Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 124

Clients Wealth Management Financial Planner Startup 124

The Reformed Broker

AUGUST 29, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Financial Planner 331

Financial Planner Financial Consultant Wealth Management Financial Advisor 331

Wealth Management

OCTOBER 18, 2023

Cooke Capital's Haley Tolistsky shares her unique journey into the financial advisor profession.

Financial Planner 293

Financial Planner Financial Advisor 293

Abnormal Returns

MAY 20, 2024

Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement.

Financial Planner 278

Financial Planner Wealth Management Retirement Clients 278

Abnormal Returns

JULY 8, 2024

wiredplanning.com) Daniel Crosby talks with Andy Baxley, Senior Financial Planner at The Planning Center. wsj.com) Robinhood ($HOOD) could add money management capabilities. investmentnews.com) Advisers It takes a village to run a successful wealth management firm.

Financial Planner 262

Financial Planner Wealth Management Advertising Tax Planning 262

Abnormal Returns

OCTOBER 14, 2024

podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. thinkadvisor.com) Some perspectives on being a financial planner. joincolossus.com) Bogumil Baranowski talks with Justin Castelli about living your authentic life.

Estate Planning 279

Estate Planning Financial Planner Wealth Management Retirement 279

The Reformed Broker

JUNE 1, 2023

pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing a whole bunch of my Ritholtz Wealth Management colleagues with me, including our financial planner in the area.

Financial Planner 258

Financial Planner Wealth Management Management 258

Wealth Management

AUGUST 29, 2022

Providing ethical, competent financial planning is an immediate and direct step to help your community improve its financial resilience.

Financial Planner 245

Financial Planner Ethics Financial Planning Planning 245

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Wealth Management

APRIL 4, 2023

Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.

Financial Planner 282

Financial Planner 282

Wealth Management

AUGUST 18, 2023

Planners and clients face challenges and concerns regarding liquidity, fund structures, tax implications, and fees associated with alternative investments. Addressing these concerns requires collaborative educational efforts the industry.

Education 234

Education Financial Planner Taxes Clients 234

Wealth Management

OCTOBER 19, 2023

Danielle Miura transitioned from being a stay-at-home mom to a career in financial planning after encouragement from her husband.

Financial Planner 243

Financial Planner Financial Planning Planning 243

Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 299

Financial Planning Financial Planner Planning 299

Wealth Management

JULY 17, 2024

Jess Bost, former vice president of strategic partnerships and client success at Alpha Architect, joins as lead financial planner.

Financial Planner 282

Financial Planner Clients 282

Wealth Management

APRIL 6, 2023

How should financial planners respond to client worries about Social Security’s future?

Clients 305

Clients Financial Planner 305

Wealth Management

JUNE 28, 2024

She’s stepped down from 2050 Wealth Partners, the RIA she co-founded with financial planner Lazetta Braxton in 2020.

Financial Planner 247

Financial Planner 247

Wealth Management

OCTOBER 13, 2022

NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.

Financial Planner 254

Financial Planner 254

Wealth Management

NOVEMBER 1, 2022

Our panel of industry experts explores when and why it may make the most sense for financial planners to include advice and insurance services in their menu of client services.

Insurance 256

Insurance Financial Planner Clients 256

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. What is a fiduciary advisor?

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Abnormal Returns

SEPTEMBER 9, 2024

kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. (riabiz.com) NewRetirement has changed its name to Boldin. wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.'

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Wealth Management

NOVEMBER 1, 2023

Some financial planners are recommending clients buy the largest cryptocurrency — in moderation.

Financial Planner 226

Financial Planner Investing Investments Clients 226

Abnormal Returns

OCTOBER 16, 2023

investmentnews.com) Advisers How a financial planner is like a general practitioner. (riabiz.com) Compliance Compliance is one of the biggest concerns of advisers. thinkadvisor.com) AI tools are coming for the compliance function. flowfp.com) Tony Isola, "Withdrawal rates are more than numbers on a spreadsheet."

Compliance 262

Compliance Financial Planner Financial Advice Investment Advisor 262

Wealth Management

JULY 19, 2023

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.

Financial Planner 225

Financial Planner 225

Abnormal Returns

DECEMBER 5, 2022

wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. (advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. Here are 101 action items.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Abnormal Returns

JULY 31, 2023

financial-planning.com) Why some people feel the need to take Social Security early. marketwatch.com) Advisers How much attention should financial planners pay to academic research? financial-planning.com) How younger advisers can better connect with young clients.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

The Big Picture

JUNE 5, 2023

We only have a few slots left to meet with prospective clients — if you would like to learn more about being a client of Ritholtz Wealth Management, this is your chance. Meet my partners Joshg Brown, Kris Venne, and our new firm president Jay Tini, along with eight superstar financial planners and client service reps into town.

Financial Planner 147

Financial Planner Wealth Management Financial Advisor Clients 147

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Dear Mr. Market

DECEMBER 3, 2024

It’s the adage of better to “give a warm hand than a cold one” Similarly, giving to charities while alive allows you to see and shape the difference your contributions make.This idea stood out to me as both a parent and a financial planner.

Financial Planner 59

Financial Planner Retirement Planning Financial Planning Retirement 59

Million Dollar Round Table (MDRT)

JUNE 18, 2023

He told people he was a financial planner and that he worked with all kinds of clients. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.

Financial Planner 97

Financial Planner License Advertising Investment Advisor 97

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

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52