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 211

Financial Planner CFP Professional Services Financial Planning 211

Nerd's Eye View

JULY 11, 2023

What's unique about Thor, though, is how he has structured his firm so that clients rotate through different advisors at the firm each time they come in for a meeting, eschewing the traditional industry approach of trying to help clients form a deep relationship with one individual advisor and instead intentionally creating an environment where clients (..)

Clients 174

Clients CFP Financial Advisor Education 174

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

Professional Services 77

Professional Services CFP Insurance Financial Advice 77

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 76

Wealth Management CFP Professional Services Clients 76

eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors.

CFP 76

CFP Financial Planning Clients Planning 76

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). Nationally Recognized Wealth Advisor in Stock Compensation Kristin McKenna CFP® is a nationally recognized specialist in employee stock options and equity compensation.

Taxes 65

Taxes Wealth Management Tax Planning Assets 65