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. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

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CFP Clients Certification Financial Advice 246

Wealth Management

OCTOBER 18, 2023

Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.

Financial Planning 273

Financial Planning Planning CFP 273

Abnormal Returns

SEPTEMBER 18, 2023

(citywire.com) Creative Planning is getting creative to retain former United Capital advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. riaintel.com) Selling a service, like financial planning, is different than selling a product.

Planning 263

Planning Financial Advice Wealth Management Math 263

Abnormal Returns

MARCH 10, 2025

Advisortech The CFP Board has released guidelines for using AI. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. flowfp.com) Stop using this phrase in retirement planning.

Estate Planning 159

Estate Planning Retirement Planning CFP Portfolio Management 159

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 229

CFP Retirement Planning 229

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

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 240

CFP Financial Planning Planning 240

Wealth Management

JULY 26, 2023

Dale Buckner, CFP, is not your average advisor.

Financial Planning 245

Financial Planning CFP Planning 245

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 for service advisors with the CFP marks – a difference of $37.47, or a whopping 77% boost in income per hour!

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CFP Certification Financial Planning Clients 130

Nerd's Eye View

JANUARY 3, 2023

My guest on today's podcast is Sue Chesney.

CFP 130

CFP Planning Financial Planning Financial Advisor 130

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

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

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Abnormal Returns

OCTOBER 9, 2023

Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. riabiz.com) A profile of Creative Planning's Peter Mallouk post the United Capital acquisition. citywire.com) Inside XYPN's plan to create a “corporate” RIA model. advisorperspectives.com) How to choose a CFP exam study program.

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CFP Financial Planning Education Planning 296

Abnormal Returns

SEPTEMBER 9, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. fa-mag.com) How to use the new digital estate planning platforms.

Financial Planner 274

Financial Planner Estate Planning CFP Financial Advice 274

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Abnormal Returns

SEPTEMBER 16, 2024

youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. riabiz.com) CFP professionals make more money. Podcasts Josh Brown and Michael Batnick talk advisor tech with fintech expert Jason Pereira. riabiz.com) How Ron Carson is distancing himself from his old firm.

Wealth Management 276

Wealth Management Startup CFP Retirement 276

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. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

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. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

CFP 130

CFP Financial Advisor Ethics Certification 130

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

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

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Abnormal Returns

OCTOBER 21, 2024

podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. riabiz.com) XYPN Planning Network has launched a new registered investment advisor corporate affiliation model, Sapphire. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings.

CFP 286

CFP Communication Investment Advisor Management 286

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

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. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Abnormal Returns

JUNE 3, 2024

nytimes.com) How estate planning for blended families can go wrong. kitces.com) The 100,000th person has gotten their CFP designation. (riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. wsj.com) Partial retirees have a higher propensity to spend.

Estate Planning 276

Estate Planning CFP Retirement Assets 276

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. By Jennifer P.

Clients 105

Clients Financial Planning CFP Retirement 105

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP 52

CFP Education Strategic Planning Financial Services 52

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Abnormal Returns

MAY 1, 2023

transcendretirement.net) The biz Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. citywire.com) Advisers Planning career shifts is a great service advisers can provide. barrons.com) 529 plan funds could be used to pay for CFP educational courses. investmentnews.com)

Wealth Management 246

Wealth Management CFP Education Clients 246

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. Why couldn’t meeting clients have a system too?

CFP 76

CFP Planning Clients Financial Services 76

Abnormal Returns

DECEMBER 23, 2024

citywire.com) Only 4 in 10 RIAs have a succession plan. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. (kitces.com) Arbitration procedures should be included in the ADV. investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement.

Financial Advising 146

Financial Advising Compliance CFP Retirement 146

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. riaintel.com) Why you should flip your plan presentation meetings on their head. (matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

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. What’s notable, however, is that the most ‘productive’ (i.e.,

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

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