International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

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Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. This is a representation of a general case scenario, however individual client timeline and experience may vary due to ones unique circumstances. Recently, tariffs implemented by the U.S.

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Pacifica Wealth

JUNE 1, 2023

Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website.

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Indigo Marketing Agency

MARCH 6, 2023

Culture, in a positive way, is a tool that can be used to attract the right people to your business, both stakeholders and clients. Similarly, potential clients of your business want the same. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.

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Tobias Financial

APRIL 3, 2023

Recently, our Wealth Advisor Yesenia Realejo, CFP® was a guest on the NextGen Planners podcast hosted by Dan Graham. She also shared why it is crucial to work with younger clients and why she is passionate about it. She also shared why it is crucial to work with younger clients and why she is passionate about it.

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FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. billion in client assets.

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Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. While our name may change to Carson Wealth, it won’t change who we are or how we work with our clients.

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Tobias Financial

APRIL 5, 2023

Our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS was recently quoted on Financial Planning, sharing her insights on working with first-generation immigrant and first-generation American clients.

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Tobias Financial

APRIL 15, 2024

Tobias Financial Advisors is pleased to announce that Yesenia Realejo , CFP®, Catalina Franco-Cicero , MS, CFP®, CTS , and Edgar Collado , CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company.

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Tobias Financial

APRIL 12, 2024

Tobias Financial Advisors is pleased to announce that Yesenia Realejo, CFP®, Catalina Franco-Cicero, MS, CFP®, CTS , and Edgar Collado, CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company.

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Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight.

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Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! The advantage to our clients is that we think about these things every day and are prepared to have the conversation with you whenever you are ready.

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International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? What Do Financial Advisors Do?

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Tobias Financial

NOVEMBER 20, 2024

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article. He encourages team members and young professionals alike to embrace challenges, lead with integrity, and remain client-focused.

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Ballast Advisors

SEPTEMBER 13, 2023

Suite 314-N Saint Paul, MN 55114 ballastadvisors.com James Heimler, CFP® Wealth Advisor James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. Tel:651.200.3104 jheimler@ballastadvisors.com 2550 University Ave W.,

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Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! He embodies the essence of a true fiduciary, consistently prioritizing the best interests of our clients above all else.

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Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This session promises to be a must-attend for financial professionals looking to enhance their collaborative practices and better serve their clients.

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Tobias Financial

MAY 2, 2024

Our Wealth Advisor, Franklin Gay , CFP®, EA is currently pursuing his MBA with a focus on operations and process improvement at NSU, as he looks to learn skills and industry standards that will continue to push our team and firm forward.

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Tobias Financial

AUGUST 16, 2023

At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at the Planned Giving Council of Broward County.

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Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

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Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.

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Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.

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Carson Wealth

MARCH 28, 2024

Our focus is primarily on private wealth management and financial planning, however, we also from time to time invite guests to the show who are niche experts that can add value. If you are wondering if exploring private aviation is right for you, please check this conversation out. If you don’t mind others using your resource, go for it!

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Carson Wealth

NOVEMBER 14, 2023

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. Sharing his perspective on the partnership, wealth advisor, G.C.

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Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

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Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

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Investment Advisor Ethics Investments Investing 52

Darrow Wealth Management

AUGUST 28, 2023

So the goals of the advisor and the seller are aligned — everyone wants to get across the finish line with the highest price. But at the end of the day, Naisbitt always tells clients “If cash at close doesn’t make sense, don’t do the deal.” And also how to protect your interests and prioritize your goals.

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Steve Sanduski

AUGUST 31, 2022

And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects. Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors.

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Tobias Financial

DECEMBER 4, 2024

Our Wealth Advisor, Yesenia Realejo, CFP® , gave us some insight on how she guides clients on the matter, stating “Around the holidays we usually encourage clients who are charitably inclined to have discussions with kids around giving as a way to help establish values that are important to them.”

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Steve Sanduski

SEPTEMBER 24, 2024

Guest: Josh Self , CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. If you share your passions with your audience and tie them into a holistic approach to Life-Centered Planning , you’re going to grow something more valuable and durable than a client base.

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Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

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Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? Should advisors be required to disclose fees in dollars each year and/or each time a product is sold?

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Carson Wealth

MARCH 19, 2024

For many clients, it is one of the largest fixed-line items of their life whether it is property tax, income tax on interest or RMD’s or capital gains on dividends. In a perfect world, I am able to start constructing a client’s cash flow for several years prior to their actually needing it.

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WiserAdvisor

AUGUST 8, 2022

Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP). Further, it helps to check the number of clients the manager is attending to at a time. High-net-worth clients are no different. Certified Trust and Financial Officer (CTFA). Age, health concerns, etc.,

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Darrow Wealth Management

NOVEMBER 5, 2024

In more than one instance, we flagged shares for a clients. By now you know we don’t provide legal or tax advice, but we do help clients build a team of tax/legal specialists to tackle issues around company stock. Or perhaps the shareholder isn’t even aware of QSBS benefits at all. It’s not always too good to be true!

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