Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Read More.
Budgeting Financial Planner Numbers 
Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)
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Weekend Reading For Financial Planners (April 27-28)
Nerd's Eye View
APRIL 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.
Weekend Reading For Financial Planners (April 20-21)
Nerd's Eye View
APRIL 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)
Weekend Reading For Financial Planners (August 24-25)
Nerd's Eye View
AUGUST 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from (..)
Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.
Weekend Reading For Financial Planners (Jan 28-29)
Nerd's Eye View
JANUARY 27, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.
Weekend Reading For Financial Planners (July 6-7)
Nerd's Eye View
JULY 5, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent U.S.
Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.
Weekend Reading For Financial Planners (January 13-14)
Nerd's Eye View
JANUARY 12, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)
Enhance Your Financial Planner SEO Using SEM
Midstream Marketing
NOVEMBER 7, 2024
Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.
Budgeting For Couples: How To Budget As A Couple
Clever Girl Finance
JULY 16, 2023
Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. It also helps you stay on the same page on your financial goals. What is the best budget for a married couple?
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4 Steps to Make Your 401(k) Work as Hard as You Do
The Chicago Financial Planner
FEBRUARY 6, 2022
Look at your budget, determine how much you can afford to defer each pay period and get started. There are a number of retirement plan options to consider. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Are you self-employed ?
At the Money: Smart Spending vs. Not Spending
The Big Picture
JUNE 19, 2024
In today’s ATM, we discuss how to spend intelligently, within your budget, on the things that hep create lasting memories. Full transcript below. ~~~ About this week’s guest : Carl Richards is a Certified Financial Planner and creator of The New York Times Sketch Guy column. They focus on the cost, not the budget.
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Five Ways to Combat Money Stress
Your Richest Life
DECEMBER 1, 2022
Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. The actual numbers might not be as bad as you thought, or you’ll have a much clearer idea about what you have to do next.
Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. They help you work better and use your advertising budget wisely. Start by using a small budget.
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Why You Should Continue Meeting With Your Financial Advisor
WiserAdvisor
SEPTEMBER 1, 2022
So, if you want a hassle-free financial journey, you can seek your advisor’s counsel and meet them on a regular basis. You need help creating a budget. Budgeting is one of the most important aspects of financial planning. When your income is nominal, you may be able to manage the entire budgeting process independently.
Ten Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
DECEMBER 1, 2022
Let’s start by creating a list of things you’ll need to have or build on your journey to financial security. A monthly budget to help you keep your expenses below your income. A debt pay-off and spending plan (using your budget). How to make a financial plan for your marriage. You should also go over the numbers.
How to Cut Down on Money Stress This Year
Your Richest Life
JANUARY 16, 2024
Look at the numbers A lot of money anxiety is caused by one thing: avoidance. People know their finances aren’t where they want them to be, so instead of looking at the numbers, they avoid them. The truth is, no matter what your situation is, knowing the actual numbers is the first step in relieving money stress.
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12 Best Paying Jobs in Finance in 2023
Good Financial Cents
DECEMBER 14, 2022
As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Analyst.
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Justin and Cecilia’s Uncertain Future
Yardley Wealth Management
AUGUST 31, 2022
The first step for Justin and Cecilia is to—wait for it—sit down with a financial planner. But a financial planner can help them come up with realistic savings goals that fit their income and budget, as well as recommend specific financial instruments that best suit their needs.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?
Organizing Your Fall Finances
Your Richest Life
AUGUST 31, 2023
Here are some resources to help you assess your budget: Busting Top Budget Myths Budget Like a Pro in Six Steps – Part 1 Budget Like a Pro in Six Steps – Part 2 Prepare for holiday spending The average American family expected to spend $932 on holiday shopping in 2022, a number that has been steadily increasing over time.
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Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
You can use specific keywords related to financial advising, such as certified financial planner. This helps you reach potential clients who need financial services. It also makes your financial advisor firm appear in search results. How Can Financial Advisors Measure the Success of Their Lead Generation Efforts?
How to Work with a Financial Advisor
Carson Wealth
DECEMBER 20, 2022
The financial planning process adds value to your journey through life, and people skilled at helping clients through that process have spent years developing technical and emotional expertise for life’s journeys ahead. Meeting with a financial planner is a great time to revisit your spending, budget, and cash flow statements.
Financial Independence vs. Infidelity in Your Relationships
Your Richest Life
FEBRUARY 28, 2022
That doesn’t mean that you can’t have financial autonomy, or protect yourself in the event of a breakup. For example, if you want the freedom to splurge on things you enjoy, set up an amount within your budget that allows both of you to continue buying those things. Commit to Talking About Your Money.
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Why Are Older Adults Working Longer?
Tucker Advisors
APRIL 4, 2023
That is not always the case for a large number of people. But that number is an average—the median would be lower, and the modal would be much, much lower. The largest number of Americans have zero saved for retirement.” This could allow people to get used to budget adjustments from the very start of their new job and wages.
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How Much Should I Have Saved in My 30s?
Carson Wealth
DECEMBER 7, 2022
If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management. . These numbers quickly scale, compound and backflip into overwhelming costs. Building Up Retirement Assets .
What Does Financial Independence Really Mean and Is It Achievable for You?
Gen Y Planning
MAY 1, 2023
Oftentimes this will involve owning a business, participating in the real estate market, having passive income, having multiple income streams, and any other number of strategies you may acquire throughout your life that allow you to do less and earn more. This is where budgeting becomes extremely helpful. Consider the FIRE movement.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Check important numbers like bounce rate, time on site, and conversion rates. These resources might have financial planners, checklists, or eBooks. Here are some types of content that work well for audiences in financial services: Educational content : Make difficult financial concepts easy and clear to understand.
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In the Market for a Big Purchase? Why You Might Want to Hold Off
Your Richest Life
NOVEMBER 9, 2023
That number fell to 1.6 Additionally, keep an eye on your budget and consider refinancing when rates fall again. Until then, just be mindful of your budget and what you can truly afford, and try to hold off on major purchases if you’re able. The rate of inflation currently at 3.7 And finally, inventory is still lower than usual.
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5 Ways to Catch Up on Retirement Planning Later in Life
Park Place Financial
NOVEMBER 29, 2022
Groceries, utilities, car payments — you will continue to factor these bills and others into your budget even after you retire. 5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor. Additional disclosures.
Financial Planning for Entrepreneurs
WiserAdvisor
JULY 1, 2022
The number of entrepreneurs in America has exponentially increased over the past few years. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. A sound financial plan for a business can help entrepreneurs establish clear company goals and work towards achieving them.
Getting The Most Bang for Your Buck In This Hot Spring 2022 Housing Market
Gen Y Planning
APRIL 1, 2022
This jump in rates is a massive deal as it can directly impact your house-hunting budget. Your budget will stretch further with a lower interest rate—let’s see what this means using a mortgage interest rate calculator. The numbers get even scarier looking at the life of the loan. interest rate, that number bounces to $730,000.
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Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. So I worked with a certified financial planner called Katie Song when I was at SoFi. She was Chief Revenue Officer at Microsoft.
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The Year End Financial Data You Need
Your Richest Life
DECEMBER 8, 2023
Review your budget, savings and credit The cost of everyday living has gone up a lot over the past few years, and if you’re not careful, your spending can start to add up and impact your finances. So before the end of the year, try to mark some time on your calendar to gather the numbers and consider your biggest goals for the year ahead.
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How to Incorporate Real Estate into Your Personal Financial Plan
Harness Wealth
JUNE 30, 2023
In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making.
What is a Financial Plan, and How Do I Make One?
Harness Wealth
JUNE 9, 2023
Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? If you have a positive number, you have positive cash flow.
Saving for Retirement and a Child’s Education at the Same Time
James Hendries
SEPTEMBER 27, 2022
After you know what your financial needs are, the next step is to determine what you can afford to put aside each month. To do so, you’ll need to prepare a detailed family budget that lists all of your income and expenses. Once you’ve come up with a dollar amount, you’ll need to decide how to divvy up your funds.
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Are Millennial Women Spending Enough to Reach Financial Goals?
Envision Wealth Planning
MARCH 16, 2022
As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” We can find a number of ways to rationalize not taking these benefits. If you’re like many other millennial women, you don’t have a budget that completely outlines your discretionary spending.
What is the cost of a financial advisor?
WiserAdvisor
AUGUST 18, 2023
Different financial advisors may have varying fee structures, and their range of services can also differ significantly. In this article, we will discuss the different types of financial advisor fees and compare costs and services offered to find an advisor who aligns with your budget and financial goals.
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.
Diagnosing Google Ads Performance: 5 Common Mistakes & How to Solve Them
Indigo Marketing Agency
JUNE 20, 2023
Or the ad might appear but produce no conversions because consumers are looking for tours of the Grand Canyon and not a financial planner. Keyword Search Volume Keyword search volume refers to the number of times a particular keyword or phrase is searched on Google. Tired of wasting your marketing budget on ads that go nowhere?
Why Should You Care About Financial Planning?
Workable Wealth
OCTOBER 14, 2020
A financial planner can illuminate these fees and carve a path that makes the most sense for you. But this number isn’t from lack of trying. But these elements are crucial to keeping fees low, so you can enjoy more of the returns. . This is especially true for women. .
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