BlueMind

MAY 26, 2022

Preemptive Measures to Deal with Difficult Clients Valerie Adelman is a 25-year veteran in the field and a certified financial planner with the Financial Asset Management Corp. Instead of saying, “We are definitely getting this one” say “if all goes well, we will hopefully get this one.” in New York City.

Clients 52

Clients Certified Financial Planner Financial Advisor Financial Planner 52

FMG

SEPTEMBER 29, 2023

Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. Those are active wealth management and financial education. They serve clients across the country but are based in Austin, TX.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Clever Girl Finance

JULY 16, 2023

How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?” ” There are some life situations when you should definitely seek professional guidance. As you might expect, though, the hands-on approach comes at an expense.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?” ” There are some life situations when you should definitely seek professional guidance. As you might expect, though, the hands-on approach comes at an expense.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” Does it matter that clients know the fees they are paying? In this clip we debate whether or not it’s important that the client knows what fees they are paying. Is that a fee? Matt Pruitt, CFP®, CFA®.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. The golden rule of passive income – protect your time.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

OCTOBER 19, 2022

I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard. It was definitely a slow burn, and then it exploded. So you could say, “Hey, I” — you know, one of the challenges with ESG products is everybody got a different right definition of what ESG is.

Financial Advisor 287

Financial Advisor Clients Taxes Investments 287

The Big Picture

DECEMBER 28, 2022

RITHOLTZ: I read a crazy statistic somewhere, I don’t recall if it was in the book or elsewhere, in the state of Pennsylvania, the certified financial planners, something like 96% of them in the state work for Vanguard. ELLIS: They’ve made a major commitment to serving the investor with what they really need.

Management 190

Management Investing Investments Clients 190

The Big Picture

JULY 29, 2024

00:23:57 [Speaker Changed] You know, it’s, it’s definitely a challenge, but one that Orion spends a lot of time and effort on so that our clients, enterprises and RIAs don’t have to do that on their own. 00:32:50 [Speaker Changed] I mean, the first is definitely regulation. It definitely is.

Clients 148

Clients Portfolio Financial Advisor Investments 148

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Certified Financial Planner Board of Standards, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

JULY 15, 2023

But now we found ourselves in a very exciting position; we were financially stable. I can’t say that I 100% believed we were financially stable at that point in our lives, but it definitely was a turning point for us. People often spend most of their lives chasing financial stability. < gasp! >

Budgeting 98

Budgeting Retirement Accounting Certified Financial Planner 98