Nerd's Eye View

MAY 19, 2023

And amid this backdrop, several AdvisorTech tools have added AI capabilities that could further streamline advisory firms’ middle- and back-office tasks and processes.

Financial Planner 245

Financial Planner CFP Financial Advisor Clients 245

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 246

Financial Planner Ethics Financial Advisor Clients 246

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

Nerd's Eye View

NOVEMBER 27, 2024

Charitable giving is an essential aspect of many people's financial lives. Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to "do more".

Clients 242

Clients Education Financial Planner Planning 242

Nerd's Eye View

JULY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing competition for advisor talent, recent studies indicate that factors such as firm culture and leadership, as well as providing advisors (..)

Financial Planner 189

Financial Planner Clients Tax Planning Accounting 189

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 179

Financial Planner Retirement Healthcare Numbers 179

The Chicago Financial Planner

FEBRUARY 2, 2024

If the advisor’s primary service is focused in an area like constructing bond portfolios for their clients and you are looking for a financial planner to construct a comprehensive financial plan for you, this advisor may not be a good match. – Ask These 6 Questions is a post from: The Chicago Financial Planner

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

The Chicago Financial Planner

FEBRUARY 8, 2023

Its important for retirees to understand how taxes will impact their retirement finances and to include this in their retirement financial planning. Note the information above is a review of the basics of how Social Security benefits are taxed and should not be considered to be advice. is a post from: The Chicago Financial Planner

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

Nerd's Eye View

NOVEMBER 6, 2024

In this article, Jeremy Walter, founder of Fident Financial, and Andy Baxley, Senior Financial Planner at The Planning Center, discuss how advisors can follow a 3-part framework to help clients craft an informative, values-based statement of financial purpose.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

FEBRUARY 23, 2023

For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 244

Financial Planning Planning Financial Planner Financial Advisor 244

Darrow Wealth Management

NOVEMBER 4, 2024

How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. For many investors, the most important factor when trying to find a financial advisor is the location and proximity to where they live. A note of caution on near me searches.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

The Chicago Financial Planner

JUNE 13, 2022

I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt. This is a good time to lean on your financial plan and your investment strategy and use these tools as a guide. Don’t miss any future posts, please subscribe via email.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Validea

DECEMBER 23, 2024

In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.

Financial Planner 52

Financial Planner Investing Investments Portfolio 52

Nerd's Eye View

MAY 22, 2023

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).

Financial Planning 246

Financial Planning Planning Financial Planner Certification 246

Your Richest Life

JULY 17, 2024

Money lesson #6: Be careful where you get your investment information from. The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

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. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Understanding cultural values can make you a better financial planner.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

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

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

International College of Financial Planning

NOVEMBER 16, 2023

Also Read: How Certified Planners Can Leverage Digital Platform Leverage the Power of Social Networks Think of social networks like LinkedIn or Facebook as tools to spread your news. They’re not just one-way streets but platforms where you can share and receive information. Make it count!

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. For more information, visit AdvisorPR.com , email info@advisorpr.com or call ( 866) 888-5333.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

FEBRUARY 1, 2023

Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. It will make you a better financial planner.”

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 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. What is a financial paraplanner? How do you get a job as a financial paraplanner?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Your Richest Life

MAY 16, 2023

But others will turn to a financial planner to help get their finances on track. Whichever route you choose, make sure you’re getting advice from reliable sources, and choose a financial planner who’s right for you. For more information on the services offered, contact Katie today.

Financial Planner 102

Financial Planner Retirement Planning CFP 102