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.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Here are six questions to ask when choosing a financial advisor: How do you get paid? Ask your financial advisor about their client base. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Darrow Wealth Management

NOVEMBER 4, 2024

This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. NAPFA advisors are all fee-only financial advisors.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

XY Planning Network

FEBRUARY 24, 2025

As a fee-only financial planner, youve built something special. You've poured your energy, passion, and expertise into growing your firm and are making your best life a reality. But as your business evolves, the strategies, tools, and metrics that got you to this point may no longer be enough.

Fee Only 63

Fee Only Financial Planner Clients Financial Advisor 63

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Only invest in what you understand. Beware the rush job.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

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. Don’t miss any future posts, please subscribe via email.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Erin has been a major asset to the planning, organization and scheduling sides of the business. .

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

Fee Only 52

Fee Only 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.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Sara Grillo

OCTOBER 21, 2022

Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. What is a financial paraplanner?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

XY Planning Network

MARCH 20, 2023

SEO for financial advisors can be even more complex. Likely you’re a financial advisor and business person first and a marketer second, which is why the thought of learning a whole new field of expertise might make you hesitate. 10 MIN READ If you’ve found this blog from a Google search, then you’re in the right place.

Financial Planner 78

Financial Planner Financial Advisor Marketing Marketing 78

Sara Grillo

MAY 23, 2022

The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Your Richest Life

NOVEMBER 11, 2022

Try to set aside a time when you and your partner can look honestly at your money situation, and work together on what you plan to do in the year ahead to improve your situation and reach your goals. With the super high inflation and interest rates this year, just about everybody felt a little more squeezed financially.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Your Richest Life

MARCH 15, 2023

Here are some tips for treating yourself without blowing your finances: Plan to Treat Yourself Possibly the most important rule for treating yourself is to plan for it. Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

Financial Planner 84

Financial Planner Financial Planning Financial Advisor Clients 84

Your Richest Life

JUNE 14, 2024

But even the best paid physicians need to plan carefully for their retirement, and make sure they’re truly putting away enough to be comfortable in their golden years. Here are some ways to assess your own savings, and retire without financial strain: How much should you save? How do you plan to spend your retirement?

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Indigo Marketing Agency

APRIL 28, 2023

Just for fun, let’s take a look at some real-life terrible headlines: “I love 401(k) plans!” Who do you sell 401(k) plans to? Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Rainmaker” For who?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

DECEMBER 1, 2022

Here are five strategies for cutting down on that money stress, so you can stop panicking and start making a plan: 1. Acknowledge your backup plans and celebrate your wins. I talk about some of those options in my “How to Adjust Your Financial Plan” post. When your finances take a hit, it can be easy to spiral.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

MainStreet Financial Planning

OCTOBER 3, 2023

How can single mothers make sure they’re taking care of themselves too, financially? Single moms need a spending plan so they can set themselves up for financial success. This combined with a cash flow tracking tool (like Mint , or even a simple spreadsheet) will keep them on track to reaching their financial goals.

Estate Planning 97

Estate Planning Financial Planner Insurance Retirement 97

Walkner Condon Financial Advisors

AUGUST 5, 2022

And especially during times like this, it’s important to have a plan and stick to it through diversification and owning quality assets and asset-classes. . Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Tobias Financial

AUGUST 9, 2023

Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan. Marianela emphasized that if you are seeking a professional opinion, be sure to look for a fee-only advisor with significant experience.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Retirement Plans and Financial Health Many people associate investments primarily with wealth accumulation.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

XY Planning Network

SEPTEMBER 19, 2022

Whether you plan to grow a large or boutique firm, there are many actions you must take to legally prepare as you “open the doors” of your firm. your sales or business development plan. Now that commitment will be tested as you prepare to launch and build a successful practice. Let’s fix that!

Clients 102

Clients Planning Sales Fee Only 102