Nerd's Eye View

MAY 31, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

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Financial Planner Ethics Financial Advisor Taxes 238

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Financial Planner 240

Financial Planner Financial Advisor License Retirement 240

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

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Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

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Financial Planner Compliance CFP Clients 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). I generally consider this a plan for the self-employed. You need to start a retirement plan today.

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Retirement Planning Retirement Planning Financial Planner 263

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

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Financial Planner Education Communication CFP 97

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost. Are There Any Benefits to AUM-Based Advisors?

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Fee Only Financial Planner Financial Planning Financial Advisor 52

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Amy Irvine.

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Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

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CFP Financial Planning Planning Certification 246

The Chicago Financial Planner

OCTOBER 21, 2021

Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . These types of plans are becoming more common with employers and are available privately as well. FINANCIAL WRITING. How the HSA works .

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Retirement Planning Accounting Retirement Planning 193

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. Here are 101 action items.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

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Certified Financial Planner CFP Education Financial Advisor 246

The Chicago Financial Planner

FEBRUARY 8, 2023

Its important for retirees to understand how taxes will impact their retirement finances and to include this in their retirement financial planning. You should consult with the Social Security Administration, or a tax or financial advisor who is well-versed on Social Security regarding your specific situation.

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Taxes Retirement Financial Planner Financial Advisor 291

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

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Financial Advisor Financial Planning Planning Financial Planner 246

The Chicago Financial Planner

FEBRUARY 6, 2022

In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement. There are a number of retirement plan options to consider.

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Retirement Planning Retirement Financial Planner Planning 189

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. Financial professionals should stress the importance of getting an early start with estate planning.

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Education Financial Advisor Clients Planning 97

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. If not perhaps you are taking more risk than you had planned.

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Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 3, 2022

Before making any investment be sure that it fits your strategy and your financial plan. Stick to your plan, review your holdings and make some adjustments if needed. Financial coaching focuses on providing education and mentoring regarding the financial transition to retirement. FINANCIAL WRITING.

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Asset Allocation Financial Planner Marketing Marketing 190

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach.

Marketing 246

Marketing Marketing Financial Planner Education 246

The Chicago Financial Planner

FEBRUARY 5, 2022

Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Take stock of where you are.

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Investments Investing Financial Planner Risk Tolerance 184

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

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Financial Planning Planning Financial Planner CFP 107

The Chicago Financial Planner

AUGUST 24, 2021

Investments should be made after careful planning to ensure that they are part of a strategy that is right for you. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Beware the rush job. There is no investment that is that urgent.

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Financial Advisor Financial Planner Accounting Retirement 191

eMoney Advisor

MARCH 1, 2023

It is incredibly important for women to have a voice at the financial table. As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1.

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Financial Planning Planning CFP Financial Planner 100

MainStreet Financial Planning

JULY 11, 2024

As a parent and financial planner, ensuring that we make the smartest financial decisions for our families is crucial. In this article, we will explore three popular savings and investment options: 529 Plans, Roth IRAs, and Real Estate.

Planning 92

Planning Risk Tolerance Education Investments 92

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Consider your current financial situation and your plans.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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CFP Recruitment Certification Sales 246

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

The Chicago Financial Planner

DECEMBER 5, 2021

Generally these firms use a prototype plan and there are very few regulatory or administrative requirements until your account balance reaches the $250,000 level. Just like a 401(k) plan with an employer, the Solo Roth 401(k) option allows larger Roth contributions than the Roth IRA limits. NEW SERVICE – Financial Coaching.

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Retirement Planning Retirement Financial Planner Accounting 155

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Financial Planning is vital. FINANCIAL WRITING.

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Retirement Marketing Marketing Financial Planner 130

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

The Chicago Financial Planner

OCTOBER 20, 2021

Financial coaching focuses on providing education and mentoring regarding the financial transition to retirement. FINANCIAL WRITING. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Don’t miss any future posts, please subscribe via email.

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Retirement Financial Planner Taxes Distribution 192

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. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. With patience and consistency, you can impact your future financial well-being for the better. You don’t always need to blow up your plans and your systems and start from the ground up.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. percent of Certified Financial Planner™ professionals in the U.S. We also offer financial planning firms access to a more diverse talent pool. Approximately 1.9

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Financial Planning Planning Financial Planner CFP 78