eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

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Clients Financial Planner Financial Advisor Financial Planning 93

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 Read on to learn a few of their stories.

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Financial Planning Planning Financial Planner CFP 78

International College of Financial Planning

JULY 9, 2022

To plan for retired life important thing is financial plan. Certified Financial Planner can guide us in the early stage of life best for retirement financial planning. A Certified Financial Planner will help you determine your retirement goals based on your current income, expenses and future needs.

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Certified Financial Planner Financial Planner Retirement Planning Retirement 40

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 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! She presently works for Mutual of Omaha Reverse Mortgage.

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

Your Richest Life

APRIL 28, 2023

Knowing the facts will help you present your case. When you meet, present your accomplishments, increased responsibilities or role changes that factor into your request. Present your request in writing in case your boss has to talk with others before giving you a raise. You have to be your own advocate.

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Financial Planner Certification CFP Numbers 105

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Michael Kitces. Taylor Schulte .

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Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Small, consistent effortslike automating savings, managing debt effectively, and making informed investment choicescan compound into significant financial security.

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Financial Planning Planning Asset Allocation Financial Advice 52

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. CFP®, Sarah D, and Emily Purdon, CFP®, EA.

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Financial Planning Planning Financial Planner Communication 73

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

eMoney Advisor

NOVEMBER 9, 2022

Tips for Incorporating Greater Cultural Humility into Financial Planning. For financial planners who want to better understand the impact of culture on money, there are some specific steps they can take to incorporate greater cultural humility into their practice. ” In The Psychology of Financial Planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? In other words, your 20s present a financial challenge. . Work With a Financial Advisor . Setting a strong financial foundation in your 20s paves the way to success through your professional life. and Jamie Hopkins,?Esq.,

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Retirement Planning Risk Tolerance Retirement Budgeting 72

International College of Financial Planning

NOVEMBER 10, 2021

Whether you are starting up your career in this trade or looking for a mid-career switch this career option presents to you immense growth opportunities. There are different types of courses and training programs available in India both at the graduate and post-graduate level for people wanting to work as Financial or Investment Advisors.

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Investment Advisor Investing Investments Certified Financial Planner 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. Client service calendars provide a means to help organize services as well as effectively present them to prospects, and revisit them with existing clients.

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Financial Planning Clients Planning Estate Planning 75

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

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Financial Planning Planning Financial Planner CFP 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Financial Advisor Financial Advice Financial Planner Assets 52

Inside Information

AUGUST 28, 2024

This month, we’ll be hosting, once again, our conference, the Insider’s Forum (September 16-18 in Denver, CO), and I’m working on all the various chores involving my presentation and moderating four panel discussions. Both tend to lean on their advisor community to give presentations.

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Financial Planner Food Clients Planning 40

Indigo Marketing Agency

DECEMBER 8, 2022

If your prospects are experiencing dissatisfaction with their current financial advisor, a market downturn could be the straw that breaks the camel’s back, inciting them to look elsewhere for help. . But how can these prospects find you if you’re not present online? The proof is in the pudding.

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Marketing Marketing Financial Advisor Clients 52

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Commissions are opaque.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. You can follow him on Twitter.

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Financial Advisor CFP Financial Services Education 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

WiserAdvisor

DECEMBER 1, 2023

A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education.

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Financial Advisor Medical Insurance Education 59

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. This executive benefit will be difficult to justify if interest rates increase considerably.

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Recruitment Taxes Financial Services Planning 40

International College of Financial Planning

FEBRUARY 3, 2024

This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8% crore youth trained under various programs.

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Budgeting Financial Market Investing Investments 52

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®.

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Financial Advisor Commission Clients Insurance 52

eMoney Advisor

FEBRUARY 14, 2023

A Referral for Marriage Maintenance If you’re thinking you’d like to try incorporating a couples therapist into your client review meetings, the CFP Board has some great resources that can guide your approach to vetting service providers. He became an essential resource, and the rest is history.

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Financial Planning Planning Communication Clients 40

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

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Financial Services Insurance Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? What are the benefit plans […].

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Financial Services Planning Certified Financial Planner Wealth Management 40

International College of Financial Planning

MAY 8, 2024

Boasting decades of educational expertise and a strategic partnership with industry giant Bajaj Capital, ICOFP offers a curriculum meticulously crafted to meet the exact standards of the present financial sectors.

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Education Financial Planning Risk Management Insurance 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. Just a last note that today’s presentation slides are available upon request.

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Marketing Marketing Banking Numbers 52

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. The Psychology of Financial Planning. Sources: 1.

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Financial Planner Financial Planning Clients CFP 88

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

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Financial Planning Planning CFP Financial Advisor 98

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).

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

WiserAdvisor

JULY 24, 2022

Hiring reputable and experienced high-net-worth financial planners can benefit high-income groups and help them lower taxes. Financial planners employ different approaches to save tax. For instance, financial planners may recommend turning your traditional retirement accounts into Roth accounts to lower your tax burden.

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Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

AUGUST 26, 2024

Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

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License Financial Advisor Certified Financial Planner CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

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Financial Advisor CFP Financial Services Education 52