Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice.

Financial Planner 271

Financial Planner Estate Planning CFP Financial Advice 271

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. It hasn't happened. kitces.com) Client's lives are growing more complex.

Financial Planner 273

Financial Planner Wealth Management Retirement Planning Financial Advising 273

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client. developing a valuable offering for consumers.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks). Read More.

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CFP Clients Certification Financial Advice 246

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

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Sources: 1.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

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.

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Retirement Marketing Marketing Financial Planner 130

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

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Financial Planner Certification CFP Certified Financial Planner 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. The internet is drowning in financial advice, both good and bad. Money lesson #7: Find the financial planner who is right for you.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

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

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?

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Certified Financial Planner Financial Planner Certification CFP 52

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. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. 3 Deckers, Lambert.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

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

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. Repeatable?

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Financial Planning Accounting Planning Financial Advisor 64

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Certification CFP Certified Financial Planner Financial Planning 52

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. 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. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

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Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Quite a bit of discovery from one sentence filled with planner-speak! . By Craig Lemoine, Director of Consumer Investment Research .

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Financial Advising Financial Planning Ethics Financial Services 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. Client advocacy.

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Financial Planning Planning Financial Planner CFP 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? Financial Psychology for the Planner. Do Your Own Financial Discovery Exercises.

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Financial Planner Financial Advice Clients Financial Planning 59

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

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Financial Advisor Certified Financial Planner Certification Financial Planner 52

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

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Financial Advisor Clients Media Financial Planning 52

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. However, there are much more to it than that.

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Risk Analysis Certification CFP Certified Financial Planner 52

Midstream Marketing

DECEMBER 10, 2024

Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. Basic financial advice doesnt work anymore.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

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Financial Advisor Certified Financial Planner Ethics CFP 52

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

Accounting 71

Accounting Financial Planning Clients Assets 71

eMoney Advisor

JUNE 6, 2023

This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. This means that even if someone has a high level of financial knowledge, a cognitive bias may impact their decision making.

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 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

Envision Wealth Planning

MARCH 17, 2022

Upon passing the Series 65 exam, an investment adviser representative does not have to earn continuing education credits to further their knowledge, such as the Certified Financial Planner designation. A Certified Financial Planner (CFP) fiduciary definition matters. But a commission is also a fee.

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Certified Financial Planner Investing Investments Financial Planner 52

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

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Financial Planner CFP Financial Planning Retirement 241