Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Nerd's Eye View

NOVEMBER 1, 2024

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Financial Planner 203

Financial Planner CFP Certification Retirement Planning 203

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.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR. Mitch DeWitt is one of the co-founders and managing partners of Walkner Condon Financial Advisors.

Retirement 52

Retirement Taxes Financial Advisor Retirement Planning 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

Insurance 59

Insurance Retirement Financial Advisor License 59

Tucker Advisors

SEPTEMBER 8, 2021

One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It For decades now, the financial industry has presented indexed annuities as products. Some financial advisors used them in ways that did not maximize their advantages for the client.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52