The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Here are six questions to ask when choosing a financial advisor: How do you get paid? Ask your financial advisor about their client base.

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Financial Advisor Financial Planner Fee Only Clients 249

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.

Financial Planner 233

Financial Planner Management Planning Financial Advisor 233

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. He even sent his own client statements. Affinity Fraud.

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Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

Advisor Perspectives

JUNE 21, 2023

After 20 years and serving over 1,800 clients as an hourly, fee-only financial planner, I’ve concluded that hourly advisors should not give free advice to prospects.

Financial Planner 97

Financial Planner Fee Only Clients 97

Your Richest Life

JULY 15, 2022

But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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Financial Planner Fee Only CFP Clients 105

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

OCTOBER 21, 2022

Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. What is a financial paraplanner?

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Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

JULY 17, 2024

Here are the top ten money lessons that I have learned after working with more than 150 clients over the past decade: Money lesson #1: You have more power than you think. When I meet with a new client, sometimes they think their goals are unreachable, or they feel stuck in a rut and can’t see a way out.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. It’s been a fun, busy year!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Darrow Wealth Management

NOVEMBER 4, 2024

Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Only registered investment advisors have a full-time fiduciary duty to their clients. What is a fiduciary advisor?

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 53

XY Planning Network

SEPTEMBER 19, 2022

You’re on your way to serving the clients you want, in the way you want, while building a business with enough revenue to live the lifestyle you want. 9 MIN READ. You've made the decision to launch your firm —c ongratulations! That takes courage and commitment.

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Clients Planning Sales Fee Only 95

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. My family and I had lots of fun traveling this year, too.

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Financial Planner Fee Only Financial Planning Financial Counseling 59

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. I wrote my headline as “Director of Marketing at Indigo Marketing Agency | Empowering Independent Financial Advisors to Connect with Ideal Clients and Grow Assets Under Management.”

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

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Financial Planner Financial Planning Financial Advisor Clients 75

Walkner Condon Financial Advisors

AUGUST 5, 2022

Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Jonathon Jordan, CFP®, CEPA.

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM.

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Certified Financial Planner Financial Planner Fee Only Clients 52

International College of Financial Planning

AUGUST 2, 2021

The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Three Must-Have Traits for Financial Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. Serving 401(k) plans on a flat fee financial basis Sounds great – but is this scalable?

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Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

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Certified Financial Planner CFP Financial Planning Fee Only 52

Inside Information

FEBRUARY 27, 2023

The leading tip of the spear was the first fee-only financial planners, who publicly and even defiantly sat on the same side of the table with their clients. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

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Financial Advisor Certified Financial Planner Ethics CFP 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

MainStreet Financial Planning

OCTOBER 3, 2023

How might single mothers financially fall behind compared to households with two parents? I have seen it time and time again with my clients. Reach out for support from a financial coach or fee-only financial planner can also be helpful. Accredited Financial Counselors (AFC) for financial coaching.

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Estate Planning Financial Planner Insurance Retirement 79

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

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Portfolio Certified Financial Planner Investments Investing 52

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

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Financial Advisor Commission Fee Only Financial Planning 52

XY Planning Network

DECEMBER 18, 2023

From RIA compliance best practices to using behavioral marketing tactics to get more clients, this list is loaded with one helpful resource after another to send you into 2024. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year. Enjoy, and happy reading!

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Financial Advisor Compliance Clients Marketing 102

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

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Financial Planning Compliance Financial Planner Fee Only 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy.

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Financial Planning Planning Financial Planner CFP 52

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Inside Information

MAY 30, 2024

Each article invites our readers to rethink client service, investing and advice in new and better ways. Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it.

Financial Planning 40

Financial Planning Financial Planner Fee Only Clients 40

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one.

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Marketing Marketing Financial Advisor Portfolio Management 89