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 Recruitment 52

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 7, 2024

So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? To my recruiter nanny, what she had to fire her suddenly one day. 00:29:28 [Speaker Changed] Yeah. Can I send my kids to school? Should I buy another home?

Startup 148

Startup Advertising Engineering Numbers 148

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Stephanie brings over 30 years of experience in the financial industry, zeroing in specifically on women and their unique financial challenges. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Stephanie brings over 30 years of experience in the financial industry, zeroing in specifically on women and their unique financial challenges.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

APRIL 25, 2023

Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. RITHOLTZ: No clue. HAMBURGER: No, no idea. RITHOLTZ: Right. Coast Guard.

Compliance 163

Compliance Clients Wealth Management Management 163

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. And they wanted to ensure that they had the investment platforms they needed to compete globally.

Clients 148

Clients Portfolio Financial Advisor Investing 148