Abnormal Returns

SEPTEMBER 9, 2024

youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. fa-mag.com) How to use the new digital estate planning platforms. kitces.com) How planning changes for the child-free. thinkadvisor.com) What kind of advisers are referrable?

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

SEPTEMBER 30, 2024

flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning. (riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Carson Wealth

OCTOBER 25, 2023

Consult with an estate planning attorney in your state for specific guidance. Benefits for Blended Families Trust planning can be one of the most powerful avenues for settling your affairs, taking care of your loved ones and carrying out your wishes. The use of trusts involves a complex web of tax rules and regulations.

Estate Planning 103

Estate Planning Planning Assets Taxes 103

MainStreet Financial Planning

FEBRUARY 1, 2024

Planning for college Taking a gap year Relocating to another state or country Retirement income planning And so much more In embracing the Garrett Planning Network model, clients gain not just financial advice, but a partnership built on trust, transparency, and a commitment to their financial well-being.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. (investmentnews.com) Goldman Sachs ($GS) admits that the purchase of United Capital was a mistake.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

Education 244

Education Financial Planning Estate Planning CFP 244

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. thomaskopelman.com) How social proof works in client acquisition.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Abnormal Returns

MAY 22, 2023

(kitces.com) How will AIs that dispense financial advice be regulated? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process?

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Nerd's Eye View

SEPTEMBER 3, 2024

What's unique about Zack, though, is how he has built a financial wellness offering that both profitably serves employees at businesses that utilize their fiduciary 401(k) services with not just self-serve technology but outright one-on-one financial advice to plan participants… and provides a stream of referrals for his firm's private wealth (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

Financial Advisor 59

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 59

Steve Sanduski

NOVEMBER 12, 2024

including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Brighton Jones’s unique approach to business planning.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Your Richest Life

JULY 17, 2024

The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

WiserAdvisor

FEBRUARY 21, 2023

Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors. can take advantage of a situation and misuse the client’s estate. However, proper estate planning can help in these situations.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

Banking 74

Banking Clients Planning Financial Planning 74

Darrow Wealth Management

MARCH 31, 2023

Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

Financial Planning 92

Financial Planning Planning Estate Planning Assets 92

Midstream Marketing

NOVEMBER 6, 2024

By making helpful and interesting content often, you show that you are a reliable choice for financial advice. This approach can draw in new clients who are looking for guidance in today’s complicated financial world. Trust is very important in the financial services industry. Be unique with your financial advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Attorneys play a critical role in the financial planning process, particularly in estate planning.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” If you are aspiring to become a successful financial planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

JULY 20, 2022

CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

International College of Financial Planning

MAY 6, 2022

With the help of a certified financial planner, you can work from anywhere in the world. This can be a great way to save money and time while still getting the financial advice you need. With the help of online services, you can get the most out of your financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning. It equips individuals with the necessary knowledge and skills to offer comprehensive financial advice, manage wealth, and navigate clients through complex financial decisions.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

WiserAdvisor

JANUARY 5, 2024

This control is not merely a financial benefit but also extends to the personal satisfaction of shaping a business according to their vision. Business ownership ensures the transfer of wealth through estate planning. Family businesses can provide income and financial security for successive generations if appropriately managed.

Investments 59

Investments Investing Wealth Accumulation Tax Planning 59

Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. By giving useful advice and information, you show your value and build trust with potential clients. This is why video marketing works well for financial advisors. Care deeply for others.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Zoe Financial

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. No, in fact, there’s more demand for it now.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Midstream Marketing

NOVEMBER 5, 2024

Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. It allows financial advisors to stand out. Clients often look for financial advice that suits them.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Industry Trends: Changes to tax laws and political leadership can make it challenging for clients to keep up.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

WiserAdvisor

JULY 22, 2022

That said, you can benefit from hiring more than one investment advisor if you are able to make up for the costs through the returns generated for you backed by good financial advice and assistance. Lastly, if you cannot stretch your budget to hire multiple financial advisors, it may be better to hire only a single financial advisor.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Ballast Advisors

MAY 8, 2023

Amanda and Abe also joined working with Paul Parnell and Ballast Advisors as the family’s financial planners. Along with Amanda’s husband Abe’s knowledge as an estate planning attorney, they recognized the benefit of early planning. . “How do you become strategic in it for the long haul.” says Val.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40