Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Certification Sales 246

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Read More.

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CFP Clients Certification Financial Advice 246

Wealth Management

JULY 26, 2023

Dale Buckner, CFP, is not your average advisor.

Financial Planning 246

Financial Planning CFP Planning 246

Nerd's Eye View

MAY 22, 2023

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).

Financial Planning 246

Financial Planning Planning Financial Planner Certification 246

Wealth Management

AUGUST 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.

CFP 246

CFP Financial Planning Planning 246

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas.

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Nerd's Eye View

SEPTEMBER 9, 2024

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 The typical service advisor without CFP certification earns $48.83 hour, compared to $120.00

CFP 130

CFP Certification Financial Planning Clients 130

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

Breaking the mold and holding clients accountable When a high-net-worth client seemed more interested in leaving his office than financial planning, 17-year MDRT member Gino Saggiomo, CFP , of Fortitude Valley, Queensland, Australia, found a way to hold the client accountable and financially prepare for the future.

Clients 105

Clients CFP Communication Financial Advisor 105

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Abnormal Returns

OCTOBER 9, 2023

advisorperspectives.com) What does comprehensive financial planning entail? advisorperspectives.com) How to choose a CFP exam study program. (kitces.com) Advisers What to do if a client (or prospect) ghosts you. wealthmanagement.com) Inflation is the biggest risk to retirees. thinkadvisor.com)

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CFP Financial Planning Education Planning 296

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals.

Clients 105

Clients Financial Planning CFP Retirement 105

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice.

Financial Planner 274

Financial Planner Estate Planning CFP Financial Advice 274

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

Financial Planner 246

Financial Planner CFP Financial Planning Retirement Planning 246

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Abnormal Returns

JANUARY 30, 2023

standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations.

Management 241

Management Nonprofit Financial Planning Communication 241

Nerd's Eye View

FEBRUARY 27, 2023

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

The Big Picture

JANUARY 29, 2024

When the opportunity to partner with Adam Day, CFP in Naples came along, we jumped on it. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or to just swing by and say “hello.” Michael Batnick and are coming down with some of our colleagues on March 4th-6th.

CFP 52

CFP Financial Planning Clients Economy 52

Abnormal Returns

AUGUST 28, 2023

riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

International College of Financial Planning

MARCH 12, 2025

Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Abnormal Returns

SEPTEMBER 18, 2023

(smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.' riaintel.com) Selling a service, like financial planning, is different than selling a product. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. alphaarchitect.com)

Planning 263

Planning Financial Advice Wealth Management Math 263

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Tom Ruggie on LinkedIn Significance of Wealth Subscribe to Tom’s podcast.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients 240

Clients Financial Advice Financial Planning Planning 240

Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Million Dollar Round Table (MDRT)

JANUARY 28, 2025

By Alain Quennec, CFP, CIM Fifteen years ago, a client and I were cycling when he introduced me to one of his friends. My heart fell right away because this client didnt understand the breadth of the work and complex financial planning we had done for him in the previous five or 10 years. He said, Hi, this is Al Quennec.

Clients 68

Clients CFP Financial Planning Planning 68