Business Planning, Financial Planner and Financial Planning

Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

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.

Financial Planner

Financial Planner Retirement Planning Financial Planning Budgeting

Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning

Financial Planning Planning Financial Planner Financial Advisor

Webinars

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

MORE WEBINARS

Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning

Financial Planning Planning Clients Financial Planner

Kitces & Carl Ep 116: Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings

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

Clients Financial Planning Financial Planner Communication

#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor

Financial Advisor Financial Planning Planning Financial Planner

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

OCTOBER 3, 2023

What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)

Certified Financial Planner

Certified Financial Planner CFP Education Financial Advisor

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning

Tax Planning Financial Advisor Retirement Clients

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.

Clients

Clients Financial Advisor Financial Planner Financial Planning

#FA Success Ep 367: When Being In Business With Your Spouse Doesn’t Work Out And You Have To Start Over, With Kimberly Enders

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor

Financial Advisor Financial Planner Clients Food

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).

CFP

CFP Clients Certification Financial Advice

How A 3-Person Team Optimizes Advisor Capacity For Firm Growth

Nerd's Eye View

SEPTEMBER 18, 2023

Data from the 2022 Kitces Research Study on “How Financial Planners Actually Do Financial Planning” provide some answers about what advisors can expect when going beyond a solo practice, shedding light on the impact that hiring has on advisor capacity. What type(s) of employee should they hire?

Financial Planner

Financial Planner Clients Planning Financial Planning

#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets

Assets Financial Advisor Insurance Clients

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients

Clients Planning Financial Planner Financial Planning

#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients

Clients Certified Financial Planner Financial Advisor Financial Planner

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

MARCH 5, 2024

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients

Clients Financial Advisor Medicine Financial Planner

Journey to Success: A Financial Planner’s Story With Delvin Joyce

NAIFA Advisor Today

JANUARY 24, 2024

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

Certified Financial Planner

Certified Financial Planner Financial Planner Financial Consultant Financial Planning

Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients.

Wealth Management

Wealth Management Financial Advisor Management Financial Planner

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Steve Sanduski

APRIL 8, 2023

What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. The Big Picture The retirement planning pendulum has swung too far to the left hemisphere. But let’s face reality. Your life cannot be spreadsheeted.

Retirement Planning

Retirement Planning Retirement Planning Certified Financial Planner

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner

Financial Planner CFP Financial Planning Education

#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice

Financial Advice Insurance Financial Advisor Financial Planning

Transcript: Tom Rampulla

The Big Picture

OCTOBER 19, 2022

They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Just go with your business plan.” RAMPULLA: Yeah.

Financial Advisor

Financial Advisor Clients Taxes Investing

Financial Advisor Source

Weekend Reading For Financial Planners (Dec 17-18)

Weekend Reading For Financial Planners (Dec 24-25)

Webinars

Trending Sources

Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

Webinars

Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off

Kitces & Carl Ep 116: Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings

#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

#FA Success Ep 367: When Being In Business With Your Spouse Doesn’t Work Out And You Have To Start Over, With Kimberly Enders

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

How A 3-Person Team Optimizes Advisor Capacity For Firm Growth

#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Journey to Success: A Financial Planner’s Story With Delvin Joyce

Wealth Manager vs. Financial Advisor: What’s the Difference?

How to Choose the Right Wealth Management Firm in Kansas City

How to Choose the Right Wealth Management Firm in Kansas City

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Advice-only financial planners are stealing the show!

#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Transcript: Tom Rampulla

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