Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 179

Ethics Education Financial Advice Taxes 179

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 228

Education CFP Certification License 228

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 200

Ethics Financial Advice CFP Financial Advisor 200

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor 224

Financial Advisor CFP Clients Assets 224

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Education 198

Education Financial Planning Estate Planning CFP 198

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act has dozens of provisions that could impact your clients’ financial plans and bolster their retirement accounts. Join our Webinar for an In-Depth Look at SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

NAIFA Advisor Today

AUGUST 23, 2022

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance. In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk.

CFP 52

CFP Insurance Clients 52

MainStreet Financial Planning

NOVEMBER 14, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, November 21st at 6:45 pm ET | 3:45 pm PT ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Finkelstein Are you prepared for how your assets will pass to your loved ones?

Assets 52

Assets Planning Estate Planning CFP 52

MainStreet Financial Planning

JULY 23, 2024

As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up!

Insurance 90

Insurance Insurance Coverage Medical Education 90

MainStreet Financial Planning

SEPTEMBER 27, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, October 10th at 3pm Eastern; 12pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Now is the time to start planning!

Planning 52

Planning CFP Tax Planning Financial Planning 52

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Taxes 92

Taxes Investing Investments CFP 92

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 90

CFP Financial Planning Insurance Planning 90

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. I’m a lecturer at UCLA Extension as part of their CFP program in marketing. How To Grow Your Retirement Plan Business In The 2020 Economic Crisis.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

eMoney Advisor

NOVEMBER 7, 2022

Your clients—and prospective clients—face a myriad of changes in their later years. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. This means you can get your message out to people, including clients and potential clients. How to Create a Digital Brand?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

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. Steve Sanduski.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

MainStreet Financial Planning

JUNE 17, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, June 27th at 6pm Eastern; 3pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register here!

Retirement 83

Retirement Financial Planning CFP Planning 83

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 85

Insurance Risk Management Financial Advisor Financial Planning 85

MainStreet Financial Planning

JULY 6, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Exclusive for Current Clients Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

MainStreet Financial Planning

SEPTEMBER 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here!

Planning 87

Planning Financial Planning CFP Medical 87

MainStreet Financial Planning

AUGUST 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here!

Financial Planning 88

Financial Planning CFP Clients Planning 88

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Our guest commentator Caroleen Verly is the founder of Untangle Your Money.

Planning 76

Planning Financial Planning CFP Clients 76

MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec.

Budgeting 82

Budgeting Financial Planning CFP Planning 82

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

MainStreet Financial Planning

MARCH 11, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-19-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Retirement 52

Retirement Financial Planning Healthcare CFP 52

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Reverse Mortgages!

Financial Planner 88

Financial Planner Financial Planning CFP Education 88

FMG

APRIL 5, 2023

That’s why being able to share personal stories helps bridge the gap between business and client to establish a more meaningful connection. As a client, hearing that your advisor goes through the same struggles as you really helps break down any barriers that might’ve previously stopped them from being a certain way.

Media 52

Media Financial Advisor CFP Clients 52

MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Retirement 88

Retirement Healthcare Financial Planning CFP 88

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 45

Education Investing Investments CFP 45