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Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

and our Financial Planning Value Summit, we'll be rolling out 2 new Advicer Research studies (on Marketing and on Productivity, as we wrap up the 2023 study on Wellbeing in the coming weeks), and we'll be building a new Kitces Course on Optimizing Roth Conversions (to complement our course on Optimizing Social Security) to be released in mid-2024.

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#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 245
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#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 213
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#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

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Financial Planning for the Retirement Transition

eMoney Advisor

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings. Creating Financial Organization and Simplification for Clients.

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Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. For example, when we did a webinar about planning for college, it was right before the FAFSA® deadline.

Education 103
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Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back

eMoney Advisor

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Best for: All financial professionals.