Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 246

Planning Distribution Assets Retirement Planning 246

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69

Nationwide Financial

AUGUST 14, 2022

National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. 1 Remembering that not all clients come from the same background or with the same privileges is helpful when addressing financial goals and concerns. Retirement Planning.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Nationwide Financial

OCTOBER 10, 2022

The value of financial planning. Confidence has remained resilient, at least among investors who are working with financial professionals and have financial plans in place. Investors with plans for their investments were more likely to say it helps them feel more in control (86% of investors in our 2022 survey).

Financial Planning 90

Financial Planning Retirement Clients Planning 90

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. In this blog, we’ll explore why the CFP® challenge pathway is the ideal choice for individuals aspiring to make a mark in financial planning. Let’s dive in. What Is the CFP® Challenge Pathway?

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Let Us Do It For You!

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52