Million Dollar Round Table (MDRT)

MARCH 11, 2025

By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. I started interviewing many top-performing professionals, attending conferences to listen to their insights and blending what I learned from my CFP studies.

CFP 78

CFP Planning Clients Financial Services 78

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

NOVEMBER 29, 2022

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Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

Financial Services 64

Financial Services Ethics CFP Education 64

NAIFA Advisor Today

FEBRUARY 8, 2023

Moore, CFP ® , grew up in the insurance and financial services business. Moore, CFP ® , founded W.C. Moore Financial Services, LLC , and Moore remembers spending hours at his dad’s office, stuffing financial papers into plastic sheets and helping out any way he could.

CFP 98

CFP Financial Services Insurance 98

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

AUGUST 22, 2023

And be certain to listen to the end, where Cary shares how she faced a messy divorce while also navigating the 2008 financial crisis and had to move her practice to smaller firm so that she could prevent her husband from seeking retribution and give herself time, how, in the early years of launching her practice, Cary dealt with feelings of inadequacy (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

The Irrelevant Investor

JULY 30, 2019

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

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.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. He took an internship at a bank and started his career in insurance and financial services right out of college. So, in his junior year in college, he switched his major from engineering to finance.

CFP 98

CFP Engineering Financial Services Insurance 98

NAIFA Advisor Today

DECEMBER 12, 2022

For Joshua O’Gara, CLU, ChFC, CFP , Owner and Founder of O'Gara Financial Group , entrepreneurship runs in the family. His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit.

CFP 98

CFP Financial Services Insurance Economics 98

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio 98

Portfolio CFP Distribution Financial Services 98

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Million Dollar Round Table (MDRT)

NOVEMBER 22, 2022

By Johan Fanggara, CFP After competing in endurance sports — including five marathons, two Ironman races and several triathlons — I realized the financial services profession is not a sprint; it’s a marathon. During my decadelong career in financial services, I’ve noticed patterns in building the business endurance mindset.

Financial Services 98

Financial Services CFP 98

eMoney Advisor

MAY 1, 2023

For these reasons and more, the work of these trailblazing financial planners deserves a spotlight for Asian American and Pacific Islander Heritage Month. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

FEBRUARY 21, 2023

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.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

Financial Services 52

Financial Services Wealth Advisor CFP Clients 52

Million Dollar Round Table (MDRT)

AUGUST 4, 2022

By Xiao Chen, CFP This is one of the major decisions I had to make during my business career. When I started in the financial services profession, I was with a mentor, and she was a very warm person. She taught me a lot — everything that I needed to know to get started.

CFP 103

CFP Financial Services Management 103

XY Planning Network

JULY 23, 2024

We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning. In celebration of our 10th Anniversary, we’re launching a new XYPN member spotlight series: “XYPN Member Benefits, You Can’t Put a Price On."

Fee Only 96

Fee Only Compliance CFP Financial Services 96

Darrow Wealth Management

FEBRUARY 13, 2025

There are so many credentials in the financial services industry, each with their own standards, qualifications, and merits. The CERTIFIED FINANCIAL PLANNER professional (also CFP professional) designation is often considered the gold standard for financial planners. On the investment side, it’s the CFA.

Fee Only 54

Fee Only Financial Advisor Financial Planner Certified Financial Planner 54

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. When you contact people you will share, for example, the fact that you run a successful financial services business and work with lots of individuals who regularly ask you for recommendations to good lawyers, accountants and other professionals.

Professional Services 100

Professional Services CFP Insurance Financial Advice 100

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. Read on to learn their stories and get inspiration for your own.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

eMoney Advisor

DECEMBER 15, 2022

There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. However, there are signs that a new generation of financial planners is emerging. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

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! Reverse Mortgages! How can you use a Reverse Mortgage?

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

Carson Wealth

APRIL 18, 2023

Jack Lindsey started Integrated Wealth in 1984, with a vision of creating a client-first financial services firm, dedicated to providing professional service with a personalized touch. Over the last four decades, those same principles have been the driving force of the firm’s growth.

Wealth Management 83

Wealth Management CFP Professional Services Clients 83