Nerd's Eye View

AUGUST 22, 2023

What's unique about Cary, though, is how she navigated selling her practice to United Capital and after several years of establishing herself in a leadership role, she then had to navigate the sale of United Capital itself to Goldman Sachs, and the complexities and challenges that followed as she found herself in a very different kind of culture that (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 246

Financial Planner CFP Clients Planning 246

Million Dollar Round Table (MDRT)

JULY 25, 2023

Rogers, CLU, CFP The primary role model for me was MDRT member John F. Savage’s book, “The Easy Sale,” explained how he sold as a life insurance agent. By James E. Savage, CLU , of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I enjoyed chatting with him.

Sales 98

Sales Medicine CFP Medical 98

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 189

Financial Planner CFP Clients Planning 189

Darrow Wealth Management

NOVEMBER 4, 2024

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Nerd's Eye View

JUNE 24, 2024

Ultimately, the key point is that, much as how ticket sales to a basketball game are likely influenced by the reputation of the player, the team, and the sport, prospecting for financial planning clients is influenced by the reputation of the advisor, the firm, and the industry as a whole.

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Your Richest Life

NOVEMBER 12, 2024

Shop early and watch for sales Many people assume Black Friday and Cyber Monday deals are the best of the holidays, but that’s not always the case. Online and in-store retailers offer discounts all season long, and some are even better than the typical sale days. For more information on the services offered, contact Katie today.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

NAIFA Advisor Today

DECEMBER 5, 2022

In 2003, Kevin Bontrager hit a ceiling in his sales career. A few years later, Bontrager joined Randall Lehman, CLU ® , ChFC ® , AEP ® , RICP ® , and Rob Hayworth, CLU ® , ChFC ® , CASL ® , AEP ® , RICP ® , CFP ® , to create Summit Financial Group , a Northwestern Mutual Private Client Group.

CFP 98

CFP Financial Advisor Sales Clients 98

NAIFA Advisor Today

JULY 5, 2023

Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP , in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance.

Insurance 98

Insurance Management CFP Sales 98

Million Dollar Round Table (MDRT)

DECEMBER 7, 2024

Spencer III, CFP, AIF , a 17-year MDRT member from Sudbury, Massachusetts. By Matt Pais, MDRT senior content specialist If a client offers an objection, sometimes it helps to paint a picture of the future, said William T.

CFP 100

CFP Clients Sales 100

Million Dollar Round Table (MDRT)

DECEMBER 5, 2023

Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally. Powell also spoke at 2022 MDRT EDGE.

CFP 109

CFP Economics Sales Management 109

Million Dollar Round Table (MDRT)

SEPTEMBER 10, 2024

By Michael Joseph Haggerty, CPCA, CFP Life insurance or critical illness insurance isn’t something people often want to think about, let alone seek out an insurance agent or financial advisor to purchase. What people dream about, though, is buying their own home, which frequently requires a mortgage.

CFP 104

CFP Insurance Financial Advisor Clients 104

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. How many appointments do you need to achieve your sales goals? By Kevin R. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1. Plan/vision. Close your eyes.

CFP 98

CFP Business Planning Planning Clients 98

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Million Dollar Round Table (MDRT)

MAY 12, 2024

By Kennedy Sumarlie, CFP A year ago, I was talking to Mr. Prospect and his wife, who is a foreign citizen, regarding the importance of health insurance. He felt, however, that health insurance was not necessary because he was still young and there were many other more important priorities.

CFP 102

CFP Medical Insurance Budgeting 102

Carson Wealth

JANUARY 22, 2025

Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

Walkner Condon Financial Advisors

APRIL 27, 2023

However, if the employee sells the stock within a year of exercising the options, any gain on the sale will be subject to ordinary income tax rates, rather than the lower capital gains tax rates. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Taxes 105

Taxes Consulting Financial Advisor Startup 105

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Nerd's Eye View

OCTOBER 17, 2023

We also talk about how the approval of the Pension Protection Act and the backlash against revenue sharing agreements amongst retirement plan recordkeepers led Brad to decide that a flat fee would be the best way to provide their initial advice offering, why, to avoid the fee compression as a 401(k) recordkeeper (and reinvesting in expensive technology (..)

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. When placed strategically, they boost lead generation and help your visitors take the next step down the sales funnel.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

35,000 sale price – $10,000 cost basis). Your total taxes paid after the sale of all shares: 83(b) election. Candidate for CFP® Certification. If you make the 83(b) election, the cost basis in our example would be $1 per share because that is the amount you included in your income. No 83(b) election. Capital Gains (23.8%

Planning 98

Planning Taxes Certification Financial Advisor 98

Carson Wealth

OCTOBER 26, 2022

Kevin Oleszewski, CFP ® Senior Wealth Planner. Step three: You match up the loss and the gain — selling one investment at a loss to offset the capital gain generated by the sale of the investment you sold at a profit. In play: the sale of Mrs. Investor’s business later in the year for a gain of $500,000. What does she do?

Taxes 98

Taxes Financial Planner Asset Allocation Portfolio 98

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

MainStreet Financial Planning

NOVEMBER 30, 2022

Last month, MainStreet’s Vida Jatulis , CFP® shared her post about Joyful Holiday Spending. Sell your stuff – put the extra things you no longer use up for sale. Over the years, MainStreet has shared many ideas to come up with holiday spending money: Review your spending to eliminate spending categories that no longer serve you.

CFP 98

CFP Planning Financial Planning Sales 98

Darrow Wealth Management

DECEMBER 5, 2022

Unlike regular stock sales, when giving stock, there’s no capital gain. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. The charity receives the full value of the stock (usually in cash).

Taxes 97

Taxes CFP Wealth Management Valuation 97

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Jonathan spoke with Swarn Chatterjee, a UGA professor who reassured him that he could do real financial planning work and make better money working for a fee-only firm than by going into one of those insurance sales jobs.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Indigo Marketing Agency

APRIL 28, 2023

Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. Unfortunately, this is the most common headline I see for advisors.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Validea

AUGUST 17, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. This is a chart of the valuation of the most expensive decile of our investable universe using the Price/Sales ratio. The Price/Sales ratio required to enter that top decile had barely crossed 6 at its highest point leading up to mid-2020. Look at that peak in 2021.

Valuation 78

Valuation Sales CFP Investing 78

NAIFA Advisor Today

APRIL 8, 2024

Richards, JD, MBA, CLU, CFP, “Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance,” in March 2023 For more information about the Kenneth Black Jr. Kelly, JD, LLM, and Lewis B. Journal Author Awards, see the Journal Author Award page on the Foundation’s website.

Financial Services 64

Financial Services Ethics CFP Education 64

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Accounting 98

Accounting Banking Certification Financial Advisor 98

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Your Richest Life

JUNE 30, 2023

If you go this route, just make sure you don’t re-purchase the same investment thirty days before or after the sale. If you do, you could trigger wash sale rules. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Taxes 78

Taxes Retirement Accounting Financial Planner 78

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. What is a Certified Financial Planner (CFP)? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board).

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Darrow Wealth Management

MARCH 11, 2024

When you have liquidity to repay the loan, perhaps from the sale of a business or your current home, you can simply pay off and close the line of credit. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Accounting 96

Accounting Wealth Management Taxes Portfolio 96