Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Wealth Managers Do?

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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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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.

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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.

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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

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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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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

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Carson Wealth

APRIL 18, 2023

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. 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.

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FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

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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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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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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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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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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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Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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International College of Financial Planning

AUGUST 2, 2024

Short-Term Courses with Job Guarantee at ICOFP The International College of Financial Planning (ICOFP) offers several short-term courses specifically designed for students after their 12th grade, focusing on financial planning and wealth management.

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Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Joshua Brown Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management.

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International College of Financial Planning

AUGUST 3, 2024

The Growing Demand for Skilled Professionals The Banking, Financial Services and Insurance Industry (BFSI) is constantly evolving, with insurance being a critical component. This course is ideal for those who want to specialize in financial planning core skills and achieve a globally recognized certification in a short time.

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International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

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Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. As valuable as professional financial services are, not every advisor is equipped to help every investor. Wealth Manager . Certified Financial Planner (CFP) .

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WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Their main area of focus is wealth preservation.

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Robert B. Ritter Jr.

DECEMBER 29, 2021

The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].

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Robert B. Ritter Jr.

FEBRUARY 28, 2022

The post Blog #218: Attracting and Retaining Key Executives first appeared on Bob Ritter's Blog, ideas for financial service professionals. Several non-owner executives can also qualify. What are the benefit plans […].

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Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

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Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E.

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Sara Grillo

MAY 16, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Jon Luskin, CFP. Measure Twice Financial. Don’t be fooled!

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Envision Wealth Planning

MAY 23, 2022

Okay before I get fired up, let me move to talk about some highly ethical things I’ve seen financial advisors do so that we can focus our attention on increasing morality in wealth management. #1 1 Ethical Financial Advisors’ fees are clearly disclosed on the website. Moore, CFP. Because you are.

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Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Matt Pruitt, CFP®, CFA®.

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

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Sara Grillo

AUGUST 26, 2024

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. 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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Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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WiserAdvisor

JULY 24, 2022

Therefore, consider hiring an advisor with certifications like Chartered Financial Consultant (ChFC), Certified Private Wealth Advisor (CPWA), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and more.

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The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. Over the course of the last five years though, Orion has added to that core capability, a depth of services and wealth management, everything from portfolio customization through and indexing all the way through fully outsourced portfolios.

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Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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