Indigo Marketing Agency

APRIL 28, 2023

Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. Unfortunately, this is the most common headline I see for advisors.

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Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Alicia Vande Ven , M.S.,

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CFP Financial Advisor Fee Only Certification 59

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Alicia Vande Ven , M.S.,

Accounting 98

Accounting Banking Certification Financial Advisor 98

Your Richest Life

MAY 30, 2022

While it’s not wise to jump into a sale without careful consideration, if you know your must haves in a home in advance, you might spend less time deliberating about putting in an offer. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Your Richest Life

AUGUST 10, 2024

Thanksgiving falls a bit later this year, leaving only 27 days between Thanksgiving and Christmas. The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. For more information on the services offered, contact Katie today.

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Taxes Budgeting Fee Only Planning 52

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

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Financial Planning Compliance Financial Planner Fee Only 52

Your Richest Life

SEPTEMBER 12, 2022

If you feel you’ve spent more than you wanted to this year, you might need to plan a little earlier to look for deals or wait for items to go on sale. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Budgeting Fee Only Financial Planning Planning 59

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Go for Fee-Only Financial Advisors. Hire a Financial Advisor who is a CFP®. Find someone of trust and name.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

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Financial Planner CFP Financial Planning Education 52

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. It’s about how you behave and the operational standards you follow.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

JULY 31, 2022

And, of course, the pursuit of an SRO opened the door for FINRA (previously the NASD) to argue that it should become that SRO, which would give it free rein to strangle and eliminate these annoying client-first competitors to wirehouse sales agents and asset-gatherers.

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Financial Planner Financial Planning Ethics CFP 45

Inside Information

OCTOBER 30, 2021

Could one of those sentences state that a brokerage firm, broker-dealer or other sales organization will NOT, ever, use the word ‘fiduciary’ in its disclosure, and so consumers should look for that word? “It’s a great idea,” says Rostad. Will they still be able to recommend separate accounts that pay shelf space fees?

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Inside Information

JANUARY 31, 2022

At the top of my conflict list is sales contests , which basically tell brokers what “investment opportunities” to sell and give them a financial incentive (and, of course, firm-wide recognition to the winners, which is an incentive in itself) to recommend them to their unwary customers. Apparently not very effectively.

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Commission Clients Sales Fee Only 40

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Commissions arrangements also vary within industries, with some companies paying higher or more frequent commissions to agents for the sale of a product than others. These financial advisors can offer products that pay a commission, provide fee-based services, or a combination of both.

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Financial Advisor Commission Insurance Financial Planning 52

Sara Grillo

APRIL 11, 2022

Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. And it’s just all hourly, there’s no way you win there at all, no product sales. That’s how you get paid. It was very successful. That’s 300000 a year.

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Financial Advisor Portfolio Clients Management 52

Your Richest Life

APRIL 30, 2024

Home Sales and Inventory Housing inventory has been sitting at historic lows for the past few years, but we are finally starting to see an uptick in 2024. We are also seeing more homes from the so-called “silver tsunami, ” which represents the wave of baby boomers who will be retiring and putting their homes up for sale.

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Fee Only CFP Retirement Sales 52

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired. Each taxpayer will have their own $10M/10x limits).

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Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. With annuities now being able to be offered in 401k plans, the playing field has changed.

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Insurance Retirement Financial Advisor License 59