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.

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Portfolio CFP Distribution Financial Services 98

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.

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Financial Services Certified Financial Planner Financial Planner Certification 52

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

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Ethics Financial Advice CFP Financial Advisor 200

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.

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CFP Financial Services Insurance 98

Abnormal Returns

JANUARY 30, 2023

citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations. investmentnews.com) Advisers Mitch Anthony, "Every human being has the need to be understood, but not every financial services client feels understood by their advisor."

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Management Nonprofit Financial Planning Communication 241

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.

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CFP Engineering Financial Services Insurance 98

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.

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Investing Investments Retirement Planning Financial Advising 245

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.

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CFP Financial Services Insurance Economics 98

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.

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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.

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Financial Planning Planning Financial Planner CFP 101

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.

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Financial Services CFP Certified Financial Planner Certification 98

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."

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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!?).

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Financial Advisor Retirement Planning CFP Clients 167

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 .

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Financial Advisor CFP Financial Services Education 116

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.

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Financial Advising Financial Planning Ethics Financial Services 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.

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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.

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Financial Advisor CFP Financial Planner Education 130

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Offered by globally esteemed boards, these certifications provide advisors with comprehensive knowledge of financial markets and investment strategies.

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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.

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Professional Services CFP Insurance Financial Advice 78

Nationwide Financial

DECEMBER 8, 2022

The group is also focused on attracting diverse talent who may not previously have considered a financial services career. These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services.

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Recruitment Financial Services Certification CFP 52

Steve Sanduski

MARCH 18, 2024

Moore, CFP® , Co-Founder and Board Member at BLX Internship. Many firms use internship programs to build an intentional talent pipeline that creates opportunities for young financial pros, as well as opportunities for our industry to improve how we mirror the diverse fabric of 21st century society. Guests: Chloé A.

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Wealth Advisor CFP Financial Services Management 59

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.

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NAIFA Advisor Today

FEBRUARY 8, 2023

Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP , Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet magazine.

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CFP Wealth Management Financial Services Education 52

NAIFA Advisor Today

FEBRUARY 9, 2023

This month's InsuranceNewsNet Magazine features an interview with Angela Ribuffo, RICP, CFP, ChFC, CDFA, CLTC , loyal NAIFA member since 1973.

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Recruitment CFP Financial Services Financial Advisor 52

NAIFA Advisor Today

JANUARY 3, 2023

NAIFA-GWDC Past President Peter Glassman, CFP , is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989. where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career.

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CFP Financial Services Insurance Clients 52

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 (..)

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Financial Advisor Media Sales Clients 202

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.

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Financial Planning Planning CFP Financial Planner 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 (..)

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Clients CFP Financial Advisor Wealth Advisor 130

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.

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CFP Financial Services Management 84

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Tobias Financial

JULY 11, 2023

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. Why is the CFP® designation crucial to us?

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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 (..)

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Tax Planning Financial Advisor Retirement Clients 246

Steve Sanduski

DECEMBER 5, 2023

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. How Dave Ramsey led James to financial services and James’ thoughts on the recent online spat about Ramsey’s 8% retirement withdrawal rate.

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Financial Services CFP Retirement Clients 59

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

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Estate Planning Financial Advisor Financial Services Clients 243

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.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

Steve Sanduski

OCTOBER 10, 2024

Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. It’s hard for a CFP® who’s been doing this for 15 years, being at the top, and feeling like, ‘Oh, I know a lot. Streamline currently manages over $450 million in assets for 250 client households.

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CFP Clients Retirement Financial Services 59

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

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CFP Financial Planning Clients Financial Planner 85