Eight Colleges with the Best Financial Planning Programs
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 Related Topics 
The Growth Of Collaborative Planning – And Decline Of “The (Written Financial) Plan”
Nerd's Eye View
JULY 26, 2023
Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.
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Less Stress, More Success: Accounting Best Practices & Processes for 2025
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
Trending Sources
Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
Nerd's Eye View
SEPTEMBER 11, 2023
a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).
Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off
Nerd's Eye View
OCTOBER 23, 2023
Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.
Navigating Financial Storms: Strategies for Building Resilient Balance Sheets
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities. By implementing these strategies, companies can build a resilient balance sheet that can weather economic storms and position themselves for long-term success.
The Future of Financial Planning: Insights from the Next Generation
Wealth Management
NOVEMBER 15, 2024
With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.
Moneytree Unveils New Version of Financial Planning Software
Wealth Management
SEPTEMBER 16, 2024
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
Best Practices For Running A Financial Planning Internship Program (And Creating A More Productive Outlook)
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).
50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. Read More.
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How “Probability Of Success” Differs Between One-Time And Ongoing Financial Plans
Nerd's Eye View
DECEMBER 21, 2022
Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. Read More.
The Close Relationship Between Financial Planning and Estate Planning
Wealth Management
AUGUST 12, 2024
Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.
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Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning
Nerd's Eye View
FEBRUARY 23, 2023
The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. 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.
Increasing Financial Planning Efficiency With A Systematized Annual Process
Nerd's Eye View
NOVEMBER 21, 2022
However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.
Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.
How To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.
4 Pitfalls of Not Having a Financial Plan
Carson Wealth
APRIL 25, 2024
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
Advice Engagement Strategies: 4 Core Areas To Motivate Clients To Be More Active In The Financial Planning Process
Nerd's Eye View
APRIL 24, 2023
But by focusing on advice engagement strategies and encouraging clients to become more engaged in the planning process, advisors can help clients become more motivated to take action, which will ultimately serve to improve their planning outcomes. Read More.
#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler
Nerd's Eye View
NOVEMBER 5, 2024
In this episode, we talk in-depth about how Emily’s firm created a custom workbook that asks clients to explore their goals and values, on topics ranging from education and travel, to whether they expect to need follow-up from their advisor regarding their follow-through on action items, allowing their advisor to get permission to give nudges (..)
8 Financial Planning Tips for Small Business Owners
Carson Wealth
JULY 3, 2024
Many times, financial professional have connections to attorneys and CPA firms to get their clients the service and help they need. A financial advisor can offer strategic advice on investments, retirement planning, and risk management while quarterbacking your business and personal financial plans.
You might be missing a financial planning cornerstone: Insurance
Million Dollar Round Table (MDRT)
OCTOBER 8, 2024
Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial we make sure that this foundation is strong enough to support clients financially, no matter what happens. Banks, FPFS Worldwide, we face a dreadful undercoverage of insurance.
Financial Planning Challenges for Financial Advisors
Don Connelly & Associates
SEPTEMBER 2, 2024
In today's saturated market, financial advisors must offer holistic financial planning for several reasons: It's a sure way to differentiate themselves from those who only offer investment management. It can build deeper, more trusting relationships with clients, and it leads to better financial outcomes for clients.
Is Shame of Selling Hurting Your Financial Planning Business?
Leading Advisor
OCTOBER 30, 2024
What is the “Shame of Selling” and how does it affect your financial planning business? What are the signs you might be experiencing it, and… The post Is Shame of Selling Hurting Your Financial Planning Business? appeared first on Leading Advisor - Simon Reilly.
#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller
Nerd's Eye View
NOVEMBER 14, 2023
What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)
Mike Tyson Would be a Financial Planning Genius
Advisor Perspectives
DECEMBER 6, 2023
If Mike Tyson were speaking to a group of investors, what he may have been saying is that everyone has a financial plan until life throws a “punch.”
The Importance of Financial Planning
Financial Symmetry
JANUARY 2, 2023
Do you have a mapped-out plan for your future? Financial Planning could be the answer. The post The Importance of Financial Planning appeared first on Financial Symmetry, Inc. Do you know the best steps to take to achieve your goals?
Imagine Financial Planning 2030
Advisor Perspectives
MAY 25, 2023
That includes investing and, especially, other aspects of financial planning. AI’s arrival will have an increasingly large impact on our lives.
Can You Pass the Financial Planning Challenge?
Wealth Management
FEBRUARY 8, 2024
Test your skills against those of student teams in questions from the Financial Planning Challenge.
Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney
XY Planning Network
JULY 8, 2024
The rise of new tools, such as the Elements Financial Vitals System and AssetMap, aims to move from complex, comprehensive projections to more digestible summaries that facilitate great client conversations. So, which planning software should you use? Let's take a look!
#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard
Nerd's Eye View
SEPTEMBER 3, 2024
Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.
Why Checklist-Style Financial Planning Works: What Advisors Can Learn From Dave Ramsey’s Baby Steps
Nerd's Eye View
SEPTEMBER 21, 2022
In other words, instead of focusing on a complex, customized plan based on a person's unique circumstances that might make for an ideal financial plan on paper, the Baby Steps are geared toward laying out a clear and inviting path for action – which might be more attractive (and effective) from a non-expert's perspective.
From Tax Efficiency to Retirement: Financial Planning for Small Business Owners
Carson Wealth
JULY 11, 2024
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning.
#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends
Nerd's Eye View
OCTOBER 17, 2023
What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)
Financial Literacy Advocate Brings First Fraternity to Financial Planning
Wealth Management
JUNE 1, 2023
Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.
4 Women Empowering Women in Financial Planning
eMoney Advisor
MARCH 1, 2023
As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1. Own your worth. ” Accessed February 2023.
Year End Financial Planning Checklist
Discipline Funds
DECEMBER 20, 2023
The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time.
Financial Planning Strategies for Newlyweds
Advisor Perspectives
JUNE 6, 2024
Here are some financial planning considerations and steps newlyweds may want to take after the wedding. Our Bill Cass highlights some of the key areas.
Untangling Behavioral Finance and the Psychology of Financial Planning
Alpha Architect
DECEMBER 4, 2023
The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Please read the Alpha Architect disclosures at your convenience.
Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
The post Financial Planning for the Latino Community appeared first on www.tobiasfinancial.com. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.
Showcase Your Value With Financial Planning Process Infographics
Advisor Perspectives
SEPTEMBER 4, 2024
Using infographics to illustrate your firm’s financial planning process is a great way to show the value you provide. Whether in your marketing materials, initial consultations, or new client onboarding, these visuals can help set the stage for a successful and growing relationship.
Age Milestones Can Trigger Financial Planning Actions
Advisor Perspectives
SEPTEMBER 20, 2024
Many financial planning actions are linked to age milestones. Our Bill Cass highlights what key birthdays and other dates could mean for your financial plan.
Financial Planning for a Divorce
Darrow Wealth Management
MARCH 31, 2023
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Here’s a checklist of post-divorce financial planning moves.
To Deliver More Value, Simplify Your Financial Plans
Advisor Perspectives
AUGUST 29, 2023
Dropping a 100-page financial plan in favor of a simplified one-page plan delivers massive value to clients and wins over prospects.
Kitces & Carl Ep 133: Should Advisors Market The Real (Self-Actualization?) Value Of Financial Planning, Or Just Do It?
Nerd's Eye View
MARCH 7, 2024
As while serving in a fiduciary capacity to create a comprehensive financial plan in the client's best interest can result in providing solutions that cascade into the emotional, life-changing, and even social-impact tiers of the Elements of Value Pyramid, sometimes without the client ever realizing they had needs in those areas.
Making a Difference Through Pro Bono Financial Planning
Wealth Management
OCTOBER 19, 2023
The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.
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