Nerd's Eye View

SEPTEMBER 3, 2024

In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

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. NEW SERVICE – Financial Coaching. FINANCIAL WRITING.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

The Chicago Financial Planner

NOVEMBER 8, 2021

Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. If you have a financial plan this is an ideal time to review it and see where you are relative to your goals. FINANCIAL WRITING.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable.

Fee Only 88

Fee Only Compliance CFP Financial Services 88

Nerd's Eye View

SEPTEMBER 10, 2024

So, whether you're interested in learning about how serving a niche can help a newer advisor gain credibility with clients, using a podcast to generate new client leads, or how to profitably transition from a broker-dealer platform to the RIA model, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Mason.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Your Richest Life

NOVEMBER 26, 2024

According to the National Center for Education Statistics, around 6% of college students are 40 years old or older. Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

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. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

JULY 29, 2022

That means that many students leave home without any financial education to prepare them for life on their own. There is no shortage of financial education opportunities out there for teens and young adults. It’s not for a lack of interest, either. Financial Literacy for Teens (ages 14+). About Your Richest Life.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Your Richest Life

SEPTEMBER 2, 2022

Department of Education will forgive up to $20,000 for Pell Grant recipients, and up to $10,000 for non-Pell Grant recipients. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. During this time, the interest rate remains at zero percent.

Planning 102

Planning Fee Only Taxes CFP 102

XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm?

Certification 96

Certification Education Clients Fee Only 96

Truemind Capital

AUGUST 9, 2024

I understood her situation and educated her about the process and what to expect from the investments in terms of risks and returns. The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients.

Commission 64

Commission Fee Only Wealth Management Investment Advisor 64

Tobias Financial

FEBRUARY 2, 2023

Franko also worked with the Symposium Chair along with the rest of the South Region Board to create this event that offers great educational and networking opportunities to practitioners and academics alike.

Financial Advisor 52

Financial Advisor Fee Only Wealth Advisor Education 52

XY Planning Network

MARCH 24, 2025

If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it.

Financial Advisor 90

Financial Advisor Planning Fee Only Education 90

International College of Financial Planning

AUGUST 2, 2021

These include – Education – Some self-trained Financial Advisors have spent years in the industry and gained insights into this trade and have done well for themselves. However, this isn’t what you are aiming for and to find your foot in the industry you will need the right kind of education.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

MainStreet Financial Planning

OCTOBER 3, 2023

Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Savvy Ladies – free financial education for women Check out MainStreet’s Money Library for helpful articles and videos.

Estate Planning 98

Estate Planning Financial Planner Insurance Retirement 98

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And even before I went to Cambridge, I actually spent eight months working for a little suburban newspaper outside of Washington DC and in many ways it was the most fun and the most educational experience I had in journalism. He wrote over a thousand columns.

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Investments Investing Management Retirement 148

XY Planning Network

MARCH 13, 2023

In short, Michael has a unique, education-centric approach to financial advice. He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. At the annual conference, we do things differently, too.

Financial Advice 76

Financial Advice Financial Advisor Financial Advising Education 76

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. What are considered qualified expenses for ABLE accounts? Who is eligible for an ABLE account?

Accounting 98

Accounting Financial Advisor Certification CFP 98

Your Richest Life

JULY 2, 2024

I hoped to empower and educate my clients, and show them that their dreams were possible. As a fee-only financial planner, I love that my work allows me to help my awesome clients while still having the freedom to give back to the community and spend time with my family. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Indigo Marketing Agency

JANUARY 4, 2022

Fee-Only Web Page Financial advisors know a lot of jargon. Even simple terms like “fee-only” may leave them scratching their heads. Having a web page that explains what “fee-only” means and why it’s important helps show potential clients that you know how to break things down into simple language they can understand.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

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. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Also, pick a fee-only advisor over a commission-based one as the former is legally bound to place your best interests before their own.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Alicia Vande Ven , M.S.,

CFP 59

CFP Financial Advisor Fee Only Certification 59

FMG

AUGUST 4, 2022

In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity-focused financial planning and investment management firm, so that I could more directly serve a select group of clients, as well as help fellow advisors, serve their own clients. In my case, there are two primary goals.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

International College of Financial Planning

SEPTEMBER 3, 2021

The proof can be in the form of an educational certificate or a professional license or any other document that will provide the best evidence of your identity. Education is one of the most important tools you can use to prepare for your financial future. Go for Fee-Only Financial Advisors. Proactivity.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

MARCH 15, 2022

Global Giving has set up a fund specifically for Ukrainian crisis relief, which provides refugee assistance in accessing shelter, food, clean water, health and psychosocial support, and education and economic assistance. UNICEF is also working to help children caught in the middle of the crisis. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

eMoney Advisor

MAY 1, 2023

Regularly one of the highest-ranked NAPFA-registered fee-only financial advisors, he has set the bar for Zhang Financial characteristically high. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. .” Achieving the No. Census Bureau.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Alicia Vande Ven , M.S.,

Accounting 98

Accounting Banking Certification Financial Advisor 98

Indigo Marketing Agency

FEBRUARY 6, 2020

to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Bryan Lee founded Strategic Financial Planning Inc.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. I knew these clients were being overlooked.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Your Richest Life

JULY 17, 2024

Paying off student loans , saving for your child’s education or paying off your mortgage are goals that many people have, but don’t forget to support yourself, too. Lifestyle inflation) About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I’ve got Zack Hubbard, the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. And that is certainly a welcome innovation, whoo hoo!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

JANUARY 31, 2022

EE bonds can be exempt from federal income taxes if they’re used for qualified education expenses. For example, if you’re considering buying savings bonds to help pay for education costs, a 529 plan typically has more to offer long-term. It depends on how much you’re looking to invest. About Your Richest Life.

Investments 52

Investments Investing Taxes Education 52

Gen Y Planning

DECEMBER 4, 2023

You might be saving for multiple goals – an emergency fund , a sabbatical or career pivot , retirement, college education expenses for your kids, the list goes on. This is where teaming up with a fee-only financial planning team can help you. Where are your financial decisions out of alignment with what you value?

Planning 64

Planning Accounting Banking Retirement 64

Your Richest Life

MAY 6, 2022

IDR – The Department of Education is conducting an adjustment that will count forbearances longer than 12 consecutive months and 36 months cumulative toward IDR loan forgiveness. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Budgeting 52

Budgeting Planning Fee Only Government 52