eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. Sources: 1. Own your worth. ” Accessed February 2023.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

NAIFA Advisor Today

DECEMBER 4, 2024

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

Financial Services 98

Financial Services Financial Advisor Financial Planning Insurance 98

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

NAIFA Advisor Today

DECEMBER 2, 2024

Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence.

Financial Services 52

Financial Services Financial Advisor Financial Planning Clients 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.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele? An RDSP is an important tool when planning for a special needs client.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Read More.

Financial Services 236

Financial Services Communication Financial Advisor Financial Planning 236

Nerd's Eye View

JANUARY 3, 2023

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

SEPTEMBER 4, 2023

Onramp Invest, the platform that aimed to solve the challenges of cryptocurrency investing for financial advisors, was acquired by Securitize, a platform specializing in blockchain-based tokenization of private market investments, suggesting that advisors' interest in recommending digital assets for their clients – already limited during previous (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. Tax planning is essential. However, you can adopt certain tax and financial planning strategies to lower your tax output.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

The Chicago Financial Planner

FEBRUARY 2, 2024

Ask your financial advisor about their client base. If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. – Ask These 6 Questions is a post from: The Chicago Financial Planner

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.

Management 246

Management Financial Advisor Planning Retirement 246

Nerd's Eye View

OCTOBER 19, 2023

While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Read More.

Clients 246

Clients Financial Advisor Financial Advice Financial Services 246

The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

Risk Management 291

Risk Management Taxes Estate Planning Financial Planner 291

Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 244

Clients Financial Advisor Financial Services Education 244

Nerd's Eye View

JANUARY 31, 2023

In this episode, we talk in-depth about how Ali and her firm serve their ultra-high-net-worth families with client relationship teams of wealth planning, investing, and client service, to delve into the full depth of their financial complexities while delivering a ‘white glove’ service, how Waldron instituted an in-depth upfront financial (..)

Clients 246

Clients Retail Financial Advisor Recruitment 246

Midstream Marketing

NOVEMBER 7, 2024

Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). By using both, financial planners can boost their online presence. A mix of SEO and SEM makes a strong digital marketing plan. Get clear steps to set up and improve your SEM campaigns.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

WiserAdvisor

OCTOBER 20, 2023

You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning. These check-ups ensure that one’s financial strategies and actions align with their goals.

Financial Planning 74

Financial Planning Planning Financial Advisor Wealth Accumulation 74

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Nerd's Eye View

OCTOBER 11, 2022

We also talk about how, while she was still working for a broker-dealer, Libby learned to differentiate herself not by learning to better sell her firm’s products but instead by diving deep into contract language of her clients’ insurance and annuity policies to find the gaps where those products didn’t really fit their financial (..)

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

AdvicePay

JULY 7, 2022

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Services 52