XY Planning Network

MARCH 31, 2025

Search is indeed evolving. More and more potential RIA clients are turning to ChatGPT for quick, consolidated answersand I dont blame them. Why sift through keyword-stuffed blogs when you can get a direct answer curated from across the web? AI is improving the end-user experience, and we, as an industry, need to adapt. Deliver more value.

Sales 74

Sales Clients Fee Only Financial Advisor 74

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Darrow Wealth Management

NOVEMBER 4, 2024

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

XY Planning Network

FEBRUARY 5, 2024

Ready to kick your sales strategy up a notch? We understand the importance of removing the "sell" from Sales and utilizing those conversations instead as an opportunity to build stronger client relationships even before engagement. So let's dive in, demystify the process, and remove the “ick” from Sales! Hey there, RIA owners!

Sales 106

Sales Financial Advisor Clients Fee Only 106

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. Fee-Only financial advisors, on the other hand, do not receive commissions and are compensated through a fee-for-service model.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Nerd's Eye View

JUNE 4, 2024

We also talk about how Freeman has been able to turbocharge growth in his RIA, going from $7 million to now approaching $50 million in AUM in under 4 years, by using a local SEO strategy that emphasizes their status as one of the only fee-only fiduciary firms in their geographic area, why Freeman created 3 different websites targeted at the separate (..)

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

We also talk about how Freeman has been able to turbocharge growth in his RIA, going from $7 million to now approaching $50 million in AUM in under 4 years, by using a local SEO strategy that emphasizes their status as one of the only fee-only fiduciary firms in their geographic area, why Freeman created 3 different websites targeted at the separate (..)

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Your Richest Life

NOVEMBER 12, 2024

Shop early and watch for sales Many people assume Black Friday and Cyber Monday deals are the best of the holidays, but that’s not always the case. Online and in-store retailers offer discounts all season long, and some are even better than the typical sale days. For more information on the services offered, contact Katie today.

Budgeting 52

Budgeting Fee Only Planning CFP 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Darrow Wealth Management

NOVEMBER 17, 2022

Excluding any improvements they made to the home, realtor fees, etc., The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal). Consider an installment sale. the taxable gain is $1.7M.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

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

Indigo Marketing Agency

APRIL 28, 2023

Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc. Unfortunately, this is the most common headline I see for advisors.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. For example, when selling a business , an installment sale can spread the gain over multiple years. There’s a lot to think about.

Management 96

Management Wealth Management Wealth Advisor Taxes 96

Walkner Condon Financial Advisors

AUGUST 18, 2022

35,000 sale price – $10,000 cost basis). Your total taxes paid after the sale of all shares: 83(b) election. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country.

Planning 98

Planning Taxes Certification Financial Advisor 98

XY Planning Network

SEPTEMBER 19, 2022

your sales or business development plan. 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. With all these “to do’s,” one aspect that doesn’t get enough attention when building a successful pre-launch is. Let’s fix that!

Clients 100

Clients Planning Sales Fee Only 100

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Truemind Capital

FEBRUARY 8, 2024

. – Hidden costs & agenda : There may be hidden costs in terms of commissions or kickbacks that are not explicitly disclosed while making the sale of any product. Thus, there is a clear conflict of interest as what you hear for “free” is a sales pitch and not genuine advice. Do you still want free advice?

Fee Only 52

Fee Only Commission Investments Investing 52

Your Richest Life

AUGUST 10, 2024

Thanksgiving falls a bit later this year, leaving only 27 days between Thanksgiving and Christmas. The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. For more information on the services offered, contact Katie today.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Inside Information

APRIL 26, 2024

The broker-dealers would tell their reps (and some still do) that if they were to venture outside of the BD’s compliance umbrella and go fee-only, the SEC would come after them with a vengeance. Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’

Fee Only 40

Fee Only Professional Services Clients Management 40

Ron A. Rhodes

JANUARY 6, 2024

The insurance lobby is against the imposition of the fiduciary standard by the DOL, as it will lower the excessive commissions often paid on the sale of Fixed Index Annuities…

Insurance 67

Insurance Commission Sales Fee Only 67

Inside Information

JUNE 28, 2023

We will have to cheapen the hard, strong language that we’re accustomed to using when we recommend working with a fee-only planner. It brings me back to the days when some advisors were developing ‘fee-offset’ compensation models, and asking for NAPFA membership. You open these doors, and that’s what you get: sly and misleading.

Commission 40

Commission Fee Only Clients Financial Advisor 40

Your Richest Life

MAY 30, 2022

While it’s not wise to jump into a sale without careful consideration, if you know your must haves in a home in advance, you might spend less time deliberating about putting in an offer. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Fee Only 59

Fee Only CFP Budgeting Financial Planning 59

Your Richest Life

APRIL 30, 2024

Home Sales and Inventory Housing inventory has been sitting at historic lows for the past few years, but we are finally starting to see an uptick in 2024. We are also seeing more homes from the so-called “silver tsunami, ” which represents the wave of baby boomers who will be retiring and putting their homes up for sale.

Fee Only 52

Fee Only CFP Retirement Sales 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

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Accounting 98

Accounting Banking Certification Financial Advisor 98

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Tax loss harvesting requires careful consideration and awareness of certain restrictions (such as the wash sale rule), but if done correctly, it can be a powerful way to defer taxable gains. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. ABOUT THE AUTHOR.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Your Richest Life

SEPTEMBER 12, 2022

If you feel you’ve spent more than you wanted to this year, you might need to plan a little earlier to look for deals or wait for items to go on sale. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. How Do Stocks Perform During Downtimes?

Budgeting 59

Budgeting Fee Only Financial Planning Planning 59

Sara Grillo

JULY 10, 2023

He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message. But when he started out, he was working for a broker-dealer firm that charged commissions.

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Ron A. Rhodes

DECEMBER 13, 2023

It is possible that all commission-based compensation involving the sale of investment products, life insurance products, and annuities could be eliminated. And it would be right and just to do…

Commission 59

Commission Insurance Sales Investments 59

Sara Grillo

MAY 9, 2022

Wall Street has engineered this term “direct indexing” to capture the attention of fee only advisors who are obsessed with John Bogle. We cover it in depth in the podcast, but here are the major reasons. #1 1 Direct indexing is not really indexing. Tax loss harvesting can also be very hard to control.

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired. Each taxpayer will have their own $10M/10x limits).

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary).

Sales 40

Sales Ethics Fee Only Commission 40