FMG

NOVEMBER 7, 2022

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies sent clients puzzles last year which was a great idea to pass the time and do something fun while we were all in lockdown. Larry Sprung, CFP® of Mitlin Financial supports a local business by ordering these treats every year.

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Financial Advisor Clients CFP Estate Planning 59

FMG

OCTOBER 5, 2023

Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Charitable Gifts We love this one from John Barrios, CFP® , owner of Barrios Financial Services , as it’s truly all about the season of giving. Melisa Joy, CFP® of Pearl Planning.

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Clients CFP Financial Advisor Wealth Advisor 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies.

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Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 52

eMoney Advisor

FEBRUARY 16, 2023

Financial Planning for a Lifetime You’ve just spent six months working with a new client to implement a financial plan. The Spectrem Group conducted a study that determined a breakdown of the services investors received, desired, and valued. What does that long-term relationship look like?

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Financial Planning Clients Planning Estate Planning 75

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Investing Investments CFP Financial Advisor 52

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

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Wealth Management Management Risk Tolerance Retirement Planning 52

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Craig Lemoine, Ph.D.,

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Wealth Management Financial Advisor Management Financial Planner 52

Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. As valuable as professional financial services are, not every advisor is equipped to help every investor. Certified Financial Planner (CFP) .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].

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Financial Services Insurance Certified Financial Planner Wealth Management 40

Sara Grillo

AUGUST 25, 2023

Hottleman and Associates www.hottleman.com Avg account size: $300k Niche: Single professional women approaching retirement Services: Financial planning, investment management, college planning, tax services, company retirement plans Note: Andrea holds insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com

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Financial Advisor Accounting License Financial Planning 52

Harness Wealth

JUNE 5, 2024

CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. He was at a registered investment adviser (“RIA”) working as a tax manager on the planning team, on a path to becoming a director in a couple of years. Breaking away from an RIA Kelley Maddox, CPA.

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Taxes Clients Planning Tax Planning 64

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Matt Pruitt, CFP®, CFA®.

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Financial Advisor Commission Clients Insurance 52

Envision Wealth Planning

MAY 23, 2022

#2 Ethical Financial Advisors listen to what a client really needs. Moore , CFP® of Financial Staples is an incredible example of someone who is able to make rational choices for the client regardless of what it means for her. Moore, CFP. 6 Ethical Financial Advisors minimize pass through fees. About the Author.

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Ethics Financial Advisor Financial Planning Clients 52

WiserAdvisor

JULY 24, 2022

However, the success of their children and grandchildren lies in the individual’s estate planning to a large degree. Estate planning is the process of ensuring that a person’s estate reaches its rightful heirs after them. One of the issues with estate planning is that most people leave it to the last minute.

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Financial Planning Planning Financial Planner Estate Planning 52