Validea

MARCH 3, 2025

” Income-Driven vs. Debt-Driven Economic Cycles Discover why the post-COVID economy behaved differently than many expected and why the Fed’s rate hikes didn’t crash the economy Elliott explains the crucial difference between income-driven and debt-driven economic cycles.

Economics 52

Economics Portfolio Economy Marketing 52

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.

Financial Planner 114

Financial Planner Budgeting Taxes Retirement 114

Your Richest Life

NOVEMBER 11, 2022

If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. The basics still apply in a turbulent economy. If so, when, how or why did they fail? If you know what doesn’t work for you, you can look for what does.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Your Richest Life

DECEMBER 1, 2022

There are many paths to financial success, and you have to find your own. If you do want guidance on getting there, try enlisting a Certified Financial Planner Professional who will help you create a plan catered to your needs and goals. . Set yourself up for success.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Nationwide Financial

JUNE 9, 2023

The ripple effect of these rate hikes can be felt throughout the economy in the form of higher mortgage and consumer loan interest rates, potentially making things more expensive for people looking to buy a home or car. It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

Validea

MARCH 18, 2025

Main topics covered: The transition from the “Great Moderation” era to what Liz Ann calls the “Temperamental Era” – understanding how inflation volatility and market dynamics are shifting Why “rolling recessions” matter and how different sectors of the economy can experience downturns at different times (..)

Portfolio Management 52

Portfolio Management Valuation Portfolio Economy 52

FMG

JULY 5, 2022

The Only Three Things Financial Planners Need to Say in the First Meeting via Streamline My Practice. As a financial planner, you know how important that first meeting can be, so it’s important that you are thinking about what you say. Adjustments to be made along the way. Well, struggle no more.

Financial Planner 52

Financial Planner Media Engineering Planning 52

Park Place Financial

NOVEMBER 29, 2022

Although a tumultuous economy understandably causes concern for many people, it may also pose several valuable opportunities. Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. So how does financial planning fit into this?

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Your Richest Life

APRIL 19, 2022

Most of the topics cover investment strategies, market behavior and the economy. Her Money Matters – Jen Hemphill is a money coach whose podcast is all about real stories of money makeovers, mindset shifts and how your well-being impacts your financial life. YouTube is a fantastic resource for financial information.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

FMG

MARCH 28, 2023

And considering 92% of financial planners who use social media for business purposes report that it has helped them get new clients, it’s an important part of marketing to stay in front of clients and prospects. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy?

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

International College of Financial Planning

AUGUST 2, 2021

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

BlueMind

JULY 15, 2022

For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada. Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

FMG

FEBRUARY 28, 2023

Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403) via ProudMouth Can you actually attract prospects off of social media? Absolutely! Well, struggle no more.

Media 52

Media Financial Advisor Financial Planner Communication 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Good Financial Cents

JULY 26, 2022

This is the largest increase in inflation the economy has endured since 1981. As inflation creeps up, many people begin to worry about the state of the economy as a whole. When the money supply grows faster than the economy, it leads to inflation. The CPI (Consumer Priced Index) soared to an increase of 9.1% from the last year.

Investments 69

Investments Investing Certified Financial Planner Financial Planner 69

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. This means your job is likely secure no matter what happens in the economy.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

International College of Financial Planning

MARCH 8, 2023

The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year.

Budgeting 52

Budgeting Education Manufacturing Government 52

Park Place Financial

APRIL 26, 2022

Depending on your financial situation, it may still be important to keep a diversified portfolio to help protect against the inevitable ups and downs in the economy. And if you don’t retain any stocks, this could significantly deplete your nest egg during the early retirement years.

Retirement 52

Retirement Retirement Planning Healthcare Risk Tolerance 52

Validea

JANUARY 1, 2024

And the economy also remained more resilient than many thought, with inflation falling more than expectations throughout the year. 2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns.

Investments 52

Investments Investing Economy Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. He conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy and advises a wide variety of global firms in financial services. Guess what?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Validea

DECEMBER 27, 2023

In our first annual forecast episode, all 3 of us offer our 2024 forecasts for the market, the economy and a bunch of other things we have no business forecasting. So we decided that the best way for us to overcome that bias is to try to do it ourselves. We hope you will enjoy rubbing it our faces next year when we are proven wrong.

Marketing 52

Marketing Marketing Economy Financial Planner 52

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. India’s Real GDP is projected to grow by 7.3% crore youth trained under various programs.

Budgeting 52

Budgeting Financial Market Investments Investing 52

The Irrelevant Investor

MARCH 11, 2021

The people at this agency held themselves out as financial planners. A listener emailed us today saying: Also for folks wanting to get into the industry of financial planning, fidelity is a great place where no experience is needed to get started: [link] fidelity.com/ This is a great idea.

Financial Advisor 52

Financial Advisor Insurance Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. That’s why I’m excited to share the top books for financial advisors in 2020. Are you looking to hone your skills as a financial planner, RIA, or independent advisor?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Gen Y Planning

APRIL 1, 2022

As with many things in the economy right now, supply and demand are severely out of balance. Now’s an excellent time to consider working with a financial planner who can help you set a healthy home buying budget that won’t leave you living paycheck to paycheck. Last year, U.S How is this possible?

Marketing 52

Marketing Marketing Budgeting Insurance 52

The Big Picture

DECEMBER 28, 2022

RITHOLTZ: You do end up achieving a certain size where there are economies of scale, and you pay yourself a very nice salary. If you can’t make a profit, why in the world would you get going? RITHOLTZ: Well — ELLIS: It goes back to Adam Smith and all the way through since then.

Management 189

Management Investments Investing Clients 189

The Big Picture

AUGUST 30, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer. Bloomberg ). •

Financial Planner 173

Financial Planner Financial Advisor Financial Consultant Healthcare 173

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! Open an account here >> Open an Account with UFB Direct 2.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

APRIL 25, 2023

They talk about economies of scale. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman. It’s great to work for a sector that’s on top, but remember that our entire economy is cyclical, right? We joked around about synergies before.

Compliance 162

Compliance Clients Wealth Management Management 162