Abnormal Returns

JULY 24, 2024

humbledollar.com) Personal finance Financial plans are made to be broken. morningstar.com) How to find a good financial adviser. (whitecoatinvestor.com) How simple is too simple when it comes to a portfolio? humbledollar.com) Investing in real estate is not for everyone. signaturefd-3437664.hs-sites.com) nytimes.com)

Retirement 276

Retirement Financial Advising Financial Planning Investments 276

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. However, there is a disconnect. Sources: 1.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

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. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Don Connelly & Associates

NOVEMBER 11, 2024

Financial advisors are bracing for the "next big thing" as artificial intelligence (AI) is playing an increasingly prominent role. The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions.

Financial Advising 52

Financial Advising Portfolio Management Financial Advisor Financial Planning 52

Abnormal Returns

DECEMBER 11, 2023

The Future of Family Wealth Advising." 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.

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. thinkadvisor.com) Why personal financial literacy is unique - everyone needs it.

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences. unit debt-free in 2023.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. bloomberg.com) Earlier on Abnormal Returns Adviser links: exciting financial plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 147

Financial Advising Media Economy Financial Planning 147

Abnormal Returns

MARCH 27, 2023

bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. kitces.com) The nature of financial planning is change, both good and bad. wisdomtree.com) The good, bad and ugly of being a financial adviser.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Abnormal Returns

OCTOBER 3, 2022

(riabiz.com) Advisers Joshua Brown, "But one thing that is undeniable – and I have a century’s worth of data to back this up – market environments like this one are where all of the value creation resides." thereformedbroker.com) What is comprehensive financial planning?

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Million Dollar Round Table (MDRT)

SEPTEMBER 19, 2024

While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising. Financial decisions are rarely simple or impulsive.

Risk Tolerance 105

Risk Tolerance Financial Advisor Financial Advising Clients 105

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.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Steve Sanduski

JUNE 19, 2024

The importance of building for the long run and having a succession plan. ” Resources Related to This Episode: 3-Time Olympic Medalist Lauryn Williams on “Winning” in Business, Life and Financial Planning Matt and I also work some sports analogies into this discussion, including how Lauryn Williams overcame an infamous Olympics defeat.

Financial Advising 49

Financial Advising CFP Clients Planning 49

NAIFA Advisor Today

DECEMBER 12, 2024

John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning.

Financial Advising 52

Financial Advising Financial Services Financial Planning Clients 52

Midstream Marketing

DECEMBER 26, 2024

One major benefit of Forefield is its dedication to providing the latest trends and insights in financial services. With regular updates, webinars, and reports, advisors can learn about market changes, new rules, and developing financial planning methods. Welcome the future of financial advising with Forefield Advisor Marketing!

Marketing 52

Marketing Marketing Communication Advertising 52

NAIFA Advisor Today

MARCH 21, 2024

Ronald Koehler: A Lifetime of Financial Planning Excellence and Advocac y Ronald Koehler, ChFC, LUTCF , a veteran financial planner and loyal NAIFA member since 1984 from Galesburg, IL, has dedicated an impressive four decades to the industry. Koehler's odyssey commenced in 1984, fresh out of Iowa State University in Ames, IA.

Financial Planner 52

Financial Planner Financial Advising Financial Planning Financial Advisor 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Many people use the internet to search for and learn about financial advisors. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

International College of Financial Planning

AUGUST 3, 2024

The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40

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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Midstream Marketing

NOVEMBER 8, 2024

Developing a Content Marketing Plan Tailored to Financial Services Content marketing is important for getting quality leads. Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Walkner Condon Financial Advisors

FEBRUARY 4, 2025

Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.

Financial Advising 69

Financial Advising Financial Advisor Management Financial Planning 69

XY Planning Network

MARCH 13, 2023

He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice. At the annual conference, we do things differently, too.

Financial Advice 78

Financial Advice Financial Advisor Financial Advising Education 78

International College of Financial Planning

OCTOBER 26, 2023

If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Harness Wealth

DECEMBER 8, 2022

If you did, there are more aggressive tax loss generating investments a financial adviser can introduce, such as customizable tax-loss portfolios. A financial or tax adviser can help you identify ways to capture that loss so you can offset gains from your liquidity event. Estate planning. at the federal level.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

JUNE 14, 2022

Americans tend to pay for college through a combination of parents pitching in from their income (40%), college savings plan distributions (11%), scholarships and grants (25%), student loans (11%), children utilizing their income and assets (8%) and other resources (5%). Why do we love 529 plans?

Planning 52

Planning Distribution Accounting Taxes 52

Clever Girl Finance

APRIL 29, 2024

And to get past it, you need to have a plan to roll (or blast) that block out of your way! However, creating and executing a plan to aggressively attack your debt, especially credit card debt, allows you to pay it off as quickly as possible. can be a big financial mistake. Then, you can fully focus on saving more money.

Budgeting 104

Budgeting Planning Accounting Investing 104

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. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Irrelevant Investor

MARCH 18, 2018

Articles Luck is the flip side of risk By Morgan Housel The iron law of Blumhouse By Nick Maggiulli Ramsey is the pro bono financial adviser to millions of Americans who otherwise could never afford one. By Tim Alberta Making it look easy requires plenty of hard work.

Financial Advising 52

Financial Advising Financial Planning Planning Management 52

XY Planning Network

OCTOBER 24, 2022

After two years of pandemic living, our goal was to help attendees re:connect and take financial advising to the next level. Nearly 850 fee-for-service advisors, XYPN members, keynote speakers, exhibitors, and team members from all over the country came together to re:imagine, re:define, and re:invent the conference experience.

Financial Advising 70

Financial Advising Fee Only Financial Planning Planning 70

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . They may charge flat consulting or financial planning fees.

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Carson Wealth

JANUARY 14, 2023

Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Midstream Marketing

NOVEMBER 5, 2024

Understanding Niche Marketing in the Financial Advisory Sector Niche marketing is about directing your marketing efforts to a specific group of people. For financial planning, you might target young professionals in New York City. For example, you can work with new advisors who assist with divorce financial planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59