Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

SEPTEMBER 23, 2022

While the new rule allows financial advisors to proactively use testimonials (from clients), endorsements (from non-clients), and highlight their own ratings on various third-party websites, the SEC’s warning suggests that advisory firms will want to take care to abide by the compliance requirements linked to the new rule.

Financial Planner 246

Financial Planner Compensation Planning Compliance Insurance 246

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

MAY 21, 2024

Welcome to the 386th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. Read More.

Clients 130

Clients Fee Only Financial Planning Financial Advisor 130

International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Gen Y Planning

APRIL 3, 2023

When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. List of low cost financial advisors. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

WiserAdvisor

AUGUST 26, 2022

On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. Ultimately, the decision to hire a professional financial advisor or not is a personal call that must be made after a careful assessment of your financial situation and goals.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

MARCH 13, 2024

These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. Diversification lies at the heart of investment planning.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Indigo Marketing Agency

JANUARY 17, 2024

If you’re anything like the financial advisors we work with, you’ve helped hundreds of clients successfully exit their businesses—and now it’s your turn. You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. How We Can Help.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Carson Wealth

OCTOBER 6, 2022

1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan. Talk to a qualified financial advisor today to get professional advice today. Need help finding a financial advisor in your area? Get educated.

Education 98

Education Insurance Planning Retirement 98

Darrow Wealth Management

AUGUST 30, 2022

Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Concentrated holdings with an emotional attachment (often blue-chip stocks) can derail an investment plan. Discuss your situation with your financial advisor. What not to do?

Distribution 104

Distribution Retirement Accounting Taxes 104

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. In addition to their financial expertise, a financial advisor can also address your emotional needs. Hiring a financial advisor can be reassuring and offer you peace of mind.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Carson Wealth

OCTOBER 26, 2022

As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. I sort of think of tax loss harvesting as the eharmony of investment planning. A net neutral tax position.

Taxes 98

Taxes Financial Planner Asset Allocation Portfolio 98

WiserAdvisor

MARCH 30, 2023

It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.

Investments 52

Investments Investing Risk Tolerance Financial Advisor 52

Carson Wealth

DECEMBER 1, 2022

Younger investors have a much longer time frame before they need investment proceeds. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. Work With a Financial Advisor .

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Good Financial Cents

AUGUST 11, 2022

For this pretend exercise, we’ll say that I’m netting a million dollars, and I have all of it to invest.Just so we’re clear, this is not investment advice, so don’t take it as such. Ad Online Financial Advisors are ready to provide you with quality economic planning and investment management. Ads by Money.

Investments 110

Investments Investing Marketing Marketing 110

International College of Financial Planning

JANUARY 15, 2024

In the constantly evolving world of finance, there’s an increasing requirement for financial advisors. With India becoming increasingly financially aware, its younger population is embracing the requirement of financial specialists to guide them towards achievement of financial independence.

Certification 52

Certification Financial Planning Financial Planner Certified Financial Planner 52

WiserAdvisor

APRIL 25, 2023

A financial advisor can be the right person to determine when and whether you should rebalance your 401(k) portfolio. Need a financial advisor? Compare vetted advisors matched to your specific requirements. We make it easy by matching you to vetted advisors that meet your unique needs.

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

Darrow Wealth Management

OCTOBER 28, 2024

A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. Put the plan into action. A liquidity event is a great opportunity to develop a long-term investment plan.

Sales 97

Sales Taxes Estate Planning Retirement 97

Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

License 52

License Financial Advisor Certified Financial Planner CFP 52

International College of Financial Planning

NOVEMBER 10, 2021

MBA (Finance) – This is the minimum qualification that you’d need to work as an investment or financial advisor in India. Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Other Courses & Training Programs.

Investment Advisor 52

Investment Advisor Investments Investing Certified Financial Planner 52