Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

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Clients Education Financial Planner Planning 242

Nerd's Eye View

FEBRUARY 23, 2023

For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 244

Financial Planning Planning Financial Planner Financial Advisor 244

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

SEPTEMBER 25, 2023

And despite occasional setbacks (such as the 1999 introduction of an "Associate CFP" designation, which was poorly received because it was seen as lowering the standards applicable to those who called themselves CFP certificants) and a highly publicized 2019 Wall Street Journal article that found numerous CFP certificants with undisclosed disciplinary (..)

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CFP Financial Planning Planning Certification 246

Darrow Wealth Management

FEBRUARY 13, 2025

For example, Darrow Wealth Management specializes in working with clients who have equity compensation like stock options or are experiencing a sudden wealth or liquidity event from selling their business or receiving an inheritance. Do you really need a fee-only financial advisor near you? Titles: Financial planners go by many names.

Fee Only 54

Fee Only Financial Advisor Financial Planner Certified Financial Planner 54

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. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Abnormal Returns

DECEMBER 11, 2023

wiredplanning.com) Thomas Kopelman talks planning for liquidity events with Mark Cecchini. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors.

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Financial Planner Financial Advising Financial Planning Budgeting 144

Nerd's Eye View

JULY 18, 2023

In this episode, we talk in-depth about how Nancy overcame her initial imposter syndrome and went from finding attorneys to be threatening to realizing that they are just regular people and do not necessarily know a lot about finance by recognizing how important her own life experiences were, how Nancy also did expand her technical expertise by earning (..)

Financial Planning 230

Financial Planning Planning Financial Advisor Financial Planner 230

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

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

eMoney Advisor

FEBRUARY 1, 2023

And how can financial planners help? Using Theory to Understand How We Manage Stress Lazarus and Folkman’s stress and coping theory suggests that when faced with a stressor or stressor event, we first go through what they call a primary appraisal. Our prior experiences and exposures around money (e.g.,

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. On my client’s behalf, I collaborate with their financial planners and attorneys to provide complete and comprehensive life planning services.

Taxes 52

Taxes Clients Planning Estate Planning 52

Midstream Marketing

NOVEMBER 8, 2024

These events allow you to share what you know. Networking at Industry Events and Conferences Attending events and conferences is a great way for financial professionals to connect. After the event, reconnect with your contacts. It also shows that you can be a good financial advisor.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. It also shows your skills and knowledge, even after the live event ends. Ask them about their financial goals.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Validea

DECEMBER 17, 2024

Drawing from multiple conversations with Andy, they explore: Andy’s experience at Bridgewater Associates and their fascinating approach to systematic investing The four pillars of macro analysis that help make sense of complex market environments A practical framework for evaluating market deleveraging events Essential lessons about personal (..)

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. What’s their relationship with money?

Engineering 52

Engineering Communication Financial Planning Clients 52

Inside Information

MARCH 11, 2025

As, for example, consider how all the firms regulatory events and adverse arbitration cases are aggregated in one place. Advisor: People who call themselves advisors or financial planners follow a variety of different business models. But size can be turned against them as well. Prospect : Wait What do you mean, sales agent?

Clients 40

Clients Financial Planner Advertising Sales 40

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Your Richest Life

MAY 31, 2023

Plan Out Your Summer Fun Summer can be a fun, busy time of year, full of vacations, barbecues, sporting events and pool days. The post Get Ahead on Your Financial Goals This Summer appeared first on Your Richest Life. The good news is that summer is the perfect time to assess where you’re at, and make a plan for the rest of the year.

Budgeting 105

Budgeting Retirement Financial Planner Insurance 105

Validea

JANUARY 21, 2025

They explore several key topics from their conversation, including: Cliff’s humorous take on morning routines and why correlation doesn’t equal causation when it comes to success habits The “Less Efficient Market Hypothesis” and why Cliff believes markets may be becoming less efficient over time, particularly evident in the (..)

Investing 52

Investing Investments Portfolio Marketing 52

Tobias Financial

OCTOBER 13, 2024

This event, set for October 17, 2024, will gather financial planning professionals from across South Florida for a day of insights, networking, and professional development. Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Indigo Marketing Agency

APRIL 10, 2023

The Kitces Marketing Summit is a virtual event happening April 27, 2023 (12:00 – 4:00 p.m. This highly anticipated event is for advisors, by advisors, and features a behind-the-scenes look at what other successful financial planners are doing in their marketing. The Kitces Marketing Summit is not a typical event.

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Marketing Marketing Financial Planner Financial Advisor 52

Tobias Financial

SEPTEMBER 16, 2022

Accompanied by four other millennial financial planners, Yesenia will share her thoughts on” “Millennials: The Future of Financial Planning” Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning.

Financial Planning 52

Financial Planning Financial Planner Planning Wealth Advisor 52

Yardley Wealth Management

MARCH 1, 2022

But we can weave each event into the tax-planning fabric of your financial life. Following are just a few life events you may encounter over time. Each can translate into tax-planning challenges and opportunities: Events Tax-Planning Possibilities You get a job. You receive a financial windfall, such as an inheritance.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

But we can weave each event into the tax-planning fabric of your financial life. . Following are just a few life events you may encounter over time. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . Life happens. You get a job.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Harness Wealth

APRIL 16, 2025

Many financial planners view Roth conversions as a hedge against future tax increases, considering current federal debt levels and projected entitlement spending. A Roth IRA recharacterization served as a financial safety valve, allowing investors to reverse course on a conversion that proved disadvantageous.

Taxes 52

Taxes Retirement Distribution Retirement Planning 52

Carson Wealth

AUGUST 25, 2022

Benefit amounts may change based on current interest rates, employer investment performance, divorce or other life events. Talk to a Financial Advisor Today. Meet with a qualified financial planner to develop your plan for retirement.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

eMoney Advisor

JANUARY 10, 2023

Presenting a financial plan, however, isn’t as simple as running through the numbers. Financial planners need to make sure clients feel included, that the plan recommendations are understood, and they need to navigate clients’ potentially negative emotions while also motivating them to take the next steps.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

Clever Girl Finance

JANUARY 22, 2024

Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes. After receiving a significant amount of cash, your net worth and financial circumstances change.

Management 98

Management Certified Financial Planner Financial Planner Consulting 98

Good Financial Cents

MARCH 28, 2023

As a financial planner, I get a lot of concerned questions from my clients regarding their investments. In the event of a transfer, it’s still recommended you file an SIPC claim form. This can protect your rights in the event of reporting errors which could occur during the transfer of your money.

Investing 83

Investing Investments Insurance Accounting 83

Sara Grillo

OCTOBER 18, 2022

In the event that you’ll need funding to start your business, there are a few places aspiring entrepreneurs with disabilities can look for small business loans and grants. About 10 years into his career, he saw a need for financial planners who specialize in helping individuals and families living with disabilities.

Financial Planner 59

Financial Planner Business Planning Electronics Planning 59

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

eMoney Advisor

APRIL 6, 2023

Maybe you want to start with simple goals-based financial plans, but over time work your way to a practice focused on complex financial plans for life events such as selling a business. This also allows you to provide holistic advice and ongoing value beyond an initial financial plan. Sources: 1.

CFP 76

CFP Financial Planning Clients Planning 76

eMoney Advisor

JANUARY 26, 2023

In service of that, I’ve developed a financial advisor script and agenda that you can use in an initial meeting with a prospect. First Meeting Agenda for Financial Planners The meeting with this prospective client begins long before the actual event time. Yeah, that was a fun event. Such a great cause.

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Clients Financial Planning Retirement Communication 73

Walkner Condon Financial Advisors

APRIL 13, 2022

If done correctly, there is no taxable event when rolling the funds from the 403(b) to the IRA. Again, if done correctly there is no taxable event when rolling the Roth funds from your old 403(b) to the Roth IRA. You could also rollover some of the funds and take some of the funds in cash (taking the cash will be a taxable event).

Retirement Planning 52

Retirement Planning Certified Financial Planner Distribution Retirement 52