Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. This experience not only ignited his own desire for financial education but also inspired him to help others avoid similar financial pitfalls. Charles, IL.

CFP 52

CFP Education Strategic Planning Financial Services 52

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 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Abnormal Returns

DECEMBER 23, 2024

citywire.com) Only 4 in 10 RIAs have a succession plan. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. (kitces.com) Arbitration procedures should be included in the ADV. investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. Leadership Award. FSP established the Kenneth Black Jr.

Ethics 138

Ethics Retirement Planning Education CFP 138

Abnormal Returns

MAY 1, 2023

transcendretirement.net) The biz Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. citywire.com) Advisers Planning career shifts is a great service advisers can provide. barrons.com) 529 plan funds could be used to pay for CFP educational courses. investmentnews.com)

Wealth Management 246

Wealth Management CFP Education Clients 246

Nerd's Eye View

JANUARY 3, 2023

My guest on today's podcast is Sue Chesney.

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone. They don’t want that to come from banks.

Financial Planner 98

Financial Planner Education Communication CFP 98

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.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. It wasn’t just about numbers; it was about making smart decisions and planning for the future. I reached out to an advisory service, and they helped me create my first financial plan. At 46, I found myself at a turning point.

Education 52

Education Financial Planning Consulting Management 52

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

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 246

Education CFP Certification License 246

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

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

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! We provide ample opportunities for learning and growth, including mentoring and support for continuing education, ensuring our team is equipped to succeed.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

eMoney Advisor

MARCH 1, 2023

As women in financial planning, we can work to build that environment by connecting with, elevating, and inspiring each other. That’s why as we celebrate the achievements of women this month, I want to share how a few women in financial planning are empowering other women through networking, education, and inclusion.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. One of the options even counts as continuing education credit. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

Clients 98

Clients Financial Planning Planning Retirement Planning 98

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). What Does God Say About Financial Planning for an Estate?

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Nerd's Eye View

DECEMBER 11, 2023

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

eMoney Advisor

MAY 1, 2023

1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. percent of the American population. The AAPI experience is difficult to pin down because it can vary widely.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. College is a big expense to plan for so the sooner you get started the better. Open a parent owned 529 plan.

Education 52

Education CFP Retirement Planning 52

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

eMoney Advisor

NOVEMBER 7, 2022

Preparation is key in any life plan. For instance, setting up an automatic withdrawal plan or a regular “paycheck” can help them see a more predictable pattern with their money. Financial professionals play a role in educating their clients about the nuances of the RMD rules so they can be prepared with a spending plan.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

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!

Planning 97

Planning Financial Planning CFP Clients 97

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 98

Planning Financial Planning CFP Medical 98

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. What Is the CFP® Challenge Pathway? Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52