CFP Board Chooses Elizabeth Miller as 2024 Chair-elect
Wealth Management
JULY 19, 2023
Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.
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How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
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Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
Podcasts Josh Brown and Michael Batnick talk advisor tech with fintech expert Jason Pereira. youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects.
#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones
Nerd's Eye View
MARCH 11, 2025
Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
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Advisor Charged With Murder in Colombia Faces Fallout
Wealth Management
FEBRUARY 28, 2023
Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Columbia. He was caught in Panama on his way to Turkey, according to reports.
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#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell
Nerd's Eye View
NOVEMBER 21, 2023
Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.
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41 Top Influencers for Financial Advisors in 2023
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. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Ron Carson.
#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang
Nerd's Eye View
FEBRUARY 21, 2023
Welcome back to the 321st episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Danqin Fang. Read More.
Wealth Manager vs. Financial Advisor: What’s the Difference?
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. What Do Financial Advisors Do?
10 Female-Led Financial Advisor Websites to Inspire Your Next Redesign
FMG
FEBRUARY 27, 2023
We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®.
#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends
Nerd's Eye View
OCTOBER 17, 2023
Welcome back to the 355th episode of the Financial Advisor Success Podcast ! Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.
Adviser links: the overarching idea
Abnormal Returns
JANUARY 23, 2023
(wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. kitces.com) CFP candidates are becoming more diverse.
Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide?
CFP Board’s Crypto Guidelines Offer a Word of Caution
eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
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. Advisors often ask me whether they should list their job title and firm name in their headline.
Exploring the Impact of Qualifications for Financial Advisors
International College of Financial Planning
DECEMBER 4, 2023
In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. In India, this landscape is evolving.
How to stand out and attract more business
Million Dollar Round Table (MDRT)
JUNE 18, 2023
Robert, a financial advisor in North Carolina, came to me after he had tried most of these. He’s an investment advisor representative and CFP with life and health insurance licenses. He told people he was a financial planner and that he worked with all kinds of clients.
CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. 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.
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CFP- All You Need To Know – New Course Structure
International College of Financial Planning
JUNE 10, 2022
CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice.
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Adviser links: the long road
Abnormal Returns
DECEMBER 12, 2022
kitces.com) What the CFP Board is saying about cryptocurrencies. techcrunch.com) The latest financial advisor technology news including the spread of commission-free annuities. (blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising.
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How to Work with a Financial Advisor
Carson Wealth
DECEMBER 20, 2022
CFP ® , Director of Consumer Investment Research. Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. Financial advisors can help their clients through one major life challenge or weave together a comprehensive strategy.
When to Work with a Financial Advisor
Carson Wealth
SEPTEMBER 19, 2022
CFP ® , Director of Consumer Investment Research. When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. What Do Financial Advisors Do? Wealth management.
Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.
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8 Ways to Stand Out on Social Media as a Financial Advisor
FMG
JULY 13, 2022
One of the top questions that we get is, “How can I promote myself as a financial advisor?” Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.
How to Choose a Personal Financial Advisor
Park Place Financial
SEPTEMBER 8, 2022
ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .
36 Top Influencers for Financial Advisors in 2022
Indigo Marketing Agency
JANUARY 17, 2022
It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.
What does a financial advisor do? (day in the life of a financial advisor)
Sara Grillo
JULY 8, 2022
Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.
#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous
Nerd's Eye View
MARCH 14, 2023
Welcome back to the 324th episode of the Financial Advisor Success Podcast ! Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households.
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Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
A Promising Picture for Financial Planner Job Growth
eMoney Advisor
DECEMBER 15, 2022
adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Around 26 percent of U.S. population. Examining Median Pay.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Others love managing money.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Others love managing money.
Financial Advisor Landing Page Examples and Best Practices
FMG
JULY 13, 2023
When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.
Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)
Ron A. Rhodes
DECEMBER 12, 2023
Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…
Secure Your Financial Legacy
Yardley Wealth Management
JUNE 6, 2023
The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Assets under management (AUM) refers to the total value of assets managed by a financial advisor or firm.
Examples of great things ethical financial advisors really like to do!
Envision Wealth Planning
MAY 23, 2022
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. It’s ludicrous.
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What Happens to Your Stock When a Company is Bought?
Darrow Wealth Management
OCTOBER 21, 2024
M&A tax implications for employees A lot can happen during M&A so be sure to discuss your situation with your tax and financial advisor. Darrow Wealth Management offers Private Wealth and Asset Management to individuals and families. appeared first on Darrow Wealth Management.
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