Clients Financial Advising Financial Planner 
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riabiz.com) Avise is a cooperative platform for advisers.
Abnormal Returns
DECEMBER 26, 2022
Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. thinkadvisor.com) Why the hard sell will ultimately backfire when it comes to client acquisition. mikemelissinos.substack.com) On the difference between risk tolerance and risk perception.
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Carson Wealth
JULY 12, 2022
Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Quite a bit of discovery from one sentence filled with planner-speak! .
Abnormal Returns
DECEMBER 11, 2023
The Future of Family Wealth Advising." rationalreminder.libsyn.com) Brendan Frazier talks client conversations with Ross Marino, founder of Transitus Wealth Partners. citywire.com) Young advisers need more than a vague promise of partnership down the road. (fa-mag.com)
Abnormal Returns
NOVEMBER 21, 2022
Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. wealthmanagement.com) Brendan Frazier talks the four pillars of a client discovery meeting. talks with Joshua Brown about the changing landscape for financial advisors.
eMoney Advisor
DECEMBER 15, 2022
In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce.
International College of Financial Planning
OCTOBER 26, 2023
Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.
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