Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. I borrowed ideas from a number of other advisors’ websites but wanted them to be functionally as simple as possible. Modernize Your Website.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

The Big Picture

SEPTEMBER 5, 2024

billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. I’ve lost count of the number of times that 30 seconds into an interview, I’ve gotten a side-eyed glance from him that says “ Loser. It’s uncanny.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

JULY 15, 2022

Your Richest Life by the Numbers. Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

XY Planning Network

FEBRUARY 20, 2023

With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. 8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. to address!

Taxes 81

Taxes Financial Advisor Compliance Numbers 81

Walkner Condon Financial Advisors

AUGUST 5, 2022

The crisis in Ukraine has also played a key factor in these rising energy costs, particularly in fuel, an impact that can be seen in the CPI number. We’ll receive July’s inflation numbers on Aug. Financial Advisor, PARTNER. appeared first on Walkner Condon Financial Advisors. Russia invaded Ukraine on Feb.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and household goods. Financial Advisor. appeared first on Walkner Condon Financial Advisors.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 147

Investing Investments Management Retirement 147

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. As financial professionals, it’s our job to help guide you through the options and determine the best course of action for you and your unique situation.

Planning 98

Planning Taxes Certification Financial Advisor 98

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification Financial Advisor 98

Darrow Wealth Management

NOVEMBER 17, 2022

Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit).

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Tobias Financial

NOVEMBER 29, 2022

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Fiduciary advisors are generally fee-only. That’s why we at Tobias Financial Advisors hold unwaveringly to the fiduciary standard model. .

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

Darrow Wealth Management

MAY 3, 2024

Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In this situation, it meant the client could sell all their shares tax free.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In this situation, it meant the client could sell all their shares tax free.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

XY Planning Network

FEBRUARY 6, 2023

The sheer volume of documents (with weird combinations of letters and numbers) is enough to make anyone stress! Today we want to put some of those anxieties to rest, for both you as an individual taxpayer, and for your clients. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

Taxes 92

Taxes Tax Planning Clients Accounting 92

Darrow Wealth Management

OCTOBER 29, 2024

Unless you’re working with a financial advisor, you’ll need to determine when and how to rebalance your investments. Depending on the target asset allocation, there can be a number of ways for a portfolio to drift. That’s a good point to consider seeking professional advice from a financial advisor.

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

XY Planning Network

JANUARY 23, 2023

While not everyone avoids taxes, there are a significant number of people who do. Clients are often slow to respond, don’t provide the requested documents, completely ghost… well, you get the idea.

Taxes 77

Taxes Clients Numbers Fee Only 77

WiserAdvisor

SEPTEMBER 13, 2022

If you need guidance on how to start saving for retirement, which instruments to invest in, how to set up a budget, manage your expenses, and more, consult with a professional financial advisor who can advise you on the same. As discussed above, starting early can have a number of benefits. When to start planning for retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

If you need guidance on how to start saving for retirement, which instruments to invest in, how to set up a budget, manage your expenses, and more, consult with a professional financial advisor who can advise you on the same. As discussed above, starting early can have a number of benefits. When to start planning for retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.

Investing 52

Investing Investments License Accounting 52

Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The number of reps gives the FSI the appearance of heft in its primary activity, which is lobbying. What is it lobbying for?

Communication 40

Communication Sales Insurance Compliance 40

XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms).

Management 52

Management Investing Investments Compliance 52

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions? Which means?

Wealth Management 40

Wealth Management Clients Management Numbers 40

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms. Finally, you probably knew that I would eventually get to the AUM revenue model.

Commission 40

Commission Clients Sales Fee Only 40

Good Financial Cents

APRIL 10, 2023

Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. Being Rich is Limited to Living a Rich Lifestyle I still remember the story of a married couple I worked with as a financial advisor.

Investing 110

Investing Investments Assets Accounting 110

Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Talon Wealth

AUGUST 18, 2022

The July number was pretty good, but don’t forget when you have year over year inflation of eight and a half percent, everybody has different numbers. My numbers, the number that we put together at heritage is that the average family is paying about $4,000 a year or more in real terms. Mike: I agree.

Retirement 52

Retirement Economy Numbers Planning 52

Sara Grillo

MARCH 16, 2024

The Transparent Advisor Movement is taking Kansas City! Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning.

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52