Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

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Financial Planner CFP Clients Planning 189

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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CFP Recruitment Certification Sales 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. What can you do for me?

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Financial Advisor Financial Planner Fee Only Clients 249

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Nobody can predict how long this will last. Do nothing.

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Risk Tolerance Marketing Marketing Financial Planner 188

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 (..)

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Assets Financial Advisor Insurance Clients 233

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

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

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Financial Services Financial Planner Advertising Financial Advisor 59

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

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

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

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.

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

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

Zajac Group

FEBRUARY 10, 2022

Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. The next piece of planning for your RSU sale requires you to quantify your goal in dollars.

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Financial Planning Planning Taxes Financial Planner 52

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

WiserAdvisor

SEPTEMBER 1, 2022

If your financial affairs are complex in nature that require a higher frequency of supervision such as overseeing an estate, sale of a real estate property, having multiple investments across different asset classes and sectors, etc., What to expect when meeting with a financial advisor? You need help creating a budget.

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Financial Advisor Budgeting Financial Planning Retirement 98

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

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

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.’ But not as a financial planner.). Pandemonium!

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Financial Planner Financial Planning Ethics CFP 45

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. This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Discipline Funds

AUGUST 4, 2023

Retail sales have slowed to 0.5%. After all, time is the core problem that financial planners and investment managers try to solve. The environment is so strange that there’s a narrative for pretty much everyone. For instance: Permabears can argue: Industrial production has slowed to 0%. PMI has been contracting all year.

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Financial Planner Banking Taxes Economics 98

Your Richest Life

JUNE 30, 2023

Six Financial Planning Moves for Your 40s Contribute to an HSA or FSA Health savings accounts (HSAs) and flexible spending accounts (FSAs) are another great way to save money on your tax bill each year. If you go this route, just make sure you don’t re-purchase the same investment thirty days before or after the sale.

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Taxes Retirement Accounting Financial Planner 78

International College of Financial Planning

MARCH 13, 2023

Investors who are not experts on the stock market can rely on professional financial planners and brokers to help them choose the right investments. Financial Planners conduct research on different investment plans and offer their clients the most worthwhile options. These will eat into your returns.

Investing 52

Investing Investments Financial Planner Investment Planning 52

Indigo Marketing Agency

MARCH 5, 2025

LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning. Google Ads: Running search ads targeting keywords related to your seminar topic ensures you reach prospects actively searching for financial guidance. This is particularly true when you are a guest speaker.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She was also named a Top 10 Financial Advisor by Investopedia.

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Financial Advisor CFP Financial Services Education 116

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. What does it mean to be a fiduciary?

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Fee Only Financial Advisor Certified Financial Planner Commission 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

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

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Financial Planner Fee Only Financial Planning Insurance 40

Inside Information

APRIL 26, 2023

We all like to know who are the real up-and-comers in our profession, the younger career financial planners who are exhibiting strong professional leadership skills and extraordinary talents. And it turns out that all of the future leaders of the financial planning profession are wirehouse brokers. Wait; what?!?

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Financial Planner Financial Planning Planning Financial Advisor 40

Midstream Marketing

OCTOBER 29, 2024

A good advertising plan does more than just sell your services. Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. Are you trying to get quality leads for your financial services?

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Advertising Financial Advisor Financial Services Clients 52

Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. So, what would you do if you received a large lump sum of money?

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Management Certified Financial Planner Financial Planner Taxes 98

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

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Financial Planner Financial Planning Commission Sales 40

Inside Information

MAY 30, 2024

Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it. When I started in the early 1980s, financial planning was all about sales, all the time.

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Financial Planning Financial Planner Fee Only Clients 40

Inside Information

MARCH 29, 2023

I go back so far that I wrote about the very first financial planning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. And believe it or not, people were talking seriously about the threat of AI-powered planning and automated financial plans way back in those early days.

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Financial Planner Medicine Financial Planning License 40

WiserAdvisor

AUGUST 18, 2023

Since these professionals are not driven by commissions, you can have peace of mind knowing that the recommendations they offer are unbiased and solely intended to benefit your financial interests. Fee-based investments encompass a wide range of financial products, such as annuities, mutual funds, stocks, bonds, and other securities.

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Financial Advisor Commission Fee Only Financial Planning 52