Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. The post Mastering Finances with a Certified Investment/Financial Advisor appeared first on International College of Financial Planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

The Big Picture

JUNE 19, 2024

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. Through his simple sketches, Carl makes complex financial concepts easy to understand. If you can afford a sailboat, and you love sailing, well, go buy a sailboat.

Budgeting 147

Budgeting Certified Financial Planner Financial Planner Retirement 147

Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. So, what would you do if you received a large lump sum of money?

Management 96

Management Certified Financial Planner Financial Planner Taxes 96

Walkner Condon Financial Advisors

JUNE 2, 2023

By: Alicia Vande Ven & Polly Price You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

AUGUST 26, 2024

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Park Place Financial

JANUARY 9, 2023

What’s more, groceries, medications, and similar necessities don’t incur sales tax, further lowering your cost of living. . For sound retirement planning services, turn to the certified financial planners at Park Place Financial. Climate and Environment .

Retirement 52

Retirement Retirement Planning Certified Financial Planner Medical 52

The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. And the crowd of funds that I’m managing are basically going downhill because redemptions are larger than new sales.

Management 189

Management Investing Investments Clients 189

Midstream Marketing

JANUARY 28, 2020

It’s a lesson I was reminded of not too long ago, when I was talking on the phone with a current client about the results of some improvements that he had recently made to his business’ sales call process. Do you offer personalized financial advice? Are you and your team members certified financial planners?

Financial Advisor 52

Financial Advisor Certified Financial Planner Sales Clients 52

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., each of these events can profoundly impact an individual’s financial situation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Fortune Financial

FEBRUARY 4, 2024

At this point, the sale is subject to long-term capital gains tax rates, typically lower than ordinary income tax rates. Ongoing Review and Adjustment: The strategy is not static; it is regularly reviewed and adjusted as needed to align with changing market conditions, tax laws and the client’s evolving financial goals.

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

The Big Picture

MAY 7, 2024

So I went to Yahoo and worked on their revenue and sales and marketing for a few years. Did you just get to the Sephora coupon code for the sale this week, Barry? The, the prompt loses them a sale. So I worked with a certified financial planner called Katie Song when I was at SoFi. You missed that one.

Startup 147

Startup Advertising Engineering Numbers 147

Sara Grillo

APRIL 10, 2023

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

So Jack hates ETFs, doesn’t like advisors, and he hates sales. And I had to tell him that I was the head of Sales, selling ETFs to financial advisors. I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard. Is that remotely true?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 19, 2023

As a Certified Financial Planner, I see underinsured people every day. Business Owners For example, if you’re a business owner, there may be debts or other financial obligations that will need to be paid upon your death. Do you think a million-dollar term life insurance policy sounds like too much insurance?

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting 105

Accounting Investing Investments Media 105

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Accountant-Lawyer Alliance. www.cfp.net.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

JULY 15, 2023

We found one that was on sale we both thought it was perfect. When the sales clerk asked how we wanted to pay suggesting we take advantage of their great in-store financing, an exciting thought ran through me – “we can pay cash” A year prior, that wouldn’t have been an option. < gasp! >

Budgeting 98

Budgeting Retirement Accounting Certified Financial Planner 98