Nerd's Eye View

SEPTEMBER 25, 2023

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. Read More.

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CFP Financial Planning Planning Certification 246

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 256

Financial Planning Wealth Management Education Planning 256

Nerd's Eye View

SEPTEMBER 21, 2022

In other words, instead of focusing on a complex, customized plan based on a person's unique circumstances that might make for an ideal financial plan on paper, the Baby Steps are geared toward laying out a clear and inviting path for action – which might be more attractive (and effective) from a non-expert's perspective.

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Abnormal Returns

MARCH 5, 2025

humbledollar.com) There is no 'right answer' in financial planning. awealthofcommonsense.com) On the limits of personal finance literacy education. (tonyisola.com) If you don't understand it, don't invest. ofdollarsanddata.com) Uncertainty There's always something else to worry about. wsj.com) What Form 1098-T is for.

Retirement 162

Retirement Financial Planning Education Taxes 162

Nerd's Eye View

AUGUST 3, 2022

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize.

Financial Planning 246

Financial Planning Planning Insurance Clients 246

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,

Education 49

Education Investments Investing CFP 49

NAIFA Advisor Today

NOVEMBER 15, 2024

Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education. This blend of education and finance set a solid example for Colin, who now brings elements of both worlds into his work, valuing both knowledge and community-focused financial planning.

Financial Services 98

Financial Services Education Financial Planning Planning 98

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. I reached out to an advisory service, and they helped me create my first financial plan. Looking back, I realize that it took me 20 years to fully appreciate the importance of financial planning.

Education 52

Education Financial Planning Consulting Management 52

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. We also send a follow-up reminder prior to each event.

Education 103

Education Financial Planning Clients Planning 103

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. What Is Bucketing? Ready to start your bucketing journey?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Abnormal Returns

OCTOBER 9, 2023

wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. advisorperspectives.com) What does comprehensive financial planning entail? wealthmanagement.com) Inflation is the biggest risk to retirees.

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CFP Financial Planning Education Planning 299

Nerd's Eye View

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 246

Planning Clients Financial Planning Education 246

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

We don’t talk about anything to do with a financial product whatsoever. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community. And they want that to come from financial planners.

Financial Planner 97

Financial Planner Education Communication CFP 97

eMoney Advisor

MARCH 1, 2023

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. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

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.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Abnormal Returns

SEPTEMBER 4, 2023

kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. thinkadvisor.com) Advisers Scott MacKillop, "Start thinking about yourself as a financial physician rather than a financial cobbler.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

DECEMBER 20, 2022

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 141

Financial Advice Ethics Financial Planning Education 141

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 246

Media Financial Advisor Financial Planning Planning 246

Wealth Management

JULY 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Wealth Management 184

Wealth Management Management Financial Planning Education 184

Nerd's Eye View

AUGUST 11, 2022

And for clients who don’t understand the mechanics of these factors and potential outcomes, the uncertainty of where their financial plans stand can be very uncomfortable. As a starting point, it’s important to understand that there is a difference between risk and uncertainty. Read More.

Clients 189

Clients Financial Planning Communication Financial Advisor 189

MainStreet Financial Planning

NOVEMBER 8, 2024

– Tuition Payments: Prepaying college tuition for the upcoming semester may qualify you for education credits, such as the American Opportunity Tax Credit, worth up to $2,500 per eligible student. The post Save on Taxes with These 5 Year-End Financial Tips appeared first on MainStreet Financial Planning.

Taxes 98

Taxes Medical Consulting Education 98

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. One of the options even counts as continuing education credit. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Why volunteer?

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Abnormal Returns

SEPTEMBER 18, 2023

(riaintel.com) Selling a service, like financial planning, is different than selling a product. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. kitces.com) The structured note business is growing rapidly.

Planning 264

Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

MARCH 18, 2025

Welcome to the 429th episode of the Financial Advisor Success Podcast ! Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Abnormal Returns

DECEMBER 5, 2022

wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. investmentnews.com) Momentum is growing for financial literacy education in high schools.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. What is a financial plan?

Financial Planning 105

Financial Planning Planning Certified Financial Planner Financial Planner 105

eMoney Advisor

NOVEMBER 7, 2022

Financial professionals play a role in educating their clients about the nuances of the RMD rules so they can be prepared with a spending plan. Setting New Financial Goals. For many folks, retirement is the finish line of their financial goals. Please note, CE credit will not be awarded for an on-demand webinar.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Nerd's Eye View

AUGUST 16, 2023

Financial advisors create value for clients not only by giving good advice, but also by ensuring that the advice they give is actually implemented. In this guest post, Derek Hagen, financial behavior expert and founder of financial therapy and life planning firm Money Health Solutions, explains why change (e.g.,

Clients 246

Clients Financial Planning Planning Financial Advisor 246