, 2023

Podcasts Christine Benz and Jeff Ptak talk with Jonathan Clements editor of the new book "My Money Journey." morningstar.com) Planning Financial planning is perfectly imperfect. tonyisola.com) What it's like using a virtual financial planner.

Financial Planner 246

Financial Planner Retirement Financial Planning Planning 246

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

A Wealth of Common Sense

JANUARY 22, 2024

Today’s Talk Your Book is recorded live at FARMCON: See here for more information on one of the largest ag-focused conferences in the country!

Financial Planning 102

Financial Planning Economy Planning Investing 102

Abnormal Returns

JUNE 7, 2023

ritholtz.com) Jon Luskin talks with Mike Piper about his new book "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need." humbledollar.com) Financial planning means always adjusting your plan. bogleheads.podbean.com) Benefits How to apply for Social Security benefits.

Math 245

Math Retirement Food Financial Planning 245

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 245

Clients Planning Financial Advisor Financial Planning 245

MainStreet Financial Planning

JANUARY 25, 2023

The book is divided into 20 chapters which are written more like short stories. I found this short story concept refreshing because I could read a chapter and then quit for the evening or even a few days, then come back to the book and start a new chapter, learning a new concept without having to keep up as you would with a traditional book.

Financial Advice 98

Financial Advice Financial Planning Planning Investments 98

Nerd's Eye View

JUNE 20, 2023

What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared financially for their retirement, they may not be prepared mentally for the transition to a life that is separate from their career identities.

Retirement 246

Retirement Clients Financial Advisor Financial Planning 246

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

Abnormal Returns

SEPTEMBER 21, 2022

morningstar.com) Cody and Justin talk with Vitaliy Katsenelson about his new book "Soul in the Game." washingtonpost.com) Personal finance A lot of financial planning questions are really life planning questions. thefishow.com) College Parent PLUS loans are a disaster. humbledollar.com) Happiness is feeling useful.

Retirement 246

Retirement Financial Planning Planning Banking 246

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. This short vacation was one of the few opportunities I’ve had to step away from my daily grind and open a book purely for personal enrichment.

Financial Planner 59

Financial Planner Retirement Planning Financial Planning Retirement 59

Integrity Financial Planning

NOVEMBER 24, 2022

Check out these 5 ground-breaking books that defined the pioneering generation you’re a part of. This book gave voice to a young generation asking crucial questions about the world their parents built for them. This book gave voice to a young generation asking crucial questions about the world their parents built for them.

Financial Planning 91

Financial Planning Retirement Planning Taxes 91

eMoney Advisor

NOVEMBER 7, 2022

As a financial professional, you want to help prepare clients for all the “switches” they may face. 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.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

eMoney Advisor

APRIL 25, 2023

1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

The Big Picture

AUGUST 26, 2022

As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets. He has high client retention and has generated respectable performance for those customers. This isn’t really a fair accusation.

Accounting 353

Accounting Government Assets Management 353

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

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

MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Stay committed, stay focused, and enjoy the journey toward financial freedom!

Budgeting 93

Budgeting Planning Retirement Financial Planning 93

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Management Investments Investing 98

Nerd's Eye View

JULY 9, 2024

We also talk about how Alex's firm now segments clients into 5 service tiers based on their assets under management and revenue (and the actual differences in services the firm provides to clients at each level), how Alex tracks his clients' individual preferences to create what he calls "Wow Factors", such having their favorite soda on the table when (..)

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

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

SEPTEMBER 21, 2022

These best books about budgeting are linked via affiliate links that help us grow Clever Girl Finance! And while that may be true, the power of reading a good old-fashioned book shouldn’t be overlooked. Some of the best books about budgeting encompass much more information than you could squeeze into an article.

Budgeting 65

Budgeting Financial Planning Planning Financial Advice 65

Abnormal Returns

DECEMBER 11, 2023

(citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning. wealthmanagement.com)

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

XY Planning Network

NOVEMBER 20, 2023

But it is time to finish the bean counting chapter and introduce you to the faces of the bookkeeping team here at XY Planning Network. Now known as XYPN Books, the eleven-strong team keeps our members' books clean, accurate, and compliant month after month.

Planning 80

Planning Financial Advisor Financial Planning 80

The Reformed Broker

MARCH 20, 2023

Follow Jesse on: Twitter Book Let us know if we can help you with your financial plan or portfolio: [link]. The post Yes, This Is a Bailout of Credit Suisse appeared first on The Reformed Broker.

Financial Planning 130

Financial Planning Portfolio Planning Marketing 130

MainStreet Financial Planning

DECEMBER 5, 2023

I am in a book club, and for our next book, I suggested that we read a self-help book. I was telling my husband about the book choice and he mentioned that a woman he had worked with just published a book on habits, “ How to Change ” by Katy Milkman. So, I doubled down on my self-help and bought both books!

Financial Planning 98

Financial Planning Financial Planner Planning Retirement 98

Nerd's Eye View

JULY 25, 2024

While that scenario has yet to materialize as initially feared, the fact remains that transitions do occur on a regular basis, often as older advisors either sell their practices in one fell swoop or gradually offload part of their book while still staying engaged with a smaller group of core clients.

Communication 172

Communication Clients Financial Planning Planning 172